Google Sheets & Excel basics, formulas, dashboards
Every marketing team I’ve worked with eventually runs into the same problem: someone launches a campaign with utm_source=Facebook and someone else uses utm_source=fb, and now your analytics show two separate traffic sources for the same platform. Multiply that across a dozen campaigns, three team members, and a few months, and your acquisition reports become useless….
Reconciliation sounds like an accounting term, and it kind of is — but the task comes up everywhere. You have a customer list from your CRM and another from your billing system, and you need to know which records match, which are missing, and where the data disagrees. Or you’ve exported the same report from…
There’s a special kind of dread that comes with opening a CSV export and seeing that someone entered phone numbers as “(555) 123-4567” in some rows, “+15551234567” in others, and “555.123.4567” in the rest. Or that “John Smith” and “john smith” and ” John Smith ” are apparently three different customers in your database. Messy…
If you’ve ever been asked to “put together a quick dashboard” for a Monday morning standup, you know the drill: scramble through tabs, copy numbers into slides, and pray nothing breaks before you present. I built this KPI dashboard template after doing exactly that one too many times. It takes about 20 minutes to set…
