Marketing KPIs<\/h4>\n
Following these criteria, 10 KPIs for Email Marketing might include:<\/p>\n
- \n
- The number of emails opened (#)<\/li>\n
- The email open rate (%)<\/li>\n
- The number of clicks (#)<\/li>\n
- The click rate (%)<\/li>\n
- The number of conversions ( #)<\/li>\n
- The conversion rate (#)<\/li>\n
- The number of forwards\/shares (#)<\/li>\n
- The unsubscribe rate (%)<\/li>\n<\/ol>\n
The KPIs for other areas of your marketing strategy should be equally precise and measurable.<\/p>\n
Once you\u2019ve decided on which metrics you want to analyze, you can start tracking your KPIs. But what do you do with all this information and where do you store it?<\/p>\n
Marketing analysis tools like Google Analytics are extremely powerful but a busy marketing team with a multi-channel strategy can quickly generate a vast amount of data. The challenge is bringing all of your marketing data together in one place for analysis. You might be surprised to learn that you can do this and create automated marketing KPI reports, in Google Sheets.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||-20px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]
Track your SEO metrics in an automated dashboard:<\/em><\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/11\/marketing-KPIs-SEO-dashboard-1.png” alt=”marketing-kpis-SEO-dashboard” title_text=”marketing-KPIs-SEO-dashboard (1)” _builder_version=”4.23.1″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Why use Google Sheets to track marketing KPIs?<\/h3>\n
- \n\t
- Flexible<\/strong>: Google Sheets enables you to manage and analyze all of your marketing channel data in the way that suits your team. Whenever you want to change the system you can simply adapt the spreadsheets \u2014 without expensive marketing software or coding.<\/li>\n\t
- Accessible<\/strong>: Cloud-based and real-time, Google Sheets allows your team to access and transfer their data at any time, from anywhere in the world.<\/li>\n\t
- Compatible with everything: All other software integrates with Google Sheets, so if your company has marketing data stored in other programs, you can easily import that information straight into Google Sheets.<\/li>\n\t
- Easy to use<\/strong>: It\u2019s likely that most of your colleagues already use spreadsheets and Google Sheets is user-friendly for those who don\u2019t. Spreadsheets are easy to maintain and training your team is quick and simple.<\/li>\n<\/ul>[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
What\u2019s a spreadsheet-based workflow template?<\/h3>\nWhereas a regular spreadsheet template is a single file containing pre-built charts and formulas, a Sheetgo workflow template is an interconnected system. It consists of multiple Google Sheets files that transfer data between them.\n\nThis allows team members to work in their own private spreadsheet while sharing data with colleagues automatically. Marketing managers can keep an eye on all the KPIs in the dashboard, without having to gather and collate any data manually.\n
A spreadsheet-based workflow template gives you:<\/h4>\n
- \n\t
- Organization and data privacy<\/strong>: Each spreadsheet is dedicated to one sole task, for better data governance and accuracy. Instead of storing and managing your team\u2019s marketing data in large, shared spreadsheets, there\u2019s a file for each channel. Data is exported from these files and merged in the manager\u2019s master sheet automatically, reducing the risk of errors.<\/li>\n\t
- Scalability<\/strong>: As your marketing department grows, you can expand the system by connecting more spreadsheets to the workflow. Plus you can make ad-hoc alterations without redesigning the system or switching to a new solution.<\/li>\n\t
- Integration<\/strong>: Google Sheets is compatible with everything so you can easily import and combine data from other software and marketing tools such as Google Analytics. In a couple of clicks, you can also connect data from other parts of the company, such as accounting, to create a fully integrated system.<\/li>\n<\/ul>[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||-20px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]
Keep track of all your marketing KPIs in the automated dashboard<\/em><\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/11\/marketing-KPIs-dashboard.png” alt=”marketing-kpis-dashboard” title_text=”marketing-KPIs-dashboard” _builder_version=”4.23.1″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
What you get with this template:<\/h3>\n
When you install the Sheetgo Marketing KPIs template, five Google Sheets files with pre-built Sheetgo connections are saved to your Google Drive:<\/p>\n
- \n
- Four Marketing channel<\/strong> spreadsheets. These are named SEO, Content Marketing, SEM, and Email Marketing but you can rename them and use them for other channels. Simply share these files with the team members responsible for managing this data.<\/li>\n
- One Marketing Dashboard KPIs<\/strong> spreadsheet. This is the master sheet for the marketing manager. Data from the marketing channels flows into this spreadsheet, providing you with an automated analysis of all your key marketing metrics.<\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/04\/martktingkpis-full-1.png” alt=”Channel Sheets and Marketing KPI Master Sheet Icons” title_text=”marketing-kpi-sheet” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
How to get the workflow template<\/h3>\n
- \n
- Click the blue button below to install the marketing KPIs template.<\/li>\n
- Log in to Sheetgo with your Google account. As this template is based in Google Sheets, the files will be saved to your Google Drive.<\/li>\n
- Click Install template<\/strong>. to initiate the template installation.<\/li>\n
- Wait a few moments while Sheetgo installs the template and creates the connections.<\/li>\n<\/ol>[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/marketing-kpi” url_new_window=”on” button_text=”INSTALL TEMPLATE” button_alignment=”center” _builder_version=”4.27.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]The marketing KPIs master sheet opens inside Sheetgo.\n\nTo open any of the marketing channel input spreadsheets, click Workflow<\/strong> in the sidebar on the left-hand side of the screen and double-click on one of the files.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIA.png” alt=”marketing-kpis-template-opens” title_text=”KPIA” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
How to use the marketing KPI template<\/h3>\n
Step 1: Share the marketing channel spreadsheets<\/h4>\n
Open one of the marketing channel files by clicking on Workflow <\/strong>or Files<\/strong> on the menu bar.<\/p>\n
Each of these files contains an Instructions<\/strong> tab, explaining how to use the template. You will also notice that the files contain sample data, to show you how the template works. When you or your colleagues are ready to start logging your marketing data, you can simply delete or overwrite this information.<\/p>\n
Go to the Tracking<\/strong> tab. In cell D1,<\/strong> enter the start date.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIB.png” alt=”marketing-kpis-seo-tracking” title_text=”KPIB” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
The gray cells contain pre-filled data so don\u2019t try to alter this information. Start entering your data in the white cells.<\/p>\n
If you have data stored elsewhere or you are using tools such as Google Analytics, you can import the data into this tab using add-ons such as Search Analytics for Sheets.<\/p>\n
Click Edit in new<\/strong> to open the spreadsheet in a new tab in your browser and share it with your colleague(s) using the green Google Sheets Share<\/strong> button.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIC.png” alt=”marketing-kpis-edit-in-new” title_text=”KPIC” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]Repeat these steps for each of the marketing channel spreadsheets.\n
Step 2: Transfer the data<\/h4>\nOnce your colleagues have started entering data into their marketing channel spreadsheets, it\u2019s time to import that information into the central master sheet.\n\nTo do this, open the Workflow menu bar on the left-hand side and click Run<\/strong>.\n\nThis will update all the connections in the workflow and pull the latest data from the 4 input sheets into the master sheet.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPID.png” alt=”marketing-kpis-run-workflow” title_text=”KPID” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Step 3: Automate the workflow<\/h4>\nTo ensure you\u2019ve always got the latest marketing data in your master sheet and dashboard, schedule automatic transfers. This will update the entire workflow at regular intervals, without you having to open a spreadsheet or open Sheetgo.\n\nGo to the left bottom corner of the screen and click Automate<\/strong>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIE.png” alt=”marketing-kpis-automate” title_text=”KPIE” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
How to add an extra channel (optional)<\/h3>\n
If you have more than 4 marketing channels, it\u2019s easy to add another file to the workflow.<\/p>\n
Go to Google Drive <\/strong>> Sheetgo templates <\/strong>> Marketing KPIs<\/strong>.<\/p>\n
Right-click on one of the input sheets > Make a copy<\/strong>.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIF.png” alt=”marketing-kpis-add-extra-sheet-make-copy” title_text=”KPIF” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Inside Sheetgo open your Marketing KPIs workflow and go to Connections. <\/strong><\/p>\n
You will see that this workflow contains one connection: Consolidate Tracking<\/strong>.<\/p>\n
This connection pulls data from the 4 marketing channel spreadsheets into the master sheet.<\/p>\n
Go to the 3-dots menu (\u22ee<\/strong>) and click Edit connection<\/strong>.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIG.png” alt=”marketing-kpis-edit-connection” title_text=”KPIG” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Under Source data <\/strong>> Multiple files,<\/strong> you will see the list of the currently connected marketing channel spreadsheets.<\/p>\n
Click +Add another source file <\/strong>> +Select file<\/strong>.<\/p>\n
Locate the new file that you just created and click Done<\/strong>.<\/p>\n
Important: under FILE TAB<\/strong>, select the Tab name “Tracking”. This ensures that the connection imports data from the correct source tab (sheet).<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIH.png” alt=”marketing-kpis-select-tab” title_text=”KPIH” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Click Finish and save<\/strong> and Sheetgo will create the connection.<\/p>\n
Go to Workflow<\/strong> and you will see that the new marketing channel spreadsheet has been connected!<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPII.png” alt=”marketing-KPIs-new-workflow” title_text=”KPII” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
Create your own automated marketing system<\/h3>\n
By connecting Google Sheets, Sheetgo allows you to automate all your data processing tasks and generate automated reports and dashboards. You can also automate data inputs using Google Forms<\/a> or by linking your Google Analytics data<\/a> directly to your Google Sheets workflow.\u00a0<\/p>\n
If you\u2019re looking for a more complex marketing solution or you need help customizing the KPI template for your business, book a meeting with our automation experts.<\/p>[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/marketing-kpi” url_new_window=”on” button_text=”INSTALL TEMPLATE” button_alignment=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” hover_enabled=”0″ saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"
Marketing is a creative field but it\u2019s steadily becoming more data-driven. This means that savvy marketing departments now use detailed insights on consumer behavior to identify prospects and increase conversion. Your team may be creating the coolest ad campaigns, the most creative content, and the best design \u2014 but we all know that none of […]<\/p>\n","protected":false},"author":39,"featured_media":254723,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Any business owner or top-level employee knows the importance of tracking performance via key performance indicators (KPIs). KPIs are used to report to investors and to guide the strategic direction of the organization. At Sheetgo we have a list of over 300 (and growing) metrics that we track weekly and monthly. By regularly reviewing these KPIs we are able to stay on top of where we've been and where we are as well as have the insights to make quick, fact-based decisions for our company. Here at Sheetgo, we develop spreadsheet systems that we use to grow and improve our own company. Then, we deliver our systems free to our users so they can get the most out of our add-on.\n\nWe've created a KPI Tracking Template that you can use to have an easy, reliable, and centralized location to track your KPIs.\n
Overview of the KPI Tracking Template<\/h2>\nThis template includes 3\u00a0Google Sheets: 1. KPI Tracking Template which will centralize all your data. The second is a sample of a sales funnels with data structured in the format needed it for the KPI template to process it. Finally, the third is a KPI Dashboard that you can use to report KPIs to your stakeholders.\n
Step 1. Prepare Data<\/h2>\n
Choose Metrics<\/h3>\nIt doesn't matter if its a new startup or an established business, any size company can have hundreds of metrics. Metric categories can generally be broken down to marketing, usage, sales, and finances. You should choose the metrics\u00a0that you can use to best measure the progress and success of your business. You should report on metrics that clearly represent your progress to your investors. If you are looking for a template to track KPIs, you probably already have an idea of what you want to track, but if this concept is totally new to you, check out this awesome cheatsheet<\/a> with some great examples.\n
Structure Your Data<\/h3>\nYou should configure your data to include dates on the vertical axis\u00a0(column A) and categories on the horizontal axis (row 1). The sample sales funnel in the picture below provides an example of what this looks like. This format is ideal for Google Sheets based databases because Google Sheets has nearly<\/em> unlimited rows, but not columns.\u00a0 Further if you want to apply a pivot table to your data you need the categories in line 1\n\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-26-at-5.05.46-PM-749x1024.webp\")
\nStep 2. Install Sheetgo<\/h2>\nSheetgo is You will use the Sheetgo add-on to import your source files into one place.\n\n1.Install it by following the steps in our\u00a0web app\u00a0<\/a>\n\n2. Install it directly from a Google Sheets spreadsheet by clicking the\u00a0add-ons<\/b>\u00a0button in the navigation menu, then click the\u00a0Get add-ons<\/b>\u00a0button.\u00a0A window will pop up for you to browse. Type \u201cSheetgo\u201d in the search box.\u00a0Click the\u00a0Free<\/b>\u00a0button to get the add-on, and you are ready to start using Sheetgo!\n
Step 3. Copy the Template<\/h2>\nIn order to use our template, you will need to make your own copy of it. The template consists of two spreadsheets.\u00a0<\/strong>The\u00a0KPI Tracking Template<\/a>, which has four tabs: Instructions, Monthly KPI summary, inputs, and the sample sales funnel shown above. The second spreadsheet is the\u00a0KPI Dashboard<\/a>, which will connect to the KPI Tracking Template to visually display your data.\n\nClick on the images below. Select \u201cMake a Copy\u201d and your copy will open in Google Sheets, and be automatically saved into your Google Drive.\n\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/02\/Sheets-icon-300x300.png\")
<\/a><\/a><\/a>\n - Wait a few moments while Sheetgo installs the template and creates the connections.<\/li>\n<\/ol>[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/marketing-kpi” url_new_window=”on” button_text=”INSTALL TEMPLATE” button_alignment=”center” _builder_version=”4.27.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]The marketing KPIs master sheet opens inside Sheetgo.\n\nTo open any of the marketing channel input spreadsheets, click Workflow<\/strong> in the sidebar on the left-hand side of the screen and double-click on one of the files.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/KPIA.png” alt=”marketing-kpis-template-opens” title_text=”KPIA” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
- One Marketing Dashboard KPIs<\/strong> spreadsheet. This is the master sheet for the marketing manager. Data from the marketing channels flows into this spreadsheet, providing you with an automated analysis of all your key marketing metrics.<\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/04\/martktingkpis-full-1.png” alt=”Channel Sheets and Marketing KPI Master Sheet Icons” title_text=”marketing-kpi-sheet” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]
- Scalability<\/strong>: As your marketing department grows, you can expand the system by connecting more spreadsheets to the workflow. Plus you can make ad-hoc alterations without redesigning the system or switching to a new solution.<\/li>\n\t
- Accessible<\/strong>: Cloud-based and real-time, Google Sheets allows your team to access and transfer their data at any time, from anywhere in the world.<\/li>\n\t
- Flexible<\/strong>: Google Sheets enables you to manage and analyze all of your marketing channel data in the way that suits your team. Whenever you want to change the system you can simply adapt the spreadsheets \u2014 without expensive marketing software or coding.<\/li>\n\t
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Sheets-icon-255x255-150x150.png\"){kind=icon}
<\/a>KPI Tracking Template\n\n<\/div>\n![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2016\/12\/sales-funnel-connection-171x300.jpg\")
\n\nOnce you click connect it will create a new tab in your KPI Tracking Template spreadsheet with the name that you specified (e.g., Sales Funnel)\n\nNow you will connect your KPI Tracking template to your KPI Dashboard following the steps below:\n![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2016\/12\/KPI-Dashboard-300x164.jpg\")
\n