Related topics
Sign in with Microsoft
Sign in or create an account.
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.
Visualize trends impacting sales forecasts

To make the most of new opportunities, you need to analyze and glean insights from the client data. But not every sales department has the people and resources available to run complex analyses.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.


You can discover, refine, and combine external sales data with internal data sets using Excel Power Query. A query also lets you connect, preview, and transform data from a wide variety of available sources, like LinkedIn or Dynamics, and import the information into your Excel workbook.

From the sales data you've pulled, you can create an interactive sales trend dashboard by importing your Excel workbook into Power BI. 


  • Create more efficiencies for customer lead generation.

  • Make smarter decisions with deep data analysis to predict customer behavior and trends.

Learn More

Create a forecast in Excel for Windows

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?
By pressing submit, your feedback will be used to improve Microsoft products and services. Your IT admin will be able to collect this data. Privacy Statement.

Thank you for your feedback!