This comprehensive marketing performance tracker is built for service businesses investing in multiple marketing channels.
It’s designed to help business owners, marketing teams, and strategic finance leaders measure campaign results, compare paid and organic performance, and make informed decisions based on long-term data. The spreadsheet offers both high-level dashboards and granular performance metrics across campaigns, time periods, and customer plans.
Who This Is For
- Service business owners running multi-channel marketing
- Fractional CFOs or financial teams reviewing marketing ROI
- Marketing leads managing multiple offers or campaigns
- Strategic advisors supporting growth planning
Why You’d Use It
This tool helps you connect marketing activity to financial outcomes. It’s built to answer key questions about where your marketing dollars are going, what’s working, what isn’t, and how performance is trending over time.
- To monitor paid and organic marketing performance across campaigns
- To compare CAC and LTV across up to four different service plans
- To view campaign effectiveness on monthly, quarterly, and annual timeframes
- To align financial planning with marketing results and customer behavior
What’s Inside
Each tab is designed to serve a specific function—giving you structured visibility into campaign data, customer insights, and performance trends over time. Whether you’re tracking results or planning future investments, the layout supports fast, informed decisions.
- Campaigns: A database of marketing efforts across channels
- Performance: Results breakdown across traffic sources
- Monthly Report: Month-by-month view of campaign metrics
- Quarterly Report: Snapshot of quarterly performance trends
- Annual Report: High-level yearly summary for strategic review
- Campaign Dashboard: Visual overview of campaign outcomes
- Customer Analysis: LTV and CAC calculations by plan and channel
Download the Marketing Plan Excel spreadsheet.
Marketing Plan – Clarity By Bennett
If you’re not just looking to track marketing performance, but want to connect it to a broader financial strategy that drives real margin and growth – we can help. Book a call to align your marketing with your business model and long-term goals.