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Social Media Analytics Dashboard Excel Template

The Social Media Dashboard (Excel Template) is made to compile stats from many social media sites like Facebook, Twitter, and YouTube and display them on a single page. Download this free template to instantly create a monthly dashboard if you’re attempting to establish a monthly snapshot of the commercial impact of content that your company posts across all social networks. The data collection procedure is not automated by this template. When we can gather the monthly aggregated data from the various social networks

Social Media Analytics Dashboard Excel Template

One of the most useful and interesting reports is the excel template for the social media analytics dashboard. Your firm may find the KPI Excel Dashboard to be a useful tool, particularly for social media marketing. changes to social media platforms and advertisements as well. You can get comprehensive social metrics with the aid of this potent reporting tool. Digital marketers and business owners can both benefit greatly from social media analytics dashboards. The excel template for a social media dashboard is an effective tool for managing various social media accounts. You can view the data for all of the well-known social media platforms, including Facebook, Twitter, and others, here. Excel’s social media analytics dashboard is helpful for salespeople, SEO experts, and marketing managers as well. In their daily operations, millions of consumers and businesses rely on Excel as their go-to program. Any extremely precise Excel sheet will begin with a KPI dashboard as its foundation. KPI dashboards have a reputation for helping you put your team’s performance growth in terms of job efficiency and overall company performance into context. Excel’s social media dashboard might be a useful tool for your company. It makes it easier for you to monitor all the crucial data pertaining to the social media accounts of your business. Excel’s social media dashboard should be used immediately if it isn’t already.

Anyone tracking social media KPIs, including social media experts, content marketers, PR specialists, and others, can benefit from using this template. It is a free Excel worksheet that transforms data into an interactive dashboard using conditional formatting. Get a copy for yourself. Excel is being used more frequently as a result of the demand for precise and useful analytics. Among many other things, Excel may be used to create analysis dashboards, monitor performance reports, and analyze data. This post offers all you need if you’re looking for techniques to track your social media performance using Excel. The APIs of Twitter, Facebook, Tumblr, and other social media sites allow users to access a wealth of information. While the majority of this data is accessible, it is frequently dispersed among numerous spreadsheets, making it impossible to fully utilize the information. We’ve developed a high-level dashboard that enables you to immediately evaluate how your social media accounts are performing in order to address this problem and ensure that you completely utilize the provided data.

Social Media Analytics Using Excel

Social media analytics is one of the most vital elements of your social media strategy. You can’t just post on your Facebook page and hope that people will come. There’s a lot more to it than that, and if you want to grow your audience and get people engaged with your brand, then you need to use analytics to understand how well you’re doing.

With Excel, you can analyze all kinds of data related to your social media accounts. You can see which posts have been getting the most engagement, how many people are following your pages, what kind of engagement each post has received, and much more.

Social media analytics are an essential component of any company’s marketing strategy. By monitoring social media channels, companies can get a glimpse into the perception of their brand and make adjustments as needed.

One way to use social media analytics is to look at how many times a brand is mentioned on each platform and what kind of content is being shared. Another method is to see how many impressions a specific post receives and how many people liked it or shared it. These insights can be used to improve performance or troubleshoot issues with campaigns and products.

In order to perform these kinds of analyses, you need access to data from multiple platforms, which can be challenging without a robust tool like Excel available. The good news is that there are several ways you can use Excel for this purpose:

How to Set Up Your Social Media Analytics Excel Spreadsheets

You can create your social media analytics spreadsheet in one of two ways. The first option is to utilize a pre-made template from Factivate, enter the login information for your social media accounts, and create a dynamic spreadsheet that will show data in real time.

The second option is to use Excel’s manual process. Keep in mind that to keep your data current, you must constantly update your spreadsheet.

Why do I need a Social Media Analytics Spreadsheet?

Regardless of the size of your company, we should always measure two things (to start with) when it comes to social media analytics: engagement and community.

You must regularly monitor, test, and gauge the responses to your own postings if you want to make sure that you’re providing your followers with relevant, engaging content. This spreadsheet assists you in accomplishing that.

Step 1: Build Your Spreadsheet

To begin, open Excel and create 14 columns that will contain the following categories:

  • Date
  • Network
  • Categories
  • Subcategories
  • Target
  • Calls to Action
  • Meta-tags
  • Posts
  • Impressions
  • Comments (replies)
  • Likes (favorites)
  • Shares (retweets)
  • Clicks
  • Total Engagement

The engagement statistics for your content should be kept in the final four columns. In order to improve your total Engagement figures based on what you have learnt, keep in mind that you may also set weights to assess content depending on importance (for example, I only want my clicks to weigh roughly 30% of a Comment).

You should either measure that user’s activity or repost with the author’s name included because there are three basic engagement behaviors on every network: like, remark, and share.

Step 2: Identify Categories and Subcategories

Based on the main subjects of your posts and your overall content strategy, create categories. Once you have that list, you can utilize it to determine the key trends in the performance of the content on the various networks and channels. We included a few of the categories that Factivate has previously used in our example, but normal categories should also include:

  • Product: Posts about major product categories
  • Holidays/Seasonal: Posts with seasonal themes. These are really helpful if your business has any sort of ecommerce component.
  • Third-party content: Posts with content or references from other websites such as blog posts, white papers, presentations, news, and articles.

You can create as many categories as necessary but be sure to keep them general.

Make subcategories out of the categories after you have a list of them. You’ll be able to do this to discover microtrends and the kind of content that perform the best inside your specific segments. Examples based on the aforementioned categories include:

  • Specific product names or features
  • Specific holiday names or seasonal campaign names
  • Specific website names (i.e. HuffingtonPost) or topics for articles such as “analytics”, “humor”, etc…

Step 3: Outline your Target Demographics and Calls To Action

A thorough understanding of your target market and the overarching objectives of your marketing initiatives is necessary for these two columns. If you haven’t taken the time to think about these two columns, be sure you sit down with your complete team.

Target Demographic

Your targeted audience for your material should fit your target demographic. Generally speaking, the more particular you can be with your material, the greater influence it will have. For the sake of this example, we have used the target demographics of job functions within marketing businesses. If you haven’t already, be sure to spend some time with your team thinking about the various personas that make up your audience and create material or context that is tailored to each persona that you hope will read your content.

Calls to Action (CTA)

CTAs can take a variety of shapes, depending on the specific objectives of each article in each category. Keep in mind that not all posts require CTAs, and not all CTAs should be product-related, as audiences today tend to avoid the continual advertising that is thrust upon them.

Examples of CTAs include:

  • Download
  • Visit website
  • Subscribe
  • Buy Now
  • Share


These would be our meta-tags if subcategories had subclasses. You should utilize meta-tags to define the various components of the content in order to perform a far more thorough analysis of your content type. These may consist of keywords, picture descriptions, or even copy’s tone descriptors (such as humorous or excited).

With the use of meta tags, you may identify trends in your creative material and create a more dynamic context for your postings.

Step 4: Collecting your data

This is where you will begin adding data to the spreadsheet from various sources. Be careful to execute this appropriately because errors related to these importing and manual processes can be found in roughly 88% of spreadsheets. Make sure to register for Factivate if you want this step to be completed for you automatically. Once you sign up with Factivate, this procedure will be carried out for you in real time.

We’ve imported data from Linkedin, Facebook Insights, and Twitter Analytics into the sample below. To prepare the imports and ensure there have been no human errors, set aside at least 2 hours each time you want to import data from various sources into Excel.

You will need to export regularly to make sure your data is up to date.

Using tools like HootSuite, Buffer App, Pardot, or Marketo to measure which specific posts receive the most clicks will help you achieve this if you frequently post the same link in different places. You may measure posts across several networks using some of these tools, some of which are free.

Step 5: Formatting, and Sorting your Data

Sort the Total Engagement column in descending order to find your best-performing content across all of your marketing platforms. The top of the column will display the posts with the highest performance once your data has been sorted. To be really effective, you should regularly measure this data (we do it every three days), then focus your content improvement efforts on the top-performing post categories, subcategories, and meta information.

If you wish to find the best performing posts for specific social networks, like Twitter or Facebook, you can also filter by Network and then by total engagement.

Step 6: Analyze Categories

The following step is to manually filter for the groups and subgroups you’re interested in studying and start looking at patterns. When you have that data, try to compare it to the trends in your historical data to see if anything stands out to you.

Make sure to include more than one category or subcategory allocated to content when manually filtering in Excel. Instead of selecting the check boxes that show when you begin the filter process, you must use the “contains” field in the Excel filter feature.

It’s time to assess the top content for each channel and category so that you can determine your post-ROI. See if you can see any upward or declining patterns by comparing it to earlier data. What can you do to assist your content be optimized for each strategy?

What does the analysis reveal about the data below? One conclusion might be that one of the image categories performed incredibly well, and we should base future iterations on that data to boost Twitter user engagement. Our historical data support this conclusion, which is appropriate.

To create your first social media analytics portal, you don’t need to be a data scientist. You can determine which material performs best with a little work and a rudimentary comprehension. To keep your material relevant and fresh, keep trying new things and iterating often. Use your spreadsheet to reveal crucial information about your post-engagement, and make sure to keep it updated to ensure that your data is as current as possible. Additionally, you can use Factivate to keep your data current so that you can choose the best course of action for your content strategy.

Your social media influence can be measured using a variety of factors. Hopefully, this article will give you a head start in learning what they are.

Marketing Analytics Using Excel

Data storage and organization began to be done using Excel. Later, it started to be used as a simple data computation application. Thanks to a number of updates, it is currently regarded as an entrance into the analytics industry. In this post, let’s investigate the area of marketing analytics with Excel and recognize the tool’s strengths.

Excel’s greatest asset is that we have all used it to create those straightforward charts and perform minor data processing. We are all aware of how easy Excel is to use. However, we haven’t yet used data analytics, which is this tool’s most important application.

Why Marketing Analytics Using Excel

The reason for preference of Excel for marketing analytics industry wide is threefold:

Easy to Use: Excel does not use strict coding procedures. It features straightforward, user-friendly commands that lead you through the procedure. For someone wishing to enter the field of analytics, it is the first step.

Range of Application: One tool that can save, organize, arrange, compute, analyze, and then show data in the clearest possible way is Excel. Because of its utility, it has spanned numerous fields and divisions.

For any professional or academic career in data analytics, learning Excel is essential. Because it is visual, clear, and keeps things straightforward, it has a wide range of applications.

The amount of data that marketers manage includes information about sales, product price, customer reviews, and other customer insights. All businesses are using data-driven marketing to maximize their efforts to reach the educated consumer. The secret to turning this data into information is analytics.

Excel’s extensive analytics functionality makes it simple to perform marketing analytics using Excel. Let’s discuss those topics in more detail so that you can fairly comprehend how to conduct marketing analytics using Excel.

Excel to Summarize Marketing Data

Imagine that you are the area sales manager for a company that sells shoes. Observe and evaluate the following:

  • Investigate the sales volume and % Sales for every month and for different products.
  • Analyze the impact of weekends and festive seasons on your sales volume.
  • Study the impact of a marketing promotion on sales.

Do you think these situations are applicable? They ought to, since once we start working, the majority of us will be conducting analyses of this nature.

The information is presented as rows and columns of random numbers and text. To acquire insights, it’s crucial to analyze this data in several ways.

Pivot Tables are useful for compressing insights from vast, comprehensive data sets. Additionally, slicers make it simple to traverse through data by performing rapid filters. Additionally, pivot tables aid in data visualization, which makes it simple to examine and display data.


The Excel template is ideal for any business looking to get serious about social media analytics. The data and metrics collected can be used to optimize content and measure the success of social marketing initiatives in a much more concrete way, helping any business make better marketing decisions going forward.

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