From the course: Excel for Marketers (2023)
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Building a performance dashboard - Microsoft Excel Tutorial
From the course: Excel for Marketers (2023)
Building a performance dashboard
- [Instructor] It's important to track your performance against goals, and using Excel, you could build a performance dashboard that tracks your progress towards those goals. So the first one we want to see is the trend. And in this case we want to see the trend on conversions. How are we doing in terms of conversions against the spend that we're spending? The first one we want to do is just grab the cost and hit Insert, and then we want to show bar chart. In this case, we could also just show a line chart if we prefer. This is the bar chart and that's showing cost over time. We could also add in here the conversions over time as well. So we want to see, you know, how well are we doing against our conversion target, and sorry we're going to insert it in here. And then conversions. And we want to choose the axis label range to be the date. So they're both on the same X-axis and that's fine but we want them on…
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Contents
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Analysis with tables, totals, and filters5m 12s
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Joining multiple data sets together3m 41s
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Segmenting your data with PivotTables3m 39s
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Plotting your data visually with charts4m 26s
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Finding daily, weekly, and monthly trends3m 44s
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Building a weekly report template5m 10s
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Building a performance dashboard6m 39s
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Cell extraction for further segmentation7m 22s
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The long tail and the 80/20 rule5m 21s
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Calculating statistical significance4m 22s
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