Marketing Forecasting Models [Make a Copy of Me]
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Directions
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1) Starting at row 11 there are common marketing channels to input metrics as they apply to your department or that you wish to utilize in order to forecst.
2) The data you input will populate in the Master Monthly Matrixes at the bottom of the sheet, one that breaks down each channel on a granular level and the second that totals the data for the month.
3) Copy and paste the information (do not copy the format) from the Master Matrix that sums up the department totals, into the month that the projections corolate to in Sheet 2.
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SEO MetricsPPCMetricsField MarketingMetricsReferralsMetricsPartnershipsMetricsReferring DomainsMetricsAdvertisingMetrics
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Monthly Spend$35,000.00Monthly Event Budget$25,000.00Projected Opps5Projected Opps2Spend$15,000.00Spend$85,000.00
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SEO Budget$2,000.00CPC$100.00Number of Registrations250Cost Per Opp$0.00Cost Per Opp$0.00Projected Leads30Projected Leads30
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Conversion Rate1.50%Conversion Rate10%Number of Attendee85Close Rate75%Close Rate50%CPC$500.00CPC$2,833.33
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Projected Leads100.00Projected Leads35Attendance Rate34%Projected Deals3.75Projected Deals1Cost Per Lead$30.00Cost Per Lead$30.00
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Cost Per Lead$20.00Cost Per Lead$1,000.00Attrition Rate66%Average Annual Deal Size$50,000.00Average Annual Deal Size$35,000.00Lead to Opp Rate60%Lead to Opp Rate70%
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Lead to Opp Rate80%Opportunities16Projected Leads20ALTV$45,000.00ALTV$45,000.00Opportunities18Opportunities21
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Opportunities80Cost Per Opp$15,750.00Cost Per Lead$1,250Close Rate75%Close Rate80%
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Cost Per Opp$1,600Lead to Opp Rate45%Qualification Rate100%Projected Deals13.5Projected Deals16.8
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Close Rate2.5%Close Rate75%Opportunities20Cost Per Deal$1,111.11Cost Per Deal$5,059.52
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Projected Deals2Projected Deals26.25Close Rate10%Average Annual Deal Size$45,000.00
Average Annual Deal Size
$45,000.00
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Cost Per Deal$0.00Cost Per Deal$1,333.33Projected Deals2ALTV$45,000.00ALTV$45,000.00
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Average Annual Deal Size$55,000.00
Average Annual Deal Size
$45,000.00Cost Per Deal$12,500.00
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ALTV$55,000.00ALTV$45,000.00Average Annual Deal Size$70,000.00
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ALTV$45,000.00
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ChannelBudgets
Avg. Monthly Opps per Channel
Close RateAvg. Deals Mo.
Average Deal Size
Monthly Revenue
Department
OppsDealsRevenue
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Pay Per Click$35,0001675%12$45,000$531,563Pay Per Click1612$531,563
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Organic $2,000.00803%2$55,000$110,000Organic 802$110,000
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Field Marketing $25,000.002010%2$70,000$140,000
Field Marketing
202$140,000
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ReferralsN/A575%4$50,000$187,500Referrals54$187,500
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PartnershipsN/A250%1$35,000$35,000Partnerships21$35,000
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Referring Domains$15,000.001875%14$45,000$607,500
Referring Domains
1814$607,500
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Advertising$85,000.002180%17$45,000$756,000Advertising2117$756,000
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Total$162,00016253%51$345,000$2,367,563Total16251$2,367,562.50
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