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Product ID: 403537EAU
 

Excel® Fundamentals for Sales Professionals

OnDemand Webinar (94 minutes)

Learn the essentials of Excel® that can be used specifically for sales specialists.

Many sales 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 material, Excel® expert David Ringstrom, CPA, shares applicable Excel® fundamentals that will enable sales 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; and 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 Office 365 version of Excel®. David draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) during the topic as well as in his detailed handouts. David also provides an Excel® workbook that includes most of the examples he uses during the webcast.

Office 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® 2019, Excel® 2016, and so on.

Authors

David H. Ringstrom, CPA, Accounting Advisors, Inc.

Agenda

Transforming an Unwieldy List of Data Into a Format That's Ready to Be Analyzed Within a PivotTable

Using Go to Special to Select Specific Types of Cells Within a Worksheet

Filling All Blank Cells Within a List of Data at Once by Way of the Ctrl-Enter Keyboard Shortcut

Leveraging Excel®'s Quick Access Toolbar to Create a Shortcut That Enables You to Filter Lists With a Keystroke Instead of Multiple Mouse Actions

Simplifying Filtering Tasks by Adding a Clear Filter Shortcut to the Quick Access Toolbar

Creating a PivotTable to Transform Lists of Data Into On-Screen Reports

Distinguishing the Differences Among Pivot Table-Related Menus in Excel 2013 and Later Versus Older Versions of Excel®

Adding Fields to a Blank PivotTable to Create Instant Reports

Filtering PivotTables to Show Fewer Columns and/or Rows of Data

Discovering Four Different Ways to Remove Data From a PivotTable Report

Drilling Down Into the Details Behind Any Amount Within a PivotTable With Just a Double-Click

Exploring the Forecast Sheet Feature in 2016 and Later, Which Can Extrapolate Trends Based on Existing Data in Your Spreadsheets

Improving the Integrity of Spreadsheets With Excel®'s Vlookup Function

Using Range Names to Streamline Formulas and Bookmark Key Inputs Within a Workbook

Employing the Name Manager Feature to Make Corrections to Range Names or Store Notes About Assumptions

Building Formulas Faster by Way of the Use in Formula Command

Copying Formulas Efficiently Down One or More Columns at the Same Time

Crafting Formulas to Compute Gross Margins, Projected Sales, Commissions, and Related Amounts.