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Melissa Al-Shaer

By the end of this project, you will create a Google Sheet that receives customer requests, tracks employee workload, and provides a small business with an overview of current project status and historical data for completed projects. You will learn how to create a custom form and use the data from the form to track requests, assign work to employees, and create a snapshot of current and past projects. Throughout the project you will leverage formulas to automate the Google Sheet in order to effectively and efficiently manage day to day operations.

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By the end of this project, you will create a Google Sheet that receives customer requests, tracks employee workload, and provides a small business with an overview of current project status and historical data for completed projects. You will learn how to create a custom form and use the data from the form to track requests, assign work to employees, and create a snapshot of current and past projects. Throughout the project you will leverage formulas to automate the Google Sheet in order to effectively and efficiently manage day to day operations.

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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What's inside

Syllabus

Create Customer Support Data with Google Sheets
By the end of this project, you will create a Google Sheet that receives customer requests, tracks employee workload, and provides a small business with an overview of current project status and historical data for completed projects. You will learn how to create a custom form and use the data from the form to track requests, assign work to employees, and create a snapshot of current and past projects. Throughout the project you will leverage formulas to automate the Google Sheet in order to effectively and efficiently manage day to day operations.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds a strong foundation for beginners who want to use Google Sheets in a business setting
Helps small business streamline customer requests, track employee workload, and manage project status
Provides a hands-on opportunity to create a Google Sheet that automates day-to-day operations
Focuses on the use of formulas and functions to efficiently manage data
Taught by Melissa Al-Shaer, an expert in using Google Sheets for business

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Reviews summary

Helpful spreadsheets support

Learners say this course is very helpful, great, and useful for gaining knowledge about how to use Google Sheets for business operations. The clear, well explained lectures are well structured and engaging, and the instructor is patient and knowledgeable.
The course is well structured.
"Very well structured. Thank you so much for your time and efforts!"
The instructor is patient and knowledgeable.
"Very patient and understaing of all the different levels and requirements of the the group."
The lectures are clear and well explained.
"Clear and well explained."
Learners find this course useful for understanding how to use Google Sheets.
"Very Useful"
"its really helpful"
"In short Just great"
"Thank you for giving me an idea of how well a Google Sheet can be utilized in business operations."

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 Business Operations Support in Google Sheets with these activities:
Review Google Sheets Basics
Brush up on the fundamentals of Google Sheets to enhance your understanding of the upcoming course content.
Browse courses on Google Sheets
Show steps
  • Visit the Google Sheets Help Center for a quick overview.
  • Practice creating and editing a basic spreadsheet.
  • Explore the different functions and formulas available.
Create a Sample Customer Support Form
Reinforce your understanding of form creation by building a practice customer support form from scratch.
Show steps
  • Design the form layout and fields.
  • Configure form settings and sharing options.
  • Test the form and make necessary adjustments.
Sample Customer Support Request Tracking System
Apply your knowledge of Google Sheets to build a basic system for tracking customer support requests.
Browse courses on Project Management
Show steps
  • Create a spreadsheet to store request data.
  • Develop formulas to track status and assign tasks.
  • Create visual dashboards to monitor progress.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Explore Advanced Google Sheets Functions
Expand your knowledge of Google Sheets by exploring advanced functions through guided tutorials.
Browse courses on Google Sheets
Show steps
  • Identify areas where advanced functions can enhance your project.
  • Follow tutorial videos or documentation to learn specific functions.
  • Apply your learnings to your project.
Collaborative Google Sheet Development
Enhance your project by collaborating with peers to refine your Google Sheet and gain diverse perspectives.
Show steps
  • Connect with classmates to form a study group.
  • Share your project and discuss improvement ideas.
  • Incorporate feedback and refine your project.
Advanced Customer Support Tracking System
Challenge yourself by building a comprehensive customer support tracking system with advanced features.
Browse courses on Project Management
Show steps
  • Integrate with external data sources.
  • Create automated workflows to streamline processes.
  • Develop dashboards for data visualization and reporting.
Case Study: Customer Support Optimization
Demonstrate your understanding by creating a case study that analyzes customer support data and provides recommendations for optimization.
Browse courses on Customer Support
Show steps
  • Collect data from your customer support system.
  • Analyze the data to identify trends and areas for improvement.
  • Develop and present recommendations for optimization.

Career center

Learners who complete Business Operations Support in Google Sheets will develop knowledge and skills that may be useful to these careers:
Operations Analyst
Operations Analysts help businesses improve their efficiency and productivity. They do this by analyzing business processes, identifying inefficiencies, and developing solutions to improve performance. Business Operations Support in Google Sheets can help Operations Analysts by providing them with tools to track employee workload, manage projects, and create reports. This would help Operations Analysts to identify areas for improvement and develop solutions to optimize business processes.
Business Analyst
Business Analysts help businesses understand their needs and develop solutions to meet those needs. They do this by gathering and analyzing data, identifying problems, and developing recommendations for improvement. Business Operations Support in Google Sheets can help Business Analysts by providing them with tools to collect data, track progress, and create reports. This would help Business Analysts to better understand the needs of the business and develop effective solutions.
Project Manager
Project Managers plan, organize, and execute projects. They do this by setting goals, creating timelines, and managing resources. Business Operations Support in Google Sheets can help Project Managers by providing them with tools to track project progress, manage resources, and create reports. This would help Project Managers to keep projects on track and achieve their goals.
Product Manager
Product Managers develop and manage products. They do this by conducting market research, identifying customer needs, and developing product specifications. Business Operations Support in Google Sheets can help Product Managers by providing them with tools to track customer feedback, manage product development, and create reports. This would help Product Managers to develop and manage products that meet the needs of customers.
Data Entry Clerk
Data Entry Clerks enter data into computer systems. They do this by following instructions and using data entry software. Business Operations Support in Google Sheets can help Data Entry Clerks by providing them with tools to improve their efficiency and accuracy. The course teaches how to use formulas to automate tasks and create custom forms, which would save Data Entry Clerks a lot of time and effort.
Quality Assurance Analyst
Quality Assurance Analysts ensure that products and services meet quality standards. They do this by testing products, identifying defects, and developing solutions to improve quality. Business Operations Support in Google Sheets can help Quality Assurance Analysts by providing them with tools to track defects, manage testing, and create reports. This would help Quality Assurance Analysts to improve the quality of products and services.
Office Administrator
Office Administrators provide administrative support to businesses. They do this by performing a variety of tasks, such as answering phones, scheduling appointments, and managing mail. Business Operations Support in Google Sheets can help Office Administrators by providing them with tools to improve their efficiency and organization. The course teaches how to use formulas to automate tasks and create custom forms, which would save Office Administrators a lot of time and effort.
Salesforce Administrator
Salesforce Administrators manage and maintain Salesforce software. They do this by setting up user accounts, customizing the software, and creating reports. Business Operations Support in Google Sheets can help Salesforce Administrators by providing them with tools to track user activity, manage data, and create reports. This would help Salesforce Administrators to improve the efficiency of Salesforce software and maximize its benefits.
Data Analyst
Data Analysts handle large amounts of data, using it to aid in business decision making. They do so by using statistical methods and software programs to analyze data. Business Operations Support in Google Sheets can help Data Analysts by providing them with additional tools to manage and organize their data. The course teaches how to create custom forms to collect data and use formulas to automate tasks, which would save Data Analysts a lot of time and effort.
Executive Assistant
Executive Assistants provide administrative support to executives. They do this by performing a variety of tasks, such as scheduling appointments, managing email, and preparing presentations. Business Operations Support in Google Sheets can help Executive Assistants by providing them with tools to improve their efficiency and organization. The course teaches how to use formulas to automate tasks and create custom forms, which would save Executive Assistants a lot of time and effort.
Marketing Analyst
Marketing Analysts help businesses understand their customers and develop effective marketing campaigns. They do this by collecting and analyzing data, identifying trends, and developing recommendations for improvement. Business Operations Support in Google Sheets can help Marketing Analysts by providing them with tools to track customer behavior, manage marketing campaigns, and create reports. This would help Marketing Analysts to better understand customers and develop more effective marketing campaigns.
Financial Analyst
Financial Analysts help businesses make informed financial decisions. They do this by analyzing financial data, identifying trends, and developing recommendations for improvement. Business Operations Support in Google Sheets can help Financial Analysts by providing them with tools to track financial data, manage budgets, and create reports. This would help Financial Analysts to better understand the financial performance of a business and make informed financial decisions.
Human Resources Manager
Human Resources Managers plan and oversee the human resources department of a business. They do this by recruiting and hiring employees, managing employee benefits, and developing employee training programs. Business Operations Support in Google Sheets can help Human Resources Managers by providing them with tools to track employee data, manage employee benefits, and create reports. This would help Human Resources Managers to improve the efficiency of the human resources department and maximize its benefits.
Customer Service Manager
Customer Service Managers plan and oversee the customer service department of a business. They do this by managing customer service representatives, developing customer service policies, and ensuring the satisfaction of customers. Business Operations Support in Google Sheets can help Customer Service Managers by providing them with tools to track customer requests, manage customer service representatives, and create reports. This would help Customer Service Managers to improve the efficiency of the customer service department and maximize its benefits.
IT Manager
IT Managers plan and oversee the IT department of a business. They do this by managing IT systems, developing IT policies, and ensuring the security of IT systems. Business Operations Support in Google Sheets can help IT Managers by providing them with tools to track IT assets, manage IT projects, and create reports. This would help IT Managers to improve the efficiency of the IT department and maximize its benefits.

Reading list

We've selected eight 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 Business Operations Support in Google Sheets.
Provides comprehensive coverage of Excel 2019, including advanced topics such as data analysis, visualization, and automation. It valuable resource for anyone who wants to learn more about using Excel effectively.
Provides a comprehensive guide to using Google Sheets for data visualization. It covers topics such as creating charts, graphs, and dashboards.
Provides a practical guide to using Google Sheets for business. It covers topics such as budgeting, forecasting, and project management.
Save
Provides a practical guide to using Google Sheets for finance. It covers topics such as budgeting, forecasting, and investment analysis.
Provides a practical guide to using Google Sheets for marketing. It covers topics such as data analysis, campaign planning, and social media tracking.
Provides a practical guide to using Google Sheets for sales. It covers topics such as lead tracking, opportunity management, and forecasting.
Quick and easy guide to using Google Sheets. It covers the basics of creating and editing spreadsheets, as well as more advanced topics such as using formulas and functions.
Beginner-friendly guide to using Google Sheets. It covers the basics of creating and editing spreadsheets, as well as more advanced topics such as using formulas and functions.

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