HubSpot’s Erik Devaney has shared a guide to use VLOOKUP in Excel 2013 and 2016 for calculating the revenue.

Devaney says, “Below, you’ll see a five-step guide to performing this VLOOKUP example, followed by a video tutorial for using VLOOKUP to organize a list of blog posts.

How Does VLOOKUP Work?

The secret to how VLOOKUP works? Unique identifiers.

A unique identifier is a piece of information that both of your data sources share, and — as its name implies — it is unique (i.e. the identifier is only associated with one record in your database). Unique identifiers include product codes, stock keeping units (SKUs), and customer contacts.

Since HubSpot and most CRMs both use email addresses to uniquely identify the contacts in their databases, HubSpot customers can use “email address” as their unique identifier to execute a VLOOKUP.

Steps to Using VLOOKUP in Excel

Take the VLOOKUP example above. Let’s say you’re looking through your HubSpot data and are checking out which of your site pages your contacts have viewed. You’re also paying attention to whether or not any of those contacts have converted into customers”.

How to Use VLOOKUP in Excel 2013 and 2016 [Video Tutorial Included]

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