Marketing Analytics Templates

This Marketing Analytics Template gives marketing managers a comprehensive Excel dashboard for tracking KPIs, comparing channel performance, measuring campaign ROI, and building the kind of data-driven reporting that wins budget approvals and demonstrates marketing's contribution to revenue.

Marketing teams are drowning in data but starving for insight. This template cuts through the noise by centralizing your most important marketing metrics in one structured workbook. The KPI dashboard gives you a rolling 13-month view of leads, MQLs, SQLs, pipeline, and revenue influenced — the metrics your CMO and CFO actually care about. Channel performance sheets break down spend, traffic, conversions, and cost-per-acquisition by source so you can shift budget toward what's working.

The campaign ROI calculator uses first-touch, last-touch, and linear attribution models side by side, helping you make defensible investment decisions even when attribution is imperfect. Lead attribution mapping ties contacts to campaigns across the funnel, giving sales and marketing shared visibility into what generates pipeline. Use this alongside our [Sales Funnel Optimization Template](/templates/sales-funnel-optimization) to connect marketing analytics to sales execution, or the [Social Media Calendar](/templates/social-media-calendar) to plan content that feeds the top of funnel.