CREDIT MANAGEMENT ANALYTICS & DASHBOARD People …

[Pages:2]

CREDIT MANAGEMENT

ANALYTICS & DASHBOARD

People Development

Centre

REPORTING USING EXCEL

(002006571-P)

Course Introduction

Prepare , Analyse & Present FUonarbDle etocpirsoivoidne qMuiackkainndgup-to-date informaStuiopnpofortrebdebttyer

decision making?

Dec 17-18, 2012

Armada HotDeo ly,ouPweatnatltionhgaveJaa yFquuaniccktioovne?rview of Excel Financial

Learn the 7 smart reporting templates to prepare effective

Management Reports

Easy Sort & Filter Debtors Ageing Report Learn to build an interactive Sort & Filter report ? user decides which age of debt to sort, by just a click of button and simply by scrolling, shows the top 20 consecutive records of importance

Interactive Analysis of Debtors Learn to creatively build interactive report that allows user to key in `group' of debt owing, and the report auto computes the count of debtors & total debt, thus makes analysis flexible and relevant

Informative yet Simple Line vs Target chart Learn to create powerful yet simple line charts which compares against Target ? giving a clear overview of the Credit Control performance over time

Creative Waterfall Chart Learn to build waterfall chart which shows monthly progression and breakdown of debtors balance, add clarity with creative up/down arrows in place of columns

Unsure how to prepare key information for Credit Management Review?

Frustrated because you are unable to answer credit and collection queries? Did you wish you are able to analyse Accounts Receivables on a

Strategic Level?

The value of data depends upon the ability of user to understand, interpret and communicate it's key insights. A good credit management system will help you reduce the amount of capital tied up with debtors while minimizing your exposure to bad debts.

Designed by an Accountant for Accountants

Creative interactive Credit Risk vs Debt Amount Learn to build report that allows user to select Credit Risk by Month

Auto-update Commentary Highlights Learn to create commentary write-up that automatically refreshes as month selector is changed

Drill in to details Learn to place secondary data in another worksheet, while still allowing user easy access to view the details whenever required by clicking an object

In this training, you'll learn to utilise smart excel functions and create charts that enable you to present them in easy-tounderstand visuals! Power up by combining what-if analysis functions and allow for interactive credit management analysis. After attending this training, you will be on your way to create great value with the aid of this Strategic Credit Management Tool!

TRAINER : Vera Ng YL (B. Business, CPA(Aust), MBA (Marketing) Vera began her professional career as an Auditor at a leading accountancy firm. Before moving into training, she spent many years honing her financial, management and technical skills working in various roles from Finance & HR Management to Business & Process Improvement Management, covering a regional scope. Being a trainer, she offers quick and effective ways of learning and practical application of technology to work. Her easy going, practical and creative ways makes learning enjoyable for the participants. Specialising in Smart Technology with the aim to increase Personal Effectiveness, she helped participants leverage on Microsoft Applications to effectively and efficiently support their management in better decision making.

EXPECTED OUTCOME: At the conclusion of this course, you will learn to: Use Excel to prepare Dashboards ? making use of advance features in Excel Understand the difference between Reports vs Dashboards Design an effective Credit Management Dashboard Creatively use Excel functions and Pivot Table to manage data & link to objects Learn good practices when building charts and graphs

Course Content

Introduction: Get it right from the start... ? Why develop a Dashboard? ? The differences between a Report vs. Dashboard ? Learn the key steps in Dashboard reporting to ensure success ? The Do's and Don'ts of designing a dashboard

The Model: Interactive Credit Management Dashboard ? Create interactive Credit Management report to show:-

o Overall DSO, credit risk exposure, receipting performance, spread of volume vs value of debtors, thereby giving you a clear high level view to have better control over your debtors performance

? Ease your analysis of debtors by building an interactive list of debtors' aging that allows user to re-organise and sort quickly by simply clicking and scrolling without having to leave the dashboard.

? Improve your credit and collection plan by knowing where your credit risk lies, allowing for better formulation of strategies to be implemented

? Build capability to allow for what-if analysis, providing quick results that helps organise the credit and collection team to focus efforts where is required most

Methodology ? Lecture, Group Discussion, Role Play, Games,Hands on Exercise

Who Should Attend ? Credit Management/AR Managers, Finance Managers & Accountants, Supervisors

Course Materials ?Will be provided

Duration ?2 days (9.00am-5.00pm)

Pre-Requisite Must Possessed at least

Intermediate Excel & Basic Financial Knowledge

Software Version MS Excel 2007

Laptop: Participants are required to bring their own laptop

Testimonial

"Amazing... I didn't realize how flexible & dynamic excel is..."

"Learnt new perspectives/analysis

I've not considered before..."

"Planning for credit management success has just gotten easier!"

Course Fees

? Standard Fee:RM1,800

Member Fee:RM1,500*

Group Discount Fee RM1,500 per pax* (Minimum 3 pax)

Protect & Share: Protect & share your dashboard ? Protect your dashboard to ensure data integrity and data security ? Ease navigation around the worksheet with user friendly buttons ? Present with ease by linking your Dashboard into Powerpoint

*Valid only with payment received on or before training day. Standard fee will be applied for payment after due date.(Please write clearly the membership number in the registration form)

Contact: Albert Ng

Tel: 016 221 6961 Fax: 03-2381 1189

Atech People Development Centre (002006571-P)

308 Jalan Ipoh, 51200 Kuala Lumpur.

website:

Email: atechpdc@

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download