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Predict Sales with CRM Data in Google Sheets

Tricia Bagley
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...
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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.
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Well-suited for professionals in sales or marketing who seek to leverage CRM data for business intelligence
Provides practical hands-on experience working with sales data using Google Sheets
Covers best practices for ensuring data quality to support reliable decision-making
Suitable for learners in North America

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Reviews summary

Google sheets crm data for sales prediction

This course on using Google Sheets to predict sales with CRM data is highly rated by its students. Those taking the course praise the hands-on experience and the real-world applicable data it provides.
Provides best practices for ensuring data quality.
"...also review best practices to ensure data quality..."
Provides practical experience in using sales data.
"...gaining hands-on experience working with sales data..."
Uses real-world sales data for analysis.
"...work with sales data retrieved from a CRM..."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Predict Sales with CRM Data in Google Sheets with these activities:
Follow a beginner-friendly course on data analysis with Google Sheets
Reinforce your understanding of the fundamental principles of data analysis by following a beginner-friendly course that utilizes Google Sheets, the software that will be used in this course.
Browse courses on Google Sheets
Show steps
  • Identify a beginner-friendly course on data analysis with Google Sheets
  • Follow the course and complete the exercises
  • Apply the techniques you learn to analyze your own data
Become familiar with general data science tools and environment
Refresh and become familiar with the general principles behind the software, tools, and techniques used in data science so that you can confidently follow the lessons in this course.
Browse courses on Data Manipulation
Show steps
  • Review tutorials on data science tools
  • Practice using data science software
  • Explore general data science resources
Organize your notes, assignments, quizzes, and exams
Stay organized throughout the course by compiling and reviewing your notes, assignments, quizzes, and exams.
Show steps
  • Create a system for organizing your course materials
  • Regularly review your organized materials
Four other activities
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Show all seven activities
Complete practice problems on data analysis and visualization
Enhance your understanding of data analysis and visualization techniques by solving practice problems.
Browse courses on Data Analysis
Show steps
  • Identify resources for practice problems
  • Attempt to solve practice problems independently
  • Review solutions and identify areas for improvement
Mentor a peer or junior colleague in data analysis
Enhance your understanding of data analysis concepts by mentoring others, solidifying your knowledge and identifying areas for further development.
Browse courses on Mentoring
Show steps
  • Identify a mentee who is interested in learning about data analysis
  • Develop a mentoring plan and schedule
  • Provide guidance and support on data analysis techniques and concepts
  • Monitor progress and provide feedback
Create a data dashboard to visualize and analyze your own data
Apply the skills you learn in this course to create a data dashboard that allows you to visualize and analyze your own data, showcasing your understanding of data analysis and visualization techniques.
Browse courses on Data Visualization
Show steps
  • Gather data relevant to your interests or projects
  • Choose appropriate data visualization tools and techniques
  • Design and create your data dashboard
  • Analyze the data and draw insights
Attend a workshop on advanced data analysis techniques
Expand your knowledge and skills in data analysis by attending a workshop that covers advanced techniques, complementing the concepts learned in this course.
Browse courses on Data Analysis
Show steps
  • Identify and register for an appropriate workshop
  • Attend the workshop and actively participate
  • Apply the techniques learned in the workshop to your own projects or research

Career center

Learners who complete Predict Sales with CRM Data in Google Sheets will develop knowledge and skills that may be useful to these careers:
Database Administrator
Database Administrators use data to manage and maintain databases. This course may be useful for Database Administrators because it provides hands-on experience working with sales data in Google Sheets. This experience can help Database Administrators develop the skills they need to succeed in their roles.
Machine Learning Engineer
Machine Learning Engineers use data to develop and deploy machine learning models. This course may be useful for Machine Learning Engineers because it provides hands-on experience working with sales data in Google Sheets. This experience can help Machine Learning Engineers develop the skills they need to succeed in their roles.
Sales Manager
Sales Managers use data to manage sales teams and achieve sales goals. This course may be useful for Sales Managers because it provides hands-on experience working with sales data in Google Sheets. This experience can help Sales Managers develop the skills they need to succeed in their roles.
Data Architect
Data Architects use data to design and build data systems. This course may be useful for Data Architects because it provides hands-on experience working with sales data in Google Sheets. This experience can help Data Architects develop the skills they need to succeed in their roles.
Software Engineer
Software Engineers use data to develop and maintain software applications. This course may be useful for Software Engineers because it provides hands-on experience working with sales data in Google Sheets. This experience can help Software Engineers develop the skills they need to succeed in their roles.
Data Scientist
Data Scientists use data to build models and solve complex problems. This course may be useful for Data Scientists because it provides hands-on experience working with sales data in Google Sheets. This experience can help Data Scientists develop the skills they need to succeed in their roles.
CRM Manager
CRM Managers use data to manage customer relationships and improve customer satisfaction. This course may be useful for CRM Managers because it provides hands-on experience working with sales data in Google Sheets. This experience can help CRM Managers develop the skills they need to succeed in their roles.
Sales Analyst
Sales Analysts use data to analyze sales trends and identify opportunities for growth. This course may be useful for Sales Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Sales Analysts develop the skills they need to succeed in their roles.
Data Analyst
Data Analysts use data to make informed decisions. This course may be useful for Data Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Data Analysts develop the skills they need to succeed in their roles.
Business Analyst
Business Analysts use data to identify and solve business problems. This course may be useful for Business Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Business Analysts develop the skills they need to succeed in their roles.
Project Manager
Project Managers use data to plan and execute projects. This course may be useful for Project Managers because it provides hands-on experience working with sales data in Google Sheets. This experience can help Project Managers develop the skills they need to succeed in their roles.
Financial Analyst
Financial Analysts use data to analyze financial performance and make investment recommendations. This course may be useful for Financial Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Financial Analysts develop the skills they need to succeed in their roles.
Marketing Analyst
Marketing Analysts use data to analyze marketing campaigns and identify opportunities for improvement. This course may be useful for Marketing Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Marketing Analysts develop the skills they need to succeed in their roles.
Operations Analyst
Operations Analysts use data to analyze operational efficiency and identify opportunities for improvement. This course may be useful for Operations Analysts because it provides hands-on experience working with sales data in Google Sheets. This experience can help Operations Analysts develop the skills they need to succeed in their roles.
Product Manager
Product Managers use data to develop and launch new products. This course may be useful for Product Managers because it provides hands-on experience working with sales data in Google Sheets. This experience can help Product Managers develop the skills they need to succeed in their roles.

Reading list

We've selected ten books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Predict Sales with CRM Data in Google Sheets.
Provides a comprehensive overview of data mining and its techniques. It would be a valuable resource for learners who want to learn more about data mining and how it can be used to extract knowledge from data.
Provides a comprehensive overview of management science and its applications in business. It would be a valuable resource for learners who want to learn more about management science and how it can be used to improve decision-making.
Provides a comprehensive overview of business intelligence and its applications in business. It would be a valuable resource for learners who want to learn more about business intelligence and how it can be used to improve decision-making.
Provides an overview of artificial intelligence and its applications in business. It would be beneficial for learners who want to learn more about artificial intelligence and how it can be used to improve business performance.
Provides an overview of predictive analytics and its applications in business. It would be beneficial for learners who want to learn more about predictive analytics and how it can be used to improve decision-making.
Provides an introduction to data science and its applications in business. It would be helpful for learners who want to learn more about data science and how it can be used to improve business performance.
Provides a step-by-step guide to using Power BI for data visualization. It would be helpful for learners who want to learn more about Power BI and how to use it to create effective data visualizations.
Provides an overview of data visualization and its principles. It would be helpful for learners who want to learn more about data visualization and how to use it to communicate data effectively.
Provides a step-by-step guide to using Google Sheets for business purposes. It would be helpful for learners who are new to Google Sheets or who want to learn more about its features and capabilities.

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