
Marketing Report
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⚡ Data Scientist & Data Analyst | Python, Excel Dashboards, Tableau, VA Support |PowerPoint Presentation

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Description
Experience Level: Entry
I need help with improving an excel document in which I include the main Marketing KPIs of a b2b business. I would love your help to integrate new KPIs based on the data already included in this excel document - looking only at the Marketing tab (for example conversion rate from session to conversion, or from conversion to entering the pipe as you see in rows 58-62), and come up with some suggestions to make it more pleasing (for instance adding some visualisation graphs or similar on an additional tab).
Also, some conclusions based on what you see regarding how many people contacted, then entered the CRM and what metrics I can incorporate to make sure I report properly to the rest of the team.
Is this something you can help me with?
thank you so much
Kind regards
Lourdes
Also, some conclusions based on what you see regarding how many people contacted, then entered the CRM and what metrics I can incorporate to make sure I report properly to the rest of the team.
Is this something you can help me with?
thank you so much
Kind regards
Lourdes
Lourdes L.
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Hi,
Thank you for the overview, I can absolutely assist with enhancing your Marketing KPIs sheet. To tailor the improvements properly, could you kindly confirm the following:
1) What time period does the current data cover (e.g., monthly, quarterly, annual)?
2) Do you have specific reporting preferences, for example, do you want to focus on trends over time, funnel effectiveness, or campaign ROI?
3) What is your deadline for completing this improvement?
4) Lastly, how is the rest of your team using this report (e.g., high-level executive summary vs. detailed marketing team insights)?
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