Excel Sales Dashboard and Pivot Table
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Excel Sales Dashboard and Pivot Table
This course is part of Excel Dashboards for Business Analytics Specialization
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What you'll learn
Build interactive sales dashboards using Pivot Tables and Pivot Charts.
Apply slicers, formatting, and visualization techniques for dynamic reporting.
Analyze sales data to generate actionable business insights and KPIs.
Skills you'll gain
Tools you'll learn
Details to know
May 2026
30 assignments
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There are 6 modules in this course
Learn how to build interactive Excel sales dashboards that transform raw business data into clear visual insights and professional reports. Master Pivot Tables, Pivot Charts, slicers, and dashboard design techniques used for real-world business analysis.
This course provides a practical, step-by-step approach to creating professional sales dashboards in Microsoft Excel. You’ll learn how to prepare and structure datasets, analyze sales performance using Pivot Tables, and create visually engaging Pivot Charts that help businesses track KPIs and make informed decisions. As you progress, you’ll build a complete Excel Sales Dashboard from scratch while learning essential dashboard design principles and visualization best practices. The course also demonstrates how to enhance reports using labels, formatting techniques, and interactive slicers that allow users to filter and explore data dynamically. What makes this course unique is its hands-on learning approach using realistic business data and practical reporting scenarios. Instead of focusing only on Excel features, learners develop job-ready skills for creating dashboards used in sales reporting, business performance tracking, and strategic analysis. By the end of the course, you’ll be able to confidently analyze sales data, design interactive dashboards, create impactful visual reports, and deliver actionable business insights using Excel.
This module introduces the core concepts of building an advanced sales productivity dashboard in Excel. Learners will explore data structuring, target setting, revenue integration, and foundational techniques required to create accurate and insightful dashboards.
What's included
12 videos5 assignments
12 videos•Total 97 minutes
- Introduction to Sales Productivity Dashboard Advanced•10 minutes
- Data Introduction•6 minutes
- Adding Formula Data Base•9 minutes
- Quarter Target and Percentage Achievement•4 minutes
- Target YTD•6 minutes
- CTC Definition•7 minutes
- Remove Part•11 minutes
- CTC Tagging•6 minutes
- Working With Core Revenue•10 minutes
- Adding Core Revenue to Each Factor•9 minutes
- Conditional Formatting•9 minutes
- Individual Employee View•11 minutes
5 assignments•Total 70 minutes
- Graded - Foundations of Advanced Sales Dashboarding•30 minutes
- Getting Started with Advanced Dashboard Concepts•10 minutes
- Setting Targets and Performance Metrics•10 minutes
- Data Cleaning and Structuring for Analysis•10 minutes
- Enhancing Data with Revenue Insights•10 minutes
This module focuses on designing multi-dimensional dashboard views, including employee-level, departmental, and zone-based analysis. Learners will also explore automation techniques using macros and advanced performance evaluation methods.
What's included
12 videos5 assignments
12 videos•Total 83 minutes
- Individual Employee View Continues•6 minutes
- Department Grid View•8 minutes
- Sales Employee Profile•6 minutes
- Zone Grid View•9 minutes
- Data Break Macro•6 minutes
- Data Break Macro Continues•10 minutes
- Delete Sheets Macro•4 minutes
- Performance Linkage•4 minutes
- Sigma Analysis•8 minutes
- More on Sigma Analysis•6 minutes
- Core Rev Sigma Analysis•5 minutes
- CTC wise Analysis•10 minutes
5 assignments•Total 70 minutes
- Building Multi-Dimensional Views•30 minutes
- Employee-Level Dashboard Design•10 minutes
- Regional and Zone-Level Analysis•10 minutes
- Automating Data Management•10 minutes
- Advanced Performance Evaluation•10 minutes
This module covers financial analysis techniques, including revenue-cost evaluation, budgeting, pivot tables, and trend analysis. Learners will gain hands-on experience in transforming raw data into meaningful financial insights.
What's included
11 videos5 assignments
11 videos•Total 86 minutes
- Core Rev CTC Analysis•3 minutes
- Budget•11 minutes
- Budget Continues•9 minutes
- Pivot Table•11 minutes
- Pivot Table Continues•8 minutes
- Pivot Charts•9 minutes
- Consolidation•6 minutes
- Trend Analysis•7 minutes
- More on Trend Analysis•9 minutes
- Goal Seek•7 minutes
- Objectives and Distribution of Montecarlo Simulation•6 minutes
5 assignments•Total 70 minutes
- Graded - Financial and Pivot-Based Analysis•30 minutes
- Revenue and Cost-Based Analysis•10 minutes
- Mastering Pivot Tables and Charts•10 minutes
- Data Consolidation and Trend Insights•10 minutes
- Scenario Analysis with Goal Seek•10 minutes
This module introduces advanced statistical modeling techniques, including Monte Carlo simulation, probability distributions, and iterative analysis. Learners will build predictive models to handle uncertainty and forecast outcomes.
What's included
8 videos5 assignments
8 videos•Total 53 minutes
- Advantages of Montecarlo Simulation•6 minutes
- Normal Distribution for Montecarlo Simulation•9 minutes
- Iteration in Montecarlo Simulation•6 minutes
- Iteration in Montecarlo Simulation•6 minutes
- Trigular Distribution in Montecarlo Simulation•6 minutes
- Trigular Distribution in Montecarlo Simulation Continue•6 minutes
- Create a Data Analysis with Null Matrix•12 minutes
- Year to Year Data Analysis•2 minutes
5 assignments•Total 70 minutes
- Graded - Monte Carlo Simulation & Advanced Modeling•30 minutes
- Introduction to Simulation Techniques•10 minutes
- Iteration and Simulation Logic•10 minutes
- Advanced Distribution Modeling•10 minutes
- Data Structuring for Analysis•10 minutes
This module focuses on extracting actionable insights using statistical techniques such as ranking, histogram analysis, regression, and comparative analysis. Learners will develop the ability to interpret complex datasets for business decision-making.
What's included
8 videos5 assignments
8 videos•Total 58 minutes
- Formatting a Data Piece•10 minutes
- Top Ranked Exits Analysis•8 minutes
- Year on Year Exit Analysis•6 minutes
- Active Visavis Inactive Analysis•5 minutes
- Active Visavis Inactive Analysis Continues•7 minutes
- Histogram Analysis•8 minutes
- Histogram Analysis Continues•7 minutes
- Regression Analysis•7 minutes
5 assignments•Total 70 minutes
- Graded - Business Insights & Statistical Analysis•30 minutes
- Data Formatting and Ranking Insights•10 minutes
- Comparative Business Analysis•10 minutes
- Advanced Comparative Insights•10 minutes
- Statistical Modeling Techniques•10 minutes
This module emphasizes dashboard automation and presentation techniques, including macros, PowerPoint integration, navigation design, and final dashboard enhancements to create professional and user-friendly outputs.
What's included
8 videos5 assignments
8 videos•Total 50 minutes
- Rank and Percentile•11 minutes
- Descriptive Statistics•7 minutes
- Create Presentation View Macro•4 minutes
- Dashboard to PPT•4 minutes
- Using Hyper Link in Index•7 minutes
- Using Hyper Link in Index Continues•6 minutes
- Adding Header to Sales Productivity Dashboard•9 minutes
- Conclusion•3 minutes
5 assignments•Total 90 minutes
- Graded - Dashboard Automation & Presentation•30 minutes
- Statistical Summaries and Ranking•30 minutes
- Automating Dashboard Outputs•10 minutes
- Navigation and User Experience•10 minutes
- Final Dashboard Enhancements•10 minutes
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