Broader / transferableCheck language

Pun Nattapatch

Sales Back Office: Report + Dashboard + AI

Stage/data dictionary. reporting standard. manager view and warning rules. dashboard prototype. AI report prompt pack and summary helper. weekly sales-meeting routine.

Check enrollment with provider · Confirm instruction language

Delivery
One-day team workshop. provider also provides a 12-month replay, follow-up check-in and LINE alumni group.
Cost
THB 34,900 · per organization/team
Time commitment
1 day. replay clips are sent after class. Confirm the learning time and delivery format.
Scope
Broader / transferable

What the curriculum covers

  • Standardize pipeline stages, owners and fields. define a single-input sales report. set stale-deal/warning rules and manager views. prototype a dashboard and AI summary helper. check AI-generated summaries against closed data and human review.

Published learning outputs

  • Stage/data dictionary. reporting standard. manager view and warning rules. dashboard prototype. AI report prompt pack and summary helper. weekly sales-meeting routine.
Illustrative coaching learning workflow: bring context, practice a task and check the output
Illustrative workflow for evaluating learning. Ask which steps the course actually includes.

Practice & support

Practice
One-day workshop with the team's current report or anonymized deal examples. learners prototype manager views and simulate a 30-minute weekly sales meeting using risk items, owners and next actions.
Feedback
One 30-minute check-in and homework review are stated. certificate is tied to submitted homework.
Certificate
Provider-issued completion certificate after homework is submitted. Confirm assessment, certificate and recognition terms.

Before you enroll

Price basis
per organization/team
Required software
Google Sheet and prompt pack are supplied. Confirm which accounts and paid software plans you need.
Prerequisites
Bring current sales reports with sensitive data removed. participants agree on pipeline-stage and owner conventions.
Access terms
Twelve-month replay. alumni library updates for 12 months. provider states a 30-minute check-in and homework review.
Language
Confirm instruction language
Enrollment
Check enrollment with provider

How this relates to sales

This is a broader curriculum. Compare the relevant modules with your sales task and ask whether you can use your own sales examples.

Compare the fit

Related learning options

Broader / transferableEnglish confirmed

Robert Da Costa (Udemy instructor)

Become a Master of Client and Account Management

Provider says learners will leave the first AI lesson with an action plan to improve one client-management process.

Delivery
On-demand Udemy course with 9 sections and 34 lectures. the AI material is one 4-lecture section.
Cost
Ask provider for price
View curriculum

Curriculum details from published provider information · reviewed 2026-10-08. Confirm current terms directly with the provider.