Excel for Sales Professionals

Many 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 webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable professionals to achieve those goals. Step-by-step, David H. Ringstrom 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; along with two approaches for calculating sales commissions. Ringstrom demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. He draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, and earlier) during the presentation, as well as in his detailed handouts. Ringstrom also provides an Excel workbook that includes most of the examples he uses during the webcast. Microsoft 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 2021, Excel 2019, and so on.

What You’ll Learn

  • Create instant reports
  • Creating interactive geographic maps
  • Four ways to remove data from a pivot table report
  • Differences among pivot table-related menus
  • Extrapolate trends based on existing data
  • Filtering pivot tables
  • Filtering vs. sorting

Who Should Attend
Professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of sales-related spreadsheets.

Presenter Bio
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. Ringstrom’s mantra is “Either you work Excel, or it works you”, so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about Ringstrom, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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Jul 28 2022


1:30 pm - 2:30 pm



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