The dashboard we use to manage our clients' acquisition, in three tabs. A Summary tab aggregates your monthly KPIs and the per-channel detail. A Weekly tracking tab where you enter your numbers: CTR, conversion rate, close rate, CPL, CAC, net profit and ROAS calculate automatically. A Settings tab for your margin and your targets. The break-even point is built in, with a colour alert as soon as a channel dips into loss. The Excel version ships with all formulas and dropdown menus, the CSV version gives the flat data.
What's inside
- A Summary tab: budget, leads, revenue, net profit and ROAS for the month, plus the per-channel detail
- A Weekly tracking tab with CTR, conversion rate, close rate, CPL, CAC and net profit calculated
- Your targets (CPL, CAC, ROAS) and their gaps, with an on-track or needs-work status
- The break-even point, per-channel dropdown menus and colour alerts (profitable or at a loss)
Preview
| Channel | Budget | Leads | CPL | Customers | Net profit | ROAS | Status |
|---|---|---|---|---|---|---|---|
| Google Ads | $6,100 | 121 | $50 | 27 | $7,670 | 3.8x | Profitable |
| Meta Ads | $3,200 | 72 | $44 | 12 | $2,920 | 3.2x | Profitable |