Predict Sales with CRM Data in Google Sheets

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Coursera Project Network
In this Free Guided Project, you will:

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.

Showcase this hands-on experience in an interview

Clock2 hours
BeginnerBeginner-friendly
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

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.

Requirements

Some familiarity with spreadsheet software is helpful, but not required.

Skills you will develop

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

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  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.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.