Financial Analysis: Analyzing the Top Line with Excel

Learn how to analyze the top line (aka revenue) for your company and identify areas of under- or overperformance with Excel.

Introduction

• Welcome
• What you need to know
• Using the exercise files

1. Preparing Your Revenue Information

• 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

2. Past Performance

• Past performance and seasonality
• Comparing to past performance

3. Customer Information

• Analyzing customer information
• Identifying current customers
• Determining revenue per customer
• New vs. returning customers

4. Product Information

• Analyzing product information
• Determining revenue per product
• Determining upsell opportunities

5. Exceptional Revenue

• Identifying recurrent vs. one-off business
• Isolating recurrent vs. one-off business
• Analyzing recurrent vs. one-off business

6. Other Considerations

• Identifying dependencies
• Analyzing further revenue with key performance indicators (KPIs)

Conclusion

• Next steps