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Friday Freebie: Track Your Marketing ROI with this Worksheet

January 08 2016

roi hexagon 1You know how they say you have to spend money to make money? It's true, but you have to spend wisely in order to get the most bang for your buck.

To better judge which expenses are worth keeping in 2016, zoom in on the return on investment (ROI) for each. This free ROI worksheet from Zillow will help you do just that.

It's the second in our series of Friday Freebies that help you prepare for a successful New Year (You can see last week's 15-task business checklist here.)

Free ROI Tracking Worksheet, courtesy of Zillow

This little gem is a simple Excel spreadsheet that doesn't require you to share any contact info in order to download (refreshing, right?). Instead, it asks you to list your monthly expenses (advertising, website, CRM, etc.)--and annual commission in order to calculate your ROI.

Like we said, it's simple. But the worksheet is flexible enough that anyone with a little Excel knowledge can use it as a starting point for more complex ROI tracking. Zillow, for example, recommends using a new worksheet for each campaign. You can modify it in whatever way works best for your business.

  • Tip: If you add new line items to the "Expenses" section, be sure to merge Columns A&B and C&D for each new row.

Want to start measuring your success today? Download Zillow's free ROI Tracking Worksheet now!

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