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Excel for Sales & Marketing Ops

Excel for sales and marketing ops: clean CRM exports, build pipeline and campaign reports, track CAC and conversion, and ship a sales dashboard.

26 lessons · about 7.8 h · 12 lessons are free

0 of 26 lessons done

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Who it is for

Sales ops, marketing analysts, account managers and growth teams who live in CRM exports, campaign sheets and weekly reports.

What you will be able to do

  • Merge and clean CRM and ad-platform exports: split names, remove duplicates, fix dates
  • Build revenue reports by rep, region and month with SUMIFS and PivotTables
  • Calculate conversion, CAC, LTV and margin per customer, and test whether an A/B result is real
  • Turn the numbers into a one-page dashboard with the right chart for each question

Lessons in this path

  1. 1Your First FormulaFreelesson15 min
  2. 2Arithmetic and PercentagesFreelesson15 min
  3. 3The SUM FunctionFreelesson15 min
  4. 4The IF FunctionFreelesson15 min
  5. 5COUNTIF and SUMIFlesson15 min
  6. 6Multiple Conditionslesson15 min
  7. 7Criteria from Cells and Wildcardslesson15 min
  8. 8The VLOOKUP FunctionFreelesson15 min
  9. 9XLOOKUPFreelesson15 min
  10. 10Splitting Stringslesson15 min
  11. 11Cleaning Datalesson15 min
  12. 12Numbers Stored as Text and Dates from CSVlesson20 min
  13. 13Duplicates and Text to ColumnsFreelesson15 min
  14. 14UNIQUE and SORTlesson15 min
  15. 15FILTERlesson15 min
  16. 16PivotTableFreelesson15 min
  17. 17PivotTable with Rows and ColumnsFreelesson15 min
  18. 18PivotTable: Grouping Dates and % of Grand Totallesson20 min
  19. 19ChartsFreelesson15 min
  20. 20Choosing the Right ChartFreetheory and quiz15 min
  21. 21Scatter, Doughnut and Combo Chartslesson20 min
  22. 22Color Scales, Data Bars and Icon SetsFreelesson15 min
  23. 23Unit Economics: Do We Make Money on One Customer?lesson25 min
  24. 24A/B Tests: Conversion and Significancelesson25 min
  25. 25Project: Sales Reportproject30 min
  26. 26Project P06: Sales Dashboardproject40 min

Interview-style questions

Typical tasks and questions for this role. Each one is taught in a lesson of the path.

  1. Total revenue for one region, one product and one quarter: which function do you use?

    Learn it in: Multiple Conditions

  2. How do you show monthly sales and the share of each region in the grand total?

    Learn it in: PivotTable: Grouping Dates and % of Grand Total

  3. A lead list has "Last, First" and the email in one column. How do you split it into clean columns?

    Learn it in: Splitting Strings

  4. Does a customer pay back what we spent to acquire them? Show how you would calculate it.

    Learn it in: Unit Economics: Do We Make Money on One Customer?

  5. You need to present sales by region and the trend over time. Which charts do you choose?

    Learn it in: Choosing the Right Chart

Practice

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