Excel in Excel – The Spreadsheet of the Week #7

This week I’m going to share with you a spreadsheet that will take quite a bit of study, practice and getting used to if it is to be valuable in your business.
The 7connections Monthly Marketing Report may be the only chance you have to measure the actual ROI (return on investment) on your digital marketing spend, as well as conversion stats on each step of your digital marketing plan.
This template will help you to report on the following key metrics:

  1. Total reach
  2. Reach by channel
  3. Total website visits
  4. Website visits by source
  5. Total leads generated
  6. Leads generated by source
  7. Total customers driven by marketing
  8. Marketing-Generated customers by source
  9. Visit-to-Lead conversion rate
  10. Lead-to-Customer conversion rate
  11. Visit-to-Customer conversion rate

7connections Monthly Marketing Reporting Template Excel Doc
If you cannot or will not take the time to complete this level of analysis – ask yourself what that means about your attention to detail.

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Chris Barrow

Chris Barrow has been active as a consultant, trainer and coach to the UK dental profession for over 20 years. As a writer, his blog enjoys a strong following and he is a regular contributor to the dental press. Naturally direct, assertive and determined, he has the ability to reach conclusions quickly, as well as the sharp reflexes and lightness of touch to innovate, change tack and push boundaries. In 2014 he appeared as a “castaway” in the first season of the popular reality TV show “The Island with Bear Grylls”. His main professional focus is as Coach Barrow, providing coaching and mentorship to independent dentistry.