From the Foundry: Chapter 3 - Leveraging Excel for Scoring and Validation, read by the Author David Dysart

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In this chapter, we explore how Excel becomes an indispensable tool for building, testing, and refining student engagement scores outside of Slate CRM. While Slate does a fantastic job of collecting data, sometimes the flexibility of Excel makes it much easier to explore, validate, and fine-tune your scoring models before implementing them in your CRM.

You'll learn:

* How to export and structure your Slate data for Excel analysis

* Cleaning and preparing your data for scoring

* Assigning point values and building a scoring matrix

* Calculating total engagement scores with Excel formulas

* Validating your scores with historical data and staff evaluations

* Using Pearson R and significance tests directly in Excel — no stats degree required!

* How to avoid common pitfalls like overfitting and “data rabbit holes”

Whether you're building your first engagement score or refining an existing model, this chapter offers a step-by-step guide to turn raw data into actionable insights that can improve recruitment and student success.

Let’s see how Excel Takes Shape Today

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