Overview
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Learn how to analyze the bottom line (or profitability) of your company, by analyzing your gross margin and operating expenses with Excel.
Syllabus
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Introduction
- Welcome
- What you need to know
- Using the exercise files
- The basics of gross margin analysis
- Finding the data points
- Preparing the data
- Categorizing expenditures
- Allocating costs by category
- Calculating standard costs
- Using standard costs to calculate gross margin
- Adding standard costs to your revenue database
- Calculating gross margin
- Performing a price/mix analysis
- Analyzing overall gross margin performance
- The gross margin percentage levers
- The basics of operating expenses analysis
- Finding the data points
- Analyzing overall operating expenses performance
- Analyzing sales and marketing
- Analyzing nonsales staff expenditures
- Analyzing productivity
- Analyzing general expenses
- Next steps
