ABCDEFGHIJKLMNOPQRSTUVW
1
MAKE A COPY TO EDITClick here for Google Doc (Click 'file' > 'Make a copy')
2
Goal Setting Spreadsheet (make a copy to edit)
3
NOTE! This spreadsheet only works if you have at least 1 deal. If you don't have 1 deal enter it as if the most likely offer you made that could have become a contract would have converted.
4
Fill Out Fields That Are Colored Like This Field ->
5
6
Top Line Goals and CostsMonthly Goal KPIs (Don't Edit)
7
Enter Your Annual Pre Taxes Profit Goal$1,000,000List SizeN/A
8
Your Pre Taxes Profit Goal Per Month$83,333List SizeN/A
9
Enter Your Operating Expenses - NOT Marketing CostsList SizeN/A
10
Employee 1 Monthly PayrollTotal Leads Generated#DIV/0!
11
Employee 2 Monthly PayrollAppointments Went On50
12
Employee 3 Monthly PayrollOffers Sent50
13
Employee 4 Monthly PayrollContracts Signed7
14
Deals Closed3
15
Your Current KPIs (Setting a Baseline)Fixed Expenses Paid$0
16
Enter how many appointments you went on in a 30 day period30Marketing Expenses Paid$0
17
Enter how many offers you made in the same 30 day period30Net Revenue (Income)$83,333
18
Enter how many contracts you got signed in the same 30 day period4Expenses % of Net Revenue0%
19
Enter how many deals you closed in the same 30 day period2Pre Taxes Profit$83,333
20
Enter your total revenue in the same 30 day period$50,000ROI (Profit / Investment *100)#DIV/0!
21
Cost Per Deal$0.00
22
Marketing Channel 1The Golden Ratio!
23
Marketing Channel 1 NameFor This Dollar Amount Put In$1.00
24
Enter how many prospects you mailed/blasted etc if applicable in a 30 day periodYou Get This Many Dollars Back#DIV/0!
25
Enter how many leads this generated in the same 30 day period
26
Enter the average 30 day cost of this campaign
27
28
Marketing Channel 2
29
Marketing Channel 1 Name
30
Enter how many prospects you mailed/blasted etc if applicable in a 30 day period
31
Enter how many leads this generated in the same 30 day period
32
Enter the average 30 day cost of this campaign
33
34
Marketing Channel 3
35
Marketing Channel 1 Name
36
Enter how many prospects you mailed/blasted etc if applicable in a 30 day period
37
Enter how many leads this generated in the same 30 day period
38
Enter the average 30 day cost of this campaign
39
40
Marketing Conversion Stats
41
Marketing Channel
42
Lead Conversion %N/AN/AN/A
43
% of Total Company Leads#DIV/0!#DIV/0!#DIV/0!
44
Cost Per Lead$0$0$0.00
45
46
Average Cost Per Lead$0.00
47
Total Leads0
48
49
Lead Conversion Stats
50
Leads To Appointments#DIV/0!
51
Leads To Offers#DIV/0!Appointments to Offers100%
52
Leads to Contracts#DIV/0!Appointments to Contracts13%Offers to Contracts13%
53
Leads to Deals#DIV/0!Appointments Deals7%Offers to Deals7%Contracts to Deals50%
54
Average Deal Size$25,000
55
56
At Current Rate Your Business Looks Like This…
57
Total Expenses$0
58
Total Income$50,000
59
Pre Taxes Profit$50,000
60
61
62
MAKE A COPY TO EDIT Click here for Google Doc (Click 'file' > 'Make a copy')
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100