How to make a "budget vs actual Excel template" for KPIs and ROI

Download template: youexec.com/spreadsheet-templ...
Need a dashboard to calculate your top marketing metrics? We’ve created this Marketing Dashboard template in Excel and Google Sheets.
Enter all your marketing related metrics, customize it to your specifications, and the dashboard will compare your budgeted spend against your actual spend and revenues to find your return on investment.
With formulas on how to calculate budget vs actual and return on investment across multiple dropdown fields, you’ll have all the data you need to track trends over time and change your marketing tactics and budget allocation accordingly.
But best of all - this isn’t just limited to marketing. You can customize this spreadsheet to track whatever budget and revenue data that’s most important to you, then download it in Google Sheets or Excel.
Now, let’s review how to use this spreadsheet. First, go to the Fields tab and enter your static inputs like the name of the report and what event you plan to track, such as marketing spend.
Below, you can customize two dynamic dropdown fields, and two nested dropdown fields. In our example, we chose to track regions, with specific countries nested inside those regions.
Watch until the end of the video to learn more.
Table of Contents
00:00 - Intro
00:47 - Customize your dashboard
02:03 - Enter your data
03:08 - Budget vs actual
04:10 - Spend vs revenues
05:43 - Outro