Description
Connect spend, leads, opportunities and revenue using transparent first-touch, last-touch or manual attribution.
Built for small businesses running multiple marketing channels. Connect spend, leads, opportunities and revenue using transparent first-touch, last-touch or manual attribution.
This is a complete system to track marketing ROI and keep the work under control: a
25-page guide that walks through the method, and a
14-sheet tracker that does the counting for you.
Who this is for
Small businesses running multiple marketing channels.
The guide
A guide to the method: who it is for and who it is not, setup, every sheet and column defined, a complete worked example built on the demo data that ships in the file, the weekly routine, decision rules, common mistakes and troubleshooting.
The tracker
Sheets for Settings, Marketing Channels, Campaign Register, Spend Log, Lead Register, Opportunities, Sales & Revenue, Attribution Rules, Monthly KPIs, Channel Comparison, Campaign Dashboard, Experiment Log and Decision Log, with a Start Here page and a Dashboard that turns the records into a status and a next action. 13405 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 25-page PDF guide (9,310 words)
- 14-sheet Excel tracker with 13405 formulas,
built in Excel format and tested in LibreOffice Calc; Google Sheets import is described in the guide - Read-me-first guide so you know where to start
- Instant download, 193 KB, yours to keep
What this is not
No legal, tax, accounting or financial advice. The tracker records what you enter and calculates from it; decisions with lasting consequences belong with a qualified professional.
