Excel: Analyzing Your Sales Pipeline | Rudolph Rosenberg | LYNDA

Excel: Analyzing Your Sales Pipeline | Rudolph Rosenberg | LYNDA
English | Size: 233.97 MB
Category: Tutorial

Enhance your sales pipeline and bolster business performance using Excel and Salesforce. In this course, follow along with Rudolph Rosenberg as he shows how to analyze your sales performance using these powerful tools. Rudolph begins with an overview of the sales cycle and the sales pipeline, including what information to extract from Salesforce, and how to do it. Next, he covers the key angles to analyzing sales performance, and explains how to create both qualitative and quantitative reports. Finally, he shows how to conduct effective pipeline reviews for you and your team.

Topics include:

How the pipeline materializes in Salesforce
Examining a high-level overview of the sales cycle
Examining qualitative and quantitative measures
Acquiring and preparing your data
Creating your report in Salesforce
Working with qualitative and quantitative reports
Conducting effective pipeline reviews
Collaborating with the sales team

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