Social Media Dashboard – Free Excel Template to report Social Media metrics
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Social Media Dashboard – Free Excel Template to report Social Media metrics

welcome back to another video about a
new Excel dashboard template. this time we will be discussing the social media
dashboard excel template which is designed to consolidate the relevant
metrics across the different social networks and then compile them into a
single page summary dashboard. If you’re running a business and you’re trying to
come up with a single view of the impact on the performance of the business due
to the content that you posted across all the different social media channels
then you can use this template to create that single page view. This template does
not automate the data collection process from these social networks however once you have the data then you
can paste that data into this template to create the dashboard instantly. Now in
this video we will go through how the dashboard works and how you can use this
to create your own social media dashboard for your business and you can
download this dashboard template for free from Now let’s go and
take a look at the dashboard. So now i have the dashboard open and this is the
dashboard template with some sample data filled in so that i can illustrate how
the dashboard works so we have the instructions in the settings sheet we have
some links to the blog post will have the free download of the template and so
the first thing we want to do in this dashboard template is to select which
social networks that you would like to display in the dashboard and you can
choose from these eight and if you don’t want any specific network because it’s
not applicable to your business then you just uncheck the box and you’re good to
go and the second step is to actually
select the thresholds for the percentage change for each of these metrics we have
seven metrics that the template will automatically calculate and you can set
the thresholds here and when we go to the dashboard i’ll highlight how the
thresholds actually work but you can customize the threshold according to
your business depending on the size of the business and the scale of the social network that you have in each of these channels the thresholds could vary so
you know you have the option to customize the threshold one for each
metric that we have ok so now let’s go to the data sheet
which is where the data we have on a monthly level for each of these social
networks will be entered so we have here the month and then I
have entered nine months data and Facebook columns are here so for
facebook we will enter the number of page likes that we had and this is
cumulative page likes and the number of posts that were published in each month
number of likes that we received for those posts number of shares that we
received from those posts number of comments on those posts and number of
conversions. Conversions here would be you know varying depending on the type
of business that you have. Conversion is nothing but any specific action that
you want the user to have taken which would ultimately result in success
for your business and it could be whether it’s signing up for our email
newsletter or it could be you know actually buying something from your
business so it could be anything depending on what your business is
focusing on that’s what we would enter in the conversions column the revenue is
actually your dollar or whatever currency you use the revenue amount that was
generated through those posts from facebook in this case and this can be
tricky to get and if you have it you may be able to get it from your the
web analytics tool and once you have it you can just paste them in here and
similarly we have columns same exact type of columns for each of the eight
social networks and we have all the way over YouTube Google+ LinkedIn blog
pinterest and instagram so these are the eight social networks and one of them is
actually a blog which could be you know a blog that you have on business website and so all of these
are entered here and you can once you compile the data in
another sheet you can place them here as values or you can just directly type if
you only have a few of pieces of data to enter and as with every month you can
enter a new row so for example if I want to add October’s data so what I’m going
to do is to type october first and then that automatically gets added here as a
new row so make sure that you add it in the right place so don’t
add any new row, for example if I type something here it’s not going to
get added as a row in the table we need to make sure that we add it in the
immediate following row after the end of the table so right now the table ends
in row 14 and we want to make sure we enter in row 15 if you want to delete a
row just right click on it and then say delete table rows so this is how you
would delete the row. One key thing here is that do not edit the column
labels here for example i have facebook audience count FB post FB likes
please do not edit this row for that’s very important because otherwise the
formulas will break in the dashboard you can definitely name these things i have
provided my reference so that for example, we actually would say
posts so that it’s consistent across all the social networks however twitter may actually call it a tweet
so that’s why i have the reference here you’re you’re welcome to change these
things but please do not change the do not change the row number four which
is used in the formulas so that’s where we would enter the data and now let’s go
and take a look at the dashboard so this is how the dashboard looks at the top
you have all the different eight different social networks and if in case
for example if we had selected we don’t want to display youtube let’s go back to the dashboard you will
see that the YouTube disappeared and we only have seven and every thing updated automatically so that is
the flexibility that is built-in where you can choose up to eight but you can
choose any number among the eight let’s go back to the dashboard the that we
have only a couple of controls here so one is the month so right now we’re
looking at the march months data and now if I want to look in april i do this
everything updates. we are good to go the numbers here.. we
have the metrics lined up here the seven metrics lined up here and then we can
see them across each of the social networks and the first number we see for
each metric is the right now we’re looking at the absolute volume so 53,000
page likes as of april so that’s what we have as the audience count and the
change month-over-month is displayed here which is you know change is increase
of one percent and this is below the threshold that we have set and that’s
why it is not you know turning up in a green color even though it’s a positive
change in audience count however linkedin and blog and Pinterest
they have increased an audience count by more than ten percent or more than more
than ten percent so that’s why we see them lit up in green and we can see we
can see in the settings where we had set thresholds for the audience
month-over-month change its ten percent and so if for example are we can change
it to two percent then when we come back to the dashboard we will see that more
things are highlighted in green because we have reduced the threshold for change so you can control according to your
business needs what the thresholds should be. So that’s
where we have the dashboard update automatically with a month-over-month
change same thing applies to each of the metrics each of the seven metrics across
ok so one more control we have is the volume instead of volume we can see that
rate per activity so you’ll see these things these five metrics change and
that’s because we’re saying the Applause rate right now instead of
being applause let me show back again this volume this is applause but when we
do / activity it changes to applause rate and this is nothing but the the
number of applauses divided by the activity that we did so we did 20
different facebook posts so that’s on average three applauses so let’s go
let’s go back into the volume and then we will see that there are 60 is the
number of applauses so 60 / 20 is three point zero so that’s the applause rate. similar concept applies to amplification rate conversation rate
and conversion rate as well and then also revenue proposed so all of these
things are now reflecting per activity and we can change this to any month and
everything updates and you will see that the metrics that are not exceeding the
thresholds we set will be grayed out a little bit versus the metrics that are
greater exceeding the threshold either in the negative direction with
the red downward arrow or a positive direction with you know upward
thirty-seven percent so both of these things will now actually be shown more
prominently than the other metrics so that’s the purpose of the dashboard is
to highlight specific metrics that need our attention and action so either it’s extremely high so that we
want to understand why you know that actually has worked or it’s extremely
low so we want to understand what went wrong so this will serve as an initial
starting point to figure out which direction we need to go and further
analyze our performance either it’s for the better or for the worse so
that we can improve the metrics in the next month ok so this is all that the dashboard
does it is very simple. 2 controls. Every month you can just come in and update a
new row for the new month and then you are good to go. you can change the month then and then print or export to this sheet to PDF this sheet
is already set up for print and so you can just easily print or export to PDF
and share with your colleagues. If you like this template please share with
your friends if you have any comments or
suggestions please leave them in the comments section of this video and also
on the blog post a link will be provided in the description of the video as
well so please download the template from there and then post your feedback in the comments
section i look forward to hearing from you thank you very much for watching this

About Ralph Robinson

Read All Posts By Ralph Robinson

17 thoughts on “Social Media Dashboard – Free Excel Template to report Social Media metrics

  1. Thank you very much, great template, however, I still need to adapt a bit. Could you please advise how I can modify this template based on my needs?

  2. Any way I could get this to work with Google Sheets? I've tried uploading it but it's showing reference errors. Many thanks!

  3. Hi, guys, would like to recommend this tool to generate Social Media Reports and Analytics (Facebook, Instagram, Linkedin, YouTube and Google Analytics)

  4. Hi, Great video, how do we change Row 4 titles as per our need on the DATA tab, you mentioned that if we edit those, it will break the formulas.

  5. Great video! The Promo team recently wrote a blog about social media metrics that could be helpful to people looking for another resource related to this topic. Check it out here:
    Hope it helps and happy reading!

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