Dynamic Real-Time Forecasting with Excel
Details
This course is specially tailored for Sales Directors, Chief Financial Officers, finance managers, sales managers and executives in sales planning, business planning, corporate planning, accountants, financial analysts who are involved in sales forecasting. Participants are expected to know VLOOKUP, IF formula, absolute and relative referencing, and pivot table. Participants are highly encouraged to attend our foundation course "Hidden Secrets to Excel Data Analysis" first before attending this course.
Upon completion of the course, participants will be able to:
- Accurately consolidate your sales forecast without Inter-workbook links,
- Provide almost real-time update to sales forecast changes,
- Provide detailed analysis of your sales forecast by sales person, territory, customers, products, business units, etc
- Create powerful and professional looking reports and charts that are automatically updated as the sales forecast changes.
Course Outline
- How to effectively calculate overtime hours using Excel
- Transforming the sales forecast in the template into a database.
- Consolidate data from multiple workbooks into one file using MSQuery.
- Multiple top-down views of sales forecast
- Update multiple Pivot Tables from the same source with ONE refresh. No macro is required.
- Prepare reports and presentation that are updated automatically with the latest forecast.
In a typical Excel course, participants are just taught the A to Z on the formulas and functions, for the purpose of passing the certification tests. After attending these courses, the participants are left on their own to figure out how to apply the formulas and functions effectively in their unique work situations. Some took months and years to accomplish this, but many never ever discovered how. We decided to fill the gap by offering our courses tapping on our Excel experiences, from our Excel-related work experience accumulated over the years (since Lotus 1-2-3 days) and regular consulting work done with companies such as Discovery Asia, Johnson and Johnson, EQ Insurance, DP Architect, etc.
WHY SHOULD YOU CONSIDER OUR COURSES?Unlike the gamut of basic, intermediate and advanced Excel courses geared towards achieving high score for the test given at the end of the training, our solution-based Excel courses work through real-life business situations and problems that business users encounter daily in their jobs and share with them quality solutions aimed to improve their work productivity and efficiency. ...
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