March 2022: Excel Reports pt.1 - Getting Started
Take the first step into learning how to create Excel reports which offer you the ability to create pivot charts and add custom formulas to your report template. Learn the basics of building a template and then take off using your own Excel skills.
00:07 INTRODUCTION AND AGENDA
BUILDING REPORTS
03:20 Leads
31:09 Opportunities
PROCESS OUTLINE
Build Foundation Template
Download Template
Modify Template
Upload Template
Run the Report