Financial Analysis: Analyzing the Top Line with Excel

with Rudolph Rosenberg
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This course qualifies for 1.50 PDUs towards maintaining PMI® certification. Learn More
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Financial Analysis: Analyzing the Top Line with Excel
Video duration: 0s 1h 38m Intermediate


Learn how to analyze the top line (or revenue) of your company and identify areas of under- or overperformance with Excel. Author Rudolph Rosenberg explores essential financial concepts that are necessary to understanding your company's revenue data. Then he introduces 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. Rudolph 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.

Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel. is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.

The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

Topics include:
  • Preparing your revenue information
  • Comparing past performance
  • Analyzing customer data
  • Analyzing product information
  • Identifying exceptional revenue
Business IT


- Hi, I'm Rudolph Rosenberg, and welcome to Financial Analysis: Analyzing the Top Line with Excel. In this course, we'll look at a very practical technique to analyze the top line or revenue of a company. And learn how to identify the sources of under or over performance. To do so, we will be talking about financial concepts necessary to the understanding of revenue performance, and learning techniques using Microsoft Excel to gather, prepare, and analyze data that every company has access to.

Now let's get started with Financial Analysis: Analyzing the Top Line with Excel.

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