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There are 6 modules in this course
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 learners to the fundamentals of building a Sales Productivity Dashboard in Excel, focusing on dataset understanding, structuring, formatting, and creating an interactive index for effective navigation and presentation.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 55 minutes
Introduction to Sales Productivity Dashboard - Beginners Training•8 minutes
Data Base Creation•5 minutes
Data Base Creation Continues•8 minutes
Analysis CTS and Over Achievement•9 minutes
Conditional Formatting•7 minutes
Creating Index•7 minutes
Creating Index Continues•8 minutes
Index - Addinf Picture•3 minutes
5 assignments•Total 70 minutes
Foundations of Sales Dashboard Creation•30 minutes
Understanding Dashboard Objectives & Data Setup•10 minutes
Building and Structuring the Dataset•10 minutes
Enhancing Data with Formatting & Navigation•10 minutes
Designing Interactive Index & Visual Elements•10 minutes
Core Business & Performance Analysis
Module 2•2 hours to complete
Module details
This module focuses on deriving meaningful business insights by analyzing performance metrics, understanding achievement and cost factors, evaluating regional performance, and consolidating data for effective reporting.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 67 minutes
Business Analysis•6 minutes
More on Business Analysis•6 minutes
Working with Achievement Factory•7 minutes
Working with CTC Factor•10 minutes
Location Analysis•10 minutes
Analyse Zon and State•10 minutes
Consolidation•9 minutes
Consolidation Continues•8 minutes
5 assignments•Total 70 minutes
Core Business & Performance Analysis•30 minutes
Business Insights & Analytical Thinking•10 minutes
Understanding Performance Drivers•10 minutes
Location-Based Performance Analysis•10 minutes
Data Consolidation Techniques•10 minutes
Advanced Metrics & Trend Analysis
Module 3•2 hours to complete
Module details
This module explores advanced analytical techniques such as YTD calculations, workforce demographics analysis, CAGR, and moving averages to identify trends and support forecasting in sales performance.
This module introduces statistical analysis using standard deviation and applies it to performance data, followed by in-depth exit analysis to evaluate attrition patterns and their business impact.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 67 minutes
Standard Deviation•8 minutes
Standard Deviation Continues•8 minutes
Standard Deviation - State and Zone•7 minutes
Standard Deviation - Chart•8 minutes
Exit Analysis•8 minutes
More on Exit Analysis•6 minutes
EA - List of Leaving Employees•11 minutes
Growth Ratios•12 minutes
5 assignments•Total 70 minutes
Statistical Analysis & Exit Insights•30 minutes
Understanding Variability with Standard Deviation•10 minutes
Visualizing Statistical Insights•10 minutes
Employee Exit Analysis•10 minutes
Exit Data & Growth Evaluation•10 minutes
Scenario Building & Workforce Profiling
Module 5•2 hours to complete
Module details
This module focuses on building scenarios, analyzing workforce diversity, profiling employees, and evaluating departmental performance using cost and achievement metrics.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 68 minutes
Create Scenario•11 minutes
Gender Linkage•6 minutes
Sales Employee Profile•7 minutes
Sales Employee Profile Continues•9 minutes
SEP - Working with CTC•10 minutes
Department Profile•5 minutes
Department Profile Continues•10 minutes
Achievement Status•9 minutes
5 assignments•Total 70 minutes
Scenario Building & Workforce Profiling•30 minutes
Department Performance & Achievement Tracking•10 minutes
Predictive Analytics & Advanced Tools
Module 6•3 hours to complete
Module details
This module covers predictive analytics, trend forecasting, generational analysis, and advanced Excel tools like filters and hyperlinks to build a fully interactive and insight-driven dashboard.
What's included
9 videos5 assignments
Show info about module content
9 videos•Total 68 minutes
Zone Profile•7 minutes
More on Zone Profile•8 minutes
Working with Trend Prediction•8 minutes
Trend Prediction - Working with Formulas•7 minutes
Generation Analysis•4 minutes
Generation Analysis Continues•7 minutes
Generation Analysis - Month on Month Analysis•7 minutes
Advanced Filter•9 minutes
Hyperlinks•12 minutes
5 assignments•Total 70 minutes
Predictive Analytics & Advanced Tools•30 minutes
Regional Insights & Zone Performance•10 minutes
Trend Prediction & Forecast Modeling•10 minutes
Generational Analysis & Trends•10 minutes
Advanced Analysis Tools & Navigation•10 minutes
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