Business 101: Tracking Your Company Sales and Goals In Excel

Update Learn how to create a very effective tool to map out your sales goals, actual results, performance and more!

4.75 (10 reviews)
Udemy
platform
English
language
Sales
category
712
students
2 hours
content
Oct 2022
last update
$69.99
regular price

What you will learn

Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!

Detailed Monthly Sales Tracking

Goal Setting

Variance Analysis - Budget vs Actual

Business Decisions Making

Business Analytics and Intelligence

Inventory Planning

Goal Evaluation

Pricing Decisions

Revenue Reporting

Revenue Calculation

Management Planning

And Much More!

Description

Are You Running a Small Business?

Have You Neglected The Financial Reporting Side Of Your Business?

Does The Idea Of Accounting and Financial Reports Not Interest You At All?

Do You Recognize The Need To Have Insight Into How Your Company Is Performing?

Do You Want To Create a Focused Growth and Goals Model?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!

  5. Bonus Reason: I provide the template we build in this course for you to download at the end!

Recent Review:

John P. says "I run a business, but am horrible at the finance and accounting side.  This course really helped me develop a way to track sales and profits without getting a degree in accounting.  Simple to use and implement, yet so powerful! Really a must take for anyone in business."


Why You Should Take This Course:

As an entrepreneur, you have to wear many hats.  One which often gets ignored is the finance and sales analysis side of your business.  By spending a little bit of time each week by setting goals and tracking your results, you'll have far greater insight into what works and what doesn't, and how to proceed.  You will also be documenting a history of your sales for you to refer to in the future.   By setting your monthly sales goals and tracking your actual results, you will have that insight. 

In this course I teach you how to build a relatively simple but VERY effective sales goal setting and actual results tracking tool in Excel (or Google Sheets).   Take your business to the next level.


What We Learn In The Course:

  • Learn basic Excel concepts for anyone not familiar with the program

  • Learn how to properly set sales goals and what factors should be considered

  • Learn how to effectively track your actual sales in Excel, and compare them to the forecast

  • Track your results in detail, as well as use this info to create monthly, quarterly and annual comparative results

  • Graph your results for visual representation of how you are performing

  • Make intelligent business decisions

  • And more! By the end of the course you'll be ready to take your business to the next level.

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  


***CLICK "BUY NOW" AND LEARN HOW TO TRACK YOUR COMPANY SALES AND GOALS IN EXCEL! ***


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and accounts receivable.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Content

Introduction

Course Introduction
Instructor Introduction
Udemy Review System
Excel Basics
Excel Basics - Formatting, Reports and Charts

Sales Tracking Template Creation

Blank Slate - Starting the Build
Forecast and YTD Formulas
Average Formulas and Totals
Formatting and Graphs
Year 2 Setup
Year 3 Setup

Year 1 Specific Data Tracking

Setup of Headers and Sheet for Year 1
Year 1 Finalize
Year 2 and Year 3 Setup

Additional Reporting and Forecasting Information

Quarterly Review Setup
Useful Forecasting Information

Course Conclusion

Course Conclusion
2020 Update - What's New In The Business For 2020
Recommended Next Steps
Bonus Lecture: Discount For ALL Of My Other Courses

Screenshots

Business 101: Tracking Your Company Sales and Goals In Excel - Screenshot_01Business 101: Tracking Your Company Sales and Goals In Excel - Screenshot_02Business 101: Tracking Your Company Sales and Goals In Excel - Screenshot_03Business 101: Tracking Your Company Sales and Goals In Excel - Screenshot_04

Reviews

Yeo
May 23, 2019
I greatly appreciate the course template and the experiences Chris shared in the course. However I would like to see more realistic forecasting methodology based on your consulting experiences, instead of simply adding a constant or percentage month on month. Please let me know if you do have the actual forecasting techniques that you have used throughout your consulting experiences.

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1923814
udemy ID
9/20/2018
course created date
11/20/2019
course indexed date
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