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.
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This module establishes systematic methodologies for collecting, organizing, and processing account-related data that drives informed decision-making in account management. Students will learn data quality principles, collection strategies, and techniques for ensuring data accuracy and completeness across multiple sources. The module emphasizes the importance of consistent data management practices and how proper data organization supports advanced analysis and reporting. Learners will master techniques for leveraging AI assistance to streamline data processing while maintaining data integrity and developing automated workflows for ongoing data management.
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