2014
Lynda.com
Rudolph Rosenberg
1h 38m
English
Learn how to analyze the top line (or revenue) of your company and identify areas of under- or overperformance with Excel. Author Rudolph Rosenberg explores essential financial concepts that are necessary to understanding your company's revenue data. Then he introduces the tools and techniques you can use in Excel, including PivotTables and the invaluable SUMIF function, to prepare and analyze the data you have available. Plus, learn how to analyze your customer base, determine revenue per product, and identify upsell opportunities. Rudolph will also show how to make sure you're treating your data fairly, by considering the impact of seasonality, recurrent vs. one-off business, and interdependencies.
Want to learn more about financial analysis? Check out Financial Analysis: Introduction to Business Performance Analysis and Financial Analysis: Analyzing the Bottom Line with Excel.
Topics include:
Preparing your revenue information
Comparing past performance
Analyzing customer data
Analyzing product information
Identifying exceptional revenue
Introduction 2m 56s
Welcome 45s
What you need to know 1m 25s
Using the exercise files 46s
1. Preparing Your Revenue Information 31m 36s
The basics of revenue analysis 1m 51s
Finding the data points 3m 11s
Assembling the data 3m 5s
Preparing the data 6m 41s
Introducing PivotTables and SUMIF 1m 31s
Using the SUMIF function 3m 35s
Using PivotTables 3m 56s
Adding consolidation levels 7m 46s
2. Past Performance 11m 45s
Past performance and seasonality 7m 13s
Comparing to past performance 4m 32s
3. Customer Information 19m 12s
Analyzing customer information 2m 30s
Identifying current customers 3m 22s
Determining revenue per customer 5m 55s
New vs. returning customers 7m 25s
4. Product Information 11m 28s
Analyzing product information 3m 15s
Determining revenue per product 5m 18s
Determining upsell opportunities 2m 55s
5. Exceptional Revenue 16m 29s
Identifying recurrent vs. one-off business 3m 38s
Isolating recurrent vs. one-off business 8m 7s
Analyzing recurrent vs. one-off business 4m 44s
6. Other Considerations 4m 32s
Identifying dependencies 2m 42s
Analyzing further revenue with key performance indicators (KPIs) 1m 50s
Conclusion 53s
Next steps 53s
www.lynda.com/Excel-tutorials/Financial-Analysis-Analyzing-Top-Line-Excel/173209-2.html
Download File Size:227.26 MB
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