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Marketing Performance Dashboard Excel Template

Optimize marketing ROI with comprehensive campaign analytics, lead generation tracking, attribution analysis, and marketing KPI monitoring for data-driven marketing success.


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Maximize Marketing ROI with Data-Driven Performance Analytics

Marketing success requires continuous measurement, optimization, and attribution analysis across multiple channels. Our Marketing Performance Dashboard provides comprehensive tools to track campaign performance, measure ROI, and optimize marketing spend for maximum business impact.

From lead generation to customer acquisition, monitor every aspect of your marketing funnel. Built for marketing managers, digital marketers, and CMOs, this template helps you allocate budget effectively, improve campaign performance, and demonstrate marketing value to stakeholders.

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Comprehensive Campaign Performance Analysis

Multi-Channel Campaign Tracking

Track performance across all marketing channels including paid search, social media, email, content marketing, and traditional advertising. Compare channel effectiveness and optimize budget allocation.

ROI & ROAS Analysis

Calculate return on investment (ROI) and return on ad spend (ROAS) for each campaign and channel. Track lifetime value impact and long-term profitability of marketing investments.

Cost Per Acquisition (CPA)

Monitor cost per acquisition across different channels and campaigns. Identify the most cost-effective acquisition channels and optimize spend allocation accordingly.

Campaign Attribution Analysis

Analyze attribution across the customer journey using first-touch, last-touch, and multi-touch attribution models. Understand how different touchpoints contribute to conversions.

Lead Generation & Conversion Analytics

Lead Quality Analysis

Assess lead quality by source, campaign, and channel. Track lead-to-customer conversion rates and identify which sources generate the highest-quality prospects.

Funnel Conversion Tracking

Monitor conversion rates at each stage of the marketing funnel from awareness to purchase. Identify bottlenecks and optimize conversion paths for better performance.

Sales Qualified Lead (SQL) Analysis

Track the progression from marketing qualified leads (MQLs) to sales qualified leads (SQLs) and closed deals. Analyze sales conversion rates and revenue attribution.

Lead Scoring & Nurturing

Implement lead scoring models and track nurturing campaign effectiveness. Monitor email engagement, content consumption, and lead progression through the sales funnel.

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Frequently Asked Questions

What's the difference between ROI and ROAS?

ROI measures total return on marketing investment including profit margins, while ROAS measures revenue generated per dollar spent on advertising. The template calculates both metrics and shows their relationship.

How do I track multi-touch attribution?

The template includes multi-touch attribution models that distribute credit across multiple touchpoints in the customer journey. It shows how different channels work together to drive conversions.

Can it integrate with marketing platforms?

The template is designed to work with data exports from major marketing platforms like Google Ads, Facebook Ads, HubSpot, Salesforce, and email marketing tools.

Does it handle B2B and B2C marketing?

Yes, the template includes different KPIs and metrics for both B2B (lead generation, sales cycle) and B2C (customer acquisition, retention) marketing models.

How does it measure brand marketing effectiveness?

The template includes brand awareness metrics, share of voice analysis, and brand lift measurement to track the effectiveness of brand marketing campaigns alongside performance marketing.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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