Manage Your Numbers Course – Uptima Entrepreneur Cooperative

Overview

In our Manage Your Numbers course, you will learn how to regularly report on key operational and financial metrics for your business and use those reports to make informed business decisions. This course is 6-weeks long and is suited for entrepreneurs who are preparing to receive funding and need to confidently manage funds and business performance.

What You Will Learn

Unit	Topics Covered
Measuring Success	Revisit your key performance indicators Discuss what metrics support regular review of key performance indicators Develop a set of metrics to measure monthly progress against your key performance indicators
Financial Reporting	Gain an understanding of financial reports in your accounting system Learn how to read your financial reports and make sense of your numbers Create a process for reviewing your key financial reports
Financial Performance	Gain an understanding of the importance of measuring actual financial performance against your budget Learn how to review actual financial performance against your budget Create a process for regularly reviewing actual financial performance against your budget
Managing Sales Goals	Gain an understanding of the importance of regularly reviewing your sales pipeline Revisit your sales goals and how you track your sales pipeline Create a process for regularly reviewing progress toward your sales goals
Creating Your Dashboard	Learn how a business dashboard can help you improve business performance Learn how to create a dashboard for your business Create a monthly dashboard to review business performance
Using Your Dashboard	Learn how to use your dashboard to make informed business decisions Review your current dashboard and identify strengths and weaknesses Create a process for updating and reviewing your dashboard

Prerequisites

Must be making sales to customers or have letters of intent for sales to potential customers, have a basic website and social media for your business, and have an up-to-date business plan and financial forecast.

Commit to Building Your Business

Average time commitment for our Manage Your Numbers Course is 8 hours / week dedicated to building your business, and includes the following weekly activities:

Title	Weekly  Activity	Weekly Commitment
Background Materials	Series of required background readings and videos on each unit to be completed online prior to the weekly workshop sessions Describes concepts and their applications in developing a business	1-2 hours / week
Workshops	Weekly workshop sessions led by an expert instructor Lecture and discussion on background materials, group activities, and reflection	2 hours / week
Business Development Activities	Weekly activities focused on your business development Apply concepts learned in background materials and workshops	3-4 hours / week
Peer Mentoring	Weekly video conference with small peer group of other entrepreneurs in your course Present weekly business development activities and receive constructive feedback from peers	1 hour / week

Meet Your Mentors

Apply for Our Entrepreneur Academy

To take our Manage Your Numbers Course, you must be enrolled in our Entrepreneur Academy.

Our Academy is a year-long entrepreneurship certificate program to support small business owners in creating plans, improving operations, accessing capital, and developing leadership capabilities to build resilient businesses with social impact.

Learn More About Our Entrepreneur Academy

Apply for Our Entrepreneur Academy