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Analyze
Module 1 - Welcome to Analyze
Introduction to Analyze (0:53)
Course Outline
Get CPD or CPE points for this course
Module 2 - KPI Scorecards
Introduction to KPI Scorecards (0:25)
Navigating to KPI Scorecards (0:22)
What's so great about Scorecards? (3:14)
How it works (5:54)
Customizing the cards in KPI scorecards (1:59)
Multi-period options (1:50)
Module summary (0:21)
Module 3 - Sales
Getting Started with Sales (0:49)
Analyzing Customers (4:11)
Customers Multi-Period View (2:38)
Using customer analysis in your business (3:08)
Analyzing Products (6:40)
How to tag customers with Spreadsheet Link (2:22)
Products Multi-Period View (4:01)
Using product analysis in your business (3:09)
Module Summary (0:20)
Quiz - Customers Q1
Quiz - Customers Q2
Quiz - Customers Q3
Quiz - Products Q1
Quiz - Products Q2
Module 4 - Ledgers
Getting started with Ledgers (1:13)
Creating a Ledger (1:16)
Using a Ledger and the Build Ledger view (10:22)
Ledger use cases (1:10)
Types of Ledgers (3:12)
Module Summary (0:26)
Quiz
Module 5 - Benchmarks
Getting started with Benchmarks (1:01)
Setting up Benchmarks (1:34)
How Benchmark Financials works (7:37)
Using Benchmark for your business (4:02)
Why it is important to benchmark (2:35)
More information on benchmarking
Module Summary (0:26)
Quiz - Q1
Quiz - Q2
Quiz - Q3 & Q4
Module 6 - Valuations
Getting started with Valuations (0:37)
How Valuations work (1:37)
The Revenue Multiple (1:52)
The Profit Multiple (1:16)
EBITDA (1:32)
Net Asset Value (0:34)
Multiple Adjustments (2:50)
Profit/EBITDA/Revenue Adjustments (7:44)
Why valuations are useful (1:16)
Module Summary (0:29)
Quiz
Module 7 - Transactions
Getting started with Transactions (0:40)
Using the Transaction List (6:04)
Clarify (4:09)
Module Summary (0:27)
Quiz Q1
Quiz Q2
Conclusion
Course Summary (1:07)
Resources
Let us know what you think! (0:20)
Customizing the cards in KPI scorecards
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