From the course: Excel for Sales Professionals
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Navigating the sales data file
From the course: Excel for Sales Professionals
Navigating the sales data file
- [Instructor] Let's talk about what it takes to turn raw sales data into actionable insights. Imagine being handed a CRM export filled with deal records, sales stages, and customer details, and being asked to create a polished, interactive dashboard that helps track sales performance from it. At first glance, it might seem overwhelming, but with the right approach, it's completely achievable. By the end of this course, you'll have the tools to transform disorganized data into a meaningful story, and it all starts with understanding the data that we're working with. So in this video, we're going to open up and give a high-level review to the primary sales data exercise file that we'll be using throughout this course. This file is modeled after a CRM opportunity report, which is a common export used by sales teams to track deal progress. I'm going to go ahead and crack open the file right here. Stretch this out just real quick. And there it is. In this file, you'll want to note that…
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