Marketing

Home How to Track Marketing ROI % by Month in Excel Learn how to track Marketing ROI % month by month and year by year so you can spot when ad spend is helping your business grow and when it’s quietly crushing your margins. You’ll build a clear trend view that compares performance against a […]

Home How to Calculate Customer Acquisition Cost by Month in Excel Learn how to track Customer Acquisition Cost (CAC) month by month so you can spot rising costs before they quietly destroy profit. In this lesson, you’ll organize lead and cost data into a clean monthly view, set a CAC target, and build a simple

Home Cost per Sale: Track Your True Cost to Win Deals by Channel If you had $50,000 to spend, would you know exactly where to put it? In this lesson, you’ll learn how to break down Cost per Sale (CPS) by lead source, month, and year, spot the channels that are driving expensive wins (or

Home Cost per Booked Appointment by Lead Source in Excel Learn how to track Cost per Booked Appointment (CPBA) by lead source, broken down month by month and year by year. In this lesson, you’ll build a clear view of which channels are driving booked appointments efficiently, add an appointment volume check for better decision-making,

Home Calculate True Cost per Lead by Channel Learn how to calculate your true Cost per Lead (CPL) across every marketing channel, compare performance month by month, and quickly spot where you’re overspending. You’ll also learn how to highlight expensive lead sources, and how to judge CPL the right way by comparing ad spend vs.

Home High-Margin Job Mix: Build a Heatmap by Channel Learn how to see which marketing channels are driving your highest-margin booked revenue. In this lesson, you’ll build a simple heatmap that makes it obvious where your best jobs are coming from, then use adjustable targets to guide smarter decisions on where to invest your sales

Home Find Your Highest Revenue Channels with Average Ticket Analysis Learn how to compare average job size across your lead sources so you can see which channels are bringing in your best customers. In this lesson, you’ll build a clear view of performance by month and channel, spot low-value sources fast, and set a target

Home Revenue per Lead: Sales & Marketing Performance by Month Learn how to measure whether your leads are actually turning into revenue. In this lesson, you’ll build a month-by-month view of revenue per lead, compare it against a target threshold, and spot when more leads are helping you grow versus when you’re just scaling low-quality

Home How to Measure Quote-to-Sale Conversion by Month Learn how to track your Quote-to-Sale Conversion % by month so you can quickly see how efficiently your team turns quotes into closed jobs. In this lesson, you’ll build a clear month-over-month view, compare results against a target, and spot the exact months where performance is slipping

Home Tracking Lead-to-Quote Conversion by Month Learn how to measure how efficiently your sales team turns leads into quotes month by month. In this lesson, you’ll build a clear performance view that combines lead volume, your conversion trend, and a benchmark line so you can quickly spot when the process is improving or when something