Best for
Small businesses that either track nothing or track far too much.
Use this when
Set up once, fill in monthly on the same day each month.
Preview
The core five
MONTH: [Month Year] 1. LEADS New inquiries this month: [Number] Where they came from: [source]: [Number] | [source]: [Number] | [source]: [Number] 2. CONVERSION RATE Leads that became customers: [Number] Conversion rate = (customers ÷ leads) × 100 = [X]% 3. AVERAGE SALE VALUE Total revenue ÷ number of sales = [Amount] 4. COST PER LEAD Total marketing spend ÷ number of leads = [Amount] (Include ad spend, tools, and any paid help.) 5. REVENUE FROM MARKETING Total revenue attributable to marketing activity: [Amount] Return = (revenue − spend) ÷ spend = [X]
The rest of this resource is for members
Members get the complete Marketing KPI Tracker, one-click copy, saved favorites, and every other resource in the library for $149 per month.
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This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.
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