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Excel for Sales Professionals

Step-by-step, learn how to: clean up reports to facilitate data analysis; jump-start spreadsheets by utilizing free Excel templates; best practices for developing sales budgets; forecasting sales in Excel 2016 and later; and two approaches for calculating sales commissions.

Upcoming
Thursday, July 28th, 2022
1:30 pm - 2:30 pm
Presented by David Ringstrom
$179.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Sales
  • Computer Skills
  • Technology/Security
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Customer Service Representative
  • Internal Auditor
  • IT Professional
  • Marketing Officer/Business Development
  • Small Business Lender
  • Trainer
  • Trust Officer

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Many professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable professionals to achieve those goals. Step-by-step, David demonstrates and explains: cleaning up reports to facilitate data analysis; jump-starting spreadsheets by utilizing free Excel templates; best practices for developing sales budgets; forecasting sales in Excel 2016 and later; along with two approaches for calculating sales commissions. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. He draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation, as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

What You'll Learn

  • Create instant reports
  • Creating interactive geographic maps
  • Four ways to remove data from a pivot table report
  • Differences among pivot table-related menus
  • Extrapolate trends based on existing data
  • Filtering pivot tables
  • Filtering vs. sorting
  • SUMIF vs. VLOOKUP

Who Should Attend

Professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of sales-related spreadsheets.


David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).