Marketing Budget ROI preview
Inputs sheet for entering annual marketing budget, expected customers, revenue, and key assumptions with editable value and unit columns. 1/5

About this marketing budget ROI spreadsheet template

This marketing budget ROI spreadsheet template helps marketing teams and business owners plan annual budgets, track channel-level performance, and calculate return on investment across multiple scenarios. The template includes five structured sheets — Inputs, Calculation, Scenarios, Dashboard, and International Setup — each designed to capture a specific stage of the marketing finance workflow.

Every cell, formula, and label is fully editable in WPS Office, Microsoft Excel, Google Sheets, or Apple Numbers. Adjust the budget figures, lead conversion rates, currency settings, and channel allocations to match your real-world campaigns, and the dashboard updates automatically to reflect your changes.

5 structured sheets

Inputs, Calculation, Scenarios, Dashboard, and International Setup cover the full marketing ROI workflow.

Channel performance tracking

Compare paid search, paid social, content, events, partners, and email with budget vs. actual spend and ROI per channel.

Sensitivity matrix

Test how budget flex and lead conversion changes impact gross ROI across multiple what-if scenarios.

Standard XLSX format

Works with WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers.

Frequently asked questions
The Marketing Budget ROI template is designed for planning annual marketing budgets, tracking spend across channels, calculating customer acquisition costs, and measuring return on investment. Customize the sample data, formulas, and layout in WPS Office for your own campaigns.
Use the native XLSX in WPS Office, Microsoft Excel, or Google Sheets. For Notion workflows, reuse the data and structure in a Notion database; for branded visual reports, adapt the content in Adobe Express.
Download the template, open it in WPS Office, and replace the placeholder budget figures, channel names, conversion rates, and currency settings with your own marketing data.
Yes. Select Download to get the editable XLSX file and open it in WPS Office or another compatible spreadsheet application.
Yes. Adapt it for campaign budget proposals, quarterly marketing reviews, agency client reporting, and internal ROI presentations. It is available for personal and commercial projects, subject to the applicable template license.