PA Data Analytics
Marketing Intelligence

Marketing Performance & ROI Dashboard

See what each marketing channel, platform and campaign returns for the money spent. ROAS, marketing ROI, CAC and conversion rate are calculated automatically from one data sheet.

$19One-time purchase
Get the template See what's included

1 Excel workbook · 7 sheets · demo and blank versions

Marketing channel performance analysis in Excel showing spend, revenue, ROAS, ROI and CAC by channel and platform, with CAC and spend versus revenue chartsSample dataOpen full size
Screenshot of the workbook with its fictional sample data.
The problem

Why this template exists

Spend and results sit in separate ad platforms, each reporting in its own way. That makes it hard to compare channels on the same terms, see what a customer really costs to acquire, or spot the campaigns that are losing money.

What the template does

What it does

  • One Marketing Data sheet: enter date, platform, channel, campaign, objective, spend, impressions, clicks, leads, conversions, customers and revenue.
  • Calculates CTR, CPC, cost per lead, conversion rate, CAC, ROAS, marketing ROI and revenue per lead automatically.
  • Dashboard with totals, a channel performance summary, and charts of spend versus revenue, ROAS by channel and monthly spend versus revenue.
  • Channel and platform analysis ranked by ROAS, with cost to acquire a customer by channel.
  • Campaign analysis for up to 40 campaigns, each rated Strong, Good, Average or Needs Review against ROAS bands you can adjust.
  • Marketing decision insights: written notes on the top ROAS channel, lowest CAC, campaigns to review first and budget considerations, with a minimum-spend filter so very small channels don't skew the conclusions.
  • Room for up to 12 channels, 10 platforms and 24 months of data.
Product preview

Inside the workbook

Screenshots from the workbook, shown with its fictional sample data.

Campaign performance table ranking campaigns by ROAS with a performance rating and a ROAS chartOpen full size
Campaign Analysis: every campaign ranked by ROAS and rated Strong, Good, Average or Needs Review.
Marketing decision insights table with written notes on channels, campaigns and budgetOpen full size
Marketing Decision Insights: plain-language notes on where returns are strongest and what to review first.
What's included

What you receive

  • 1 Excel workbook (.xlsx) with 7 sheets: Quick Start Guide, Dashboard, Marketing Data, Campaign Analysis, Channel Analysis, License & Version and Calculation Engine
  • A demo version with fictional sample data and a blank template for your own records (as listed on the workbook's License & Version sheet)
  • 6 built-in charts
  • A Quick Start Guide with KPI definitions and formulas

Who it's for

  • Marketing managers reporting on paid and owned channels
  • Small e-commerce and direct-to-consumer teams running ads on several platforms
  • Founders managing their own marketing budget
How it works

Three steps

  1. Purchase

    Buy the template on Gumroad for $19, a one-time payment.

  2. Download

    Download the Excel workbook straight away. The Quick Start Guide estimates under 10 minutes to set up.

  3. Add your own data

    Enter one row per campaign and period on the Marketing Data sheet; the calculated columns and every analysis sheet update from it.

Questions

Frequently asked questions

What format is the product?

A single Excel workbook (.xlsx) with 7 sheets.

Is this a one-time purchase or a subscription?

A one-time purchase of $19. There is no subscription.

Do I need Excel?

You need Microsoft Excel. The workbook contains no macros and uses standard Excel functions. It has not been tested in Google Sheets or other spreadsheet apps, so we can't promise it will work there.

Can I edit the template?

Yes. Input cells are clearly marked, and lists and settings can be changed. Cells that contain formulas are best left alone, because editing them can break the calculations. Licensed to the original purchaser for personal or internal business use. You may modify it for your own use, but not transfer or resell it.

Does it work with my own data?

Enter one row per campaign and period on the Marketing Data sheet; the calculated columns and every analysis sheet update from it.

What do I receive after purchase?

Gumroad gives you an instant download link for the Excel file.

Marketing Performance & ROI Dashboard

ROAS, ROI and CAC by channel, platform and campaign, calculated from your spend data. $19, one-time purchase.

Get the template

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