Financial Analysis: Analyzing the Top Line with Excel
Offered By: LinkedIn Learning
Course Description
Overview
Learn how to analyze the top line (aka revenue) for your company and identify areas of under- or overperformance with Excel.
Syllabus
Introduction
- Welcome
- What you need to know
- Using the exercise files
- The basics of revenue analysis
- Finding the data points
- Assembling the data
- Preparing the data
- Introducing PivotTables and SUMIF
- Using the SUMIF function
- Using PivotTables
- Adding consolidation levels
- Past performance and seasonality
- Comparing to past performance
- Analyzing customer information
- Identifying current customers
- Determining revenue per customer
- New vs. returning customers
- Analyzing product information
- Determining revenue per product
- Determining upsell opportunities
- Identifying recurrent vs. one-off business
- Isolating recurrent vs. one-off business
- Analyzing recurrent vs. one-off business
- Identifying dependencies
- Analyzing further revenue with key performance indicators (KPIs)
- Next steps
Taught by
Rudolph Rosenberg
Related Courses
Social Network AnalysisUniversity of Michigan via Coursera Intro to Algorithms
Udacity Data Analysis
Johns Hopkins University via Coursera Computing for Data Analysis
Johns Hopkins University via Coursera Health in Numbers: Quantitative Methods in Clinical & Public Health Research
Harvard University via edX