- Basic knowledge of using web-based applications
- Familiarity with productivity and sales metrics in the service industry
Audience
- Managers
- Supervisors
Excel for Productivity Reporting refers to the use of Microsoft Excel as a tool for gathering, organizing, analyzing, and presenting data related to productivity and performance metrics.
This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level BPO professionals and team leaders who wish to enhance their data analysis and reporting skills using Excel for productivity and performance tracking.
By the end of this training, participants will be able to:
- Build foundational and intermediate Excel skills for reporting and data analysis.
- Develop skills in pivot tables, charts, and graphics for effective data visualization.
- Learn advanced techniques such as dashboard creation for comprehensive data analysis.
- Apply learned skills to industry-specific productivity and sales metrics.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Introduction
Excel for the Web Basics
- Navigating the interface and understanding key features
- Basic data entry, formatting, and simple calculations
Essential Functions
- Commonly used functions (
SUM,AVERAGE,COUNT,IF) - Logical and conditional functions for productivity metrics
Data Organization and Management
- Sorting and filtering data
- Introduction to conditional formatting to highlight key metrics
Pivot Tables for Data Analysis
- Creating and modifying pivot tables
- Using slicers and filters to customize reports
- Advanced pivot table options for deeper analysis
Data Visualization with Charts
- Creating and formatting charts (bar, line, pie charts)
- Best practices for visualizing productivity and sales data
Reporting and Formatting for Presentations
- Building report templates
- Exporting and sharing reports in web-based Excel
Dashboard Creation (Optional, Advanced User Focus)
- Setting up interactive elements (slicers, timeline tools)
- Combining pivot tables and charts to form dynamic dashboards
Introduction to PowerQuery (Optional)
- Importing and cleaning data
- Data transformation techniques for real-time analysis
Applying Skills to Industry-Specific Scenarios
- Case studies on calculating production bonuses and percentages
- Custom reporting based on average handling time and productivity indicators
Summary and Next Steps