Free Excel Dashboard Marketing Templates

Excel is a powerful tool for crunching data, suitable for your marketing analytics. However, you do not have to build your Excel templates and marketing reports from scratch. Use our free white-label Excel marketing reporting templates to create marketing reports in simple steps. Windsor.ai’s Excel dashboard marketing templates are free and accessible. The dashboards work with multichannel data, including Facebook and Google Ads. Our free dashboard and reporting templates allow you to analyze, visualize, and report data across the different marketing platforms in one unified dashboard.

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Introduction to Microsoft Excel Marketing Dashboards

Our free Excel dashboards are designed to help you build marketing reports using minimal effort. The Microsoft Excel reporting templates are built for this purpose. You can find Excel dashboard templates for all major marketing channels. Some featured Excel dashboards in our Excel gallery include Google Analytics, Google Ads, Meta/Facebook Ads, LinkedIn Ads, Bing Ads, X/Twitter Ads, TikTok Ads, Snapchat Ads, Adroll, and Criteo. To use the Excel reporting templates for your marketing analytics, select and download the template, then follow the recommended steps to load and visualize the data.

 

Why should marketing agencies use Excel reporting templates?

Marketing agencies deal with multiple clients and must prepare marketing reports for each. Using Excel reporting templates can significantly improve the report-building process for marketing agencies. Here are a few reasons why marketing agencies should use Excel reporting templates:

 

Automated marketing reporting

Using Microsoft Excel reporting templates can significantly accelerate the creation of reports by marketing agencies. After selecting the appropriate report templates, the agencies can produce reports by connecting the template to the data. The agencies can quickly build reports for various clients by matching the data source with the client’s account name. Realtime dashboards can be used to monitor marketing reports.

 

Customizable templates

The Excel reporting templates are customizable. The marketing agencies can customize the reports using simple steps to meet clients’ needs. Customizable reporting templates ensure each report is unique while building the reports to remain the same.

 

Fast and efficient reporting

The free Excel templates and express dashboards help with fast and efficient reporting. With pre-built templates, marketing reporting takes only a fraction of the time it would take to build a report from scratch. Cutting the time spent on generating reports is essential because marketing agencies can focus on interpreting data insights, advising clients, and winning more business and new clients.

 

Key metrics to include in your Excel Marketing Dashboard

The Excel marketing dashboards help you visualize, analyze, and report various metrics of your data. These metrics include tracking sales volumes and revenues, conversion rates, product performance, email marketing metrics, ad campaign performance, customer acquisition cost, customer lifetime value, and more. The metrics can be tracked and compared across various dimensions, including product categories, customer segments, geographical locations, and devices. The Excel templates can handle all the metrics and dimensions in your favorite marketing channels. With the customizable features in the templates, you can move and resize the widgets showing the graphs and tables of the metrics and dimensions you wish to highlight.

Here are some more key metrics to consider including in your Microsoft Excel marketing dashboard:

  1. Website Traffic: Track the number of visitors to your website over a specific period.
  2. Conversion Rate: Measure the percentage of visitors who take a desired action, such as making a purchase or filling out a contact form.
  3. Click-Through Rate (CTR): Monitor the ratio of clicks to impressions for online ads or email campaigns.
  4. Cost Per Click (CPC): Calculate the average cost of each click in your advertising campaigns.
  5. Return on Investment (ROI): Evaluate the profitability of your marketing efforts by comparing the gains against the costs.
  6. Customer Acquisition Cost (CAC): Determine how much it costs to acquire a new customer.
  7. Customer Lifetime Value (CLV): Estimate the total revenue a customer is expected to generate over their lifetime.
  8. Lead Generation: Keep track of the number of leads generated through various channels.
  9. Email Marketing Metrics: Include metrics like open rate, click rate, bounce rate, and unsubscribe rate for email campaigns.
  10. Social Media Engagement: Monitor metrics like likes, comments, shares, and followers on platforms like Facebook, Twitter, Instagram, etc.
  11. Ad Campaign Performance: Include metrics like impressions, clicks, click-through rate, and conversion rate for your advertising campaigns.
  12. Organic Search Performance: Keep track of organic search traffic, keyword rankings, and click-through rates from search engine results.
  13. Customer Satisfaction (Net Promoter Score): Gauge customer satisfaction and loyalty with a metric like Net Promoter Score (NPS).
  14. Content Performance: Assess metrics related to content marketing, such as page views, time on page, and bounce rate.
  15. Social Media Ad Performance: Monitor metrics specific to paid social media campaigns, such as cost per click, reach, and engagement.

 

 

FAQs

What is Excel?

Excel is a spreadsheet program that is part of Microsoft Office. The common name is Microsoft Excel. Through the program, users can format, organize, and calculate data. Microsoft Excel is the most popular spreadsheet program. It has wide applications in many areas, including business. Excel can handle large datasets, comes with many formulas, and has high computational power. Over the years, developers have created add-ins that simplify various tasks in Excel.

 

What is Excel used for?

Excel is the main program used to capture and record data in many organizations. The Excel spreadsheet format allows data to be recorded in rows and columns. Cells in the spreadsheet are easily identified based on letters for columns and numbers for the rows. Users can also manipulate data using various formulas. Lastly, using charting features and Pivot tables, users can create reports from data.

 

How to make a marketing calendar in Excel

You can create a marketing calendar in Excel using our accessible free templates. Begin by downloading the template. Our template is ready to use. Then, enter details of how you plan to conduct your marketing campaigns across various channels to start building your marketing calendar.

 

Read also:

Looker Studio Templates
Power BI Templates
Excel Dashboard Templates
Google Sheets Templates
Tableau Dashboard Templates
Marketing Templates
Google Ads Dashboard
Meta/Facebook Ads Dashboard
E-commerce Dashboard
Google Analytics Dashboard Templates
Social Media Dashboard
SEO Dashboard

 

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