From the course: Excel for Sales Professionals

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Add a chart with a running total

Add a chart with a running total

From the course: Excel for Sales Professionals

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Add a chart with a running total

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[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…

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