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Free course template · Global

Finance office basics for the sales team

A ready-made course, live deck and a survey for sales staff and managers. AhaSlides tracks progress, completion and scores for you. 25 minutes, 4 lessons, 10-question final check. Last reviewed 22 October 2026; not legal advice.

By Cheryl Duong

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Finance office basics for the sales team: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the survey tells you what stuck. 6 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Finance office basics for the sales team course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 10-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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4 lessons, about 25 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: What the finance office does · 8 min

    Before you begin · The steps · Check

  • Lesson 2: Say it, do not promise it · 7 min

    Sort it · Scenario · Check

  • Lesson 3: Escalate · 5 min

    Who to ask · Check

  • Lesson 4: Final check · 5 min

    Final check · You have finished

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and the survey are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Refresher (live, 40 min) + self-paced course.

Sales staff and managers who hand customers to the finance office.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Finance process steps
  • Course URL
  • Compliance contact
  • Records system
  • Live session URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and survey into your AhaSlides account in one click.

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