Collaborate on Catering Invoice Template Excel for Marketing with Ease Using airSlate SignNow

Catering invoice template excel for Marketing

hi there in this video i'll show you how to use shigo's marketing kpis template for excel the template is ideal for companies with multiple teams who are looking for an automated marketing kpis tracking system the template enables you to track the main metrics from your main marketing channels and then monitor each kpi in an automated dashboard unlike a standard spreadsheet template this sheco workflow template consists of five separate but connected excel files and data flows between them via shico connections shigo connections let you automate data transfer between different files so that means that you can create your own marketing kpi system without any specialist software just spreadsheets a spreadsheet-based marketing kpi system is scalable so if you use spreadsheets to manage other parts of your business such as finance or hr you can connect those files to your marketing kpi's workflow and create an integrated data management system across your entire company multiple people working in the same spreadsheet can cause a file to become very large and slow plus there's a higher chance of making mistakes a workflow with separate files is lighter to process and it also gives you more accurate data and data privacy since each colleague or team works in their own spreadsheets now how does it work the marketing kpis template from shigo contains five excel files firstly there are four marketing channel spreadsheets so we have seo sem email marketing and content marketing and each team uses their copy of this spreadsheet to enter their channel's main metrics if you have fewer than four marketing channels that you monitor in your company simply remove the spreadsheets you don't need on the other hand if you have more of course you copy one of the spreadsheets and add it to the workflow with shigo connections now lastly the last file in the workflow is the marketing kpi's master sheet for the manager data from all the marketing channels files flows into the spreadsheet automatically as a result the manager gets an overview of how each channel and team is performing in the marketing kpi's dashboard okay now let's take a look at how to set up the system to the template you simply click in the video description below and you can sign in here with your google dropbox or microsoft account let's sign in with microsoft there we go the link will take you to this screen in the chico web application where you can the marketing kpis template we have our button right here and as you can see it's a drop down because we can the google sheets version of the template on google drive or of course the template for excel on any of these file storages so let's the marketing kpis template in excel on sharepoint shigo has now created copies of the template inside my sharepoint and created the connections between the files as you can see here on the workflow view we have five spreadsheets so the four marketing channel spreadsheets seo sem content and email marketing and then of course our master sheet where everything comes together let me open the master sheet and show that to you first there we go we're now in the master sheet of the marketing kpis template and we see the instructions here where you can go through how to work with this template and then of course we have our dashboard and this dashboard gives you an overview of all key marketing metrics including email marketing content marketing visitors your organic versus paid clicks your seo position versus clicks and your status of experiments and this experiments data comes from the final tab in this spreadsheet which is the experiments tab as you can see right here all of our templates have some sample data in them just to show you how it works but you can simply of course overwrite or delete this data as you can see there are some gray columns and these should not be filled out by you because the template automatically calculates these numbers and if the experiments were success or not you simply fill out the title of your experiment when you release it of course a bit of more description is it an experiment or something you basically just want to log here in the spreadsheet how you how you will measure the experiment how many days you want to monitor it and then of course which metric it impacts from one of your marketing channels spreadsheets what your objective is and of course your goal and then the template will automatically calculate whether or not this experiment was a success so that's how you work with the master sheet let me show you one of the marketing channel spreadsheets content for example here we go the content spreadsheet automatically opens in its dashboard so each marketing channel spreadsheet also has a personal dashboard for content you'll see your number of visitors per day for the converted visitors you have per day and of course the average of visitors per post per day as well what you do in this spreadsheet is you simply track your metrics for example in the content marketing channel what you want to track is how many blog posts you've created the total visitors your converted visitors and of course your conversion rate here you can give some explanation to these metrics and then you basically start by filling out these this data every day that's how you work with the input spreadsheets and then you automatically have your own dashboard as well don't forget to share these spreadsheets with the person or people responsible for this specific marketing channel so share this one for example with your content team your content writers so they can fill out and monitor of course how well they're doing once you've done that for every marketing channel spreadsheet share that with people responsible for email marketing and so on and they start filling out their own data you of course want to bring this back into your master sheet and dashboard and see the status of your marketing team so you do that by clicking run right here this will update the connections and merge it into your master sheet of course if you do not want to do this manually every time you need to see up-to-date information and you want to just be able to open your spreadsheet and immediately see the results then you click on automate right here and here you can schedule automatic updates you can choose between multiple times a day once a day once a month and also the hour in which it should update and then on which day for example you only want to monitor it on mondays then you turn off the rest of the days that's how you set automatic updates to your workflow and then you share this workflow with any other marketing executive or manager that needs to see the evolution of your marketing team that's it that's how you work with qigo's marketing kpis template for excel if you have any questions about the template please do not hesitate to comment below or contact our support team and don't forget to like this video and subscribe to our channel for more videos like this thank you very much