Enhancing Sales Process Tracking with Excel Part 3: CUSTOM FORMULA(multiple functions)

In this tutorial, we’ll guide you through the process of Automating a fully functional Sales Process Tracker using Excel, designed specifically for business intelligence applications. This hands-on tutorial focuses on COUNTA, COUNTIF, IFNA, IF functions to turn a basic template into a powerful tool for tracking and managing your sales pipeline.

You’ll learn how to apply and combine different Excel Function to summary table similar to that of a pivot table.
By the end of this tutorial, you'll have a professionally prepare an Excel summary page that serves as a reliable tool for monitoring overall sales process, providing clear and actionable insights without the need for complex dashboards. Ideal for business analysts, sales teams, and anyone looking to enhance their sales tracking capabilities with Excel.