Turn Marketing Data Into Forecasts and ROI
Struggling to convert ad spend into a clear financial model?
This ready-to-use Excel template helps you track marketing campaigns, calculate Cost per Acquisition (CPA), forecast customer growth, project revenue, estimate costs, and calculate long-term profitability — without any complicated setup.
Perfect for marketers, founders, financial planners, and growth analysts.
You Will Be Able To
📊 Analyze Ad Campaigns and Calculate CPA
Import your campaign data to calculate key metrics like Cost per Click and Cost per Acquisition.
📈 Forecast Customer Growth From Marketing Spend
Estimate customer acquisition using your budget and CPA by channel.
💸 Model Customer Revenue Over Time
Build monthly revenue forecasts using your pricing and growth assumptions.
📉 Calculate Churn, Retention, and Customer Lifetime Value
Track subscription churn and calculate the long-term value of acquired users.
📋 Project Costs and Net Cash Flow
Estimate fixed and variable costs tied to customer acquisition and retention.
📊 Analyze ROI and Stress-Test Scenarios
Use built-in sensitivity analysis to test how changes in assumptions affect profitability.
✏️ Easily Customize the Template
Fully editable Microsoft Excel sheets — no hidden formulas or macros.
Need to use Google Sheets instead?
Follow these step-by-step instructions to convert Excel files to Google Sheets.
Built for Real-World Marketing and Growth Teams
This template connects your marketing performance with long-term financial results:
- Campaign data analysis and CPA calculation
- Customer acquisition forecasting
- Revenue and cost projections by channel
- Churn tracking and Customer Lifetime Value (CLV)
- Net revenue and ROI modeling
- Scenario stress testing with Excel’s data tools
Turn spend into strategy. Make better decisions, faster.
Template Preview
🔍 Click on the product images above to see a preview of the Marketing Investment Plan Template in detail.
Explore pre-built sheets for campaign analysis, CPA breakdowns, growth forecasting, cost modeling, and ROI analysis.
See the Template in Action
▶️ Watch the Tutorial Video
Learn how to turn your campaign data into long-term forecasts — step-by-step — using this Excel template.
Prefer a written guide?
📖 Click here to read my full tutorial — Learn how to analyze campaign data, forecast customer growth, and calculate ROI in Excel.
Why Choose This Template?
- Save time with a ready-to-use, fully customizable Excel file
- Designed for marketers, analysts, and business strategists
- Includes lifetime value and churn calculation models
- Stress-tested and built for Excel — no macros or complex formulas
- Works for B2C and B2B marketing funnels
- Professional outputs for decks, board reports, or internal planning
- Risk-free with a full 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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