Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Marketing & Advertising Return-on-Investment Tracker   Excel template (XLSX)
$45.00

Marketing & Advertising Return-on-Investment Tracker (Excel template (XLSX)) Preview Image Marketing & Advertising Return-on-Investment Tracker (Excel template (XLSX)) Preview Image Marketing & Advertising Return-on-Investment Tracker (Excel template (XLSX)) Preview Image Marketing & Advertising Return-on-Investment Tracker (Excel template (XLSX)) Preview Image
Arrow   Unlock all preview images:   Login Register

Marketing & Advertising Return-on-Investment Tracker (Excel XLSX)

File Type: Excel template (XLSX)

$45.00
This financial model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  


BUY WITH CONFIDENCE

Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSX document.
Trusted by over 10,000+ organizations.

DESCRIPTION

This product (Marketing & Advertising Return-on-Investment Tracker) is an Excel template (XLSX), which you can download immediately upon purchase.

A simple layout for tracking the return on marketing spend based on monthly cohorts.

This is a really cool Excel calculator for tracking the average return on investment (ROI) and the Internal Rate of Return (IRR) per a given marketing spend.

The nice thing about adding in IRR is that it takes time into account for a better analysis on the timing aspect of the returns.

The model can be used for any business that has a marketing / advertising spend and then direct revenues related to that spend that happen in the same month or over time or both. The model is driven from monthly cohorts.

The user enters their marketing spend for each month (downwards) and then the revenue generated from that spend to the right of each spend month cohort. Up to 131 months of time can be tracked at once.

A final total ROI and IRR are also derived from a consolidated view of all months based on the spend month and return on that month's spend over time as well as the average number of months it takes to pay back the initial spend.

To make it easier to understand, each row of the file is the performance of a single month. It will have the initial spend in the first box and then the revenue directly related to that spend in each future month.

As you go down in rows, the revenue data entry will start further and further to the right. There are advanced formulas used in order to get the proper timing of cash in/out on the periods.

A final metric will show the average number of months it takes to recover the initial ad spend for each month and in aggregate. It is possible the spend never gets recovered if future revenue generated from a given month is less than the marketing investment.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in ROI, Advertising, Marketing Budget Excel: Marketing & Advertising Return-on-Investment Tracker Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This financial model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 185.9 KB


ABOUT THE AUTHOR

Author: Jason Varner | SmartHelping
Additional documents from author: 151

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials





Customers Also Like These Documents

Related Management Topics


ROI Marketing Budget Deal Structuring Marketing Plan Development Private Equity Project Planning Workbook Employee Training Continuous Improvement Restaurant Industry Workplace Productivity Innovation Management Financial Management Specialized PowerPoint Templates Advertising

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.