4.6  7 reviews on Udemy

Business 101: Tracking Your Company Sales and Goals In Excel

2012 Update Learn how to create a very effective tool to map out your sales goals, actual results, performance and more!
Course from Udemy
 677 students enrolled
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!

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 in January 2021 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.  


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

Business 101: Tracking Your Company Sales and Goals In Excel
$ 49.99
per course
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