Managing business data with Excel

COURSE DESCRIPTION

Microsoft Office is a suite of desktop productivity applications that is designed specifically to be used for office or business use. 

Excel is the main application used for calculating, presenting and managing financial data or records. This software is used widely across small and large organisations and enables users to:

• track financial data, 
• forecast and identify trends, 
• present data using charts and tables, 
• store as well as manage large databases(records). 

Excel is a great tool for business owners, it’s commonly used for accounting, inventory tracking, goal setting/project management, as a CRM (Customer Relationship Management System) and much more. Excel is a powerful tool, when used effectively it can unlock potential opportunities for productivity allowing the user to maximise their time and resources.

This workshop has been designed to explore the various functions of Excel and how to navigate the system. The workshop looks at creating processes to help manage and maintain data keeping information and records up to date. How to automatically identify or highlight key information using colour. How to identify and present key data that can be used for reports of funding applications.

Managing your business data is essential for all business owners and Excel is the perfect software for managing day to day business data processes. 

CERTIFICATION

Certificate of Completion will be emailed the following day.

LEARNING OUTCOMES

Then Excel is a key tool for you to manage and understand your business performance and your customer needs. 

This workshop will explore various Excel functions to help you:

• Create formulas to analyse data 
• Extract and present key data 
• Create a database that performs like a CRM

By the end of the workshop you will be able to:

• Create formulas to calculate and analyse your financial accounts
• Set up a new system to manage and track your finances, clients, or services
• Identify new procedures/processes to manage your business data
• Create an achievable action plan to move forward.