AI Sales Analyst for Forecasting and Sales Analytics

Course overview

AI sales analysts evaluate sales data with AI support and provide reliable foundations for sales planning and management. The training covers the process from data preparation to analysis and the clear presentation of findings for decision-making. Preparing and Understanding Sales Data The quality of any analysis depends on the quality of the source data. - Consolidate data sources from CRM, order processing, and marketing - Clean data, address duplicates and missing values - Define key figures such as pipeline value, closing rate, and lead time Analyses and Forecasts with AI Support - Derive revenue and sales forecasts from historical trends - Identify patterns in customer behavior, seasonality, and product mix - Opportunity assessment: categorize sales opportunities by probability of closing - Utilize language models for analyzing conversation notes and proposal texts Preparing Results and Translating Them into Decisions Analyses only have an impact when they are understood and utilized. - Create dashboards and reports for sales management and executives - Check forecast accuracy and explain deviations clearly - Derive and prioritize action recommendations from data visuals Limits, Law, and Responsibility - Realistically assess the significance and limitations of forecasting models - Ensure data protection for customer and prospect data - Ensure traceability of AI-supported evaluations Toolbox of the Sales Analyst The analytical work relies on a manageable and comprehensible set of tools. - Spreadsheet as a basis: pivot analyses and connections - Language models like ChatGPT and Claude for data exploration and formula assistance - Visualization of funnels, trends, and goal achievement - Set up recurring evaluations as documented routines Collaboration with the Sales Team - Present analysis results clearly in sales meetings - Translate team inquiries into new evaluations - Establish data maintenance in CRM as a shared responsibility Support Planning Processes - Derive targets from forecasts for regions, segments, and products - Calculate scenarios: impacts of price and quantity assumptions - Define early warning signals for target deviations in the current quarter Upon completion, participants will be able to systematically evaluate sales data, create forecasts with AI support, and anchor the results as a basis for decision-making in sales.

Upcoming dates

• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Frankfurt am Main · Hybrid Learning
• 2026-11-03T23:00:00.000Z · 2027-07-03T22:00:00.000Z · Virtuelles Klassenzimmer
• 2026-11-03T23:00:00.000Z · 2027-07-03T22:00:00.000Z · Frankfurt am Main · Hybrid Learning
• 2026-11-17T23:00:00.000Z · 2027-01-19T23:00:00.000Z · Virtuelles Klassenzimmer