What You’ll Learn
- Apply formatting options to make your spreadsheets professional and easy to read
- Sort and filter spreadsheets in order to see only specific data
- Perform quick and precise calculations in order to answer key campaign questions
- Create dashboards within your spreadsheets to efficiently summarize and analyze your campaign data
Why This is Important
Most campaigns use spreadsheets to manage some of their data — from keeping track of campaign contacts and donations to documenting and analyzing social media and email data. That’s a lot of data, and whether you have to organize it, summarize it, or analyze it, you’ll want to be efficient and precise. Investing the time to become a spreadsheet wizard will save you countless hours, and it’s guaranteed to be more accurate than something done by hand.
Key Resources
- Google Sheets Training Workbook
- Google Sheets Reference Guide
- Google Sheets Function List
Related Trainings
- NGP 8 Fundamentals: Navigation and Contact Management — Learn the basics of uploading and managing lists of contacts using NGP 8 (if your campaign will be using the NGP database)
- VoteBuilder 101 — Learn the basics of targeting voters, building lists, and creating walk and phone banking packets in VoteBuilder
- Managing Fundraising Data — Not sure whether you’ll use a database or spreadsheets to manage your fundraising data? This course will help you decide, and then get you started
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