Funnel Analysis for Management Consultants & Analysts

What is the aim of this course?

Funnels and funnel analyses are great tools that can help you find problems and opportunities, optimize processes as well as manage projects. They are widely used by technological firms. However, many industries are still not using them, despite their big potential. In this course, I will teach you how to use funnel analyses to increase the profits of the firm.

In the course you will learn the following things:

1. What are funnels?
2. How to analyze funnels in Excel
3. How funnels look like for e-commerce, marketplace, SaaS firms, and other business models
4. How to use funnels and funnel analysis to increase sales and profits
5. What are cohorts and how to use them to analyze funnels?
6. How to use funnels to manage tests, projects, or tasks

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried or supervised over 90 different performance improvement projects in different industries that generated in total 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 120 000 students including people working in EY, McKinsey, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses, tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you or your team in your work.

Why have I decided to create this course?

Many processes, especially related to sales, project management are very complicated. Therefore you have to analyze them by stages. In such situations, funnels and funnel analysis are extremely useful. Most firms, don’t give you the full toolbox that you need to analyze funnels. This may lead to huge frustration during consulting projects and a lot of inefficiencies.

Therefore, I have decided to create this course that will help students understand funnels and funnel analyses as well as use them during consulting projects. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know when and how to use funnels. You will master how to analyze data and draw conclusions from the funnel analyses.

To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have a pretty decent understanding of funnels and funnel analysis. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those that want to optimize sales, generate new business ideas, or manage projects. The course will help you become an expert in funnel analyses on the level of McKinsey, BCG, Bain, and other top consulting firms.

In what way will you benefit from this course?

The course is a practical, step-by-step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you understand, analyze the businesses. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:

1. What are funnels?
2. How to analyze funnels in Excel
3. How funnels look like for e-commerce, marketplace, SaaS firms, and other business models
4. How to use funnels and funnel analysis to increase sales and profits
5. What are cohorts and how to use them to analyze funnels?
6. How to use funnels to manage tests, projects, or tasks

You can also ask me any question either through the discussion field or by messaging me directly.

How the course is organized?

The course is divided currently into the following sections:

• Introduction. We begin with a little introduction to the course as well as some general info on how the course is organized
• What are Funnel Analyses? Funnel Analysis can be used to map and analyze a series of events that lead to a particular goal. In this section, we will discuss what a funnel analysis is and how you can use it to achieve better business results.
• Sales Funnels. Funnel analyses are used successfully in sales & marketing. In this section, we will show you how to analyze sales funnels in Excel.
• Sales Funnels by Cohorts. Quite often you want to go deeper and analyze how the sales funnel looks like for different segments, cohorts. This is when cohort analysis comes in handy. In this section, we will see what cohorts are and how to combine them with funnel analyses.
• Funnels in Testing. Funnel analyses can also be used for testing business ideas, small and big improvements. In this section, we will discuss how to do it in practice.
• Funnels for Project Management. The Funnel Approach is also a great tool to manage projects or track the status of many projects in a visual way. We will discuss this in this section.

You will be able also to download many additional resources

1. Useful frameworks and techniques

2. Ready-made analyses presented in the course

3. Additional resources

4. Links to additional presentations, articles, and movies

5. Links to books worth reading

At the end of my course, students will be able to…

• Define sales funnels for different analyses
• Analyze the funnel in Excel
• Analyze by cohorts funnels
• Use funnels for Sales Increase
• Use funnels for managing new ideas
• Use funnels for managing tests
• Manage Projects with the help of funnels & funnel analysis

Who should take this course? Who should not?

Management Consultants and Business Analysts

• Sales Analysis
• Data Analysts
• Financial Controllers
• Investment Analysts
• Startup Founders
• Project Managers
• E-commerce Analysts

What will students need to know or do before starting this course?

• Basic or intermediate Excel
• Basic knowledge of economics
• Basic or intermediate knowledge of finance & accounting