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


Course Objective

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.


Target Audience

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.

Course Outline

  • 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


Learn What’s New in Microsoft Excel 2019


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PMVISION reserves the right to postpone/cancel an event, or change the location of an event because of insufficient enrollments, instructor illness or force-majeure events.


Cancellation & Refund Policy

  • Reserve your seat fee:  Non Refundable. To be refunded if the class is cancelled by PMVISION
  • In case PMVISION  cancels an event, 100% refund will be paid to the delegate.
  • If the cancellation is done by the delegate within 48 hours of subscribing, 10%  will be deducted as administration fee.
  • If a cancellation is done by a delegate 7 days or more, prior to the event, 20% will be deducted as administration fee.
  • If a cancellation is done by a delegate 7 days or less, prior to the event, no refunds will be made
  • Bookings made at discounted prices ( Including Early Bird Booking) cannot be cancelled.
  • If you will have to travel to attend the course, please don’t make any travel arrangements until we confirm the class. We usually usually confirm the class by emails at least one week prior to the start date.


IMPORTANT: We recommend waiting to book any non-refundable travel until 1 week  before the start of class. PMVISION is not responsible for any loss incurred as a result of a canceled class. Please email: for any additional questions.

Delivery Methods:

  1.  Classroom Training: Downtown Toronto – Mississauga , Scarborough, Ottawa & Montreal.
  2.  Virtual Classroom
  3.  On-Site Training: At your location, anytime , anywhere
  4.  Corporate Training: Special rates for Corporate Training

Group Discount:

We provide special rate for groups :

  • 5% Discount for Group of 2
  • 10% Discount for Group of 3
  • 15% Discount for Group of 4

Certificate of Completion (PDF Format) is available upon attending the course.