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Lynda - Excel: Analyzing Your Sales Pipeline - 624262
Lynda - Excel: Analyzing Your Sales Pipeline
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.


Table of Contents

  • Introduction
  • 1. The Sales Cycle and Salesforce Pipeline
  • 2. Acquiring and Preparing Your Data
  • 3. Qualitative Reports
  • 4. Quantitative Reports
  • 5. Conducting Effective Pipeline Reviews
  • Conclusion
  • Lynda - Excel: Analyzing Your Sales Pipeline


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