Sales & Marketing Tools · Tool 33
Sales & Marketing Performance Tracker
Track marketing spend, campaigns, leads, pipeline and customers, and see CPL, CAC, conversion, pipeline value, ROAS, marketing ROI and sales against target.
Key features
- Google, Facebook, Instagram, TikTok and LinkedIn Ads, email, SEO, organic, referrals and partnerships
- Cost per lead, CAC, lead and sales conversion, average deal value
- Pipeline value and weighted pipeline
- Revenue by channel and campaign, ROAS and marketing ROI
- Sales target vs actual
- Filters by date, channel, campaign, salesperson, product and stage
Who it is for
Sales and marketing teams · Business owners · Marketing agencies
What is included
- Instructions
- Settings
- KPI Dashboard
- Marketing Budget
- Campaign Tracker
- Channel Performance
- Lead Register
- Sales Pipeline
- Customer Register
- Sales Performance
- Spend vs Revenue
- Monthly Performance
- Lists
Make it yours
Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.
How to use it
- Open Settings and enter your company details and currency.
- Replace the sample data in the yellow cells (or the web app forms) with your own figures.
- Read the dashboard. Every formula is protected, so the calculations stay correct.
Requirements
Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.