KPI META BUSINESS PERFORMANCE WORKBOOK
If you are looking for a way to track the performance of each campaign you are running on Meta this is the workbook for you! It is able to be manually entered or easily integrated through automation to your CRM. PREVIEW DOC
The workbook comes with the following:
- Scorecard
- Performance Tracker
- Client requests
- Target Audience Log
- Action Log
Trades Workbook
Tracking and planning your year has never been easier! Track leads, estimates and booked + sales in one place. Comparison of projection and actuals. Download this pre loaded, formula driven template- easily integrated through automation to your CRM. PREVIEW DOC
The workbook comes with the following:
- Annual Budget Planner
- Dashboard for planning KPI's
- Overhead Tracking
- Sales Plan
- Residential Tab (Optional)
- Commercial Tab (Optional)
Weekly Performance Sheet
Track your weekly omni channel performance. easily integrated through automation to your CRM or use as a stand alone- fill in sheet. All formulas auto populate (manilla cells are fill-in all others give you percentages and conversions etc... PREVIEW DOC
YTD Performance Tracker Workbook
Tracking your monthly, quarterly and annual performance across your omni channel marketing strategy has never been easier! Download this pre loaded, formula driven template all sheets tie in to make data entry easy + - easily integrated through automation to your CRM. PREVIEW DOC
The workbook comes with the following:
- Annual Budget Planner
- Dashboard for planning KPI's
- Overhead Tracking
- Sales Plan
- Residential Tab (Optional)
- Commercial Tab (Optional)
Annual Budget
Create your budget seamlessly with this pre loaded, formula driven template- easily integrated through automation to your CRM. PREVIEW DOC
The workbook comes with the following:
- Annual Budget
Budget (Trades & Professional Services)
Budget tracker built with calculations, formulas and categorized. The Worksheet is easily filled in and usable. PREVIEW DOC
Sales Tracker (single sheet)
Track your target leads, estimates, booked and sales against actuals. Auto populates formulas, comes with basic instructions. Great for planning your 2024 year. PREVIEW DOC
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