Excel® Fundamentals for Sales Professionals
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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.
David H. Ringstrom, CPA, Accounting Advisors, Inc.