Predict Sales with CRM Data in Google Sheets

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In diesem Kostenloses angeleitetes Projekt werden Sie:

Understand Customer Relationship Management Software (CRM) and the type of data it collects.

Identify best practices for CRM data preparation in Google Sheets.

Understand how to forecast with linear regression to predict sales with CRM data and visualize the results in Google Sheets.

Präsentieren Sie diese praktische Erfahrung in einem Vorstellungsgespräch

Clock2 hours
BeginnerEinsteigerfreundlich
CloudKein Download erforderlich
VideoVideo auf geteiltem Bildschirm
Comment DotsEnglisch
LaptopNur Desktop

By the end of this project, you will understand the value businesses receive when leveraging Customer Relationship Management (CRM) software systems for business intelligence. You will also understand how to approach CRM sales data and be able to predict sales by conducting a sales forecast in Google Sheets. To do this, you will work with sales data retrieved from a CRM in the free-to-use spreadsheet software Google Sheets. While gaining hands-on experience working with sales data, you will also review best practices to ensure data quality so that the analytics produced can be confidently used for decision-making. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Anforderungen

Some familiarity with spreadsheet software is helpful, but not required.

Kompetenzen, die Sie erwerben werden

Business Process ManagementCustomer Relationship Management (CRM)Sales OperationsBusiness AnalysisBusiness Intelligence

Schritt für Schritt lernen

In einem Video, das auf einer Hälfte Ihres Arbeitsbereichs abgespielt wird, führt Sie Ihr Dozent durch diese Schritte:

  1. Review the value of using Customer Relationship Management Software (CRM) to produce data and access Google Sheets.

  2. Review how CRM data supports business intelligence and import data into Google Sheets.

  3. Identify best practices for CRM data preparation in Google Sheets.

  4. Identify forecasting methods appropriate for predicting sales data.

  5. Conduct a sales forecast with CRM data and chart the predictions in Google Sheets.

Ablauf angeleiteter Projekte

Ihr Arbeitsbereich ist ein Cloud-Desktop direkt in Ihrem Browser, kein Download erforderlich

Ihr Dozent leitet Sie in einem Video mit geteiltem Bildschirm Schritt für Schritt an.

Häufig gestellte Fragen

Häufig gestellte Fragen

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