Free · Self-paced

Excel for Sales

From a raw Dubai sales export to answers for the VP — the whole workflow, in about 5 hours.

A hands-on Excel course for sales professionals who receive sales data and need to analyse it themselves. It follows one FMCG sales export — Food & HPC brands sold to Dubai supermarkets, with Sales and Returns — through the real analysis workflow: clean it, enrich it with VLOOKUP, summarise it with SUMIFS, pivot and rank it, and present a one-pager — then you run the whole thing yourself in a capstone. The 80% of Excel a sales team actually uses; no macros, Power Query, or dynamic-array gymnastics.

Duration
≈ 5 hours
Modules
5
Quiz questions
30
Practice files
12

What you'll learn

  • Clean a raw sales export into a trustworthy Table — TRIM/CLEAN, Find & Replace, VALUE/DATEVALUE, text functions, dedupe.
  • Enrich it with VLOOKUP — each rep's manager & quota, and each brand's brand manager — and dodge VLOOKUP's six failures.
  • Explore and summarise with AutoFilter, SUBTOTAL and SUMIFS/COUNTIFS/AVERAGEIFS — net sales, return rate, AOV, sales by manager.
  • Reshape and rank with PivotTables and slicers — rep and brand-manager leaderboards.
  • Present a one-page summary — then run the whole workflow yourself in a question-driven capstone.

Course modules

Five stages of one sales-analysis workflow — about 5 hours end-to-end, following a single dataset from raw export to finished one-pager. Each ends with a quiz and a downloadable practice file, capped by a hands-on capstone.

Module 1 50 min

Receive & clean

A supermarket sales export just landed. Turn it into a clean, trustworthy Excel Table before anything else.

  • Excel Table (Ctrl+T)
  • TRIM, CLEAN, Find & Replace
  • VALUE, DATEVALUE
  • Text functions (LEFT/MID/RIGHT, SUBSTITUTE, &)
  • Paste Special, dedupe, AED formats
Start module
Module 2 45 min

Structure & enrich

Add the context the export is missing — sales managers, quotas and brand managers — with VLOOKUP.

  • VLOOKUP from Reps & Brands
  • Always FALSE (exact match)
  • The 6 failure modes + IFERROR
  • XLOOKUP — modern note
Start module
Module 3 60 min

Explore & summarize

Quick looks with filters and subtotals, then the SUMIFS trio and the sales KPIs.

  • AutoFilter, Status Bar, SUBTOTAL
  • SUMIFS / COUNTIFS / AVERAGEIFS
  • Net sales, return rate, AOV
  • Sales by manager, quota attainment
Start module
Module 4 40 min

Pivot & rank

Reshape and slice the whole dataset in seconds with PivotTables — and rank reps and brand managers.

  • PivotTables, the 4 drop zones
  • Group dates, Show Values As %
  • Slicers & Report Connections
  • Rep & brand-manager leaderboards
Start module
Module 5 70 min

Present & capstone

Make the numbers land on a one-page summary, then run the whole workflow yourself on a fresh file.

  • KPI one-pager + one chart
  • Conditional formatting
  • Keyboard cheat-sheet
  • Capstone: 11 questions on a fresh file
Start module

How to use this course

  1. Download the working file linked at the top of each module.
  2. Read & do — open the file in Excel and try every example as you go.
  3. Quiz — take the short check at the end. Instant feedback in your browser.
  4. Compare with the solution file when you're done.
  5. Capstone — run the whole workflow on a fresh file and answer the VP's 11 questions.

Works in Excel 2016 and up (VLOOKUP-first; XLOOKUP shown as a modern note). No macros, no Power Query, no dynamic-array gymnastics — just the 80% of Excel a sales team actually uses.

Begin Module 1