Marketing KPI
Here you will learn how to use the Marketing KPI input table.
Marketing KPI Walkthrough
Understanding Marketing KPI
The Marketing KPI sheet is where the marketing team inputs key performance data from paid campaigns. This section is essential for tracking the effectiveness of marketing efforts across various advertising sources.
Here’s how the Marketing KPI sheet looks with all its required fields:
If you are unsure what a particular term means, check the Glossary of Variables for a full definition.
Glossary of VariablesHow it Works
Each row represents a single expense transaction. Be sure to complete every highlighted column (Client Name, ID, Ad_Source, Date, Adspend, Impressions, Unique Outbound Clicks, and New Unique Leads) to ensure the system records the entry accurately and your marketing reports remain reliable.
The person responsible for marketing must accurately fill in all required fields using the information available from advertising platforms. The only column that should not be edited manually is 🧪ID, as it is generated automatically by the system.
All other columns require accurate input, as they feed into additional sheets that present the data in a clearer, more visual format. This enables the team to make better-informed decisions regarding marketing performance.
To help you fully understand how it works, let’s look at two examples—one correctly filled and one with errors.
Here is a visual example of how a row should be filled out correctly to ensure all data is processed without issues:
If any key data is missing or incorrect, the system will highlight the affected cells in red, like this:
Keeping that in mind, you now know how to input the relevant information needed to effectively track marketing performance. Thanks for reading!
P.S. Here’s an example of a fully completed Marketing KPI sheet with sample data.
Thank you for reading :)
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