Excel for Marketing Analytics

Unlock the power of Excel for marketing analytics-track performance, analyze data, and gain insights to drive smarter marketing decisions.
Duration: 1 Day
Hours: 2 Hours
Training: Live Training
Training Level: All Level
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Contact Support for Group Offers
Friday, November 21, 2025
12:00 PM - 02:00 PM (Eastern Time)
Wednesday, December 17, 2025
12:00 PM - 02:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the course:

"Excel for Marketing Analytics" is a focused, 2-hour course designed to equip marketing professionals with the essential Excel skills needed to analyze data, uncover insights, and make data-driven decisions. Excel is a powerful tool for marketing analytics, enabling users to manage campaign data, track performance metrics, and identify trends that shape marketing strategy. This course covers essential Excel functions, formulas, and data visualization techniques commonly used in marketing analytics. By the end of the course, participants will be able to apply Excel skills to measure campaign success, segment audiences, and derive actionable insights that enhance marketing effectiveness.

Course Objective:

By the end of this course, participants will be able to:

  • Understand and use key Excel functions for marketing data analysis.
  • Track and analyze key marketing metrics such as ROI, customer lifetime value, and conversion rates.
  • Create segmentation and audience analysis using filters and pivot tables.
  • Use data visualization tools to present marketing insights and performance reports effectively.
  • Build dynamic dashboards to monitor marketing KPIs and make data-driven marketing decisions.

Who is the Target Audience?

This course is ideal for:

  • Marketing professionals, managers, and analysts are looking to enhance their Excel skills for data analysis.
  • Digital marketers, content marketers, and campaign managers are responsible for tracking and optimizing marketing performance.
  • Entrepreneurs, startup founders, and small business owners who need to analyze and report on marketing efforts.
  • Students and entry-level marketers interested in gaining practical Excel skills specific to marketing analytics.
  • Any professional involved in marketing who wants to learn data-driven techniques to improve marketing outcomes.

Basic Knowledge:

  • Basic knowledge of Marketing and MS Excel is very helpful.

Curriculum
Total Duration: 2 Hours
Introduction to Excel for Marketing Analytics

  • Overview of Excel’s role in marketing analytics and data-driven decision-making.
  • Key Excel tools and functions for managing marketing data.
  • Setting up data sources and organizing data for analysis.
  • Exercise: Creating a basic marketing data workbook to track key metrics.

Essential Excel Functions for Marketing Calculations 

  • Key Excel functions for marketers:
    • SUMIF and COUNTIF for measuring campaign-specific metrics.
    • AVERAGEIF for calculating average conversion rates and other key metrics.
    • VLOOKUP and INDEX-MATCH for segmenting data by customer type, region, etc.
    • IF and IFERROR for creating conditional analyses.
  • Hands-on exercise: Using these functions to calculate campaign performance metrics.

Tracking and Analyzing Marketing Metrics 

  • Key marketing metrics: ROI, customer acquisition cost (CAC), lifetime value (LTV), and conversion rates.
  • Setting up formulas and calculations to track these metrics over time.
  • Using conditional formatting to highlight trends and KPIs.
  • Exercise: Building a basic ROI and CAC tracker for a sample campaign.

Audience Segmentation and Customer Analysis 

  • Using filters and sorting to segment audiences by demographics, behavior, or purchase history.
  • Creating pivot tables to analyze customer data and identify high-value segments.
  • Using pivot charts for the visual representation of customer segments.
  • Exercise: Creating a pivot table to segment and analyze customer data for targeted marketing.

Data Visualization for Marketing Insights 

  • Introduction to data visualization tools in Excel for marketing insights.
  • Creating bar, line, and pie charts to illustrate campaign performance.
  • Using sparklines and conditional formatting to showcase key trends.
  • Exercise: Creating a marketing performance report with visualizations.

Building a Marketing Dashboard to Track KPIs 

  • Setting up a dashboard to monitor key marketing metrics and KPIs.
  • Linking data and charts to create an interactive and dynamic dashboard.