Marketing Performance and Forecast Data Template

Analyze Marketing Performance and Forecast Customer Growth with Confidence

This ready-to-use Power BI template helps you analyze multi-channel marketing performance, calculate key metrics like CTR, Conversion Rate, and CAC, and project customer growth and revenue based on dynamic assumptions — all built entirely in Microsoft Power BI.

The package includes a fully designed Power BI (.pbix) file with sample campaign data, DAX measures, forecast parameters, and interactive visuals — so you can go from raw marketing data to actionable insights in minutes.

Perfect for marketing analysts, growth teams, and data-driven decision makers.

You Will Be Able To

📊 Evaluate Campaign Performance Across Channels
Track impressions, clicks, conversions, and spend by campaign and channel, and measure CAC, CTR, and Conversion Rate over time.

🧮 Build Interactive KPIs and Marketing Dashboards
Combine DAX measures and visuals to explore campaign results by month or channel in one intuitive dashboard.

📈 Forecast Customer Growth and Revenue
Use parameters for CAC, churn, and monthly budget to project new users, churned users, and recurring revenue.

🧭 Model Subscription-Based Metrics
Incorporate MRR, customer lifetime value (LTV), and ROI metrics for data-driven growth analysis.

⚙️ Test Scenarios with Adjustable Parameters
Run what-if analysis by changing CAC, churn, or budget assumptions to see immediate results.

📊 Summarize Results with Clear KPIs
Add multi-row cards for ROI, Net LTV, and customer lifetime — updated dynamically with parameter changes.

🧰 Edit Everything Easily
Fully editable PBIX + CSV files — no locked logic or hidden dependencies.

New to Microsoft Power BI Desktop?
Download it free from Microsoft, open the included .pbix, and replace the sample CSV with your own data to use the template with your business.

Built for Real-World Marketing Analytics

This template connects campaign performance with customer forecasting, giving you a complete, data-driven view of acquisition efficiency:

• Clean data model linking campaign data, calendar, and lookup tables
• DAX measures for CTR, Conversion Rate, CAC, LTV, and ROI
• Interactive dashboard for monthly and channel performance
• Forecast measures for users, churn, and recurring revenue
• Adjustable parameters for CAC, churn, MRR, and budget
• Dynamic visuals that recalculate instantly when assumptions change

Evaluate acquisition costs, forecast growth, and make marketing decisions with confidence.

Template Preview

🔍 Click on the product images above to see a preview of the Marketing Performance & Forecast Template in detail.
Explore pages for campaign analysis, CAC breakdown, customer metrics, and interactive budget forecasting.

See the Template in Action

▶️ Step-by-Step Tutorial
Learn how to build this entire model in Power BI: import marketing data, create DAX measures for performance metrics, add forecast parameters, and visualize customer growth.
Read the full tutorial

Why Choose This Template?

• Save time with a ready-to-use, fully customizable Power BI file
• Designed for marketing analytics, forecasting, and CAC tracking
• Includes prebuilt parameters for budget, churn, and user growth
• Simple and transparent structure with clean DAX and relationships
• Professional dashboards for campaign and forecast presentations
• Risk-free with a 30-day money-back guarantee

Risk-Free Purchase

I stand behind my products with a 30-day money-back guarantee — if you’re not completely satisfied, simply request a full refund, no questions asked.

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