INTUIT: SaaS 2.0: Case Studies 1 CPE

Course Duration: 1.5 Hours

Course Rating:

Mode of Delivery: on_demand

Course Level: - None -

Study Area: Accounting

This course presents real-life business case studies on how the Online Accounting, Payments, and Payroll finance teams analyze customer cohorts and share analytic insights with their key stakeholders to influence business decisions and improve forecast accuracy.

Prerequisites

No advanced preparation or prerequisites are required for this course.

Learning Objective

Discover how to use the cohort data to help identify the root-cause for the declining Online Payroll retention, react timely by setting and tracking three month targets, and improve forecast accuracy
Discover how to comprehend the payment new revenue calculation methodology by using key cohort metrics and identify how to use these drivers to dissect the health of new customers acquired in a given year
Discover how to Interpret QBO Retention cohort metrics and recognize how the Finance team partners with the key stakeholders when updating their retention forecast

Last updated/reviewed: March 10, 2024

(5) Reviews

(1 rating)

kevin_falini

I appreciate all of the practice. Lot's of problems help to develop proficiency at speed.

kavita_rivers

I feel the last test answers was not correct! I still passed but I think that the exam should be reviewed. Great course otherwise and nice to have to Excel supporting materials if I ever need to go back to it.