Predict Sales with CRM Data in Google Sheets

提供方
Coursera Project Network
在此指導項目中,您將:

Understand Customer Relationship Management Software (CRM) and the type of data it collects.

Identify best practices for CRM data preparation in Google Sheets.

Understand how to forecast with linear regression to predict sales with CRM data and visualize the results in Google Sheets.

Clock2 hours
Beginner初級
Cloud無需下載
Video分屏視頻
Comment Dots英語(English)
Laptop僅限桌面

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.

您要培養的技能

Business Process ManagementCustomer Relationship Management (CRM)Sales OperationsBusiness AnalysisBusiness Intelligence

分步進行學習

在與您的工作區一起在分屏中播放的視頻中,您的授課教師將指導您完成每個步驟:

  1. Review the value of using Customer Relationship Management Software (CRM) to produce data and access Google Sheets.

  2. Review how CRM data supports business intelligence and import data into Google Sheets.

  3. Identify best practices for CRM data preparation in Google Sheets.

  4. Identify forecasting methods appropriate for predicting sales data.

  5. Conduct a sales forecast with CRM data and chart the predictions in Google Sheets.

指導項目工作原理

您的工作空間就是瀏覽器中的雲桌面,無需下載

在分屏視頻中,您的授課教師會為您提供分步指導

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常見問題

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