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:
Whenever you are ready, let’s jump right in. I’m looking forward to spending some time with you. Welcome!
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Course Content
Overview
Bookings Analysis
Bookings - Section Intro
Bookings - Examine Raw Data
Bookings - Create Pivot Tables
Bookings - Build Summary Tables
Bookings - Build Bookings Charts
Bookings - Build Presentation Slides
Exercise: Bookings Analysis
ARR Analysis
ARR - Intro to Annual Recurring Revenue Concepts
ARR - Stage ARR Data
ARR - Build Customer List
ARR - Build ARR By Customer Summary
ARR - Calculate New/Expand/Downsell/Churn
ARR - Build ARR Summary Table
ARR - Add Trended Metrics
ARR - Build ARR Charts
ARR - Build Presentation Slides
Exercise: ARR Analysis
ARR - Net Retention Rate Concepts Intro
ARR - Net Retention Rate Analysis
ARR - Term Length Analysis
Customer Analysis
Customer Analysis
Customer Trend Metrics
Customer Trends - Charts
Average Selling Price (ASP) - Intro
Average Selling Price (ASP) - Calculation
Average Selling Price (ASP) - Charts
Sales Productivity Analysis
Forecast Overview
