Sales Analytics Using Power BI & Excel Dashboards Training Course
Course Overview
| Course Title | Sales Analytics Using Power BI & Excel Dashboards Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview
This course equips participants with the skills to leverage Power BI and Excel for advanced sales analytics, dashboard creation, and real-time reporting. By integrating data from multiple sources, learners will be able to track sales performance, visualize trends, and make informed decisions that enhance revenue generation. The training emphasizes practical techniques for building dynamic dashboards, automating reporting processes, and communicating insights effectively to stakeholders.
Duration
5 days
Target Audience
- Sales managers and executives
- Sales operations and enablement teams
- Data analysts supporting sales functions
- Business development professionals
- Professionals seeking to improve reporting and dashboard skills
Organizational Impact
- Improved accuracy in sales reporting and forecasting
- Enhanced decision-making through real-time sales dashboards
- Increased efficiency in data consolidation and analysis
- Better alignment of sales strategies with organizational goals
Personal Impact
- Mastery of Power BI and Excel for sales analytics
- Ability to design and customize interactive dashboards
- Improved data interpretation and storytelling skills
- Increased confidence in supporting sales strategy with analytics
Course Objectives
- Understand key principles of sales analytics and dashboard design
- Learn to clean, transform, and model sales data effectively
- Build dynamic dashboards in Power BI and Excel
- Apply visualization techniques to highlight key sales insights
- Communicate data-driven recommendations to management
Course Modules
Course Modules
Module 1: Fundamentals of Sales Analytics
- Introduction to sales analytics concepts and KPIs
- Role of analytics in driving sales performance
- Data sources and integration for sales reporting
- Common challenges in sales analytics
- Case Study: Analyzing sales performance gaps using basic Excel tools
Module 2: Data Preparation and Transformation
- Importing and cleaning sales data in Excel and Power BI
- Data modeling for accurate reporting
- Using Power Query for sales data transformations
- Managing large datasets efficiently
- Case Study: Preparing raw CRM data for a sales dashboard
Module 3: Building Sales Dashboards in Excel
- Designing effective sales dashboard layouts
- Using PivotTables, PivotCharts, and slicers for interactivity
- Applying conditional formatting to highlight key trends
- Automating dashboard updates with macros
- Case Study: Developing an Excel dashboard for monthly sales reporting
Module 4: Building Sales Dashboards in Power BI
- Creating data models in Power BI
- Building interactive sales visualizations
- Implementing drill-downs and filters for detailed insights
- Publishing and sharing dashboards across teams
- Case Study: Creating a Power BI dashboard for sales pipeline tracking
Module 5: Advanced Sales Insights and Storytelling
- Applying DAX formulas for advanced sales metrics
- Benchmarking sales performance across regions
- Designing dashboards for executive decision-making
- Best practices for data storytelling in sales presentations
- Case Study: Presenting sales insights to leadership using Power BI
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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