Spreadsheets for Salespeople

In this unplugged session we get to look over the instructor's shoulder to learn all of the best practices for working with data in spreadsheets. This is not a generic course on spreadsheets - it is specifically for B2B sales pros who need to manipulate, analyze, and present data from CRM, from campaigns, from automation tools or others to make assumptions, projections, and reports.

The best salespeople know how to work with data and don't have to wait for report from sales operations to get the answers they need to manage their pipeline.

You'll learn

• How to take data from CRM and other sources work with it
• How to have spreadsheet-based conversations with senior executives
• How to frame scenarios like "Are we on pace to hit our targets?" in data
• Keyboard shortcuts to move through spreadsheets with ease
• How to create formulas like addition and SUM
• How to align and organize data, create headings, and apply colors
• How to format numbers and totals
• How to Insert and Delete rows and columns
• How to format columns for best data presentation
• Hiding Gridlines, Rows and Columns
• How to calculate values, use vLookup and Typecasting
• How to create Pivot Tables and manipulate data
• How to create executive presentations for sales
• How to create an executive summary of sales information
• Defining pipeline data by stage, or salesperson
• How to present sales data with charts vs. tables
• How to summarize finding by learning what's hidden in the data
• Bonus: Sales Math for Individual Success

Course delivery

On-demand

Instructional Chapters

Knowledge Quizzes

Course workbook

Certificate of Completion recognized industry-wide