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Sales Reporting Training

Train your team.
Transform your reporting.

Structured training programs that take your sales team from messy spreadsheets to confident, professional analytics reporting. Four tiers. Virtual and physical options.

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01

The foundation every sales team needs

Data Collection & Entry

Master the art of capturing sales data accurately and consistently. This tier eliminates the messy spreadsheets, duplicate entries, and missing data that corrupt every report downstream.

Google Sheets & Excel proficiency for sales data
Standardised data entry templates and forms
Best practices for consistent data capture
Avoiding common data entry errors
Setting up team-shared data inputs
Introduction to Google Forms for structured capture

Key outcome

A team that enters clean, consistent data — the raw material for everything else.

Virtual training

$100per group
Google Meet or Zoom · Online delivery
Up to 20 participants
1 full day (virtual)
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02

Turn chaos into structure

Data Organisation & Cleaning

Raw data is always messy. This tier teaches your team how to clean, organise, and structure sales data so it's ready for analysis — and so anyone can pick it up and understand it instantly.

Data cleaning techniques in Google Sheets
Removing duplicates, blanks, and inconsistencies
Standardising formats (dates, names, currencies)
Structuring data for pivot tables and dashboards
Creating a clean master sales database
Data validation to prevent future mess

Key outcome

A structured, clean sales dataset that's ready to generate reliable reports.

Virtual training

$200per group
Google Meet or Zoom · Online delivery
Up to 20 participants
1–2 days (virtual)
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03

Report with confidence and clarity

Effective Reporting with KPIs

Move from data to decisions. This tier trains your team to select the right KPIs, build clear reports, and present performance data that actually influences action — from daily standups to executive reviews.

Selecting the right sales KPIs for your context
Building pivot tables and summary reports
Introduction to Google Looker Studio dashboards
Designing reports that drive action
Weekly, monthly, and quarterly report templates
How to present data to leadership and clients
KPI benchmarking and target-setting

Key outcome

A team that can build, read, and present compelling sales reports without outside help.

Virtual training

$300per group
Google Meet or Zoom · Online delivery
Up to 20 participants
2 days (virtual)
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Best value — Full programme
04

Complete analytics literacy — end to end

Full Board Analytics Programme

The complete package. Tiers 1–3 combined into a structured programme that takes your sales team from zero to full analytics independence. Ideal for teams serious about making data a competitive advantage.

Everything in Tiers 1, 2, and 3
Team-specific dashboard build (live session)
Custom KPI framework for your business
Sales reporting SOP document
One-month post-training support (email/chat)
Certificate of completion for participants
Manager's guide to sustaining data culture

Key outcome

A data-literate sales team that owns its reporting, updates its dashboards, and uses data to drive every conversation.

Virtual training

$500per group
Google Meet or Zoom · Online delivery
Up to 20 participants
3–4 days (virtual)
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Common questions

Can individuals join, or is this only for teams?

Both. Individual participants can join any tier. For group bookings of 5+, we offer a discounted rate — contact us for a quote.

What software do I need for virtual training?

Just a laptop with Google Sheets or Excel and a Google Meet or Zoom account. We'll guide everything else live.

Do you offer certificates?

Yes — the Full Board Programme (Tier 4) includes a certificate of completion for all participants.

Can we do Tiers 1–3 separately, then combine?

Absolutely. You can take each tier as a standalone programme and upgrade at any point. The Full Board Programme is just Tiers 1–3 bundled at the best rate.

What's included in physical facilitation costs?

We cover trainer travel, accommodation if overnight, printed materials, and any venue equipment needed. These are quoted based on your specific location and requirements.

How many participants can attend per session?

Virtual sessions: up to 20 participants. Physical sessions: any size — we scale the delivery accordingly and will advise on optimal group sizes.

Ready to train your team?

Book a free call and we'll recommend the right tier and format for your team's current level and goals.

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