To calculate marketing ROI, use this formula: (sales growth – marketing cost) / marketing cost = ROI. If you can’t directly attribute sales growth to a marketing campaign, you’ll have to calculate the existing sales trend. The formula then becomes: (sales growth – average organic sales growth – marketing cost) / marketing cost = ROI.
For example, if you’ve been running a campaign for three months, and you’re seeing a sales growth of 5% per month, then your ROI calculation will take out that trend.
Additionally, if you’re a HubSpot customer, you can access an ROI calculator programmed with the same formula in our CRM.
First things first — which metrics should you be paying attention to in the first place? Not all metrics were created equal, and if you’re going to capture your boss’ attention with this PowerPoint deck, you’re going to need to tell your story efficiently through data. Click through our marketing metrics template and get tips on how you can put together your marketing report deck.
So now you know what metrics you need … but what about customizing the PowerPoint slides to fit your business? Follow these four steps so you’ll have engaging, accurate, and concise slides to show to your boss.
Seriously, you haven’t downloaded it yet? 😉
Equations and graphs will automatically populate based on the metrics you add.
After crunching a bunch of numbers, you probably need a little creative break anyway. Click on individual elements in the graph to customize them. If you really want to get fancy with your presentation, check out these five simple PowerPoint tips.
If you truly want to explain your marketing team’s success from the past month, don’t forget to include a slide here or there that touches on specific examples. For example, if you have a blog post that drove a crazy number of leads in a month, you could include that example slide with a few bullet-point takeaways after the “Leads Generated by Marketing” slide. These specific examples give color to your presentation and justify time spent on future projects.
Excel is one of the best tools to use when you’re tracking and calculating ROI on a regular basis.
In the above collection of marketing reporting templates, you’ll get to fill in the following contents (and more) to suit your company:
Below, let’s review the five excel templates, and what you’ll find in each one.
In this template, you can fill out the data to calculate your marketing reach. For example, you can calculate reach of your blog, email, or social media.
Then, the graphs below will help turn your data into a visual graph.
With this template, you can fill out the information to calculate your visits. This will include visits via several sources and channels including paid traffic, direct traffic, and social media referrals.
Then, the graph below will create a visualization of your data.
In this template, you can input your information, for how many leads are generated with your marketing campaigns.
In the graph below, you can visualize your leads depending on the sources.
In this template, you can calculate your customers via traffic source. In the below graph, you can visualize your customers.
In this template, you can calculate conversion rates by inputting your information.
And that’s it! Easy peasy way to track your team’s success. After a few months of this, who knows, you may have an even bigger budget or a brand new marketer on board.
Editor’s note: This post was originally published in September 2013 and has been updated for comprehensiveness.
Originally published Mar 19, 2020 8:00:00 AM, updated March 20 2020