Marketing Budget & ROI Tracker

Description

Put your marketing money where it works. Track spend, leads, customers and revenue for each channel every month, and see cost per lead, cost per customer and ROI. This marketing budget template works in Excel and Google Sheets.

What it does

• Monthly budget and actual spend per channel
• Impressions, clicks, leads, customers won and revenue per channel
• CTR, cost per lead, customer acquisition cost, ROAS and ROI
• Budget vs actual for the year
• Dashboard with ROI by channel, spend trend and best performers

How it works

1. Settings: list your marketing channels.
2. Marketing: enter budget, spend and results per channel each month.
3. Dashboard: compare channels and move budget to the winners.

What’s inside

Start Here guide, Dashboard (10 headline numbers and 5 charts), Marketing, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Step-by-step guide

New to this? Read our guide: How to Calculate Marketing ROI in Excel.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.