Career guide

Excel skills every
sales professional needs

Commission tracking, pipeline reporting, and territory analysis โ€” the formulas sales teams use every day.

EP
ExcelProยทSep 11, 2026

Commission calculations

Simple commission

=sales_amount * commission_rate =B2 * 0.08 (8% commission on the sale in B2)

Tiered commission with IF

=IF(B2>=100000, B2*0.12, IF(B2>=50000, B2*0.10, B2*0.08)) -- 12% on deals over 100k, 10% on 50k-100k, 8% below

Pipeline analysis

Total pipeline by stage

=SUMIF(stage_column, "Proposal", value_column) -- Total value of all deals in the Proposal stage

Win rate by rep

=COUNTIFS(rep_column, "Sarah", outcome_column, "Won") / COUNTIFS(rep_column, "Sarah", outcome_column, "<>Open") -- Won deals divided by closed deals (won + lost)

Territory and target reporting

Performance vs target

=(actual - target) / target * 100 -- Percentage above or below target

Ranking reps by performance

=RANK(B2, $B$2:$B$20, 0) -- Rank of this rep's sales among all reps (0 = largest first)
๐Ÿ’ก Build a sales dashboard with pivot tables

Convert your CRM export to an Excel Table, then build a pivot table with Rep in Rows, Stage in Columns, and Sum of Value as the value. Add a slicer for Month and you have a live pipeline dashboard that updates in seconds.

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