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Asen Gyczew

What is the aim of this course?   

This course will help you drastically improve your knowledge and skills in improving and developing sales and marketing through a series of practical cases. It is designed for people who want to become management consultants or business analysts or have to run and optimize sales and marketing on daily basis. In the course you will learn 3 things:   

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What is the aim of this course?   

This course will help you drastically improve your knowledge and skills in improving and developing sales and marketing through a series of practical cases. It is designed for people who want to become management consultants or business analysts or have to run and optimize sales and marketing on daily basis. In the course you will learn 3 things:   

  • How to understand the main challenges in sales and marketing   

  • How to improve sales and marketing in order to increase margin and profit   

  • Where to look for savings and improvements, how to calculate potential savings in Excel and implement them   

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors On top of that my courses on Udemy were already taken by more than 224 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modifications, be applied by you or your team in your work.

Why have I decided to create this course?   

Sales and marketing differ drastically in every company and it usually takes a management consultant a lot of time to learn and understand the business during a consulting project. By giving you exposure to real-life cases and analyses I want to improve your awareness and skills in analyzing complex sales and marketing analysis.  Thanks to this course, you will know what and how to do during a consulting project devoted to the sales and marketing area.   

To sum it up, I believe that if you want to build or to find improvements in any business you should master techniques related to analyzing and optimizing sales and marketing. That is why. I highly recommend this course not only to consultants or business analysts who have to advise their customers but also to owners, founders of businesses as well as sales managers, and directors.   

In what way will you benefit from this course?   

The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you find and analyze sales and marketing. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:   

  • How to understand sales and marketing in different business models   

  • How to optimize it   

  • Where to look for savings and improvements   

  • How to calculate the impact of proposed changes in Excel   

You can also ask me any question either through the discussion field or by messaging me directly.   

How the course is organized?   

The course is divided into the following sections:   

  • Introduction. We begin with a little intro to the course as well as some general info on sales analysis.

  • FMCG. In the second section, I will discuss the main challenges in sales and marketing in FMCG. We will also go through a number of cases and business analyses devoted to sales and marketing in FMCG. Our cases will be from the cosmetics, and food industry and will show you how to analyze motivation/bonus systems, how to analyze the efficiency of salesforce, how to estimate potential growth in specific regions, and many more.   

  • Retail. This section will discuss the main challenges in sales and marketing in Retail. We will also go through a number of cases and business analyses devoted to sales and marketing in Retail that will help you immensely during the consulting project.   

  • B2B Services. In this section, I will discuss the main challenges in sales and marketing in B2B Services. We will also go through several cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, and aircraft maintenance.   

  • B2C Services. In this section, I will discuss the main challenges in sales and marketing in B2B services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2C Services. The case will be from a restaurant chain, a beauty salon chain, and others. I will show you how to check whether a new product introduction makes sense, how to increase profits by 10%, and other cases.

You will be able also to download many additional resources   

  • Excels with analyses shown in the course   

  • Presentation of slides shown in the course   

  • Links to additional presentations and movies     

  • Links to books worth reading 

At the end of my course, students will be able to…

  • Analyze sales and marketing in different industries

  • Improve sales force efficiency

  • Increase profits by optimizing sales and marketing

  • Calculate in Excel the potential impact of proposed changes

  • Apply improvement techniques to other fields and industries

  • Improve sales in Retail

Who should take this course? Who should not?

  • Management Consultants and Business Analysts

  • Financial Controllers

  • Investment Analysts

  • Startup Founders

  • Project Managers

What will students need to know or do before starting this course?

  • Basic or intermediate Excel

  • Basic knowledge of economics

  • Basic or intermediate knowledge of finance & accounting

Enroll now

What's inside

Learning objectives

  • Analyze sales and marketing in different industries
  • Improve sales force efficiency
  • Increase profits by optimizing sales and marketing
  • Calculate in excel the potential impact of proposed changes
  • Apply improvement techniques to other fields and industries
  • Improve sales in retail, fmcg, b2b service, b2c services

Syllabus

We begin with little intro into the course as well as some general info on production

We begin with little intro into the course as well as some general info on production

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A few words about your humble teacher

I will show you how the course is organized

Here I will show you what to do if a blurry image appears

Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.

In this lecture I will show you what you can expect in this section. . In the second section I will discuss main challenges in sales and marketing in FMCG. We will also go through a number of cases and business analyses devoted to sales and marketing in FMCG. Our cases will be from cosmetics, food industry and will show you how to analyze motivation / bonus system, how to analyze the efficiency of sales force, how to estimate potential growth in specific regions and many more

FMCG sells mainly through retailers. Some go into independent distribution via own website and own stores. We will discuss all the options in this section

In this lecture I will show you what matters the most in marketing in this business model

There are number of challenges in the Sales and Marketing of FMCG. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project

The next few lectures will be cases that will give you insight and practical tips. Here I will show you what you can expect in next lectures.

Most producers/brand owners operate using many sales channels: wholesalers, own shops, e-commerce, marketplace, etc. It makes sense to check how profitability looks across channels and what can be done to improve the overall situation. I will show you how it can be done with a simple Excel analysis and a pivot table. I will also try to demonstrate what kind of conclusions can you draw and what should be your next steps, on the basis of the results you are getting from the analyses

Let’s have a look at milk producer that wants to expand its product range. In this case you will be asked to analyze and find the best candidates for brand expansions. 

In this lecture I will show you how to solve the case shown in the previous lectures.

In this lecture I will show you how to solve the case shown in the previous lectures.

Here I will show you how to create a scatter plot

Let’s have a look at the sales force efficiency in Poland of a cosmetics producers. We will analyze the efficiency of sales force and look for ways to improve the margin

Here I show the example of analyses of a specific retail by chosen cohorts

In this lecture I will show you how to solve the case shown in the previous lectures.

In Retail you have space that you divide among different product groups. For every group you should calculate the total margin using sales density, % Gross Margin and space allocated to specific group. You have to analyze their performance and decide how to split the space. In this lecture I will show you the general concept

Motivation plan for sales people can be pretty complicated. I will show you some examples that we will analyze in the next lecture

Here I show an example of a product range analysis

Let’s have a cosmetics producer and see where is the potential for development. We will analyze the sales by regions and try to find how much more we can sell in each and every region.

We will now have a look at a company selling branded juice in Romania that has 2 type of sales force. I will show you how to analyze and calculate their motivation systems

In this lecture I will show you what you can expect in this section. I will discuss main challenges in sales and marketing in B2B Services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, aircraft maintenance.

Retail sell through its own stores. Yet they also have their online presence and try to sell via marketplaces


In this lecture I will show you what matters the most in marketing in this business model

There are number of challenges in the Sales and Marketing in Retail. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project

I this lecture I will show you what kind of cohorts / segments you can use to analyze a retailer. Later on I will show you some analyses of a specific retail by chosen cohorts

We will continue with the example from previous lecture. In this  example of single store when we look at the sales and inventory level it is clear that there is too much stock. Let’s see what we can do about it

Store Check come in handy whenever you are talking about B2C physical products, services and retail. This methods gives you solid facts on which you can build your business

At some point you will start considering expansion. I will show you in this section how you can expand your retail business and how to decide what to do

Once your business model is right you will want to expand and grow. There are some options to do that and I will show them in this lecture

If you are present on specific market you want to know when you will reach a saturation market – the maximal number of shops that will not cause much cannibalization. I will show you how to approach this subject

We will now try to check in practice how to find saturation point for a retailer. In this lecture I will introduce the case that we will work with for the next few lectures. You will be asked to find the saturation for grocery store operating in Poland

In this lecture we solve previously introduced case.

As the e-commerce has been significant distribution channel traditional retailers were forced to transform into multichannel players (operating both in traditional stores, offline word as well as online business) Here I will show you the main challenges and how to tackle them

Creating an expansion strategy requires you to do a number of things. I will show you in this lecture how to approach this subject

In this lecture I will start the case study that we will be solving for the next few lectures. Imagine that you are a Spanish fashion retailer and you want to figure out which countries you should enter. Therefore, you prepare a ranking of countrires that show attractivness and the size of each and every market.

Let’s have  a look at the main problems with multichannel

Imagine that you have a chain of physical stores and online stores. What pricing would you use? How you would come up with the right pricing?

In this lecture I show you the solution to the case you had to solve in the previous lecture

When you start building more stores you are bound to cause a lot of cannibalization. I will show you in this lecture how to approach this subject

When you start building on-line presence you are bound to cause a lot of cannibalization. I will show you in this lecture how to approach this subjec

Let’s have a look at an example of cannibalization

In this section I will discuss main challenges in sales and marketing in B2B Services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, aircraft maintenance

B2B Service firms use mainly its own sales force team. However, more and more options are available. We will this this subject in this lecture.

There are number of challenges in the Sales and Marketing in B2B Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project

There are many ways in which you can set the price for a consulting project. I will show you different methods in which you can set your price, what are the implications of each and one of them and when they can be used.  I will also discuss the advantages and disadvantage of each and one of them.

Here I show you how to calculate the price and the profitability of a consulting project using fixed fee and times and material formula. You will get also template in Excel shown in the lecture as an attachment in additional resources

Here I show you how to analyze the profitability of sales channels in Consulting

Here we show to analyze the profitability of sales channels

In B2B Services since you have already a nice base you try to sell them more of your products. The best example are big 4 auditing companies. I will discuss the general preconditions for cross-selling and introduce the case we will be solving in next lectures

Quite often it makes sense to remove some of your customers. In this lecture I will discuss when you should do it and I we will do a short introduction to the case study

In this lecture I will show you how to solve the case shown in the previous lectures

Price formula in B2B services can drastically impact the margins and net profit. In this lecture, we will go through a case that will show you how to approach the analysis of price formula with uncertainty on the scenario that will happen.

In this section I will discuss main challenges in sales and marketing in B2B services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2C Services. The case will be from restaurant chain, beauty salon chain and others. I will show you how to check whether new product introduction make sense, how to increase profits by 10% and other cases

In terms of sales and marketing B2C services are similar to Retail. We will briefly discuss the sales in B2C Services

There are number of challenges in the Sales and Marketing of B2C Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project. In this part I will discuss services performed at specialized place.

There are number of challenges in the Sales and Marketing of B2C Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project. In this part I will discuss services performed at customer place that require a person.

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides practical cases and analyses applicable to consulting projects, which is valuable for management consultants and business analysts seeking to enhance their skills
Includes Excel templates and ready-made analyses, which can be adapted and applied in consulting work, saving time and effort for consultants and analysts
Covers sales and marketing optimization across various business models, which is beneficial for startup founders looking to improve their business performance
Teaches how to calculate the impact of proposed changes in Excel, which is useful for financial controllers and investment analysts needing to quantify potential outcomes
Requires basic to intermediate knowledge of Excel, economics, finance, and accounting, which may pose a barrier for learners without this background
Focuses on cases and examples, which may not suit learners who prefer a more theoretical or conceptual approach to sales and marketing analysis

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Reviews summary

Practical sales analysis case studies

According to learners, this course is a highly practical guide to sales analysis, particularly valuable for management consultants and business analysts. Students frequently highlight the use of real-world case studies and the provision of downloadable Excel files and templates as major strengths, allowing them to apply concepts directly to their work. The instructor's extensive experience in consulting and industry is seen as a significant asset, providing valuable, actionable insights. While the course covers analysis across various industries (FMCG, Retail, B2B, B2C), some learners note that a basic understanding of Excel is a necessary prerequisite. Overall, it's considered a solid resource for those seeking practical, rather than theoretical, knowledge in sales and marketing analysis.
Covers multiple business models and sectors.
"It was helpful to see sales analysis applied to different industries like FMCG and Retail."
"The course provided good examples for both B2B and B2C service models."
"Appreciated the diverse examples across various sectors."
"The different industry case studies offered a broad perspective."
Valuable lessons from extensive experience.
"The instructor's depth of experience in consulting is evident and adds great value."
"Getting insights from someone with 15+ years in the field was a major plus."
"His practical tips based on real projects were very insightful."
"You can tell the content is informed by extensive real-world application."
Real-world examples and useful tools.
"The case studies felt incredibly practical and mirrored real consulting work."
"I really appreciated having the Excel files provided; they are directly applicable."
"The hands-on examples showing calculations in Excel were exactly what I needed."
"Learned practical techniques I could apply immediately to analyze sales data."
Assumes prior knowledge of spreadsheet software.
"You definitely need to have at least basic Excel skills before taking this."
"While cases are practical, some parts assume familiarity with Excel functions."
"Coming in with some Excel background made the calculations section much easier."
"Basic Excel is a prerequisite, so be prepared for that."

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 Sales Analysis for Management Consultants with these activities:
Review Basic Excel Skills
Strengthen your Excel foundation to better understand the case studies and perform calculations effectively.
Browse courses on Excel
Show steps
  • Complete an online Excel tutorial.
  • Practice using pivot tables and charts.
  • Review basic formulas and functions.
Read 'Marketing Metrics'
Learn how to measure marketing performance to better understand the impact of sales and marketing initiatives.
Show steps
  • Obtain a copy of 'Marketing Metrics'.
  • Read the chapters related to sales and marketing metrics.
  • Summarize key metrics and their applications.
Analyze Sales Data for a Local Business
Apply the course concepts by analyzing real-world sales data to identify areas for improvement.
Show steps
  • Identify a local business willing to share sales data.
  • Collect and clean the sales data.
  • Analyze the data using techniques from the course.
  • Prepare a report with findings and recommendations.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Participate in a Peer Study Group
Reinforce your understanding of the course material by discussing concepts and case studies with peers.
Show steps
  • Form a study group with other students.
  • Schedule regular meetings to discuss course topics.
  • Share insights and ask questions.
Build a Sales Forecasting Model
Create a sales forecasting model using Excel to predict future sales based on historical data.
Show steps
  • Gather historical sales data.
  • Choose a forecasting method (e.g., moving average, exponential smoothing).
  • Implement the model in Excel.
  • Evaluate the model's accuracy.
Write a Blog Post on Sales Optimization
Solidify your understanding by writing a blog post summarizing key sales optimization strategies.
Show steps
  • Research current sales optimization trends.
  • Outline the key points for your blog post.
  • Write a compelling and informative blog post.
  • Publish the blog post on a platform like LinkedIn.
Read 'The Sales Acceleration Formula'
Learn how to build a data-driven sales organization and accelerate sales growth.
Show steps
  • Obtain a copy of 'The Sales Acceleration Formula'.
  • Read the chapters related to sales process and technology.
  • Identify key takeaways for improving sales performance.

Career center

Learners who complete Sales Analysis for Management Consultants will develop knowledge and skills that may be useful to these careers:
Management Consultant
A Management Consultant advises organizations on how to improve their performance and efficiency. This often involves analyzing business challenges and developing solutions. This course helps you build skills in sales and marketing analysis, which is essential for a Management Consultant. The course uses real-life cases and Excel analyses to improve your awareness and skills in analyzing complex sales and marketing scenarios. By teaching you how to identify areas for improvement and calculate the impact of proposed changes, this course directly prepares you for the work of a Management Consultant. The course's focus on practical application and real-world examples is particularly relevant. Thanks to this course, you will know what and how to do during a consulting project devoted to the sales and marketing area.
Business Analyst
A Business Analyst identifies business needs and determines solutions to business problems. This role requires a strong understanding of data analysis and process improvement. This course directly aligns with the responsibilities of a Business Analyst, as it provides practical skills in sales and marketing analysis. The course's emphasis on optimizing sales and marketing strategies to increase margin and profit is highly relevant. As a Business Analyst, you may find the Excel-based case studies invaluable for calculating potential savings and implementing improvements. The course's systematic approach to understanding and improving sales and marketing performance makes it an excellent resource for a Business Analyst.
Sales Manager
A Sales Manager leads and directs a sales team to achieve sales targets and optimize sales performance. This course is highly beneficial for Sales Managers who want to enhance their analytical skills and improve sales strategies. The course provides a step-by-step guide filled with analyses, tricks, and hints that can significantly improve how quickly you analyze sales and marketing data, a valuable skill for a Sales Manager. The real-life cases and Excel analyses included in the course offer practical insights into optimizing sales force efficiency, identifying growth opportunities, and calculating the impact of proposed changes. For a Sales Manager, mastering the techniques to analyze and optimize sales and marketing is crucial.
Marketing Director
A Marketing Director oversees the planning, development, and execution of an organization's marketing and advertising initiatives. This course is designed to improve your knowledge and skills in enhancing sales and marketing, which is essential for a Marketing Director. The course emphasizes understanding the challenges in sales and marketing, improving sales strategies to increase profits, and identifying areas for savings and improvements. The course's focus on real-world case studies and hands-on Excel analysis will provide a Marketing Director with the tools needed to make data-driven decisions and improve marketing effectiveness. The course's focus on practical application and real-world examples is particularly relevant.
Financial Controller
A Financial Controller manages a company's financial reporting and ensures the accuracy of financial information. This course can provide valuable insights into optimizing sales and marketing strategies to improve financial performance, making it useful for a Financial Controller. The course's emphasis on calculating the impact of proposed changes in Excel is particularly relevant, as it enables Financial Controllers to assess the financial implications of sales and marketing initiatives. The course's focus on practical application and real-world examples is particularly relevant for a Financial Controller. Ultimately, the course enhances the financial acumen of a Financial Controller.
Investment Analyst
An Investment Analyst evaluates investment opportunities and provides recommendations to investment firms or individual investors. This course is beneficial for Investment Analysts who need to understand the sales and marketing dynamics of companies they are evaluating. The course will help an Investment Analyst by teaching you how to analyze sales and marketing in different industries, how to improve sales force efficiency, and how to increase profits by optimizing sales and marketing. The course's practical approach, with real-life cases and Excel analyses, is highly relevant for Investment Analysts who need to assess the potential of investment targets. Being able to find improvements in any business you should master techniques related to analyzing and optimizing sales and marketing.
Product Manager
A Product Manager is responsible for the strategy, roadmap, and feature definition of a product or product line. This course provides valuable insights into optimizing sales and marketing strategies to improve product performance, making it useful for a Product Manager. The course emphasizes understanding sales and marketing in different business models, optimizing sales strategies, and identifying areas for savings and improvements. The course's Excel-based analyses are particularly relevant, as they enable Product Managers to assess the impact of product changes on sales and profitability. This may be particularly impactful for B2C service businesses. For a Product Manager, mastering the techniques to analyze and optimize sales and marketing is crucial.
Startup Founder
A Startup Founder is responsible for creating and scaling a new business venture. This course is highly beneficial for Startup Founders, particularly in the areas of sales and marketing. The course provides a framework for understanding and optimizing sales and marketing strategies to drive growth and profitability. The real-life cases and Excel analyses included in the course offer practical insights into improving sales force efficiency, identifying growth opportunities, and calculating the impact of proposed changes. For a Startup Founder, the tips from real consulting experience are invaluable.
Project Manager
A Project Manager oversees the planning, execution, and completion of specific projects, ensuring they are completed on time and within budget. This course can be valuable for Project Managers who are involved in projects related to sales and marketing improvements. The course provides practical skills in sales and marketing analysis, which can enhance a Project Manager's ability to manage projects effectively. The course's emphasis on calculating the impact of proposed changes in Excel is particularly relevant, as it enables Project Managers to assess the potential benefits of project initiatives. Knowing how to improve sales force efficiency can be transformative to one's organization.
Equity Research Analyst
An Equity Research Analyst conducts research and analysis of publicly traded companies to provide investment recommendations. This course may be useful for an Equity Research Analyst, as it provides insights into analyzing sales and marketing strategies, which can inform investment decisions. The course's focus on understanding sales and marketing in different business models and calculating the impact of proposed changes can help Equity Research Analysts assess the potential of companies in various industries. The information about retail may be especially useful.
Pricing Analyst
A Pricing Analyst determines optimal pricing strategies for products or services to maximize revenue and profitability. This course may be useful for a Pricing Analyst, as it provides skills in analyzing sales and marketing data, which is essential for effective pricing decisions. The course's emphasis on understanding sales and marketing in different business models and calculating the impact of proposed changes can help Pricing Analysts assess the potential of different pricing strategies. The material related to the B2B service model may be useful.
Market Research Analyst
A Market Research Analyst studies market conditions to examine potential sales of a product or service. As such, this course may be useful to a Market Research Analyst, as it emphasizes understanding market dynamics and sales strategies. The course's discussion of various business models and their respective sales challenges may give a Market Research Analyst another perspective when examining market conditions. The FMCG discussion may be particularly insightful.
Data Scientist
A Data Scientist analyzes large datasets to extract meaningful insights and inform business decisions. This course may be useful for a Data Scientist working in sales and marketing, as it provides domain-specific knowledge and practical skills in analyzing sales data. While the course primarily focuses on Excel-based analyses, the concepts and techniques can be applied to more advanced data analysis tools and techniques, such as statistical modeling and machine learning. The ability to improve sales force efficiency can be a valuable insight for a Data Scientist.
Operations Manager
An Operations Manager is responsible for managing the day-to-day operations of an organization to ensure efficiency and productivity. This course may be useful for Operations Managers who want to gain a better understanding of how sales and marketing strategies impact overall business performance. The course's focus on areas for efficiency may be especially relevant. The retail examples may be a useful model for Operations Managers to consider.
Human Resources Manager
A Human Resources Manager oversees the management of a company's employees, including recruitment, compensation, and training. This course may be useful for Human Resources Managers who want to gain a better understanding of how sales and marketing strategies impact employee performance and motivation. The discussion of motivation and bonus systems may be useful to a Human Resources Manager. This can help an HR professional to craft more effective recruitment and compensation strategies.

Reading list

We've selected two 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 Sales Analysis for Management Consultants.
Offers a comprehensive guide to measuring marketing performance, covering a wide range of metrics and analytical techniques. It complements the course's focus on sales and marketing analysis, providing a deeper understanding of how to track and improve marketing effectiveness. This book valuable reference for consultants and business analysts. It is particularly useful for understanding the broader context of marketing performance measurement.
Details a data-driven approach to building a high-performing sales team, leveraging technology and inbound marketing. It complements the course's focus on sales analysis and optimization, particularly in the context of modern marketing strategies. Roberge's experience at HubSpot offers valuable insights for consultants and business analysts. This book is particularly useful for understanding how to scale sales operations effectively.

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