Fmcg For Management Consultants And Business Analysts

A practical guide on how to analyze in Excel and improve consumer goods business during consulting projects

Last updated 2022-01-10 | 4.4

- Model consumer goods (FMCG) business in Excel
- Analyze sales and marketing in FMCG
- Increase profits by optimizing sales and marketing in consumer goods business

What you'll learn

Model consumer goods (FMCG) business in Excel
Analyze sales and marketing in FMCG
Increase profits by optimizing sales and marketing in consumer goods business
Analyze supply chain in FMCG
Improve supply chain in consumer goods business
Reduce costs and improve results in consumer goods business especially in FMCG

* Requirements

* Basic or intermediate Excel
* Basic knowledge of economics or finance

Description

What is the aim of this course?   

Consulting projects especially when it comes to consumer goods business are very demanding. The two most complicated areas are sales and marketing and the supply chain. During consulting projects, I have seen business analysts and management consultants struggling with understanding the business fast enough to deliver value to the customer. This course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project in a consumer goods business much easier.   

This course will help you drastically improve your knowledge and skills in analyzing and improving Fast Moving Consumer Goods businesses (FMCG). It is designed for people who want to become management consultants, business analysts or have to run and optimize FMCG businesses on daily basis. In the course you will learn 3 things:   

  1. How to model FMCG business in Excel  

  2. How to improve sales and marketing in order to increase margin and profit  

  3. How to improve the supply chain in order to increase margin and profit   

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 110 000 students including people working in EY, 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?  

Consulting projects especially when it comes to consumer goods business are very demanding. The two most complicated areas are sales and marketing and supply chain. During consulting projects, I have seen business analysts and management consultants struggling with understanding the business fast enough to deliver value to the customer. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project in a consumer goods business much easier. Thanks to this course, you will know what and how to do during a consulting project devoted to an FMCG company. I will show you also how to model FMCG business in Excel.   

To sum it up, I believe that if you want to build or to find improvements in FMCG business you should master techniques related to analyzing and optimizing sales and marketing as well as supply chain. That is why, I highly recommend this course not only to consultants or business analysts that have to advise their customers but also to owners, founders of businesses as well as directors.   

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 find and analyze FMCG business. 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. How to understand and improve sales and marketing in FMCG   

  2. How to understand and improve the supply chain in FMCG   

  3. How to model FMCG business in Excel   

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 into the following sections:   

  • Introduction. We begin with a little intro to the course.   

  • Modeling FMCG business in Excel. In the second section, I will show you how to model in Excel FMCG business. You will also get as a part of it Excel files to play with. I will use an example cosmetics business   

  • Sales and Marketing in FMCG. In this section, I will show you examples of analysis of sales and marketing in FMCG business. This will give you a  good idea on what to concentrate during a consulting project    

  • FMCG - Examples of business analyses of the Supply Chain. In this section, I will show you examples of analysis of supply chain in FMCG      business. This will give you a good idea on what to concentrate on during a consulting project   

I will be adding new sections and lectures in the coming months      

You will be able also to download many additional resources   

  1. Excels with analyses shown in the course  

  2. Presentation of slides shown in the course  

  3. Links to additional presentations and movies    

  4. Links to books worth reading

Who this course is for:

  • Management Consultants
  • Business Analysts
  • Directors
  • Startups founders
  • Controllers

Course content

5 sections • 61 lectures

What the course will be about Preview 02:33

We begin with little intro into the course as well as some general information what you can expect in the course

A little bit about me Preview 01:47

A little bit about me and my experience

How this course will be organized? Preview 01:40

Here I will show you how to course is organized

What to do if a blurry image appears Preview 02:04

Here I will show you what to do if a blurry image appears

How to find additional resources Preview 01:05

Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.

Introduction to the FMCG Business Model Preview 00:51

In this section we will move to products. The first one to be discussed are FMCG products. I will show you the main challenges they are facing, KPIs that matter in B2C service, examples of companies. As an example I will show you how to model in Excel Cosmetics business.

Things that matter in FMCG Business Model Preview 03:01

I will shortly go through things that are important in other FMCG.

Introduction to modeling FMCG in Excel Preview 00:32

I will show you how we will approach modeling FMCG business model in Excel

Drivers for FMCG business model Preview 01:52

I will show you in this lecture what KPIs, drivers are important for the FMCG model and how do they generated the end results – operating profti

FMCG business model in Excel - Basic assumptions and Sales Preview 02:26

In this lecture, I will go briefly through the main assumptions for the model that we will work on in Excel. I will also go through the first sheet in which I generate the sales

FMCG business model in Excel - Fixed and Variable Production Costs Preview 03:25

In this lecture I will show you how we will estimate the fixed and variable costs in production

FMCG business model in Excel - Gross Margin Preview 02:17

Here I will show you how to model Gross Margin for FMCG firms

FMCG business model in Excel - Cost of sales and marketing and Net Margin Preview 02:44

Now it is time to estimate the cost of sales by channels and cost of marketing

FMCG business model in Excel - Net Margin Preview 01:44

In this lecture I will show you how to estimate the Net Margin using Gross Margin and the cost of sales and marketing

FMCG business model in Excel - Head Office costs Preview 00:56

We have also take care of head office costs to get to profit and loss account

FMCG business model in Excel - P&L Preview 02:23

Finally we estimate the profit and loss account and we can try to draw conclusion on the business

Introduction to sales and marketing in FMCG Preview 01:03

In this section I will show you examples of analysis of sales and marketing in FMCG business. This will give you a good idea on what to concentrate during a consulting project

Overview of Sales in FMCG Preview 01:35

FMCG sells mainly through retailers. Some go into independent distribution via own website and own stores. We will discuss all the options in this section

Overview of Marketing in FMCG Preview 04:16

In this lecture I will show you what matters the most in marketing in this business model

Main challenges in sales and marketing in FMCG Preview 03:11

There are number of challenges in the Sales and Marketing of FMCG. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project

Introduction to cases for FMCG Preview 01:21

The next few lectures will be cases that will give you insight and practical tips. Here I will show you what you can expect in next lectures.

Sales channel analysis - case in FMCG Preview 03:06

Most producers / brand owners operate using many sales channels: wholesalers, own shops, e-commerce, marketplace etc. It makes sense to check how profitability looks across channels and what can e done to improve overall situation. I will show you how it cane be done with a simple Excel analysis and a pivot table. I will go also try to demonstrate what kind of conclusions can you draw and what should be your next steps, on the basis of the results you are getting form the analyses

How to expand the brand – Introduction Preview 02:38

Let’s have a look at milk producer that wants to expand its product range. In this case you will be asked to analyze and find the best candidates for brand expansions. 

How to expand the brand – Solution – Part 1 Preview 03:29

In this lecture I will show you how to solve the case shown in the previous lectures.

How to expand the brand – Solution – Part 2 Preview 02:57

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Introduction Preview 02:18

Let’s have a look at the sales force efficiency in Poland of a cosmetics producers. We will analyze the efficiency of sales force and look for ways to improve the margin

Sales force efficiency analysis – Solution – Unit Cost Preview 02:16

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Solution – ABC analysis of Current Solution Preview 03:01

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Solution – more on Current Solution Preview 02:33

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Solution – Margin Maximazation Preview 02:48

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Solution – Specialization Preview 03:50

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Solution – Summary Preview 02:21

In this lecture I will show you how to solve the case shown in the previous lectures.

Sales force efficiency analysis – Practical Tips Preview 03:27

In this lecture I will show you how to solve the case shown in the previous lectures.

How to find the white spaces untouched by your brand – Introduction Preview 01:02

Let’s have a cosmetics producer and see where is the potential for development. We will analyze the sales by regions and try to find how much more we can sell in each and every region.

How to find the white spaces untouched by your brand – Solution – Per capita Preview 04:04

In this lecture I will show you how to solve the case shown in the previous lectures.

How to find the white spaces untouched by your brand – Solution – Local shares Preview 03:32

In this lecture I will show you how to solve the case shown in the previous lectures.

How to find the white spaces untouched by your brand – Solution – Presentation Preview 02:07

In this lecture I will show you how to solve the case shown in the previous lectures.

How to analyze the motivation system of sales force – Introduction Preview 03:42

Motivation plan for sales people can be pretty complicated. I will show you some examples that we will analyze in the next lecture

How to analyze the motivation system of sales force – Solution Preview 03:39

In this lecture I will show you how to solve the case shown in the previous lectures.

Juice producer – motivation system of sales force – Introduction Preview 02:32

We will now have a look at a company selling branded juice in Romania that has 2 type of sales force. I will show you how to analyze and calculate their motivation systems

Juice producer – motivation system of sales force – Solution - Area Manager Preview 04:30

In this lecture I will show you how to solve the case shown in the previous lectures.

Juice producer – motivation system of sales force – Solution - Sales Rep Preview 02:12

In this lecture I will show you how to solve the case shown in the previous lectures.

Introduction to FMCG Supply Chain Preview 00:46

  • I will show you examples of analysis of supply chain in FMCG business. This will give you a good idea on what to concentrate during a consulting project

Overview of Supply Chain in FMCG Preview 01:41

FMCG supply chain is pretty complicated on the outbound side – the distribution to end-customers. In this lecture I will show how typical supply chain in FMCG looks like

Main challenges in Supply Chain in FMCG Preview 04:40

There are number of challenges in the Supply Chain in FMCG. I will discuss them briefly in this lecture

Introduction to cases for FMCG Preview 01:39

I will show you in short here what cases we will do in this section

Chicken Producer - Top-down approach - Introduction Preview 06:24

During this lecture I will show you how on basis of small number of data create a model which will show you how logistics costs are created, on what stage and what is the biggest drivers. This in turn will enable you to apply 80/20 rule

Chicken Producer - Top-down approach - Tips how to do it Preview 11:21

In this lecture we will give you some tips how to approach the case and show you the usage of the proper Excel functions

Chicken Producer - Top-down approach - Solution Preview 05:28

In this lecture we solve the case with you, show you the outcome, interpret it and give you examples how the results can be presented in terms of Excel and slides

Chicken Producer - Fuel usage - Introduction Preview 03:46

In this case we will analyze what is the fuel usage for different cars, what it depends on and how to optimize it

Chicken Producer - Fuel usage - Tips how to do it Preview 05:04

In this lecture we will give you some tips how to approach the case and show you the usage of the proper Excel functions

Chicken Producer - Fuel usage - Solution Preview 02:31

In this lecture we solve the case with you, show you the outcome, interpret it and give you examples how the results can be presented in terms of Excel and slides

Chicken Producer - Overtime analysis - Introduction Preview 04:06

Next case will show you how to analyze labour cost in logistics.

Chicken Producer - Overtime analysis - Tips how to do it Preview 04:36

In this lecture we will give you some tips how to approach the case and show you the usage of the proper Excel functions

Chicken Producer - Overtime analysis - Solution Preview 02:48

In this lecture we solve the case with you, show you the outcome, interpret it and give you examples how the results can be presented in terms of Excel and slides

Juice Producer - Simulation - Introduction Preview 04:28

In this case we will do the simulation of the whole logistics system and show you how to choose from many options

Juice Producer - Simulation - Tips how to do it Preview 08:23

Here we will give you tips how to calculate the cost of the whole system and how to prepare for the simulation

Juice Producer - Simulation - Solution Preview 08:33

We present here final solution to the case. We show how to do the simulation of logistic costs for 8 different options in 5 minutes

Optimal production batch analysis - FMCG Preview 06:37

In this lecture you will learn how to calculate optimal batches and how to estimate savings when comparing to actuals batches. We will use his an example of juice producer

2-stage production planning Preview 05:32

2-stage production planning (planning for assembling and bundles). In many cases you have to first prepare the components and then on the basis of this produce the end product. This requires certain amount of additional planning, especially taking into account that the same component can be in different end-products. I will show you here on the basis of example of cosmetics producer how to create such a production plan, assuming optimal production batches for components and taking into account the inventories.