1. Configuring the Settings Sheet:
· References and Standards: Start by adding your references, details, and standards to the Settings sheet. These inputs will be used to populate your raw data and dropdown lists for managing leads.
· Platforms and Services: Record all platforms and the services they offer. Additionally, document the stages that leads will go through until they are completed and closed.
· Importance: Proper setup in the Settings sheet is crucial for the effective processing of leads and advertising data.
2. Managing Advertising Efforts:
· Advertising Spend Sheet: Use the Advertising Spend sheet to track each advertisement. Record details including the date, ad code, platform, and cost.
· Automatic Calculations: Revenue, profit, and ROI will be automatically calculated based on the leads’ revenue from the Leads Raw Data sheet.
3. Recording Lead Data:
· Leads Raw Data Sheet: Begin by entering the necessary data for each lead, including the date, platform, customer details, and service provided.
· Updating Lead Stages: Keep the lead stage updated to ensure accurate data analysis. Record the closing date and revenue generated once a lead is closed.
· Data Integration: Your leads data will be automatically updated and reflected in your data analysis dashboard, giving you real-time insights into lead generation performance.
4. Analyzing Data:
· Dashboard Sheet: Access comprehensive analysis through the Dashboard sheet. Click the "Show Dashboard" button in the top left corner to view interactive charts.
· Interactive Charts: Utilize dynamic slicers to manipulate and explore data, offering a clear and interactive way to analyze your lead generation efforts.
