When you enroll in this course, you'll also be enrolled in this Specialization.
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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 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.
What's included
12 videos5 assignments
Show info about module content
12 videos•Total 97 minutes
Introduction to Sales Productivity Dashboard Advanced•10 minutes
Data Introduction•6 minutes
Adding Formula Data Base•9 minutes
Quarter Target and Percentage Achievement•4 minutes
Target YTD•6 minutes
CTC Definition•7 minutes
Remove Part•11 minutes
CTC Tagging•6 minutes
Working With Core Revenue•10 minutes
Adding Core Revenue to Each Factor•9 minutes
Conditional Formatting•9 minutes
Individual Employee View•11 minutes
5 assignments•Total 70 minutes
Getting Started with Advanced Dashboard Concepts•10 minutes
Setting Targets and Performance Metrics•10 minutes
Data Cleaning and Structuring for Analysis•10 minutes
Enhancing Data with Revenue Insights•10 minutes
Graded - Foundations of Advanced Sales Dashboarding•30 minutes
Building Multi-Dimensional Views
Module 2•3 hours to complete
Module details
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.
What's included
12 videos5 assignments
Show info about module content
12 videos•Total 83 minutes
Individual Employee View Continues•6 minutes
Department Grid View•8 minutes
Sales Employee Profile•6 minutes
Zone Grid View•9 minutes
Data Break Macro•6 minutes
Data Break Macro Continues•10 minutes
Delete Sheets Macro•4 minutes
Performance Linkage•4 minutes
Sigma Analysis•8 minutes
More on Sigma Analysis•6 minutes
Core Rev Sigma Analysis•5 minutes
CTC wise Analysis•10 minutes
5 assignments•Total 70 minutes
Employee-Level Dashboard Design•10 minutes
Regional and Zone-Level Analysis•10 minutes
Automating Data Management•10 minutes
Advanced Performance Evaluation•10 minutes
Building Multi-Dimensional Views•30 minutes
Financial and Pivot-Based Analysis
Module 3•3 hours to complete
Module details
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.
What's included
11 videos5 assignments
Show info about module content
11 videos•Total 86 minutes
Core Rev CTC Analysis•3 minutes
Budget•11 minutes
Budget Continues•9 minutes
Pivot Table•11 minutes
Pivot Table Continues•8 minutes
Pivot Charts•9 minutes
Consolidation•6 minutes
Trend Analysis•7 minutes
More on Trend Analysis•9 minutes
Goal Seek•7 minutes
Objectives and Distribution of Montecarlo Simulation•6 minutes
5 assignments•Total 70 minutes
Revenue and Cost-Based Analysis•10 minutes
Mastering Pivot Tables and Charts•10 minutes
Data Consolidation and Trend Insights•10 minutes
Scenario Analysis with Goal Seek•10 minutes
Graded - Financial and Pivot-Based Analysis•30 minutes
Monte Carlo Simulation & Advanced Modeling
Module 4•2 hours to complete
Module details
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.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 53 minutes
Advantages of Montecarlo Simulation•6 minutes
Normal Distribution for Montecarlo Simulation•9 minutes
Iteration in Montecarlo Simulation•6 minutes
Iteration in Montecarlo Simulation•6 minutes
Trigular Distribution in Montecarlo Simulation•6 minutes
Trigular Distribution in Montecarlo Simulation Continue•6 minutes
Create a Data Analysis with Null Matrix•12 minutes
Year to Year Data Analysis•2 minutes
5 assignments•Total 70 minutes
Introduction to Simulation Techniques•10 minutes
Iteration and Simulation Logic•10 minutes
Advanced Distribution Modeling•10 minutes
Data Structuring for Analysis•10 minutes
Graded - Monte Carlo Simulation & Advanced Modeling•30 minutes
Business Insights & Statistical Analysis
Module 5•2 hours to complete
Module details
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.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 58 minutes
Formatting a Data Piece•10 minutes
Top Ranked Exits Analysis•8 minutes
Year on Year Exit Analysis•6 minutes
Active Visavis Inactive Analysis•5 minutes
Active Visavis Inactive Analysis Continues•7 minutes
Histogram Analysis•8 minutes
Histogram Analysis Continues•7 minutes
Regression Analysis•7 minutes
5 assignments•Total 70 minutes
Data Formatting and Ranking Insights•10 minutes
Comparative Business Analysis•10 minutes
Advanced Comparative Insights•10 minutes
Statistical Modeling Techniques•10 minutes
Graded - Business Insights & Statistical Analysis•30 minutes
Dashboard Automation & Presentation
Module 6•3 hours to complete
Module details
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.
What's included
8 videos5 assignments
Show info about module content
8 videos•Total 50 minutes
Rank and Percentile•11 minutes
Descriptive Statistics•7 minutes
Create Presentation View Macro•4 minutes
Dashboard to PPT•4 minutes
Using Hyper Link in Index•7 minutes
Using Hyper Link in Index Continues•6 minutes
Adding Header to Sales Productivity Dashboard•9 minutes
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