The Marketing KPIs template helps you track and analyze key performance indicators across multiple marketing channels — including Email Marketing, SEO, SEM, and Content Marketing. It centralizes campaign data, automates KPI calculations, and provides a real-time dashboard to monitor your marketing performance and experiment results.
How the Workflow is Structured
The workflow has:
Create New Experiment form – Log and track marketing experiments with goals, dates, and metrics.
Inputs tab – Define the reporting start date and manage active metric tabs for consolidated reporting.
Marketing Dashboard KPIs spreadsheet – Central spreadsheet where all data is stored and calculations are automated.
Dashboard – Consolidates all channel performance metrics into one interactive visual report.
Steps to use the template
Step 1: Install the Template
Install the template from this link: Marketing KPIs Template
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.
👉 Before starting, delete the sample data in the spreadsheets (but keep the headers and formulas).
In the Marketing dashboard KPIs spreadsheet:
Channel tabs (Email marketing, SEO, SEM, Content marketing):
Clear only the white input cells in the date columns (your manual entries).
Do not delete header rows, descriptions, or grey/colored formula rows (these calculate KPIs like CTR, open rate, conversion rate, CPC, etc.).
Experiments tab:
Select and delete the sample rows below the header (Row 2 down). Keep the header and any validation/formulas intact.
Step 2: Configure the Inputs Tab
The Inputs tab is the control center for your marketing KPI reports. It allows you to:
Select the starting date — this sets the reference point for all channel tracking (Email Marketing, SEO, Content Marketing, SEM).
Enable or disable metric tabs — by listing channel names in column C, you decide which tabs are included in your dashboard reports.
If a channel is removed from column C, its metrics won’t appear in the dashboard until re-added.
Step 3: Share with Colleagues
Share the Marketing dashboard KPIs spreadsheet with the right access:
Editors: team members who will input data.
Viewers: stakeholders who only need to read the dashboard.
Share the Create new experiment form with marketers who will submit experiments.
(Recommended) Protect formulas: Data → Protect sheets and ranges → lock grey/colored rows and headers.
Refer to the following articles to share workflows, forms and files:
Step 4: Create New Experiments
Open the Create New Experiment form.
Enter details such as experiment title, release date, description, days of monitoring, selected metric, and target goal.
Submitted data will automatically populate the Experiments tab in the spreadsheet.
Step 5: Input Real Data
Enter your actual marketing performance data into the white input cells in each channel’s tab.
The grey cells automatically calculate KPIs such as CTR, Conversion Rate, and Cost per Conversion.
To extend tracking, add new columns for future dates and drag existing formulas across.
Step 6: Explore Each Marketing Channel Tab
Each tab focuses on a specific channel to help you organize and analyze results:
Email Marketing tab – Track emails sent, opened, click rates, and conversions.
SEO tab – Monitor impressions, clicks, CTR, average position, and conversions.
Content Marketing tab – Measure blog activity, total visitors, and conversion rates.
SEM tab – Track ad impressions, clicks, costs, and cost per conversion.
Step 7: Review the Dashboard
The Dashboard provides a consolidated, real-time view of all your marketing metrics and experiments:
Growth & Engagement Insights – Displays trends for SEO clicks, SEM impressions, email metrics, and website visitors.
Experiment Results – Compare metric goals versus actual results with visual success or failure indicators.
Channel KPIs – Get performance summaries across SEO, SEM, Content Marketing, and Email Marketing.