Marketing Dashboards: Turning Metrics into Decisions

Learn to import data from multiple sources into excel using get data, including excel, csv, xml, json, pdfs, and databases, to prepare data for dashboards.

Structure raw marketing data into a clear, consistent format to enable accurate analysis and dashboards; remove duplicates, standardize dates and text cases, clean irregular characters, and normalize numeric fields.

Clean unstructured data by structuring, formatting, and removing inconsistencies to enable accurate metrics. Learn to convert currencies and percentages, adjust decimals, and organize campaigns across channels for clear dashboards.

Learn to clean and shape data in Excel with Power Query, automating transformations, formatting currencies, handling dates, splitting columns, and removing duplicates, plus AI tools to standardize dates.

Explore lookups and reference functions, including vlookup and index–match, to link large datasets, pull exact values from multiple tables, and derive dashboard metrics efficiently.

Explore conditionals and logical operators, including if statements, and the or operator, and nested ifs. Apply them to assess target met, bonus eligibility, risk status, and commissions using sales data.

Explore conditional aggregation with sumif, countif, and averageif to analyze sales by region and team performance for data-driven marketing dashboards and decisions.

Learn how to calculate and interpret key marketing metrics, including CTR, conversion rate, ROI, CPA, and CLV, to optimize campaigns and drive profitable decisions.

Learn to graphically represent data with bar, column, line, and pie charts in Excel, analyze campaigns, budgets, and revenue, and draw insights for decision making.

Explore advanced visualizations for marketing insights with combo charts and waterfall charts, using revenue, expenses, promotions, returns, refunds, and net profit to reveal trends.

Create interactive marketing dashboards by using pivot tables and pivot charts, and enhance interactivity with slicers to filter campaigns, months, and roi insights.

Import a marketing dataset from CSV, clean and structure it in a table, and compute CTR and ROI with Power Query. Prepare data for pivot tables to summarize campaigns.

Compute CPA with an if formula to handle zero orders, then summarize revenue, amount spent, CTR, leads, and ROI by category using pivot tables and grouped campaign dates.

Assemble and refine a dashboard by arranging charts, removing unnecessary controls, adding data labels, and standardizing sizes and colors for readability of revenue, spend, and ROI by category.

Learn to finalize a marketing dashboard by adding metrics like revenue, ROI, CTR, and CPA, with real-time values and interactive slicers for decision making.

Import and structure social media data in Excel, transform with Power Query, and build an interactive dashboard of reach, engagement, and CTR to drive data-driven marketing decisions.

Create and analyze pivot tables to summarize engagement metrics, reach, and CTR across platforms, locations, content types, and dates for a marketing dashboard.

Create interactive charts and slicers to build a dashboard that tracks engagement trends across platforms, content types, and regions, with linked pivot tables delivering dynamic metrics.

Design a visual social media and content marketing dashboard by finalizing layout, adjusting titles and colors, and adding continent and platform slicers for clearer data insights.

Learn how to finalize a social media and content marketing dashboard by formatting slicers, adding and styling metrics, and presenting clear insights with descriptive chart titles and filters.

Structure and format sales data into a dashboard-ready table, calculate revenue and profit from units, price, and costs, and set up pivot tables to reveal insights for decision making.

Create and configure pivot tables to analyze revenue, profit, and key metrics by date, category, channel, and location, and learn to compute profit margin and identify top products.

Add pivot charts and slicers to build sales and revenue dashboard, with a line chart for revenue trends and slicers for months, order dates, sales channel, product category, and branch.

Design a sales and revenue dashboard by adding line charts and configuring slicers for months, order dates, sales channel, product category, and branch to enable dynamic insights for 2025.

Complete the dashboard by configuring metrics with profit margin, top product, total profit, and chart labels, then prepare slicers for analysis and better decision making.

Learn how Zapier automates marketing tasks with zaps, enabling data import, lead management, and template-driven app creation to transform dashboards into insights.

Connect Zapier with Google Sheets and Excel to automate sales notifications by triggering on a new spreadsheet row, test the trigger, and route alerts to a manager via Gmail.

Set up an action event using Gmail to send an automated email whenever a new spreadsheet row is added, mapping product, region, revenue, and status in a tested zap.

Extend your automation skills by using Zapier filters to refine data flows and trigger actions when the status exactly matches closed, then explore templates and dashboards.