The most important skill needed to develop a great spreadsheet report is not numbers wizardry, nor accounting and finance experience, nor technical Excel expertise – it’s the ability to tell a story. In that sense, it’s similar to the skills that lead to effective writing and eloquent speaking. This course takes a unique perspective toward the development of reports that are delivering quantitative information, by emphasizing the same approach to spreadsheets that one would use to draft and edit an important memo or position paper.
Course Series
This course is included in the following series:
10 CoursesFinance for Entrepreneurs
- Start-up Equity and Cap Table Basics
- Understanding Performance-Based Equity Awards
- Accounting 101: How To Do Basic Accounting In One Hour
- Learn Finance Principles in 1 Hour
- Financial Modeling Using Excel
- The Evolution of a Great Spreadsheet Report - How to Effectively Present Numbers in the Business World
- Creating a Winning Pitch for Venture Capital Investors
- Venture Capital Valuation Analysis Method
- Enterprise Risk Management 101
- The IPO Preparation Process - Preparing a Company to Access the Public Markets
Learning Objectives
- Apply the same skills normally associated with effective writing and speaking to designing a report that contains principally quantitative information
- Use ratios, key indicators, and other metrics to enhance the meaning of the raw numbers in your report
- Use spreadsheet text effects and artwork to make your quantitative information visually appealing and organized for intuitive audience comprehension
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Prerequisites
Prerequisite: Exposure to corporate accounting and reporting
Advanced Preparation: None