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Unclaimed ProfileThis comprehensive masterclass, designed specifically for SaaS professionals, business analysts, and finance teams, addresses the unique challenges of analyzing data within subscription-based software business models. Led by industry expert Jimmy Chim, the course provides a practical, step-by-step framework to transform messy raw data into polished executive presentations. Throughout the curriculum, you will dive deep into Excel's most robust features, mastering advanced functions like nested IFs, SUMIFs, and COUNTIFs to manipulate financial and operational records. The training specifically focuses on core SaaS metrics such as Annual Recurring Revenue (ARR), bookings, and customer churn analysis. Beyond technical formula mastery, you will learn to build dynamic pivot tables, structure intuitive summary reports, and create high-quality, professional charts tailored for boardrooms. By the end of this course, you will possess the specialized skills to perform strategic forecasting, identify growth opportunities, and communicate complex metric trends through compelling, visually polished presentation slides that drive data-backed decision-making.
About the creator
Jimmy Chim
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Reviews
Jimmy Chim is a seasoned software-as-a-service (SaaS) specialist, commercial advisor, and educator dedicated to demystifying the financial and operational mechanics of modern tech businesses. With extensive hands-on experience spanning commercial negotiations, software procurement, and SaaS financial modeling, Jimmy helps founders, corporate managers, and investment professionals navigate the complex landscape of recurring revenue metrics. His instructional approach is deeply practical, discarding high-level theories in favor of granular, real-world applications. By combining rigorous spreadsheet modeling with strategic negotiation tactics, Jimmy ensures his students walk away with actionable skills they can immediately implement to optimize their unit economics, execute better contracts, and drive…Show more
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Program Overview
Learning format
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Price
Price may change · updated within 1–2 weeks
Course language
Learning format
Subcategory
Price
Price may change · updated within 1–2 weeks
Course language
What You'll Learn
- Excel for data analysis
- Manipulate raw data
- Analyze financial and operational data
- Advanced IF formulae (multiple IFs, SUMIFs, COUNTIFs)
- Create pivot tables
- Build summary tables
- Analyze metrics trends
- Create effective graphs
- Format charts for quality presentations
- Simple forecasting
- SaaS / Software Company Analysis
- Bookings, ARR, Customer Analysis
Best For
- SaaS finance and operations professionals needing to track ARR, churn, and bookings.
- Business analysts who want to master Excel specifically for subscription-based metrics.
- Startup team members tasked with preparing data-driven reports for board meetings.
- Excel users looking to transition from basic spreadsheets to advanced SaaS financial modeling.
Not For
- Absolute beginners who have never used Microsoft Excel before.
- Professionals looking for high-level data science or machine learning with Python/SQL.
- Individuals seeking general finance training that does not pertain to the SaaS business model.
- Advanced Excel power users already proficient in complex financial modeling and VBA automation.
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