DIGITAL SALES AND MARKETING DASHBOARD TEMPLATE
MARKETING SPEND REVENUE
PLANNED ACTUAL +/– PRE-CAMPAIGN POST CAMPAIGN +/–
$19,500 $23,661 $4,161 $62,842 $126,548 $63,706
PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/–
$30,000 -35% $21,882 8% -$8,118 -151% $45,612 38% $123,456 3% $77,844 -18%
VISITORS CUSTOMERS LEAD GENERATION
572,938 562 25,000 6.00%
LAST MONTH +/– LAST MONTH +/–
5.00%
485,032 18% 400 41% 20,000
GOAL +/– GOAL +/–
4.00%
500,000 15% 450 25%
15,000
3.00%
NEW LEADS TOTAL DEALS 10,000
21,095 263 2.00%
5,000
LAST MONTH +/– LAST MONTH +/– 1.00%
16,524 28% 250 5%
GOAL +/– GOAL +/– 0 0.00%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
18,500 14% 300 -12%
Visitors New Leads Conversion Rate
MQL OPEN DEALS SALES
3,118 382 60
LAST MONTH +/– LAST MONTH +/–
50
2,521 24% 284 35%
GOAL +/– GOAL +/–
40
3,100 1% 300 27%
30
SQL CLOSED / WON DEALS
1,233 237 20
LAST MONTH +/– LAST MONTH +/–
986 25% 186 27% 10
GOAL +/– GOAL +/–
1,100 12% 200 19% 0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Total Deals Open Deals Closed / Won Deals
MONTHLY CMO DATA User to complete non-shaded cells only. MONTHLY SALES DATA
DAY Visitors New Leads Conversion Rate MQL SQL Customer DAY Total Deals Open Deals Closed / Won Deals
1 17,126 752 4.39% 118 46 19 1 13 17 9
2 19,934 665 3.34% 82 31 20 2 0 16 8
3 18,433 695 3.77% 90 33 19 3 16 17 11
4 20,330 596 2.93% 115 31 21 4 13 14 7
5 21,225 660 3.11% 122 39 15 5 9 12 7
6 17,136 655 3.82% 89 33 22 6 0 14 13
7 18,225 734 4.03% 99 47 17 7 16 1 4
8 18,425 683 3.71% 84 44 13 8 11 16 9
9 19,449 786 4.04% 118 31 22 9 0 18 6
10 17,000 705 4.15% 85 50 17 10 7 14 0
11 20,402 622 3.05% 102 31 19 11 12 15 6
12 20,174 643 3.19% 105 34 14 12 4 16 5
13 19,600 685 3.49% 86 45 16 13 10 6 0
14 15,951 608 3.81% 101 32 17 14 9 18 16
15 15,392 594 3.86% 101 48 22 15 6 0 9
16 15,180 612 4.03% 94 44 18 16 3 18 12
17 19,533 730 3.74% 108 31 17 17 7 0 1
18 21,375 668 3.13% 95 40 19 18 10 15 14
19 20,225 752 3.72% 86 49 13 19 9 14 2
20 14,903 680 4.56% 97 45 20 20 4 6 4
21 17,533 658 3.75% 118 32 19 21 3 15 0
22 20,465 658 3.22% 101 39 20 22 12 18 18
23 20,366 816 4.01% 102 34 21 23 10 15 12
24 17,090 618 3.62% 103 46 21 24 8 11 3
25 17,109 675 3.95% 118 35 13 25 12 0 14
26 16,168 680 4.21% 113 31 20 26 13 10 3
27 14,837 788 5.31% 95 45 16 27 9 11 13
28 19,796 614 3.10% 93 51 19 28 3 17 17
29 20,803 685 3.29% 94 51 16 29 6 17 0
30 20,767 667 3.21% 93 41 20 30 15 11 9
31 17,986 711 3.95% 111 44 17 31 13 10 5
MONTH PRIOR + GOAL User to complete non-shaded cells only.
Visitors New Leads Conversion Rate MQL SQL Customer Total Deals Open Deals Closed / Won Deals
TOTAL 572,938 21,095 3.72% 3,118 1,233 562 TOTAL 263 382 237
LAST MONTH 485,032 16,524 2.57% 2,521 986 400 LAST MONTH 250 284 186
GOAL 500,000 18,500 4.00% 3,100 1,100 450 GOAL 300 300 200
% OF GOAL 114.6% 114.0% 93.12% 100.6% 112.1% 124.9% % OF GOAL 87.7% 127.3% 118.5%
MARKETING DATA ( CAMPAIGN PROFIT / ACTUAL SPEND )
CLOSED / WON MARKETING SPEND ( SPEND – BUDGET ) REVENUE ( POST – PRE )
( POST-CAMPAIGN REV
– CAMPAIGN SPEND ) ROI
BUDGET POST- REVENUE CAMPAIGN
PLANNED ACTUAL PLANNED ACTUAL vs. SPEND PRE-CAMPAIGN CAMPAIGN GROWTH PROFIT PLANNED ACTUAL
CURRENT PERIOD 200 237 $19,500 $23,661 $ 4,161 $62,842 $126,548 $ 63,706 $102,887 350% 435%
PREVIOUS PERIOD 200 186 $30,000 $21,882 $ (8,118) $45,612 $123,456 $ 77,844 $101,574 500% 464%
ANNUAL TOTALS 550 650 $100,000 $65,412 $ (34,588) $648,762 $949,756 $ 300,994 $884,344 1100% 1352%
SALES AND MARKETING DASHBOARD TEMPLATE
User to enter information in the tables below, completing non-shaded cells only.
Dashboard data and charts will automatically populate.
MARKETING SPEND REVENUE
PLANNED ACTUAL +/– PRE-CAMPAIGN POST CAMPAIGN +/–
$0 $0 $0 $0 $0 $0
PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/– PREVIOUS +/–
$0 $0 $0 $0 $0 $0
VISITORS CUSTOMERS LEAD GENERATION
0 0 12 1200.00%
LAST MONTH +/– LAST MONTH +/–
10 1000.00%
0 0
GOAL +/– GOAL +/–
8 800.00%
0 0
6 600.00%
NEW LEADS TOTAL DEALS
0 0 4 400.00%
LAST MONTH +/– LAST MONTH +/– 2 200.00%
0 0
GOAL +/– GOAL +/– 0 0.00%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
0 0
Visitors New Leads Conversion Rate
MQL OPEN DEALS SALES
0 0 12
LAST MONTH +/– LAST MONTH +/–
10
0 0
GOAL +/– GOAL +/–
8
0 0
6
SQL CLOSED / WON DEALS
0 0 4
LAST MONTH +/– LAST MONTH +/–
0 0 2
GOAL +/– GOAL +/–
0 0 0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Total Deals Open Deals Closed / Won Deals
MONTHLY CMO DATA User to complete non-shaded cells only. MONTHLY SALES DATA
DAY Visitors New Leads Conversion Rate MQL SQL Customer DAY Total Deals Open Deals Closed / Won Deals
1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
10 10
11 11
12 12
13 13
14 14
15 15
16 16
17 17
18 18
19 19
20 20
21 21
22 22
23 23
24 24
25 25
26 26
27 27
28 28
29 29
30 30
31 31
MONTH PRIOR + GOAL User to complete non-shaded cells only.
Visitors New Leads Conversion Rate MQL SQL Customer Total Deals Open Deals Closed / Won Deals
TOTAL 0 0 0 0 0 TOTAL 0 0 0
LAST MONTH LAST MONTH
GOAL GOAL
% OF GOAL % OF GOAL
MARKETING DATA ( CAMPAIGN PROFIT / ACTUAL SPEND )
CLOSED / WON MARKETING SPEND ( SPEND – BUDGET ) REVENUE ( POST – PRE )
( POST-CAMPAIGN REV
– CAMPAIGN SPEND ) ROI
BUDGET POST- REVENUE CAMPAIGN
PLANNED ACTUAL PLANNED ACTUAL vs. SPEND PRE-CAMPAIGN CAMPAIGN GROWTH PROFIT PLANNED ACTUAL
CURRENT PERIOD $ - $ - $0 0%
PREVIOUS PERIOD $ - $ - $0 0%
ANNUAL TOTALS $ - $ - $0 0%
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