Bring paid-media efficiency and social-channel activity into one monthly reporting view, so you can see what marketing spend is producing and where performance is changing.
This Excel workbook is built around monthly marketing inputs such as investment, impressions, clicks, visits, leads, sales, sales revenue, and sales from social. It turns those entries into dashboard views for cost per thousand impressions (CPM), cost per click (CPC), cost per lead (CPL), cost per visit (CPV), cost per action (CPA), return on advertising spend (ROAS), and selected social-platform metrics.
Review acquisition efficiency
Compare CPM, CPC, CPL, CPV, and CPA to understand how much different stages of paid-media activity are costing.
Connect spend with return
Track investment, sales from social, and ROAS together to evaluate whether advertising activity is translating into revenue.
Spot monthly movement
Use month-over-month percentages and monthly charts to identify changes that deserve a closer look before the next campaign cycle.
What can you analyze with the dashboard?
The workbook combines funnel-volume inputs, cost-efficiency indicators, social-platform measures, and monthly comparisons in a structured reporting format. It is designed to help you move from raw campaign activity to a clearer view of marketing performance.
Advertising cost efficiency: review CPM, CPC, CPL, CPV, and CPA across the year rather than judging a campaign from spend alone.
Advertising return: compare investment with sales from social and ROAS to assess the revenue contribution of paid-media activity.
Funnel activity: organize monthly impressions, clicks, visits, leads, sales, sales revenue, and social-attributed sales in a common input structure.
Month-over-month change: see percentage movement for key metrics and social-platform values, helping distinguish improvement from deterioration.
Social-channel signals: configure up to six social-media names with associated measures such as followers, subscribers, or likes and review their current values on the dashboard.
What is inside the workbook?
The visible workbook structure separates configuration, monthly data entry, calculated indicators, and dashboard reporting. Settings define the reporting year and social-channel labels; input tables capture monthly operating data; the model then presents KPI tables, month-over-month comparisons, and visual dashboard outputs.
Configurable reporting setup
Set the year start month, reporting year, company name, and six social-media channels together with the metric tracked for each channel.
Monthly KPI input tables
Enter monthly investment and funnel data, including impressions, clicks, visits, leads, sales, sales revenue, and sales from social.
Calculated dashboard views
Review current-month KPI values, prior-month changes, annual charts, social-channel metrics, and an indicator table with monthly values and averages.
The dashboard brings investment, sales from social, CPM, CPC, CPL, CPV, CPA, and ROAS into one selected-month view, with monthly charts and social-platform metrics below.
See the main marketing KPIs together
The dashboard lets you review both the current selected month and the direction of change versus the previous month. This makes it easier to identify whether a higher or lower cost metric is part of a broader trend and to compare cost efficiency with advertising return.
The KPI input area organizes monthly investment, impressions, clicks, visits, leads, sales, sales revenue, and sales from social, with totals, averages, and prior-month comparisons visible in the worksheet.
Build the report from monthly activity data
Enter the underlying campaign and funnel data month by month instead of maintaining disconnected notes. The workbook uses a consistent layout across the year, so the resulting indicators and charts can be reviewed on the same reporting basis.
The settings view defines the year, company name, and six social-media channels with a metric label for each, such as followers, subscribers, or likes.
Configure the channels you actually report
The settings area lets you replace the example channel names and metric labels with the social properties relevant to your reporting. That configuration feeds the platform-metrics section of the dashboard, keeping channel-level signals next to paid-media KPIs.
How do you use the template?
Set the reporting structure
Choose the year start month and year, enter the company name, and define the social-media channels and measures you want displayed.
Enter monthly marketing activity
Populate the input tables with investment, impressions, clicks, visits, leads, sales, sales revenue, sales from social, and the configured social-channel values.
Review calculated indicators
Check CPM, CPC, CPL, CPV, CPA, and ROAS together with their monthly history, averages, and percentage movement versus the prior month.
Use the dashboard for decisions
Select the reporting month, identify material changes, and use the combined cost, return, funnel, and social-channel views to focus campaign reviews and follow-up analysis.
Who is this template for?
This workbook is suited to marketing managers, founders, growth teams, and analysts who already collect campaign and social-media data but want a more structured monthly performance view. It is particularly relevant when the reporting question spans both paid-media economics and social-channel movement: what was spent, what activity it generated, what cost was incurred at each stage, what revenue came from social, and how the current month compares with the previous one.
