Stop guessing whether your campaigns are paying off.
Download our free Marketing ROI Template in Google Sheets, Excel, or PDF and instantly track budgets, revenue, and ROI.
With a clean, professional layout, it’s simple to customize and lets you see which marketing efforts truly deliver results.
What Is a Marketing ROI Template?
A marketing ROI template is a structured tool that helps businesses calculate and track the return on investment from their marketing campaigns and activities.
This template enables marketers to measure campaign effectiveness, justify budgets, and make data-driven decisions about where to allocate resources for maximum impact.
Download Spreadsheet Daddy’s Free Marketing ROI Template
Our Marketing ROI Template gives you a clear, organized way to track the performance of all your marketing campaigns in one place.
What’s included
- Summary dashboard row: The top of the template features a dark navy header band with four auto-calculated summary cells, including Total Budget, Total Revenue, Total ROI (%), and Number of Campaigns, providing an at-a-glance performance snapshot that updates automatically as you populate the campaign rows below.
- Structured campaign-tracking columns: Each row in the main table includes dedicated columns for Campaign Name, Start Date, End Date, Marketing Channel, Budget, Revenue Generated, ROI (%), and Notes, allowing you to log and compare every campaign side by side in a single, organized view.
- Automatic ROI calculation: The ROI (%) column is pre-loaded with formulas that calculate return on investment for each campaign row based on the budget and revenue values you enter, eliminating the need for manual math and ensuring consistent, error-free calculations across all entries.
- Large-capacity row structure: The template includes 65+ pre-formatted campaign rows, making it suitable for tracking a high volume of campaigns across a full fiscal year or multiple marketing initiatives without adding or reformatting any rows.
Add or remove columns as needed to match your specific reporting requirements.
Click the links below to claim your free blank Marketing ROI Template in your preferred file type:
How to Use Our Marketing ROI Template
1. Access the template in Excel or PDF, or duplicate it in Google Sheets for your use.
2. Complete the columns by entering all essential marketing information:
- Campaign Name: Enter the unique identifier or title assigned to each marketing initiative for tracking and reference purposes.
- Start Date: Specify the exact date when the campaign officially launched or began running.
- End Date: Record the date when the campaign concluded or is scheduled to end.
- Marketing Channel: Select the appropriate platform or medium used (social media, email, paid search, display ads, content marketing, etc.).
- Budget: Document the total amount allocated or spent on the campaign in your currency.
- Revenue Generated: Enter the total sales revenue directly attributed to this specific campaign.
- ROI (%): This field calculates automatically based on your budget and revenue figures to show campaign profitability.
3. At the top, the template automatically tracks your Total Budget, Total Revenue, Total ROI (%), and the Number of Campaigns, giving you a clear snapshot of your marketing performance.
4. Use the Notes column to track insights, unexpected costs, or lessons learned for future campaigns, which will help improve your marketing ROI over time.
