Calculate a funnel conversion rate
Work out what share of one funnel stage reached the next.
Real situations from working spreadsheets — sales targets, commission tiers, messy exports, aged invoices. Numbered in recommended order: start at 1 and work down, or filter to what you need.
12 exercises — for Marketing
Work out what share of one funnel stage reached the next.
Express clicks as a percentage of the impressions that earned them.
Pull the first name out of a single full-name column.
LEFT · FIND
Combine separate address fields into one line, skipping blanks.
TEXTJOIN
Locate a keyword inside a longer description without worrying about capitals.
SEARCH
Take the trailing two-letter state abbreviation off the end of a territory code.
RIGHT
Divide campaign spend by the leads it generated.
Join address parts into one line without leaving gaps where a field is empty.
TEXTJOIN
Mark a campaign only when it overspends by more than a tolerance.
IF
Add up spend for a single channel out of a mixed campaign list.
SUMIF
Read a code's prefix and translate it into a readable category name.
IFS · LEFT
Return the campaign name behind the highest conversion count.
INDEX · MATCH · MAX
| # | Exercise | Functions | Difficulty | Time | Status |
|---|---|---|---|---|---|
| 3 | Calculate a funnel conversion rateHarbor Supply — distributor sign-up funnel | — | Beginner | 5 min | 15 pts |
| 4 | Calculate click-through rateHarbor Supply — campaign performance export | — | Beginner | 4 min | 10 pts |
| 12 | Split a full name with LEFT and FINDHarbor Supply — CRM contact export | LEFT · FIND | Beginner | 7 min | 15 pts |
| 20 | Build a mailing address with TEXTJOINHarbor Supply — customer addresses | TEXTJOIN | Beginner | 6 min | 15 pts |
| 24 | Find where a word starts with SEARCHHarbor Supply — supplier product descriptions | SEARCH | Beginner | 5 min | 15 pts |
| 25 | Pull a state code out of a territory with RIGHTHarbor Supply — CRM territory codes | RIGHT | Beginner | 4 min | 10 pts |
| 26 | Work out cost per leadHarbor Supply — spend and leads by campaign | — | Beginner | 4 min | 10 pts |
| 42 | Skip blanks when joining an addressHarbor Supply — shipping label fields | TEXTJOIN | Intermediate | 7 min | 25 pts |
| 47 | Flag campaigns over budget by a marginHarbor Supply — campaign budget versus actual | IF | Intermediate | 8 min | 25 pts |
| 59 | Total marketing spend for one channelHarbor Supply — campaign spend by channel | SUMIF | Intermediate | 7 min | 25 pts |
| 64 | Turn a product code into a categoryHarbor Supply — SKU category decode | IFS · LEFT | Intermediate | 9 min | 30 pts |
| 68 | Name the best-performing campaignHarbor Supply — conversions by campaign, unsorted | INDEX · MATCH · MAX | Intermediate | 10 min | 30 pts |