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Leah Louviere
By the end of this project, you will be able to create and understand the basic process of how to create a snapshot of your business. You will create a financial plan and build basic graphs to include in your snapshot. You will be learning how to organize a work space to improve the performance and efficiency in Google Sheets. You will be able to create a visualized workload to increase efficiency in the workplace and identify potential negative effects on your company.
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/c1e8vo/create
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Focuses on understanding the core components of a business and creating foundational business plans
Develops analytical and visualization skills using spreadsheets
Builds strong communication and presentation skills through visualizing financial data
Emphasizes the importance of organization and efficiency in managing workload
Provides hands-on practice with creating financial plans and building graphs
Applicable to individuals who need a strong understanding of business fundamentals and financial planning
Save this course
Save Create a Business Snapshot in Google Sheets to your list so you can find it easily later:
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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 Create a Business Snapshot in Google Sheets with these
activities:
Organize Course Materials and Notes
Show steps
Organizing course materials helps with retention and easy access to important information.
Browse courses on
Note-Taking
Show steps
-
Gather all course materials
-
Review and sort through the materials
-
Create a filing system or digital storage space
Solve Financial Math Problems
Show steps
Practicing financial math problems strengthens numerical skills and improves understanding of financial concepts.
Show steps
-
Identify the relevant formulas
-
Set up the problem
-
Solve the problem
Follow a Tutorial on Financial Modeling
Show steps
Following a tutorial provides practical guidance and reinforces the concepts covered in the course.
Browse courses on
Financial Modeling
Show steps
-
Find a relevant tutorial
-
Set up the spreadsheet
-
Follow the steps in the tutorial
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review 'The Psychology of Money'
Show steps
Understanding the psychological aspects of money can improve financial decision-making and planning in the course.
View
In This Economy?: How Money & Markets Really...
on Amazon
Show steps
-
Read the assigned chapters
-
Take notes and highlight key concepts
-
Discuss the book with peers or a mentor
Write a Blog Post on Financial Literacy
Show steps
Explaining financial concepts in writing can reinforce understanding and enhance critical thinking.
Browse courses on
Financial Literacy
Show steps
-
Choose a specific financial topic
-
Research and gather information
-
Write a clear and concise blog post
Seek Mentorship from a Financial Advisor
Show steps
A mentor can provide guidance, support, and insights into the financial industry.
Browse courses on
Mentorship
Show steps
-
Identify potential mentors
-
Reach out and introduce yourself
-
Schedule meetings or calls
Build a Personal Financial Plan
Show steps
Creating a personalized financial plan will provide practical application of the concepts covered in the course.
Browse courses on
Financial Planning
Show steps
-
Gather data on income, expenses, assets, and debts
-
Set financial goals
-
Create a budget
-
Develop a savings and investment strategy
Develop a Financial Snapshot of Your Business
Show steps
Creating a financial snapshot provides a comprehensive understanding of a business's financial health.
Browse courses on
Business Analysis
Show steps
-
Collect financial data
-
Analyze financial statements
-
Create a visual representation of the financial data
Organize Course Materials and Notes
Show steps
Organizing course materials helps with retention and easy access to important information.
Browse courses on
Note-Taking
Show steps
Show steps
Show steps
- Gather all course materials
- Review and sort through the materials
- Create a filing system or digital storage space
Solve Financial Math Problems
Show steps
Practicing financial math problems strengthens numerical skills and improves understanding of financial concepts.
Show steps
Show steps
Show steps
- Identify the relevant formulas
- Set up the problem
- Solve the problem
Follow a Tutorial on Financial Modeling
Show steps
Following a tutorial provides practical guidance and reinforces the concepts covered in the course.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Find a relevant tutorial
- Set up the spreadsheet
- Follow the steps in the tutorial
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review 'The Psychology of Money'
Show steps
Understanding the psychological aspects of money can improve financial decision-making and planning in the course.
View
In This Economy?: How Money & Markets Really...
on Amazon
Show steps
Show steps
Show steps
- Read the assigned chapters
- Take notes and highlight key concepts
- Discuss the book with peers or a mentor
Write a Blog Post on Financial Literacy
Show steps
Explaining financial concepts in writing can reinforce understanding and enhance critical thinking.
Browse courses on
Financial Literacy
Show steps
Show steps
Show steps
- Choose a specific financial topic
- Research and gather information
- Write a clear and concise blog post
Seek Mentorship from a Financial Advisor
Show steps
A mentor can provide guidance, support, and insights into the financial industry.
Browse courses on
Mentorship
Show steps
Show steps
Show steps
- Identify potential mentors
- Reach out and introduce yourself
- Schedule meetings or calls
Build a Personal Financial Plan
Show steps
Creating a personalized financial plan will provide practical application of the concepts covered in the course.
Browse courses on
Financial Planning
Show steps
Show steps
Show steps
- Gather data on income, expenses, assets, and debts
- Set financial goals
- Create a budget
- Develop a savings and investment strategy
Develop a Financial Snapshot of Your Business
Show steps
Creating a financial snapshot provides a comprehensive understanding of a business's financial health.
Browse courses on
Business Analysis
Show steps
Show steps
Show steps
- Collect financial data
- Analyze financial statements
- Create a visual representation of the financial data
Career center
Learners who complete Create a Business Snapshot in Google Sheets will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
This course can help you develop the financial modeling skills necessary to create business snapshots. You will learn how to create visualizations within Google Sheets that can be used to communicate the financial health of a business. This is a valuable skill for Financial Analysts, who are responsible for providing financial guidance to businesses.
Business Analyst
Business Analyst
This course can help you develop the skills necessary to analyze business data and create visualizations that can be used to improve business outcomes. This is a valuable skill for Business Analysts, who are responsible for helping businesses identify and solve problems.
Data Analyst
Data Analyst
The skills you will learn in this course, such as data visualization and financial modeling, are in high demand for Data Analysts. By taking this course, you will gain the skills necessary to create insightful business snapshots that can help businesses make informed decisions.
Project Manager
Project Manager
The skills you will learn in this course, such as project planning and budgeting, can be applied to a variety of roles, including Project Management. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to track the progress of a project.
Marketing Manager
Marketing Manager
This course can help you develop the skills necessary to create and communicate marketing materials that can be used to promote a business. You will learn how to create visualizations within Google Sheets that can be used to track the performance of marketing campaigns.
Sales Manager
Sales Manager
The skills you will learn in this course, such as data visualization and financial modeling, can be applied to a variety of roles, including Sales. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to track the sales performance of a team or individual.
Human Resources Manager
Human Resources Manager
The skills you will learn in this course, such as data visualization and project planning, can be applied to a variety of roles, including Human Resources. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to track the performance of key human resources metrics.
Operations Manager
Operations Manager
This course can help you develop the skills necessary to manage the operations of a business. You will learn how to create visualizations within Google Sheets that can be used to track the performance of key business metrics.
IT Manager
IT Manager
This course can help you develop the skills necessary to manage the IT infrastructure of a business. You will learn how to create visualizations within Google Sheets that can be used to track the performance of key IT metrics.
Accountant
Accountant
The skills you will learn in this course, such as financial modeling and data visualization, can be applied to a variety of roles, including Accountancy. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to track the financial performance of a business.
Auditor
Auditor
This course can help you develop the skills necessary to audit the financial statements of a business. You will learn how to create visualizations within Google Sheets that can be used to identify potential risks and fraud.
Financial Planner
Financial Planner
The skills you will learn in this course, such as financial modeling and project planning, can be applied to a variety of roles, including Financial Planning. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to develop financial plans for individuals and businesses.
Investment Analyst
Investment Analyst
This course can help you develop the skills necessary to analyze investment opportunities. You will learn how to create visualizations within Google Sheets that can be used to track the performance of investments and identify potential risks and opportunities.
Risk Manager
Risk Manager
The skills you will learn in this course, such as data visualization and project planning, can be applied to roles that involve managing risk. By taking this course, you will gain the skills necessary to create a business snapshot that can be used to identify and mitigate potential risks to a business.
Compliance Officer
Compliance Officer
This course can help you develop the skills necessary to ensure that a business complies with applicable laws and regulations. You will learn how to create visualizations within Google Sheets that can be used to track compliance metrics and identify potential risks.
For more career information including salaries, visit:
OpenCourser.com/course/c1e8vo/create
Reading list
We've selected 12 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
Create a Business Snapshot in Google Sheets.
Save
Provides a practical introduction to data visualization. It covers topics such as data visualization principles, data visualization techniques, and data visualization tools. This book valuable resource for anyone who wants to learn more about data visualization.
Save
Provides a beginner's guide to Google Sheets. It covers topics such as creating and editing spreadsheets, using formulas and functions, and creating charts and graphs. This book valuable resource for anyone who wants to learn more about Google Sheets.
Provides a comprehensive guide to financial modeling in Excel. It covers topics such as financial statement modeling, cash flow modeling, and scenario analysis. This book valuable resource for anyone who wants to learn more about financial modeling in Excel.
Provides a hands-on introduction to data analysis with Python. It covers topics such as data cleaning, data manipulation, and data visualization. This book valuable resource for anyone who wants to learn more about data analysis with Python.
Provides a comprehensive overview of artificial intelligence for business. It covers topics such as artificial intelligence applications, artificial intelligence challenges, and artificial intelligence trends. This book valuable resource for anyone who wants to learn more about artificial intelligence for business.
Provides a practical guide to building a successful startup. It covers topics such as customer development, product development, and business model innovation. This book valuable resource for anyone who wants to learn more about building a successful startup.
Provides a unique perspective on building a successful startup. It covers topics such as monopoly, innovation, and competition. This book valuable resource for anyone who wants to learn more about building a successful startup.
Provides a realistic look at the challenges of building a successful startup. It covers topics such as leadership, culture, and strategy. This book valuable resource for anyone who wants to learn more about building a successful startup.
Save
Provides a practical guide to getting customers for your startup. It covers topics such as customer acquisition, customer retention, and customer lifetime value. This book valuable resource for anyone who wants to learn more about getting customers for their startup.
Provides a thought-provoking look at the challenges of innovation. It covers topics such as disruptive innovation, sustaining innovation, and the innovator's dilemma. This book valuable resource for anyone who wants to learn more about innovation.
Save
Provides a clear and concise framework for developing good strategy. It covers topics such as the elements of good strategy, the process of developing good strategy, and the challenges of implementing good strategy. This book valuable resource for anyone who wants to learn more about strategy.
Save
Provides a comprehensive overview of lean principles and practices. It covers topics such as the lean philosophy, the lean toolkit, and the lean transformation. This book valuable resource for anyone who wants to learn more about lean principles and practices.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/c1e8vo/create
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Time
2 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Leah Louviere
Good to know
Focuses on understanding the core components of a business and creating foundational business plans
Develops analytical and visualization skills using spreadsheets
Builds strong communication and presentation skills through visualizing financial data
Emphasizes the importance of organization and efficiency in managing workload
Provides hands-on practice with creating financial plans and building graphs
Applicable to individuals who need a strong understanding of business fundamentals and financial planning
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