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Financial Analysis: Analyzing the Top Line with Excel

via LinkedIn Learning

Overview

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

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.

Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.

Syllabus

Introduction
  • Welcome
  • What you need to know
  • Using the exercise files
1. Preparing Your Revenue Information
  • 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
2. Past Performance
  • Past performance and seasonality
  • Comparing to past performance
3. Customer Information
  • Analyzing customer information
  • Identifying current customers
  • Determining revenue per customer
  • New vs. returning customers
4. Product Information
  • Analyzing product information
  • Determining revenue per product
  • Determining upsell opportunities
5. Exceptional Revenue
  • Identifying recurrent vs. one-off business
  • Isolating recurrent vs. one-off business
  • Analyzing recurrent vs. one-off business
6. Other Considerations
  • Identifying dependencies
  • Analyzing further revenue with key performance indicators (KPIs)
Conclusion
  • Next steps

Taught by

Rudolph Rosenberg

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