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Excel® Fundamentals for Sales Professionals

Learn the essentials of Excel® that can be used specifically for sales specialists.

Many sales professionals are unaware of Excel®'s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive material, Excel® expert David Ringstrom, CPA, shares applicable Excel® fundamentals that will enable sales professionals to achieve those goals. Step-by-step, David demonstrates and explains: cleaning up reports to facilitate data analysis; jump-starting spreadsheets by utilizing free Excel® templates; best practices for developing sales budgets; forecasting sales in Excel® 2016 and later; and two approaches for calculating sales commissions. David demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the subscription-based Office 365 version of Excel®. David draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) during the topic as well as in his detailed handouts. David also provides an Excel® workbook that includes most of the examples he uses during the webcast. Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel® have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel® 2019, Excel® 2016, and so on.

Runtime: 95 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Transforming an Unwieldy List of Data Into a Format That's Ready to Be Analyzed Within a PivotTable

Using Go to Special to Select Specific Types of Cells Within a Worksheet

Filling All Blank Cells Within a List of Data at Once by Way of the Ctrl-Enter Keyboard Shortcut

Leveraging Excel®'s Quick Access Toolbar to Create a Shortcut That Enables You to Filter Lists With a Keystroke Instead of Multiple Mouse Actions

Simplifying Filtering Tasks by Adding a Clear Filter Shortcut to the Quick Access Toolbar

Creating a PivotTable to Transform Lists of Data Into On-Screen Reports

Distinguishing the Differences Among Pivot Table-Related Menus in Excel 2013 and Later Versus Older Versions of Excel®

Adding Fields to a Blank PivotTable to Create Instant Reports

Filtering PivotTables to Show Fewer Columns and/or Rows of Data

Discovering Four Different Ways to Remove Data From a PivotTable Report

Drilling Down Into the Details Behind Any Amount Within a PivotTable With Just a Double-Click

Exploring the Forecast Sheet Feature in 2016 and Later, Which Can Extrapolate Trends Based on Existing Data in Your Spreadsheets

Improving the Integrity of Spreadsheets With Excel®'s Vlookup Function

Using Range Names to Streamline Formulas and Bookmark Key Inputs Within a Workbook

Employing the Name Manager Feature to Make Corrections to Range Names or Store Notes About Assumptions

Building Formulas Faster by Way of the Use in Formula Command

Copying Formulas Efficiently Down One or More Columns at the Same Time

Crafting Formulas to Compute Gross Margins, Projected Sales, Commissions, and Related Amounts.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on January 21, 2019.

Call 1-866-352-9540 for further credit information.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David H. Ringstrom, CPA

David H. Ringstrom, CPA

Accounting Advisors, Inc.

  • President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
  • Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, he began teaching for continuing education providers as well; his mission since then has been to offer quality training on Excel® and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements
  • Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
  • His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
  • Coined the phrase, "Either you work Excel®, or it works you;" his training sessions focus on what users often don’t know but should know about Microsoft® Excel®
  • His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
  • His webcasts are fast-paced, and he welcomes questions; his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses
  • Co-wrote Idiot’s Guides: Introductory Accounting
  • Current and previous articles include Accounting Web (staff writer); Sleeter Report (blog columnist); Microsoft’s Professional Accountants’ Network; The Successful California Accountant; New Jersey Society of CPAs; Microsoft Office and VBA Developer; Microsoft Small Business Accounting; Inside Lotus 1-2-3; Inside Quattro Pro; Inside FileMaker Pro; Inside Peachtree; Inside QuickBooks
  • Technical editor of more than 34 books, many in the For Dummies® series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies; and .com for Dummies
  • Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; and dozens of webinar providers
  • B.B.A. degree in accounting, Georgia State University
  • Can be contacted at Twitter® @excelwriter
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Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 403537
Published 2019
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