Excel for sales

Sales spreadsheets answer one question in many forms: who is ahead, who is behind, and what does that mean for their commission.

Start Sales Practice19 exercises, free, no account needed

What the job actually asks for

Quota attainment, tiered commission, pipeline coverage and territory comparisons. The formulas are not complex, but the business rules are fiddly and the numbers are personal — if a commission calculation is wrong, someone notices immediately and it is awkward.

The recurring tasks

  • Calculate attainment against quota by rep
  • Apply tiered commission rules
  • Rank territories by growth
  • Flag deals slipping past close date

Where people get caught

Tiered logic tested in the wrong order. Nested conditions evaluate top down and stop at the first match, so checking the lowest threshold first quietly caps everyone at the bottom tier — and the sheet calculates cleanly while doing it.

What interviews test

Applying a tiered commission rule, calculating attainment against quota, and ranking reps without sorting the data.

Practice built from sales work

19 exercises using the situations above. Work down the levels — each one assumes the one before it.

Beginner

11 exercises · 1 step

One function, one step, a small and tidy dataset.

Intermediate

7 exercises · 2–3 steps

Two or three functions combined, or one function with conditions.

Prefer to work in real Excel? Download the practice files — the same datasets with the answer cells left blank. You lose the feedback, which is the part that does the teaching.

Other roles

Skills every role needs

These are not specific to sales — they are the keystrokes and the misconceptions that catch everyone out, whatever the spreadsheet is about.