Скачать или смотреть EX-03-15 – Band Rows by Sales vs. Quota: Target-Based Conditional Formatting

In this video, we explore how to apply Excel conditional formatting to visually compare YTD Sales performance against a Yearly Quota—a powerful method for surfacing underperforming or at-risk accounts. You’ll learn how to conditional format in Excel using a formula that checks whether actual sales figures fall below the target quota, then applies a highlight to the entire row when that condition is true. This technique, sometimes referred to as target quota banding, helps instantly flag which customers, teams, or regions need attention without manually scanning rows. We’ll show how to write the formula, apply formatting across full rows, and ensure it scales across a large dataset. You’ll also see how to visually differentiate between those who’ve met or missed their sales targets using distinct color bands—making your spreadsheet a live performance dashboard. This lesson reinforces what is Excel conditional formatting in real-world business reporting, giving you a toolset for identifying patterns, calling out gaps, and driving responsive decision-making. By the end, you’ll know exactly how to use Excel conditional formatting to turn numerical comparisons into strategic visual alerts.
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