Sales Management Using Excel | Excel Advanced Training Course | Designed For Excel 365, 2019, 2016, 2013
Microsoft Excel is an excellent tool for performing sales management, in part because of the many financial functions that it provides. This course focuses on essential features and best practices that sales professionals can use. In this Excel advanced training course, you’ll learn how to use Microsoft Excel for performing sales management tasks such as Generating and tracking sales leads, Creating quotes and invoices, and Forecasting future sales.
Training Type: Classroom Training – Downtown Toronto
Course Level: Microsoft Excel Advanced Level Series
Number of students per session: Our class sizes are typically 4-6 students per session. Our classes are intentionally kept small in order to foster more interaction between the instructor and students. We limit classes to a maximum of six (6) students unless we are teaching a private group or organization. Each student is provided with a laptop with Microsoft Excel 2016 Or Excel 2019 (Windows) already installed.
Locations: Downtown Toronto ( 1 Yonge St, Suite 1801- Executive Boardroom ). The training is also offered at other locations including Mississauga, Scarborough, Ottawa & Montreal. Please contact to discuss an alternate course location.
Duration: 1 Day (10 AM – 5 PM)
Special Offers: Sign up with a friend and save 5% each – Sign up with 2 friends and save 10%
Bring your laptop: Save $ 25 “$ 275 only” (Your laptop with Microsoft Excel 2016 or Excel 2019 installed). You can get Microsoft office including Excel 2019 for less than $15/Month from Microsoft Office Official site. Select Office 365 Business
Corporate Training: Contact us for special offers
Upon successful completion of this course, you will be able to use Excel 2016 for performing sales management. you’ll learn how to use statistical analyses formulas such as moving averages, descriptive statistics, and frequency distributions.
To ensure your success in this course, you should have experience working with Excel 2013, Excel 2016 or Excel 2019. This Advanced Microsoft Excel training course is suitable for those with a sound working knowledge of Excel who wish to progress to the most complicated functions and features used in business and sales sectors . Also this course is suitable for those who attended our Or our Excel Intermediate Level course.
This course is ideal for individuals whose job includes a sales component, such as sales representatives or managers, entrepreneurs, gig economy workers, small business owners, etc. It will explore the entire sales cycle and will showcase how to use Microsoft Excel to create various files and forms, with the goal of improving efficiency and productivity.
- Introduction to the sales process and sales management
- Creating and maintaining a customer database
- Generating and tracking sales leads
- Creating quotes and invoices
- Forecasting future sales
- Generating, sharing and printing reports and dashboards
- Data tables
- Pivot tables and pivot charts
- Data analysis formulas: SUM, AVERAGE, COUNT, MIN, MAX
- Forecast sheet
- Text analysis
- Calculations with dates
- Data cleanup and maintenance
- Cell formatting
Included Course Materials
- Course workbook “PDF” including step-by-step course exercises complete with many actual screen captures and advanced project tips, exercises and answers
- Data files with all applicable Microsoft Excel files used in the course
- Certificate of completion (PDF)
For more details about Microsoft Excel , please visit the product official page EXCEL 2016
Zdravko Dimitrov is a Microsoft Office instructor at PMVISION. He delivers courses on Microsoft Excel, PowerPoint, Project, and other Office applications. With over 10 years of experience using the applications in both academic and corporate settings, Zdravko has a wealth of knowledge which allows him to incorporate real-world examples and best practices in his classes. He has taught various courses in leading academic institutions in Canada, such as McMaster University and Sheridan College. He has an MBA degree from McMaster University and a BBA degree from the University of Toronto.