Overview

Welcome to Data Analytics with Excel for SaaS & Software Companies. The goal of this course is to learn how to use Excel to analyze data, draw insights, identify trends, and communicate your findings in a presentation, with an emphasis on SaaS-related analyses and a hands-on approach. If you are working at a technology, software or SaaS company, and you do data analysis as part of your job, you have come to the right place.We are going to focus on the practical problems and analyses that you will encounter on your job.This course focuses on analyses specific for software companies. We will learn how to use data to analyze bookings, Annual Recurring Revenue or ARR, Average Selling Price (or ASP), retention rate, customer analysis, sales productivity, forecast modeling, and more.We will walk you through the analysis step-by-step from start to finish. Along the way, we will show you keyboard shortcuts and Excel tricks that will make your job easier.At the end of each section, there are practice exercises for you to work on similar but slightly different problems so you can test your skills.For all the analyses in the entire course, we will use one master dataset, so it simulates a real-life experience on how to handle and produce various analysis from a rich data set.By the end of this course, you will be able to:manipulate raw data, analyze financial and operational data, create pivot tables, build summary tables, add metrics to analyze trends, create effective graphs, format charts for presentations, build slides with insights, and perform simple forecasting for SaaS Companies.This course is packed with the following to enhance your learning:High quality videosTutorials/DemosData files with template and solutions ExercisesExcel keyboard shortcuts and tipsWhenever you are ready, let's jump right in. I'm looking forward to spending some time with you. Welcome!*************************Course Content OverviewCourse WelcomeCourse Workbook and Supporting FilesExcel Setup & TipsBookings AnalysisBookings - Section IntroBookings - Examine Raw DataBookings - Create Pivot TablesBookings - Build Summary TablesBookings - Build Bookings ChartsBookings - Build Presentation SlidesExercise: Bookings AnalysisARR AnalysisARR - Intro to Annual Recurring Revenue ConceptsARR - Stage ARR DataARR - Build Customer ListARR - Build ARR By Customer SummaryARR - Calculate New/Expand/Downsell/ChurnARR - Build ARR Summary TableARR - Add Trended MetricsARR - Build ARR ChartsARR - Build Presentation SlidesExercise: ARR AnalysisARR - Net Retention Rate Concepts IntroARR - Net Retention Rate AnalysisARR - Term Length AnalysisCustomer AnalysisCustomer AnalysisCustomer Trend MetricsCustomer Trends - ChartsAverage Selling Price (ASP) - IntroAverage Selling Price (ASP) - CalculationAverage Selling Price (ASP) - ChartsSales Productivity AnalysisSales Productivity - Analysis Sales Productivity - ChartsForecast OverviewForecasting Methodology OverviewForecasting DemoExercise: Forecast

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