Financial Analysis with MS Excel (Analyzing The Business Bottom-line and Topline), 22nd - 24th NOV 2017

The goal of business performance analysis is to identify improvement opportunities, understand their root causes, and taking action. These opportunities can come in many forms. They can be performance issues or areas of the business that perform extremely well and can be leveraged even further.

This course, introduces you to key concepts of business performance analysis. We focus on the analysis of the profit and loss (the P&L) statement and on the key dynamics you need to understand in order to interpret the performance of your business. Understanding this data will help you make informed decisions that benefit your company in the long run.

We will teach you how to analyze the top line (or revenue) of your company and identify areas of under- or over performance with Excel. We explore essential financial concepts that are necessary to understanding your company's revenue data. We then introduce 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. 

We 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.

In our Second section we will teach you how to analyze the bottom line (or profitability) of your company and identify areas of under- or over performance with Excel. We show you how to use the data your company generates every day to break down your gross margin and operating expenses. 

We introduce the tools and techniques you can use in Excel to prepare and analyze that data. Plus, you'll learn to identify and analyze sales and marketing spending, staff expenditures, and productivity separately, so you can get a really clear picture of your data from multiple angles.

Summary blocks:

• An introduction to financial analysis
• Preparing your revenue information
• Comparing past performance
• Analyzing customer data
• Analyzing product information
• Identifying exceptional revenue
• Finding data points
• Prepping data
• Calculating standard cost and gross margins
• Analyzing overall gross margin performance
• Analyzing individual and overall expenses

Course Overview:

1.       Analyzing business performance

·         Analyzing P&L components

·         Know when to stop analyzing

·         Controllable and uncontrollable factors

·         Exceptional factors

·         Analysis about decision making

·         Analysis vs dashboard

2.       Preparing your revenue information

·         The basics of revenue analysis

·         Finding the data points

·         Assembling the data

·         Preparing the data

·         Pivot tables and SUMIF

·         Using Pivots

·         Adding consolidation levels

3.       Past performance

·         Past performance and seasonality

·         Comparing to past performance

4.       Customer information

·         Analyzing customer information

·         Identifying current customers

·         Determining revenue per customer

·         New vs returning customers

5.       Product information

·         Analyzing product information

·         Determining revenue per product

·         Determining upsell Opportunities

6.       Exceptional Revenue

·         Identifying recurrent vs one-off business Isolating recurrent from one-off business

7.       Identifying dependencies

·         Analyzing further revenue with Key Performance Indicators (KPIs)

8.       Analyzing Gross margin

·         Basics of gross margin analysis

·         Finding data points

·         Preparing the data

·         Categorizing expenditure

·         Allocating costs by category

·         Calculating standard costs

·         Using standard cost to calculate gross margin

·         Performing a price mix analysis

·         Analyzing overal gross margin performance

·         The gross margin percentage levers

9.       Analyzing operating expenses

·         The basics of operating expenses analytics

·         Finding data points

·          Analyzing overall operating expenses performance

·          Analyzing sales and marketing

·         Analyzing non sales staff expenditures

·         Analyzing productivity

·         Analyzing general expenses

Venue: Westlands, Nairobi.
     Date: 22nd  - 24th NOV 2017
Duration: 3 Days
     Fees: 300$ per delegate Inclusive of Meals, Certificates, 6 Month Post training support. (Group discounts available)
    
RSVP: outreach@opencastlabs-africa.com