Marketing ROI & Budget Planner Template

What is Solution Lab

Solution Lab is a special initiative by SMARTKORP created to be a "thinking partner" for B2B businesses in Thailand. We bring knowledge, practical tools, and expert consultation — completely free — to entrepreneurs, marketing teams, sales teams, and anyone interested. Our goal: help you solve complex marketing problems and unlock sustainable growth.

Marketing ROI & Budget Planner — Plan with Confidence, Measure Every Campaign

Free! The Marketing ROI & Budget Planner template helps marketers and business owners calculate budgets and measure return on investment (ROI) easily — with a complete overview in a single file.

This tool is built for your team to put to work immediately.

Marketing Planning Problems This Solves

• How do you split a marketing budget across channels (Facebook, Google Ads, TikTok) to maximize value?
• Calculating ROI, ROAS, and Cost per Lead feels complicated and time-consuming
• Hard to answer leadership when they ask "what did each campaign return on its investment?"
• Data is scattered, making it impossible to see the big picture or plan the next campaign

Solve It All with the Marketing ROI & Budget Planner from SmartKorp

A Google Sheets template SmartKorp built specifically for Thai SME marketers and business owners. Easy to use, not complicated — just enter your campaign data and the overview and results appear instantly.

1. Plan Your Budget

See your entire marketing budget at a glance, and split it cleanly across campaigns and channels.

2. Auto-Calculate ROI

Just enter the numbers. The system computes ROI, ROAS, Cost per Lead, Conversion Rate, and other key metrics immediately.

3. Forecast Revenue

Estimate the results and revenue you can expect from each campaign more accurately.

4. Summary Dashboard

A beautiful, easy-to-understand overview page ready to present to your team or leadership.

Who Is This Tool For

Marketers

who want to measure and present data systematically and professionally.

Business Owners

who want to control marketing spend and see the value of every investment.

Managers / Team Leads

who need to plan campaigns and control team budgets.

Digital Agencies

who want a tool that makes client campaign reporting faster and easier.

How to Use the Marketing ROI & Budget Planner

Step 1: Planning (do this at the start of a year or quarter)

The most important step — set everything up correctly from the start.

Sheet: [MASTER] Campaign & Budget Planner

• List every campaign name you plan to run
• Set the "start month" and "budget" you'll use for each channel (Facebook, Google, etc.)
• Leave the "Target (Orders)" column blank for now

Sheet: Breakeven Analysis (calculator)

• Pick a key campaign from the dropdown
• Use the calculator to figure out "how many orders do I need to break even?"

Back to Sheet: [MASTER] Campaign & Budget Planner

• Take the "Target Orders" number from Breakeven Analysis and fill it into the "Target (Orders)" column for each campaign

Step 2: Recording Results (when a campaign ends)

When a campaign finishes, log the real outcome.

Sheet: Actuals Log (the ledger/database)

• Create a new row for the campaign that just ended
• Pick the campaign name from the dropdown
• Fill in the actual results: orders won, revenue earned, and the budget actually spent on each channel

Step 3: Analysis & Reporting (always available)

Once Actuals Log is filled in, all analysis sheets update automatically.

Sheet: Campaign Deep Dive (per-campaign analysis)

• Pick the campaign name from the dropdown
• This sheet pulls the "plan" from Sheet 1 and the "actuals" from Sheet 3 and shows them side-by-side — budget, conversion, ROI.

Sheet: Dashboard (monthly overview for leadership)

Need a "Thinking Partner"? Free Marketing Consultation

To complete our "Solution Lab" campaign — beyond the free strategy tools — you can ask our team to help you implement the strategy. The SMARTKORP Expert Team will provide an initial analysis and propose tailored solutions for your business via an Online Meeting.

One full hour. No fees. No obligations.