Join Rudolph Rosenberg for an in-depth discussion in this video Using the exercise files, part of Excel: Analyzing Your Sales Pipeline.
- [Instructor] If you have access to the exercise files of this course, you'll notice that they're organized by chapters, just like the course. Once we get into the step-by-step process of analyzing a sales pipeline, you'll be able to use the exact same file and data that I'll be using so that you can practice and compare your results to mine, and see if it looks right or if you missed a step. The files you'll find are primarily the data I'll be using for my analysis, along with the different versions of it as I make changes throughout the course.
You'll also find the dashboards that we're going to be putting together. My advice to you is to try to do it on your own as you follow the course, and use those files to check your result. If you don't have access to the exercise files, that's not a problem. You can still follow the course just fine and get the full value of it.
- How the pipeline materializes in Salesforce
- Examining a high-level overview of the sales cycle
- Examining qualitative and quantitative measures
- Acquiring and preparing your data
- Creating your report in Salesforce
- Working with qualitative and quantitative reports
- Conducting effective pipeline reviews
- Collaborating with the sales team
Skill Level Intermediate
1. The Sales Cycle and Salesforce Pipeline
2. Acquiring and Preparing Your Data
3. Qualitative Reports
4. Quantitative Reports
5. Conducting Effective Pipeline Reviews
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