Choose the few numbers that matter, collect them cleanly, analyse customers and sales in a spreadsheet and build a monthly routine that turns reports into decisions.
Most small businesses have plenty of data in sales exports, accounting software and website analytics, and very little of it informs a decision. This course starts from the questions you need to answer and works back to the data, so nothing is measured for decoration.
You will define KPIs everyone agrees on, clean and combine your exports, read cohorts and funnels, test cause and effect without fooling yourself and build a one-page dashboard with a monthly review. A spreadsheet is all you need.
What you will learn
Choose one main metric and the inputs that drive it
Inventory your data sources and keep them clean and lawful
Use pivot tables, lookups and dates for analysis
Read cohorts, repeat purchases and funnels
Build a one-page dashboard and a monthly review routine
The 8 lessons
Every lesson is unlocked the moment you pay. Each one explains a method, shows a worked example and ends with a task.
01
Start here: data for decisions, not decoration
You will be able to turn what is on your mind into decision questions, gather the exports you need and see which lessons of this course matter most for your business.
11 min read
02
Choosing the KPIs that matter
You will be able to choose one main metric, break it into inputs you can act on and write KPI definitions that everyone in the business calculates the same way.
12 min read
03
Collecting clean, lawful data
You will be able to list every data source your business relies on, write a short data dictionary and apply basic data protection habits when you collect and store data.
13 min read
04
Spreadsheet skills for analysis
You will be able to clean an export, join two tables with a lookup, group records by week or month and answer a question with a pivot table.
14 min read
05
Cohorts, repeat purchases and funnels
You will be able to calculate average order value and repeat rate, build a cohort table from your order export and find the weakest step in your sales funnel.
14 min read
06
Cause and effect without fooling yourself
You will be able to tell a real effect from coincidence or seasonality, run a before and after test with a comparison group and record every experiment in a log.
13 min read
07
Dashboards and reports people actually read
You will be able to specify a one-page dashboard around the questions its reader asks, choose the right chart for each and write commentary that says what to do next.
12 min read
08
Your monthly analytics routine
You will be able to run a monthly analytics routine with fixed dates, named owners and a decision log that keeps the work going after the course.
13 min read
Templates included
You copy these into your own spreadsheet and fill them in as you go:
Data maturity self-check
KPI definition sheet
Data source inventory
Data cleaning checklist
Cohort table
Experiment log
Dashboard specification
Monthly review template
Who it is for
Owners who feel they decide by gut and want something firmer
Managers who receive reports nobody reads
Anyone comfortable with a spreadsheet who wants to go further
How you receive it
Straight after payment you get a button to open your library and an email with your personal link. There is no account to create and no app to install.
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The courses are business education, not legal, tax, accounting, financial or investment advice. Professional disclaimer.