Excel for Marketers

In this course, Matt Brattin—the Chief Financial Officer at Aplos—guides you through practical ways you can leverage Excel’s powerful features to optimize marketing campaigns and improve decision-making. Gain a thorough understanding of essential marketing metrics—from traffic sources and spend to conversion rates and revenue. Learn through hands-on exercises how to structure and clean data, calculate key performance indicators, and build dynamic dashboards for ongoing analysis. By the end of the course, you will confidently apply Excel tools to identify trends, uncover opportunities, and drive strategic marketing initiatives with a toolkit for translating complex data into effective, data-driven actions.

Learning objectives
Remember foundational Excel functions and formatting techniques for marketing data.
Understand the significance of key marketing metrics and their role in evaluating campaign performance.
Apply data-cleaning methods in Excel to ensure accuracy and consistency in marketing datasets.
Analyze trends in marketing metrics using Excel formulas, pivot tables, and charts.
Evaluate the effectiveness of marketing strategies by comparing key metrics and ROI calculations.
Create dynamic dashboards in Excel that visualize marketing data for actionable insights.