Guides and Templates

Using spreadsheets for marketing

Learn how to use spreadsheets for marketing planning and management

How will this guide help me and my business?

Spreadsheets are an essential tool for marketing and business today, no matter what your role is. They are incorporated into many aspects of companies; from advanced calculations for budget forecasts to reviewing marketing KPIs, or even making a drinks preference list for staff.

Yet, depending on their background, many marketers may not have learned how to get the most from spreadsheets. This guide will help you learn some of the essential features that are useful for marketers using spreadsheets, with accompanying tips with practical examples. They will help you make complex calculations easier, visualize your results clearer, and speed up your day-to-day work.

Who is this guide for?

Everyone in a client-side or agency marketing team can learn from the techniques and tips from this guide. Of course, it will be most useful to those who haven’t worked in marketing for long, including:

  • Graduates starting a marketing position for the first time
  • Marketers moving into a management position, where more planning and financial analysis is needed

How is the guide structured?

There are seven distinct groups of techniques each with several tips and tricks:

  1. Essential Excel (including formulas, $ cell references, and filters)
  2. Advanced formulas and editing
  3. Formatting cells
  4. Adjusting views
  5. Multiple sheets (referencing cells)
  6. Raw data
  7. Pivot tables

Resource Details

  • Author: Patrick Windt
  • Format: Instructional online guide

About the author

Patrick Windt

Patrick Windt's profile picturePatrick Windt is a freelance marketer working for Smart Insights since 2015. From his home in the Netherlands, Patrick has travelled, lived and worked in Ireland and the United Kingdom for 5 years in the Tourism/Education sector. Besides an expertise in email marketing, he is a whizz in Photoshop and a strong proof reader.  Connect on LinkedIn.

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