This course equips learners with essential skills in data analysis and financial management to support effective decision-making in account management. Learners will explore techniques for managing financial data, analyzing key performance indicators, and using customer data to enhance account strategies. The course emphasizes technology-driven approaches — including Power BI, Excel, and Microsoft Copilot — to collect, process, and visualize data efficiently.
What you'll learn
data analysis techniques
financial management skills
understanding key performance indicators
utilizing Power BI for data visualization
managing customer data effectively
Course objectives
to develop skills in data analysis for account management
to enhance financial decision-making processes
to utilize technology effectively for data management