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Marketing KPI Dashboard Excel Template

4.67 (6 reviews)

Excel KPI tracker for marketing. Includes most common metrics. Printable & flexible. Ready for presentations with trend charts & comparisons.

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TEMPLATE DESCRIPTION

Specifically, Marketing KPI Dashboard Excel Template is a crucial tool that allows you to prove your success or figure out your improvement areas in your marketing strategy. To emphasize, according to KPI dashboard logic, you set the right goals to measure within the dashboard. So, it gives you a quick overview of your company’s performance.

You should always track your KPI and also OKR (Objectives and Key Results) metrics for an effective marketing planning. KPIs tend to be more quantitative and are often tied to continuous and ongoing activities, such as customer satisfaction or website traffic. However, OKRs are more qualitative and are designed to be ambitious, time-bound, and often linked to specific projects or initiatives.

But, the most important thing here is to define the right key performance metrics which will differ from department to department. Thus, you can’t evaluate the performance of the marketing department with HR performance indicators.

How to be more organized with KPI dashboards in Excel?

So, What’s The Best KPI Dashboard for Marketing People?

Of course, you can build your own KPI dashboard with the suitable marketing performance metrics you want to track. But is, there a hassle-free way? Instead of creating a Marketing KPI Dashboard from scratch, we offer you a Marketing KPI Dashboard Excel Template which consists of;

  • Major Key Marketing Performance Indicators
  • Trend Charts
  • Previous Year and Target Comparisons
  • Monthly and Cumulative Analysis

What Are The Right Marketing Key Performance Indicators to Follow?

In summary, in this dashboard template, we’ve collected the most commonly used marketing KPIs under 7 main categories:

  1. Brand Metrics: Brand Equity/Brand Value | Brand Value Growth Rate
  2. Sales Effectiveness: Market Share | Sales Revenue
  3. Customer Metrics: Customer Lifetime Value | Cost Associated Per Lead Acquisitions
  4. Product Pricing Indicators: Gross Profit Margin | Break-Even Point | Price Elasticity of Demand | Contribution Margin (Cont to Sales Ratio) | Margin of Safety
  5. Promotion Efficiency: Conversion Rate
  6. Digital Marketing Metrics: Bounce Rate | Avg. Session Duration | Landing Page Conversion Rate | Click Through Rate (CTR) | Cost Per Click (CPC) | Cost Per Acquisition
  7. Budget Metrics: Marketing Budget Ratio (MER: Marketing Expenses/Total Revenues) | Staying In Budget

Moreover, if you want to add more KPIs, you are free to do this. Afterward, you input relevant values and analyze the results in a nicely designed dashboard supported with charts. Furthermore, it shows monthly and cumulative results separately. Finally, you can see the comparison with last year’s figures and company targets.

In general, this is a great way to follow your critical metrics, make comparisons and stay on track! So, don’t waste your valuable time with confusing tools.  Moreover, start using Marketing KPI Dashboard Template and keep your focus on your daily business.

Marketing KPI Dashboard Excel Template Features:

Firstly, the navigation menu enables you to switch between other worksheets and the last three buttons stand for Current Year Actual, Current Year Target, and Past Year Actual which you can input your values manually in this Excel Template.

Navigation Menu

Note: The new metrics will be automatically applied to all other sheets. So, please do not change any of the data in the Cumulative sheets, as they are all calculated based on the input data.

Moreover, the Cumulative Calculation method, as well as the Lower is a Better option, are available to the user. Meanwhile, the Charts section will help you compare your data trends forming with the line chart. Furthermore, we aim to give you a clear visual representation of your hospital performance dashboard according to the selected metric.

Trends and Charts:

It is possible to track monthly cumulative performance per KPI metric in this section. With a doughnut chart, you can also see cumulative performance against your target.

Charts and Bars

Moreover, this powerful template lets you customize your dashboards for different departments, as every department requires unique key performance metrics to be tracked. The great thing about this feature is that it helps align all of your team members around the same common objectives.
Finally, Marketers have all they need with Marketing KPI Dashboard Excel Template! Stop guessing and start accurately tracking your company’s marketing performance today! Download this reliable dashboard excel template and easily monitor results like a pro!

Marketing KPI Dashboard Template Features:

  • Professional Marketing Dashboard Excel Template
  • Both monthly and cumulative analysis
  • Comparison with Past Year and Target values
  • Summary dashboard analysis as well as interactive charts
  • Easy to use and nice design to be used in presentations
  • Also, clear on-sheet instructions
  • Compatible with Excel 2010 and later versions
  • Works both on Windows and Mac
  • No installation is needed. Ready to use.
  • Full Print ready
  • White Label
  • Does not include any VBA macros

Marketing KPI Dashboard is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

6 reviews for Marketing KPI Dashboard Excel Template

  1. Aislin

    This is exactly what I was looking for my financial department.

  2. Lochan

    Please tell me how I can edit the template, I downloaded the free version but I can’t change anything!

    • Someka

      Good day, Luchan You can test and become familiar with Someka’s template in the free version, but if you want to add or remove items or make other customizations, you must purchase the template.
      More details about Someka licenses are available here. Check out this image that shows how to buy a product.
      how to purchase a full version

  3. Heida_Käthe

    What are the yellow and red lights in template? How I can use it?

    • Someka

      Hello, in the monthly analysis sheet, after you choose the Month, you can check your Monthly and Cumulative results.
      Then you can see the results in 3 colors, red, yellow, and green.
      Green means you reach your current year target.
      Yellow means to have reached 80% of your current year’s goal.
      Red also means you are under 80% performance and you have to be cautious about it.
      Meaning of colors

  4. Anna R Lindon

    Nice template but I need to make a few changes and even though I unlock the sheet I can’t modify what I need, I thought this was fully editable

    • Someka

      Hello Anna,
      That’s right! All of our products are fully editable.
      Have you made sure you unlocked both sheet and workbook?
      It might be necessary to unlock both for some edits.
      Also, please remember you can contact our support team via email or through live chat here!

  5. Mohammad Giugovaz

    This template is difficult to use and confusing, i was days to understand it correctly

    • Someka

      Hello and thank you for your feedback.
      Have you watched the video tutorial to learn more about the template?
      You can watch it and get an overview of using the tool step by step.
      If you have more questions after watching it, please get in touch with us via Livechat or Mail.
      We’d be more than happy to clarify things for you.

  6. Thet Paing Thu

    Perfect template.

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