The 9 Secret Spreadsheet Skills You Need To Be A Real Sales Pro

Salespeople like putting up numbers - not counting them. But sales is entirely number driven. You monitor lead flow, activity, conversions, pipeline, quota coverage, margins, and more. A lot is tracked in CRM and other tools, but often you need to run a scenario or create a report that requires more than just a red, yellow, and green dial. Can you do it without pulling an all-nighter or trying to find a template to steal?

Warning! Are you working harder than necessary to hit your numbers?

Most salespeople are inefficient

Are you looking for a consistent competitive edge? Sales numbers can be overwhelming. And you keep fighting every month to hit a goal that feels random. In fact, most salespeople are focused on the wrong activity. You can change that. By using 9 easy-to-learn professional sales spreadsheet skills, you can control the numbers instead of letting them control you.

Sales IS a numbers game but that doesn't just mean MORE of everything

The key to the game is how you slice and dice 'em

What if you could evaluate data, produce requested reports, and run projection scenarios easily without asking sales ops, or your "spreadsheet friend"? Imagine the confidence you'll have presenting to prospects, customers, and colleagues. Now you can support your activities like an expert... with data!
The Five Secrets of a Sales Coach

You'll learn how to:

Our guarantee is that

  • Understand the data requirements of multiple sales scenarios

  • Quickly clean up data from common sales sources to be used in your analysis

  • Manipulate spreadsheet format and design to present your data in a compelling way

  • Prepare your data for in depth analysis without being overwhelmed

  • Harness the power of pivot tables to summarize your sales data

  • Create you Executive Summary to share context and evidence

  • Present your data with charts and graphs to visually tell your story

  • BONUS: Customize your sales math for repeat individual and team success

Course curriculum

  • 01

    What's an Unplugged Session?

  • 02

    Spreadsheets for Salespeople

    • Intro to Spreadsheets for Salespeople

    • Lesson 1: "Are we on pace to hit our revenue goal?"

    • Accessing Your Workbook for this Course

    • Lesson 1 Part 1: Cleaning up data for use: Tables, Addition, Sum, Alignment, Colors, Number Formatting, Other Formatting Tools

    • Lesson 1 Part 2: Deleting, Undoing, Inserting, Column Widths, Headings, Font, Hiding Gridlines, Hiding Rows and Columns

    • Lesson 1: Check Your Learning

    • Lesson 2: Digging in Deeper to the Numbers Using a Pipeline Report

    • Lesson 2 Part 1: Formatting, Inserting Columns, Calculating Values, vLookup, Typecasting

    • Lesson 2 Part 2: Getting Data Ready for Analysis

    • Lesson 2 Part 3: vLookup and Typecasting

    • Lesson 2: Check Your Learning

    • Lesson 3: Easily Master Pivot Tables and Manipulate Data

    • Lesson 3 Part 1: Creating a Pivot Table

    • Lesson 3 Part 2: Digging Deeper into the Data

    • Lesson 3 Part 3: Pivot Table Mastery

    • Lesson 3: Check Your Learning

    • Lesson 4: Creating Executive Presentations of Your Data

    • Lesson 4 Part 1: Starting Your Executive Summary

    • Lesson 4 Part 2: Summarizing Pipeline Data in the Executive Summary

    • Lesson 4 Part 3: Pipeline Data By Stage

    • Lesson 4 Part 4: Pipeline Data By Salesperson

    • Lesson 4 Part 5: Presenting Data with Charts vs. Tables

    • Lesson 4 Part 6: What Story Is Hidden in the Data? How to Summarize Your Findings.

    • Lesson 4: Check Your Learning

    • BONUS: Introduction to ClozeLoop's Sales Math

    • BONUS: Sales Math for Success (Individual Contributors)

    • BONUS: Customizing Your Sales Math for Success

    • Congratulations!


We are in the business of helping you to reach your goals

If you finish a class and find that you are not completely satisfied with the value of the content you have paid for, send us a note describing why you are disappointed and we will cheerfully issue a full refund. That's how confident we are in this course.


Instructor Bio:

Cory has built high-performing sales teams in industries that range from manufacturing to technology. He knows what works in practice, not just in theory. He’s a high-value advisor to multiple accelerators, bestselling author, and a dynamic keynote speaker who has spoken all over the world. He’s passionate about making sales accessible, actionable, and scalable.

Cory Bray

Managing Director

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