Join Rudolph Rosenberg for an in-depth discussion in this video Determining upsell opportunities, part of Financial Analysis: Analyzing the Top Line with Excel.
…So, let me show you how to leverage the information you…have to analyse customer and product performance combined.…To do so, in our example, we want to show how we can identify customers that…have the tendency of buying one product.…And not other products, when you know they should be buying other product,…as we've been just explaining in the previous video.…So to do so, for…example, let's first start with our pivot table that we have here.…And here, I have no selection made whatsoever.…This is the total revenue that we have been generating over…the course of both 2013 and 2014,…and we don't need to make special selections for these type of analytics.…
So, what we want to do is first take the customer name and…put it in the row section of the pivot table, so…that we have the revenue that we have been generating with each of our customers.…The second thing we want to do is take a look at what those customers have…been buying in terms of product.…To do so, we can find the Product Name field and…drag it down into the column section this time.…
Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.
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- Preparing your revenue information
- Comparing past performance
- Analyzing customer data
- Analyzing product information
- Identifying exceptional revenue