What should I practice after reading this tutorial?

Rebuild the main example on a copy of your file, then change one argument at a time to see how the result changes. That builds muscle memory faster than rereading the steps.

Which Excel version do I need for the formulas in this article?

Most steps work in Excel 2016 and later. If the article mentions FILTER, UNIQUE, or XLOOKUP, you need Microsoft 365 or Excel 2021 — check the linked function pages for compatibility.

Tutorials - 2026-01-21

Excel for Sales Reports

Build powerful sales reports and dashboards. Track performance, analyze trends, and calculate commissions.

Excel for Sales Teams

Sales professionals use Excel to track pipelines, analyze performance, and calculate commissions. See Excel Use Cases for more industries.

Sales Metrics

\\\ =SUM(SalesAmount) =SUMIFS(Amount, Region, "West", Year, 2024) =AVERAGEIF(Status, "Won", Amount) \\\

Pipeline Analysis

\\\ ' Weighted pipeline =SUMPRODUCT(Amount, Probability) ' Win rate =COUNTIF(Status, "Won") / COUNTIF(Status, "<>Open") \\\

Commission Calculations

\\\ ' Tiered commission =IF(Sales>=100000, Sales*0.10, IF(Sales>=50000, Sales*0.07, Sales*0.05)) ' Quota attainment =Sales / Quota \\\

Leaderboards

\\\ =RANK.EQ(B2, $B$2:$B$20, 0) =LARGE(Sales, 1) ' Top performer \\\

Key Functions

Function Use SUMIFS Sales by criteria IF Commission tiers RANK.EQ Leaderboards XLOOKUP Customer data

Excel Use Cases Excel Functions for Business & Finance

Apply this tutorial in your workbook

Copy one example from this article into a blank sheet. Change the sample ranges to match your column letters. Press F2 and Enter after edits so Excel recalculates. Compare your result to the expected output in the article. Related hubs: Excel functions directory · Formula guides · Function comparisons

Frequently asked questions

What should I practice after reading this tutorial? Rebuild the main example on a copy of your file, then change one argument at a time to see how the result changes. That builds muscle memory faster than rereading the steps.
Which Excel version do I need for the formulas in this article? Most steps work in Excel 2016 and later. If the article mentions FILTER, UNIQUE, or XLOOKUP, you need Microsoft 365 or Excel 2021 — check the linked function pages for compatibility.