Learn how to build interactive Excel sales dashboards that transform raw business data into clear visual insights and professional reports. Master Pivot Tables, Pivot Charts, slicers, and dashboard design techniques used for real-world business analysis.
This course provides a practical, step-by-step approach to creating professional sales dashboards in Microsoft Excel. You’ll learn how to prepare and structure datasets, analyze sales performance using Pivot Tables, and create visually engaging Pivot Charts that help businesses track KPIs and make informed decisions.
As you progress, you’ll build a complete Excel Sales Dashboard from scratch while learning essential dashboard design principles and visualization best practices. The course also demonstrates how to enhance reports using labels, formatting techniques, and interactive slicers that allow users to filter and explore data dynamically.
What makes this course unique is its hands-on learning approach using realistic business data and practical reporting scenarios. Instead of focusing only on Excel features, learners develop job-ready skills for creating dashboards used in sales reporting, business performance tracking, and strategic analysis.
By the end of the course, you’ll be able to confidently analyze sales data, design interactive dashboards, create impactful visual reports, and deliver actionable business insights using Excel.
This module introduces the core concepts of building an advanced sales productivity dashboard in Excel. Learners will explore data structuring, target setting, revenue integration, and foundational techniques required to create accurate and insightful dashboards.
涵盖的内容
12个视频5个作业
显示有关单元内容的信息
12个视频•总计97分钟
Introduction to Sales Productivity Dashboard Advanced•10分钟
Data Introduction•6分钟
Adding Formula Data Base•9分钟
Quarter Target and Percentage Achievement•4分钟
Target YTD•6分钟
CTC Definition•7分钟
Remove Part•11分钟
CTC Tagging•6分钟
Working With Core Revenue•10分钟
Adding Core Revenue to Each Factor•9分钟
Conditional Formatting•9分钟
Individual Employee View•11分钟
5个作业•总计70分钟
Graded - Foundations of Advanced Sales Dashboarding•30分钟
Getting Started with Advanced Dashboard Concepts•10分钟
Setting Targets and Performance Metrics•10分钟
Data Cleaning and Structuring for Analysis•10分钟
Enhancing Data with Revenue Insights•10分钟
Building Multi-Dimensional Views
第 2 单元•小时 后完成
单元详情
This module focuses on designing multi-dimensional dashboard views, including employee-level, departmental, and zone-based analysis. Learners will also explore automation techniques using macros and advanced performance evaluation methods.
涵盖的内容
12个视频5个作业
显示有关单元内容的信息
12个视频•总计83分钟
Individual Employee View Continues•6分钟
Department Grid View•8分钟
Sales Employee Profile•6分钟
Zone Grid View•9分钟
Data Break Macro•6分钟
Data Break Macro Continues•10分钟
Delete Sheets Macro•4分钟
Performance Linkage•4分钟
Sigma Analysis•8分钟
More on Sigma Analysis•6分钟
Core Rev Sigma Analysis•5分钟
CTC wise Analysis•10分钟
5个作业•总计70分钟
Building Multi-Dimensional Views•30分钟
Employee-Level Dashboard Design•10分钟
Regional and Zone-Level Analysis•10分钟
Automating Data Management•10分钟
Advanced Performance Evaluation•10分钟
Financial and Pivot-Based Analysis
第 3 单元•小时 后完成
单元详情
This module covers financial analysis techniques, including revenue-cost evaluation, budgeting, pivot tables, and trend analysis. Learners will gain hands-on experience in transforming raw data into meaningful financial insights.
涵盖的内容
11个视频5个作业
显示有关单元内容的信息
11个视频•总计86分钟
Core Rev CTC Analysis•3分钟
Budget•11分钟
Budget Continues•9分钟
Pivot Table•11分钟
Pivot Table Continues•8分钟
Pivot Charts•9分钟
Consolidation•6分钟
Trend Analysis•7分钟
More on Trend Analysis•9分钟
Goal Seek•7分钟
Objectives and Distribution of Montecarlo Simulation•6分钟
5个作业•总计70分钟
Graded - Financial and Pivot-Based Analysis•30分钟
Revenue and Cost-Based Analysis•10分钟
Mastering Pivot Tables and Charts•10分钟
Data Consolidation and Trend Insights•10分钟
Scenario Analysis with Goal Seek•10分钟
Monte Carlo Simulation & Advanced Modeling
第 4 单元•小时 后完成
单元详情
This module introduces advanced statistical modeling techniques, including Monte Carlo simulation, probability distributions, and iterative analysis. Learners will build predictive models to handle uncertainty and forecast outcomes.
涵盖的内容
8个视频5个作业
显示有关单元内容的信息
8个视频•总计53分钟
Advantages of Montecarlo Simulation•6分钟
Normal Distribution for Montecarlo Simulation•9分钟
Iteration in Montecarlo Simulation•6分钟
Iteration in Montecarlo Simulation•6分钟
Trigular Distribution in Montecarlo Simulation•6分钟
Trigular Distribution in Montecarlo Simulation Continue•6分钟
Create a Data Analysis with Null Matrix•12分钟
Year to Year Data Analysis•2分钟
5个作业•总计70分钟
Graded - Monte Carlo Simulation & Advanced Modeling•30分钟
Introduction to Simulation Techniques•10分钟
Iteration and Simulation Logic•10分钟
Advanced Distribution Modeling•10分钟
Data Structuring for Analysis•10分钟
Business Insights & Statistical Analysis
第 5 单元•小时 后完成
单元详情
This module focuses on extracting actionable insights using statistical techniques such as ranking, histogram analysis, regression, and comparative analysis. Learners will develop the ability to interpret complex datasets for business decision-making.
涵盖的内容
8个视频5个作业
显示有关单元内容的信息
8个视频•总计58分钟
Formatting a Data Piece•10分钟
Top Ranked Exits Analysis•8分钟
Year on Year Exit Analysis•6分钟
Active Visavis Inactive Analysis•5分钟
Active Visavis Inactive Analysis Continues•7分钟
Histogram Analysis•8分钟
Histogram Analysis Continues•7分钟
Regression Analysis•7分钟
5个作业•总计70分钟
Graded - Business Insights & Statistical Analysis•30分钟
Data Formatting and Ranking Insights•10分钟
Comparative Business Analysis•10分钟
Advanced Comparative Insights•10分钟
Statistical Modeling Techniques•10分钟
Dashboard Automation & Presentation
第 6 单元•小时 后完成
单元详情
This module emphasizes dashboard automation and presentation techniques, including macros, PowerPoint integration, navigation design, and final dashboard enhancements to create professional and user-friendly outputs.
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