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SALES AND MARKETING   

Sales Analysis and Modeling Using Excel Training

Hands-On Sales Analysis and Modeling Using Excel Training

Master Excel for sales analysis, data modeling, forecasting, dashboards, KPI tracking, pivot tables, charts, and data-driven decision-making to improve sales performance and business insights.

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Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

Course Overview
  

Course Overview

In today's competitive business environment, sales leaders rely on accurate data analysis to improve forecasting, optimize sales strategies, measure performance, and maximize revenue. While Customer Relationship Management (CRM) platforms provide valuable operational data, Microsoft Excel remains the industry-standard tool for sales analysis, financial modeling, forecasting, dashboard creation, and executive reporting. Organizations use Excel to transform raw sales data into actionable insights that support strategic planning and data-driven decision-making.

The Sales Analysis and Modeling Using Excel Training by myTectra is a comprehensive, hands-on program designed to help professionals master advanced Excel techniques for analyzing sales performance, measuring KPIs, modeling sales processes, forecasting revenue, evaluating customer profitability, and building executive dashboards. Participants will learn how to organize and clean sales data, perform advanced business calculations, visualize trends, analyze customer and product performance, create forecasting models, and leverage Microsoft 365 AI-powered Excel capabilities to generate deeper business insights.

Through instructor-led sessions, real-world business scenarios, Excel workshops, dashboard-building exercises, forecasting simulations, and a capstone analytics project, participants will gain practical expertise to confidently analyze sales data and support strategic business decisions.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand the role of Excel in modern sales analytics and business modeling.
  • Organize, clean, and prepare sales datasets for accurate analysis.
  • Measure sales performance using key sales KPIs and business metrics.
  • Analyze sales trends using advanced Excel formulas and functions.
  • Build PivotTables and PivotCharts for interactive reporting.
  • Create executive-level sales dashboards using dynamic visualizations.
  • Model sales pipelines, lead conversion, and prospect performance.
  • Analyze customer profitability, retention, and lifetime value.
  • Develop revenue forecasting and business planning models.
  • Apply What-If Analysis and scenario planning for strategic decision-making.
  • Utilize Microsoft 365 AI-powered Excel features for faster business insights.
  • Present meaningful sales intelligence to support business growth.

Prerequisites

Recommended Knowledge

  • Basic knowledge of Microsoft Excel.
  • Familiarity with sales processes or business reporting is beneficial.

Professional Requirements

  • No advanced Excel expertise required.
  • Suitable for beginner to intermediate Excel users who want to develop professional sales analytics skills.

Target Audience

This training is ideal for:

  • Sales Analysts
  • Business Analysts
  • Sales Managers
  • Regional Sales Managers
  • Sales Operations Professionals
  • Revenue Analysts
  • CRM Analysts
  • MIS Executives
  • Business Development Managers
  • Marketing Analysts
  • Financial Analysts
  • Operations Managers
  • Entrepreneurs
  • Professionals responsible for sales reporting and business intelligence

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-On Excel Workshops
  • Real-World Sales Data Analysis
  • KPI Dashboard Development
  • Sales Forecasting Simulations
  • Business Modeling Exercises
  • Customer Analytics Case Studies
  • AI-Powered Excel Demonstrations
  • Group Discussions
  • Capstone Analytics Project
  • Individual Practice Assignments
  • Expert Review and Feedback

Tools Covered

Microsoft Excel

  • Excel Tables
  • PivotTables
  • PivotCharts
  • Slicers
  • Timelines
  • Conditional Formatting
  • Data Validation
  • XLOOKUP
  • INDEX & MATCH
  • FILTER
  • UNIQUE
  • Dynamic Arrays
  • Power Query
  • Goal Seek
  • Scenario Manager
  • Forecast Functions
  • Charts & Sparklines

Microsoft 365 Features

  • Analyze Data
  • Microsoft Copilot for Excel

Supporting Business Tools

  • Microsoft Power BI (Overview)
  • Microsoft PowerPoint
  • Microsoft Teams

AI Productivity Tools

  • ChatGPT
  • Gemini

Key Benefits

  • Master Excel for sales analysis and business intelligence.
  • Measure sales performance with KPIs and dashboards.
  • Build PivotTables, PivotCharts, and interactive reports.
  • Analyze sales trends, customers, and product performance.
  • Model sales pipelines, pricing, and revenue growth.
  • Create accurate sales forecasting models.
  • Analyze customer profitability and lifetime value.
  • Perform What-If Analysis and scenario planning.
  • Use Microsoft 365 AI tools for faster reporting.
  • Gain hands-on experience with real-world projects.
  • Improve reporting, productivity, and decision-making.
  • Build job-ready sales analytics and Excel skills.
  

Course Outcomes

Upon successful completion, participants will be able to:

Use Excel for sales analysis and modeling.
Use Excel for sales analysis and modeling.
Measure sales performance using KPIs and scorecards.
Measure sales performance using KPIs and scorecards.
Clean, organize, and analyze sales data effectively.
Clean, organize, and analyze sales data effectively.
Create PivotTables, Pivot Charts, and dashboards.
Create PivotTables, Pivot Charts, and dashboards.
Model sales pipelines and conversion performance.
Model sales pipelines and conversion performance.
Analyze customer profitability and retention.
Analyze customer profitability and retention.
Build accurate sales forecasting models.
Build accurate sales forecasting models.
Develop pricing, revenue, and profitability models.
Develop pricing, revenue, and profitability models.
Perform What-If Analysis and scenario planning.
Perform What-If Analysis and scenario planning.
Use AI-powered Excel for faster analysis and reporting.
Use AI-powered Excel for faster analysis and reporting.
  

Course Outline

Module 1: Introduction to Sales Analytics with Microsoft Excel

Building a Data-Driven Sales Culture

Sales Analytics Fundamentals
  • Importance of Sales Analytics
  • Role of Excel in Sales Decision-Making
  • Understanding Sales KPIs
  • Types of Sales Data
  • Sales Performance Framework
  • Data Sources for Sales Analysis
  • Organizing Sales Data for Analysis
  • Excel Best Practices for Business Analysts
Practical Exercise
  • Preparing and Structuring Sales Data
Module 2: Measuring Sales Performance Using KPIs

Building Performance Measurement Systems

Sales Performance Metrics
  • Revenue KPIs
  • Sales Growth Metrics
  • Conversion Rate Analysis
  • Win Rate Analysis
  • Average Deal Size
  • Sales Cycle Analysis
  • Sales Productivity Metrics
  • Customer Acquisition Cost (CAC)
  • Customer Lifetime Value (CLV)
  • KPI Dashboard Planning
Practical Exercise
  • KPI Scorecard Development
Module 3: Cleaning, Organizing and Analyzing Sales Data

Finding Meaningful Business Insights

Data Preparation and Analysis
  • Importing Sales Data
  • Data Cleaning Techniques
  • Data Validation
  • Excel Tables
  • Advanced Excel Functions
  • XLOOKUP
  • INDEX & MATCH
  • FILTER
  • UNIQUE
  • Dynamic Arrays
  • Business Calculations
  • Identifying Sales Trends
Practical Exercise
  • Sales Data Analysis Workshop
Module 4: PivotTables and Business Reporting

Turning Data into Management Reports

Interactive Reporting
  • Creating PivotTables
  • Multi-Level Analysis
  • Product Performance
  • Regional Sales Analysis
  • Salesperson Performance
  • Customer Analysis
  • Time-Based Analysis
  • PivotCharts
  • Slicers and Timelines
  • Executive Reporting
Practical Exercise
  • Executive Sales Report Creation
Module 5: Visualizing Sales Data

Building Interactive Dashboards

Dashboard Development
  • Dashboard Design Principles
  • Choosing Effective Charts
  • KPI Cards
  • Dynamic Dashboards
  • Conditional Formatting
  • Sparklines
  • Heat Maps
  • Sales Funnel Visualization
  • Geographic Sales Analysis
  • Executive Dashboard Design
Practical Exercise
  • Interactive Sales Dashboard
Module 6: Modeling the Sales Process and Prospect Pipeline

Measuring Pipeline Effectiveness

Sales Process Modeling
  • Sales Funnel Analysis
  • Lead Generation Metrics
  • Prospect Qualification Models
  • Opportunity Analysis
  • Pipeline Velocity
  • Conversion Modeling
  • Stage-Wise Performance
  • Pipeline Leakage Analysis
  • Sales Activity Tracking
  • Prospect Prioritization
Practical Exercise
  • Sales Pipeline Model
Module 7: Customer and Revenue Analysis

Deriving More Value from Existing Customers

Customer Analytics
  • Customer Segmentation
  • Customer Profitability Analysis
  • Repeat Purchase Analysis
  • Customer Retention Metrics
  • Cross-Selling Analysis
  • Upselling Opportunities
  • Customer Lifetime Value Modeling
  • Product Mix Analysis
  • Revenue Concentration
  • Customer Health Indicators
Practical Exercise
  • Customer Value Analysis
Module 8: Sales Forecasting and Revenue Modeling

Predicting Future Business Performance

Forecasting Techniques
  • Historical Trend Analysis
  • Forecast Functions
  • Moving Average Models
  • Growth Rate Models
  • Seasonal Forecasting
  • Revenue Projections
  • Territory Forecasting
  • Sales Capacity Planning
  • Forecast Accuracy Measurement
  • Scenario Forecasting
Practical Exercise
  • Revenue Forecast Model
Module 9: Financial and Pricing Models

Supporting Strategic Business Decisions

Business Modeling
  • Revenue Models
  • Margin Analysis
  • Discount Analysis
  • Pricing Scenarios
  • Break-Even Analysis
  • Sales Target Models
  • Commission Calculations
  • Incentive Modeling
  • Profitability Models
  • Business Simulations
Practical Exercise
  • Pricing and Revenue Model
Module 10: Advanced Excel Analytics

Solving Complex Business Problems

Advanced Excel Features
  • Power Query Fundamentals
  • Dynamic Arrays
  • Named Ranges
  • Structured References
  • Advanced Filtering
  • Formula Auditing
  • Data Consolidation
  • Error Handling
  • Workbook Optimization
  • Advanced Reporting Techniques
Practical Exercise
  • Advanced Sales Analytics Lab
Module 11: AI-Powered Sales Analysis with Excel

Leveraging Modern Analytics

Microsoft 365 AI Features
  • Analyze Data Feature
  • AI Insights
  • Natural Language Queries
  • Forecast Recommendations
  • Smart Charts
  • Microsoft Copilot for Excel
  • Automating Business Analysis
  • AI-Assisted Reporting
  • Best Practices
  • Responsible AI Usage
Practical Exercise
  • AI-Powered Sales Insights
Module 12: Capstone – Sales Analytics & Business Modeling Project
End-to-End Sales Intelligence Solution

Participants will:

  • Import and clean sales data
  • Build KPI scorecards
  • Analyze customer and product performance
  • Develop interactive dashboards
  • Model sales pipeline performance
  • Forecast revenue
  • Build pricing simulations
  • Generate AI-assisted business insights
  • Present executive recommendations
Final Deliverables
  • Sales KPI Dashboard
  • Executive Sales Report
  • Customer Profitability Analysis
  • Sales Pipeline Model
  • Revenue Forecast Workbook
  • Pricing & Margin Model
  • AI Sales Insights Report
  • Executive Business Presentation

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

"Excel has always been part of my job, but I never used it beyond basic reporting. This training showed me how to build dashboards, analyze sales trends, and forecast revenue with confidence. The hands-on exercises made every concept easy to apply."
Anitha Sharma
Sales Analyst
"The Sales Analysis and Modeling Using Excel Training by myTectra exceeded my expectations. The modules on KPI dashboards, PivotTables, forecasting, and customer profitability analysis helped me improve the quality of reports I present to senior management every month."
Sharvani Kapoor
Business Intelligence Executive
"Our sales data was scattered across multiple spreadsheets, and extracting meaningful insights took hours. After attending this course, I built interactive dashboards that reduced reporting time significantly while giving our leadership team much clearer visibility into performance."
Devanand P
Sales Operations Manager
"This program focused on solving real business problems instead of just teaching Excel features. Learning how to model sales pipelines, analyze customer value, and create forecasting reports has made a noticeable difference in the way I support strategic sales decisions."
Lavesh Samtani
Revenue Analyst

FAQ's

What is the duration of this course?

The total course duration is 16 Hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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