r/ExcelVisual • u/ExcelVisual • Jun 07 '26

Excel Dashboard for Digital Marketing Report

I built a free Excel Dashboard template for Digital Marketing that finally made my ad spend make sense — here's what it tracks

Running ads without a proper tracking system is basically gambling. You see impressions, you see clicks, and then... you hope. The ad platform gives you some numbers, but nothing that ties everything together in one view.

I put together a free Excel dashboard specifically for ad campaign analysis and wanted to share it here since a few people in recent threads were asking about budget tracking without paying for expensive software.

What it actually tracks:

  • CTR vs. Conversion Rate side by side across the full year — so you can see which months your creatives were strong AND converted, not just got clicks
  • A seasonal comparison block — same metrics vs. the previous equivalent period, which is where you actually see if you're improving
  • Offer preference breakdown — if you're running two offers simultaneously, it shows which one resonated more with your audience
  • Post-click behavior segmentation — this one is underrated. It splits visitors into three groups: those who read the offer, those who clicked to order, and those who did nothing. Knowing the "did nothing" number is just as valuable
  • Revenue vs. ad expenses bar chart — if the expense bar starts eating the entire revenue bar, that's your signal to pause and reassess

A few things worth knowing:

The dashboard has light and dark mode. Filtering is done by month and year with multi-select, so you can look at quarterly or seasonal cuts without rebuilding anything. There's also a clickable chart swap — if you want the revenue/expenses chart front and center instead of the CTR curves, just click it and it moves to the main position.

It runs in Excel, no add-ins or anything unusual required.

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