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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...
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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.
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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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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
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
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
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
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Show all eight activities
Review 'The Psychology of Money'
Understanding the psychological aspects of money can improve financial decision-making and planning in the course.
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
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
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
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
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

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.

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.
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.
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 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.
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.

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