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Excel for Sales Professionals

ID : 1529   
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Course Description

For a sales professional, it’s important to manage client relationships and equally as important to maintain sales data to effectively measure results. Sales reports provide insights into sales performance and areas for improvement and support effective decision making.

In this one-day course, learn how to import your sales data into Excel and how to clean up that data by removing redundancies, fixing incorrect information, and applying formatting. Next, become knowledgeable about methods of analyzing sales data in Excel, from filtering and sorting to tracking and analyzing. Lastly, explore how to create leaderboards and dashboards, manage leads and territories, spot trends and forecast sales. This course focuses on key features and best practices that sales professionals can use immediately. See Course Outline.

Recommended Prerequisites

Excel - Level 1 or equivalent experience.

It is the responsibility of the student to ensure that prerequisites are met. For more information, contact us at 403-777-7550 (phone), 403-777-7889 (fax), or email us at

Class Details

1 Sessions

Lord Shaughnessy High School

David Saxby 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
11/10/2020 - 11/10/2020 Daily - Tue 9:00 AM - 4:00 PM Calgary, Lord Shaughnessy High School  Map David Saxby