Excel Formulas for Marketing

In short, Excel helps marketers turn raw data into actionable insights for better decisions.

Excel can be used in marketing to organise data, track performance, and gain insights. Marketers use it to:

• Analyse campaign results (CTR, CVR, ROI).
• Build dashboards and reports.
• Forecast ad revenue and sales.
• Manage budgets and spend.
• Segment audiences and track customer data.
• Automate repetitive calculations with formulas and pivot tables.

Choose your marketing task
The tool lists common marketing formulas (ROI, CTR, CVR, growth rates, budget splits, etc.). Start by picking the one you need.

Example: You want to calculate Return on Ad Spend (ROAS).

Copy the formula
Each formula is written in Excel syntax. Highlight it and copy it.
Example formula: =Revenue/Ad_Spend

Open your Excel or Google Sheet
Go to your marketing report or create a fresh sheet.

Match the formula to your data
Replace the generic cell references in the formula with the cells where your data lives.
Example: If Revenue is in cell B2 and Ad Spend is in C2, the formula becomes =B2/C2.

Check the output
The formula will instantly calculate the result. Format the cell correctly (e.g., percentage, currency).

Apply at scale

Drag the formula down to apply it across multiple rows (campaigns, ads, or dates).

Use pivot tables or charts to summarise the results for reporting.