Data Analytics with Excel: For SaaS & Software Companies

About Data Analytics with Excel: For SaaS & Software Companies

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 videos

Tutorials/Demos

Data files with template and solutions

Exercises

Excel keyboard shortcuts and tips

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

Course Welcome

Course Workbook and Supporting Files

Excel Setup & Tips

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

Sales Productivity - Analysis

Sales Productivity - Charts

Forecast Overview

Forecasting Methodology Overview

Forecasting Demo

Exercise: Forecast