Excel-Powered Funnel & Sales Performance Mastery:
Hit Your Sales Target, Every Time! (2-Day Program)

Duration: ~ 8 hours | Fee: PROMO🔥

Training Objective:

Enable participants to develop a clear and actionable plan to hit their sales targets through improved funnel & sales performance tracking, sales forecasting, opportunity prioritization, and action planning using Microsoft Excel without the need for costly CRM systems.

Training Outcome:

By the end of this training, participants will:

✔️ Customize the Funnel Management Excel Tool to meet specific business requirements.

✔️ Apply essential Excel formulas, formatting, data validation, and PivotTables for funnel analysis.

✔️ Understand the importance and benefits of structured funnel management in achieving sales targets.

✔️ Track, monitor, and update sales opportunities to maintain an accurate and up-to-date sales funnel.

✔️ Prioritize opportunities and forecast sales using data-driven insights.

✔️ Develop actionable sales plans to improve conversion rates and hit sales targets.

DAY 01

Module 1  

Essential Excel Functions for Funnel Management

1.1 Text Functions: TEXT, "&", YEAR, MONTH, TODAY

1.2 Logical Functions: IF, IFS, OR, AND, IFERROR

1.3 Math & Count Functions: SUMIFS, AVERAGEIFS, COUNTIF

1.4 Lookup Function: XLOOKUP

Module 2

Data Validation for Funnel Management

2.1 Basic Data Validation Types 

2.2 List-Based Validation 

2.3 Input Message & Error Alert

2.4 Managing and Troubleshooting

Module 3

PivotTables & Slicers for Funnel Analysis

3.1 Build PivotTables That Work for You

3.2 Make Reports Interactive with Slicers

3.3 Analyze What Matters: Sum, Average, Max, Min

3.4 Create Basic Pivot Charts in Seconds

Module 4

Basic VBA Macro for Funnel Management – Made Easy with ChatGPT (No Coding Skills Needed)

4.1 Enabling the Developer Tab

4.2 Inserting a Module in the VBA Editor

4.3 Pasting and Saving the VBA Code

4.4 Assigning the Macro to a Button

DAY 02

Module 5 

Own Your Funnel: Why It Matters

5.1 What is a Sales Funnel?

5.2 Why Funnel Management is a Game-Changer

5.3 Funnel & Opportunity Management: What to Watch Out For

Module 6

Talk the Talk: Master Funnel & Performance Terms

6.1 Must-Have fields in Your Funnel Management Tool

6.2 Essential Funnel Terms & Metrics

6.3 Essential Performance Terms & Metrics

6.4 TWO Proven Methods to Manage Your Funnel & Hit Your Sales Target!

Module 7

Control the Numbers: Funnel Analysis & Action Planning

Sales Funnel Walkthrough:

7.1 Funnel Sheet: Update Sales Opportunities

7.2 Metrics Sheet: Calculate the Metrics (i.e., Sales Gap)

7.3 Analyze Sheet: Identify Key Opportunities to Focus On

7.4 Action Plan Sheet: Develop a Targeted Action Plan to Prioritize, Close, and Invoice Deals

Module 8

Put It to the Test: Group Challenge & Presentation

Role Play | Group Exercise:

8.1 Calculate Sale Gaps

8.2 Analyze a Sales Funnel Dataset

8.3 Opportunity Prioritization and Draft Action Plans

8.4 Present Funnel Analysis Findings and Your Strategy to Hit Your Sales Target!

What makes this program different?

This program is designed by a former Head of Commercial Excellence with hands-on experience managing regional sales funnels and sales operations. It focuses on structuring, cleaning, and analyzing sales data to improve pipeline accuracy and decision-making. Backed by 23 years of real corporate MNC experience in project costing, pricing, sales operations, and reporting — including over a decade managing sales pipelines exceeding RM100 million — the program delivers practical, proven strategies. It’s led by an experienced in-house CRM, Funnel Management, and Sales Performance Trainer who has directly coached and equipped sales teams to consistently hit their targets.