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See which campaigns earned back their budget

A spreadsheet that compares spend and results for every campaign, with a plain-English summary of what to keep, fix or stop.

Marketing managerIntermediate30 minAI assistantGoogle Sheets
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When to use it

At the end of every month or campaign

Step by step

  1. Set up a simple tracking sheet

    In Google Sheets, add columns for campaign, channel, dates, spend, leads, sales and revenue. Fill in a row for each campaign from your ad and sales reports.

  2. Ask for the calculations

    Ask your AI assistant to give you the sheet formulas for cost per lead, cost per sale and return on spend, and add them as new columns.

  3. Get the story behind the numbers

    Copy the finished table into your AI assistant with this prompt.

    Prompt to copyHere is our campaign data for [period] with spend, leads, sales and revenue. Act as a commercially minded marketing manager. 1) Rank campaigns by return on spend. 2) For each, say Keep, Fix or Stop with a one-line reason. 3) Point out anything odd in the data I should double-check. 4) Suggest how to move next month's budget of [amount] across channels, as a small table. Only use the figures provided and show your working. [paste table]
  4. Share the summary

    Paste the summary into a new tab of the sheet so your team and finance can see the reasoning next to the figures.

What you get

1. Email winback: spend 400, revenue 3,200, return 8x. Keep. 2. Search ads: 1,500 spend, 4,100 revenue, 2.7x. Fix: two keywords took 60% of spend with no sales. 3. Print flyers: 600 spend, 1 traceable sale. Stop or add a tracking code. Check: Facebook leads look doubled in week 2.

Tips

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