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Advanced Certification

Reporting - Expert (AD-001)


Description
This course is comprised of several video tutorials that describe the advanced Spotlight functions.
At the end there is a quiz that will help you assess your knowledge and complete your Spotlight certification.
Content
  • Welcome to Expert Spotlight Certification
  • Introduction
  • KPIs in the Real World
  • Working with KPIs
  • Data Gathering
  • Manual KPIs
  • Creating KPIs via Excel
  • KPIs - Reporting options summary
  • Reporting on KPIs - Building a KPI-based chart
  • Reporting on KPIs - Tips for standout charts
  • Benchmarking using KPIs
  • KPI Quiz
  • Quarterly and Annual Reporting
  • Introduction
  • Quarterly and annual report options
  • Creating quarterly or annual charts
  • Cumulative charts
  • Quarterly and annual reports quiz
  • Consolidations - Standout reporting
  • Using Categories for Entity Data
  • Comparing entities using charts
  • Partial ownership
  • Handling partial eliminations
  • Consolidations Quiz
  • Budgets
  • Using original and revised budgets
  • Importing budgets via Excel - best practice
  • Budgets Quiz
  • End Assignment
  • Level up - complete an assignment
Completion rules
  • You must complete the test "Level up - complete an assignment"
Prerequisites
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