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