Duration
1 day
Course Description
In this course, you will learn to use Excel to make better decisions in Sales Operations.
Working with real-life scenarios, you will use various functions and tools to perform sales analysis, planning and forecasting.
Objectives
At the end of the course, you will be able to:
- Extract meaningful information from database and operational data using Excel
- Use effective visual effects to communicate information
- See trends in data
- Build and maintain data lists
- Query data from external data sources
- Understand data by summarizing them
- Make comparisons against industrial benchmark
- Use scenarios to present how varying inputs may affect forecasts
- Allocate training budget to maximize productivity
- Aggregate data over time periods
- Create variance reports
- Summarize employee’s data by count, sum and average
- Use Vlookup to tie employee’s compensation and benefits with departments/ projects
Course Outline
Creating Charts
- Choosing the right charts to convey information
- Using column chart to compare payroll by departments
- Using line graph for trend spotting
Building and Maintaining Data Lists
- Creating and editing training data lists
- Searching for information in a data lists
- Querying data in external database tables
Summarizing Data by Using Descriptive Statistics
- Compute mean, median and standard deviation
- Calculate min, 25%ile, median, 75%ile & max
- Comparisons against industrial benchmark
Performing What-If Analysis
- Create a data table for salary projection
- Compare how different inputs may affect budget forecasts
- Decide how to allocate training budget to maximize productivity
Creating Powerful Reports with Pivot Tables
- Report aggregated by quarter and year
- Creating a year-to-date totals
- Creating a month/ month or year/ year variance
- Doing sum, counts and average by employee
Perform Info Matching using Vlookup
- Introducing Vlookup
- Finding who has reached the top of their salary range
- Account for compensation and benefits by employees and departments
- Analyze compensation paid out by departments
Programme scope, delivery arrangements and suitability are confirmed during enquiry.