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5 Students
16 Lessons
Beginner

What You Will Learn?

  • You'll learn to run queries
  • You'll study how to organize data
  • You'll draw conclusions from data analysis
  • You'll learn to manage data sets
  • You'll build a custom CRM from ground up

Curriculum

1h 29m
Section 2: CRM Database Creation
50:55
Files and Formatting
07:35
Entering Test Data
05:41
Data Validation Part 1
07:26
Data Validation Part 2
07:29
Freeze Panes and Data
05:01
Using The Filters and General Use
04:48
Section 3: CRM Report Creation and Use
23:25
Lead Pivot Table Part 1
07:28
Lead Count Chart and Sales by Lead Type
04:52
Sales by Month Pivot and Chart
05:39
Dashboard and Wrap Up
05:26
Section 4: Course Conclusion
01:05
Course Conclusion
01:05

Description

Requirements

  • Basic Microsoft Excel knowledge would be beneficial, although I'll walk you through the basics
  • Motivation to build your own custom CRM system

About the Instructor

Reviews 1
Students 13
Courses 23

Welcome Students!

I have created over 85 courses with 100,000+ students!  I love teaching on online, and empowering students with knowledge in accounting, finance, entrepreneurship, Excel and other business topics. 

In my day to day life, I work as a consulting CFO, Chief Financial Officer.  Mainly I work with growth stage companies, helping them put in place all the best accounting practices, financial modeling, working with investors, and financial reporting and analysis.   

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