Marketing Performance Tracker
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Marketing Performance Tracker
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This worksheet contains formulas. By editing these formulas the tracker may no longer function properly.
Average Industry Benchmarks
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YTD Performance
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberYTDClick here for Capterra's Software Industry averages for comparison
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MQLs691614219301229181030204
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Opp45541536465250
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Wins11112213315526
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Revenue$250,000$250,000$250,000$250,000$500,000$500,000$250,000$750,000$750,000$250,000$1,250,000$1,250,000$6,500,000
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Marketing Expense
$100,000$100,000$100,000$100,000$100,000$100,000$100,000$100,000$100,000$100,000$100,000$100,000$1,200,000
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Conversion Rates
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberYTD
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MQL-to-Opp67%56%31%29%5%56%10%50%14%33%50%7%25%
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Opp-to-Win25%20%20%25%200%40%33%50%75%17%100%250%52%
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MQL-to-Win17%11%6%7%10%22%3%25%10%6%50%17%13%
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Revenue-per-MQL
$41,667$27,778$15,625$17,857$23,810$55,556$8,333$62,500$25,862$13,889$125,000$41,667$31,863
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Directions
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"Overall Performance" tab contains formulas associated with the other tabs in this worksheet. To start using the full worksheet, do the following:
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1. Download your raw MQL and Opp data and replace the fake data in the "Historical MQLs" and "Historical Opps" tabs. Be sure to copy your data using the exact columns shown in these tabs.
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2. Be sure to write out the full month name in the Month fields.
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3. Be sure to use the stage titled "Won" for any opportunities that have been won.
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*Disclaimer: All data on the "Historical MQLs" and "Historical Opps" tabs is fake data and not knowingly representative of any real information.
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Get Started
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Overall Performance
Campaign Performance
Historical MQLs
Historical Opps