Sales Analytics, Data Visualization, and Dashboard Using Advanced Excel Course

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We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.

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The Sales Analytics, Data Visualization, and Dashboard Using Advanced Excel course is a comprehensive program that equips participants with the knowledge and skills to effectively analyze sales data, create visually appealing data visualizations, and build interactive dashboards using advanced Excel techniques. Participants will learn how to collect, clean, and transform sales data, apply advanced Excel functions for analysis, and design visually appealing charts and graphs. They will also gain an understanding of data visualization principles and learn how to create interactive dashboards that provide real-time insights into sales performance. By the end of the course, participants will be able to make data-driven decisions, optimize sales performance, and drive business success using sales analytics and advanced Excel skills.


5 Days

Who should attend

  • Sales managers
  • Business analysts
  • Data analysts
  • Sales representatives
  • Marketing professionals

Course Level:

Course Objectives

  • Understand the role and importance of sales analytics in driving business growth.
  • Learn techniques for collecting, cleaning, and transforming sales data for analysis.
  • Gain proficiency in using advanced Excel functions and formulas for manipulating and analyzing sales data.
  • Develop skills in creating visually appealing charts, graphs, and tables to effectively present sales insights.
  • Understand the principles of data visualization and apply them to create compelling visualizations of sales data.
  • Learn how to design interactive dashboards that provide real-time insights into sales performance.
  • Explore techniques for analyzing sales trends, identifying opportunities for improvement, and forecasting future sales.
  • Develop the ability to make data-driven decisions and optimize sales performance using sales analytics and advanced Excel skills.
  • Enhance overall proficiency in using Excel for data analysis and visualization in the context of sales analytics.
  • Apply the acquired knowledge and skills to real-world sales scenarios and business challenges.

Course Outline

Module 1: Introduction to Sales Analytics and Data Visualization

  • Understanding the role of sales analytics in driving business growth
  • Exploring different types of sales data and their sources
  • Introduction to data visualization principles and best practices

Module 2: Data Preparation and Cleaning for Sales Analytics

  • Techniques for collecting and extracting sales data
  • Cleaning and transforming data for analysis
  • Dealing with missing values, outliers, and data inconsistencies

Module 3: Advanced Excel Functions and Formulas for Sales Analytics

  • Utilizing advanced Excel functions for data manipulation and analysis
  • Creating dynamic formulas for sales calculations and metrics
  • Automating repetitive tasks using macros and VBA programming

Module 4: Data Visualization and Dashboard Design

  • Design principles for effective data visualization
  • Creating interactive dashboards using Excel charts, graphs, and slicers
  • Incorporating conditional formatting and data validation for visual impact

Module 5: Sales Performance Analysis and Forecasting

  • Analyzing sales performance by region, product, or customer segment
  • Applying forecasting techniques to predict future sales trends
  • Using regression analysis and time series forecasting in Excel

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Course Administration Details:


The instructor led trainings are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).


The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected]/[email protected]

Mob: +254 715 077 817/+250789621067


This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 715 077 817/+250789621067

Mob: +254 792516000+254 792516010 , +250 789621067 ,or mail [email protected]/[email protected]


Payment should be transferred to IRES account through bank on or before start of the course.

Send proof of payment to [email protected]/[email protected]

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