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This free marketing budget tracker gives marketing managers a single workbook to plan, track, and optimize spend across every channel. You can go from paid search and email to events and agency fees. The structure covers an executive summary with auto-calculated KPIs, a monthly spend tracker with variance and forecast columns, channel-level ROI and CPL benchmarks, a campaign budget log with priority ratings, and a setup guide.
Built as a ready-to-use marketing budget planner, every formula is pre-loaded: pace status flags overspend automatically, ROAS and CPL calculate against your targets, and the executive summary tab pulls live from the data you enter each week. It’s a practical expense tracking spreadsheet shaped around how marketing works with quarterly reallocation notes, campaign-level priority sorting, and channel health statuses included. Download the template, enter your annual budget and year start date, and it’s operational in under ten minutes.
The workbook has five tabs: an executive summary with auto-calculated KPIs (ROI, CPL, pace status), a monthly spend tracker across 11 default channels, a channel performance view with ROAS and CPL vs. target, a campaign budget log with priority flags, and a how-to-use guide. All formulas are pre-built.
Start by entering your total annual budget, year start date, contingency reserve, and revenue and lead targets in the Executive Summary tab. Then set channel budgets in the Monthly Tracker, enter allocated spend and targets in Channel Performance, and log individual campaigns in the Campaign Budget Log. Update actuals weekly; the summary recalculates automatically.
Yes. The Campaign Budget Log is designed for one row per campaign, with owner, objective, priority, start and end dates, and spend tracking. For agency use, you can duplicate the workbook per client or extend the channel list to match each account’s media mix.
The default channels are: Paid Search (Google/Bing), Paid Social (LinkedIn, Meta/Instagram, TikTok), Email Marketing, Content/SEO, Events & Webinars, PR/Earned Media, Agency/Freelance Fees, Tools & Software, and Other/Contingency. All channel rows are editable.
Yes, it is a free and fully functional Excel file built by the 5day.io team for marketing teams and agencies.
A standard expense tracker records what was spent. This template adds budget vs. actual variance, month-end forecasting, channel ROI and ROAS calculations, campaign-level priority management, and an executive summary view designed to share with leadership without sending the whole workbook.
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