Course Overview
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.
Duration
5 Days
Target Audience
- Sales managers
- Business analysts
- Data analysts
- Sales representatives
- Marketing professionals
Personal Impact
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Gain confidence in using Excel for complex data tasks
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Improve their analytical and storytelling skills
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Enhance their ability to present data visually and persuasively
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Develop dashboarding capabilities that add immediate business value
Organizational Impact
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Better sales insights and decision-making from frontline to leadership
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Time savings through automation and smarter workflows
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Standardized, visual reporting tools across teams
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Enhanced forecasting, segmentation, and performance monitoring
Course Outline
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 Modules
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
Related Courses
Course Administration Details
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
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 to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
Tailor-Made
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:
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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