Marketing KPI Dashboard Excel Template

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.

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.

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.

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