Small Business Marketing Funnel Performance Dashboard — Excel spreadsheet template to download
Track lead source ROAS, CAC payback, and funnel efficiency in one view
Marketing · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This marketing dashboard brings together indicators like "Total Marketing Spend (Last 90 Days)", "Total Revenue Attributed to Marketing" and "Weighted Avg ROAS" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps small businesses monitor marketing funnel performance by lead source, including ROAS, CAC payback, and lead-to-customer conversion. Enter your daily or weekly campaign data with spend, leads, and revenue for each lead source on the Data sheet. Review the KPIs and comparison bars to quickly see which channels are driving profitable growth and where optimization is needed. Update the data regularly to maintain an accurate view of your marketing efficiency and ROI over time.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Marketing Spend (Last 90 Days)" and "Total Revenue Attributed to Marketing"
- Make faster decisions based on "Weighted Avg ROAS"
- Compare your marketing without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Marketing Spend (Last 90 Days)
- Total Revenue Attributed to Marketing
- Weighted Avg ROAS
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 14 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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