Marketing Performance Mini Dashboard (Excel Template)

A clean, modern Excel dashboard designed to give you instant visibility into your marketing results across four key channels. Track Sessions, Leads, Conversions, Spend, Revenue, and ROI — all in one lightweight, formula-only dashboard.

Marketing teams need fast, reliable insights without the complexity of advanced analytics tools. The Marketing Performance Mini Dashboard gives you a crystal-clear view of how your marketing channels are performing each month — all inside Excel.

This dashboard combines KPI cards, per-channel performance summaries, and professionally designed charts to help you answer essential questions:

  • Which channels are driving the most traffic?
  • Are we generating enough leads from our spend?
  • Which channel has the best conversion rate?
  • What’s our overall ROAS (Return on Ad Spend)?
  • Is performance improving month over month?

Paste in your data, and the entire dashboard updates instantly. No macros. No Power Query. No setup.

Marketing Performance Mini Dashboard
Marketing Performance Mini Dashboard

Who This Dashboard Is For

  • Marketing managers
  • Small business owners
  • Agencies and freelancers
  • Growth & performance marketers
  • Social media managers
  • Anyone tracking multi-channel marketing KPIs in Excel

What’s Inside

Your download includes a fully automated Excel dashboard that visualizes your marketing results at a glance.

1. KPI Cards (Instant Overview)

At the top of the dashboard, six KPI cards give you the essential numbers:

  • Total Sessions
  • Total Leads
  • Total Conversions
  • Total Spend
  • Total Revenue
  • Conversion Rate (%)

Each KPI updates instantly when you replace the sample data.

Monthly Spend vs Revenue Chart

A clean, modern chart that highlights:

  • Monthly ad spend
  • Monthly revenue
  • ROI patterns over time
  • Seasonal performance trends

Great for presentations, dashboards, and weekly reporting meetings.

Channel Performance Summary

A compact but powerful table showing per-channel results:

  • Sessions
  • Leads
  • Conversions
  • Spend
  • Revenue
  • Conversion Rate (%)
  • ROAS (Return on Ad Spend)

A quick visual way to identify your strongest and weakest channels.

4. Sessions by Channel Chart (Optional Section)

A simple but effective visual showing which channels are driving the most traffic.

Perfect for marketers presenting to non-technical stakeholders.

Key Features

  • Built entirely with Excel formulas — no VBA, no macros
  • Lightweight and fast, even on older machines
  • Clean, minimalist design aligned with ExcelMiniDashboard.com’s visual style
  • Fully editable (colors, fonts, chart style)
  • Works with Excel 2021 and Excel for Microsoft 365
  • Beginner-friendly but powerful enough for advanced users
  • Instantly refreshes when you paste your real data

Pricing

€0 — Early Access Intro Price
(Price increases as more dashboards are added to the collection.)

Instant Download & Easy Setup

Download your file → Paste in your monthly marketing data → Present your insights in seconds.

No configuration. No setup. No complexity.

License

  • Personal & commercial use permitted
  • Redistribution, resale, or re-publishing the template is not allowed