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.

Business Membership is required

Access this resource now

Business members get full access to this and 7 other guides in the Managing digital marketing teams Toolkit.

Learn more about business membership Already a Business member? Login here Look Inside

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 100 countries to hit - and exceed - their targets.
Will you be next?

...plus over 150,000 consultants, agencies, entrepreneurs and SMB's in over 100 countries.

Get better results

"A goldmine of digital information on digital marketing that can help you get better results"

Make your job easier

"I'd recommend signing up to Smart Insights for a suite of useful tools
from planning templates to strategy docs and a variety of other guides to make your job easier."

Tenfold improvement

It's my digital marketing go-to Bible Tenfold improvements in digital marketing results."

Learn more about business membership
CLOSE