Campaign ROI Tracker.
Spend, leads, and closed revenue side by side for every campaign.
About this template
Log spend, leads, opportunities, and closed-won revenue per campaign and get cost per lead, CAC, and ROI computed for each channel. Compare paid search against webinars and the newsletter on one chart to see which channel actually pays back. Filter by channel, quarter, or campaign owner.
The live demo ships with sample data: 12 campaigns over two quarters across paid search, LinkedIn ads, webinars, and a newsletter, with spend, lead, opportunity, and closed-won revenue figures tuned so the ROI differences between channels are clearly visible.
The prompt behind this template
This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.
Show the full prompt
Build a campaign ROI tracker for Ironbark Software, a B2B data platform, where the marketing team logs spend and results per campaign and sees which channels actually pay back. Layout. Top: a filter bar with three selects: channel (All, Paid search, LinkedIn ads, Webinars, Newsletter), quarter (All, Last quarter, This quarter), and owner (All plus three marketer names); every region below responds to it. Then four stat cards: Total spend ($214k), Closed-won revenue ($569k), Blended CAC ($4.9k), and Best channel ROI (Webinars, 5.4x). The chart region pairs a grouped bar chart per channel showing spend next to closed-won revenue, and a horizontal bar chart ranking every campaign by ROI with the longest bar on top, bars colored green above 3x, amber between 1x and 3x, red below 1x. Below, the campaign table: campaign name, channel badge, owner, quarter, spend, leads, cost per lead, opportunities, closed-won deals, closed-won revenue, CAC, and ROI, default sorted by ROI descending, every column sortable. Data. Seed 12 campaigns across the last two quarters: 4 paid search, 3 LinkedIn ads, 3 webinars, 2 newsletter, owned by three named marketers. Tune the numbers so the story is unmistakable: webinars carry the smallest total spend (about $24k) yet the highest ROI at roughly 5x to 6x; paid search generates over half of all leads but lands near 1.6x ROI with the highest CAC; one LinkedIn campaign named Q-series retargeting comes in under 1.0x and shows red; the newsletter is small but steady around 3x. Keep spend per campaign between $4k and $38k, leads between 40 and 900, and closed-won revenue consistent with 1 to 8 deals per campaign at deal sizes mostly between $9k and $18k, so the totals reconcile with the stat cards. Behavior. Cost per lead, CAC (spend divided by closed-won deals), ROI (closed-won revenue divided by spend), and all stat cards are computed, never entered. An Add campaign button opens a dialog capturing name, channel, owner, quarter, spend, leads, opportunities, closed-won deals, and closed-won revenue. Writes are member-only, so charts and the table must stand alone for a read-only visitor. When any filter is active, the stat cards recompute to the filtered set. Visual identity: use a burnt orange accent for primary actions, chart emphasis, selected filters, and active states on a clean light neutral base, reserving green, amber, and red strictly for ROI performance.
More like this
All templatesHiring Funnel Tracker
See every candidate by stage and spot where your hiring pipeline leaks.
OKR Tracker
Set quarterly objectives, check in weekly, and see which key results are at risk.
Team PTO Calendar
One grid of who is out when, with balances and overlap warnings.