Total a month of sales with SUM
Add up a column of daily sales figures to get the monthly total.
SUM
Sales spreadsheets answer one question in many forms: who is ahead, who is behind, and what does that mean for their commission.
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.
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.
Applying a tiered commission rule, calculating attainment against quota, and ranking reps without sorting the data.
19 exercises using the situations above. Work down the levels — each one assumes the one before it.
One function, one step, a small and tidy dataset.
Add up a column of daily sales figures to get the monthly total.
SUM
Calculate the mean value of a set of customer orders.
AVERAGE
Identify the extremes in a column of values.
MAX · MIN
Multiply quantity by unit price to get a line total.
Divide actual sales by target to get an achievement percentage.
Take the trailing two-letter state abbreviation off the end of a territory code.
RIGHT
Subtract cost from revenue to find what each order actually earned.
Use IF to label each rep as meeting or missing their target.
IF
Add up only the rows matching a text condition.
SUMIF
Use the median to describe a set of orders that one huge deal has skewed.
MEDIAN
Work out what a customer pays after their contracted discount.
Two or three functions combined, or one function with conditions.
Match a customer ID against a reference table to return their region.
XLOOKUP
Use VLOOKUP with exact match to pull prices from a product table.
VLOOKUP
Apply two conditions at once to a conditional sum.
SUMIFS
Return one of three labels depending on where a value falls.
IF
Return the right rate from several tiers without nesting.
IFS
Sum the orders that beat the average, without typing the average in yourself.
SUMIF · AVERAGE
Build a conditional average out of a conditional sum and a conditional count.
SUMIF · COUNTIF
Nested logic across a realistic dataset, with edge cases that bite.
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.
These are not specific to sales — they are the keystrokes and the misconceptions that catch everyone out, whatever the spreadsheet is about.
Open a cell for editing without reaching for the mouse or the formula bar.
Copy the cell above into the cells you have selected, without dragging.
Stamp the current date into a cell as a fixed value.
Pin down what $ changes about a reference, and what it does not.
Read an error code as a diagnosis rather than a failure.
Extend a selection to the last filled row in one press.
Cycle a reference through its absolute and relative forms while editing.
Reach the paste-special dialog to drop formulas and keep results.
Identify the one situation VLOOKUP genuinely cannot handle.
VLOOKUP · XLOOKUP
Pick the right summary statistic for a set with one huge outlier.
AVERAGE · MEDIAN
Recall the argument order that differs between SUMIF and SUMIFS.
SUMIF · SUMIFS
Diagnose a match failure where both values look identical on screen.
XLOOKUP