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Goals


- Define a sales strategy

- Track sales and results

Program

Formatting a cell
Formatting a table
Reminders of basic formulas: simple calculations, concatenation, percentages, etc.
Make graphical representations of data
Printing tools

Workshop: Create a sales budget table

The essentials: SUM, AVERAGE, MAX, MIN…
The conditional and logical functions: IF, AND, OR, NB.IF.EN, SUM.IF.EN …
The search functions: VLOOKUP, INDEX and MATCH
Complex functions : nested functions and matrix functions (SUMPRODUCT …)

Workshop: Carry out individual follow-up of sales representatives

Date functions: TODAY, DATE, DATEDIF …
Complex calculations with date functions: OFFSET MONTH, WORKDAY SERIES, OPEN.DAY (nesting of functions) …
Use predefined and personalized time formats

Workshop: Sales planning management

Manage the display of databases: freeze panes, split, new window …
Apply conditional formatting
Format in table
Use sorting and filter (simple and advanced)
Use the subtotal tool
generate graphics sparkline

Use the Pivot Tables: Setting up tables, grouping, filter, segment
Use the pivot charts for sales analysis
Use the links between sheets or workbooks to summarize the sales of a particular product
Insert comments and objects on a leaf

Workshop: setting up analytical reports and assessments on activities and results

Adapt the result of a calculation via the target value
Perform simulations using the scenario manager
Constraints management using the solver

Workshop: Perform simulations according to customers

Duration

2 days

Price

£ 2495

Audience

Sales directors – Managers – Team leaders

Prerequisites

Have followed the course « Excel: Fundamentals » or have equivalent knowledge

Reference

BUR954-F

Sessions

Contact us for more informations about session date