skip to content link
Book a discovery call

TOOLS

Marketing ROI Calculator

Discover how to track and optimize your marketing spend with our Marketing ROI Calculator. Get valuable insights into your paid ads, organic leads, Google Business Profile, and other marketing channels to maximize your return on investment.

Camera and Image
Download the Marketing ROI Calculator

Why We Created This Tool

Understanding ROI for your marketing channels is key to profitability, but many businesses struggle to track it. This tool helps you break down your marketing performance, identify high-performing channels, and measure their true value. With the Marketing ROI Calculator, you can:

  • Track leads and revenue across multiple sources.
  • Calculate close rates and ROI for each channel.
  • Compare estimated vs. actual revenue to see what’s hitting your bank account.

What’s Inside the Marketing ROI Calculator

  • check mark iconMarketing Channel Breakdown: Track leads and revenue from paid ads, organic traffic, Google Business Profile, and other sources.
  • check mark iconLead Distribution & Conversion Rate: Identify the percentage of leads from each channel and calculate your close rate.
  • check mark iconEstimated vs. Collected Revenue: Compare quoted revenue, sales calls, and actual bank deposits.
  • check mark iconReturn on Investment (ROI): Understand ROI for each channel to optimize your budget and strategy

How to Use the Marketing ROI Calculator

  • check mark iconExport Data from Your CRM:
    Go to the “Reports” section in your CRM, select the time period, and download the report.
  • check mark iconImport Data into the ROI Calculator:
    Open the tool in Google Sheets, click Import, upload your CRM report, and ensure the sheet name matches (e.g., "data").
  • check mark iconReview Insights:
    The tool will automatically populate with key metrics like estimated vs. collected revenue, close rate, and ROI.Get a breakdown of where your leads are coming from and see how much marketing spend generates revenue.

Financial Insights You Can Implement Today

  • check mark iconTrack Marketing Performance: Identify which channels drive the most leads and revenue.
  • check mark iconOptimize Your Spend: Compare ROI across channels to allocate your budget effectively.
  • check mark iconAdjust for Better ROI: Use insights to make data-driven decisions and improve ROI.