Use the Excel Running Total option for PivotTables to show sales opportunities over time.
[Instructor] - When we reviewed templates,…we showed you the detailed pipeline sales management form.…Which includes a monthly forecast chart…with slicers to filter it by…sales rep, lead source phase, and category.…Now we're going to show you how to create it,…along with a little trick for keeping things clutter free.…One of the things I like about this particular chart…is that this could be a perfect compliment to a dashboard…and if you're using a single data source,…you could tie this to other charts in a dashboard…and other pivot tables in a dashboard.…And it's very robust…and it does follow along the same lines…of what you're trying to do,…which is track sales rep activity.…
And often times you need to track the sales reps…lead performance, in addition to their current activity,…as a way to monitor action versus activity versus actuals.…So to create this pivot chart,…I'm going to first create a pivot table.…So I'll go to the pipeline input worksheet…and insert a pivot table.…I just clicked okay.…And I just want a new worksheet.…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Intermediate
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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