| [Company
name] |
|
| Return
on Marketing Investment (ROMI) Calculation
Worksheet |
| [Date] |
|
|
|
| [Company name]
CONFIDENTIAL |
|
|
|
| Marketing Program
Details |
Program Data |
| Enter marketing program
description. |
Fabrikam direct-mail
campaign |
| Enter ROMI type (revenue,
margin, discounted cash flow). |
Margin |
| Enter ROMI (revenue)
hurdle rate. |
4.5 |
| Enter ROMI (margin)
hurdle rate. |
2 |
| Enter estimated program
cost. |
$
- |
| Enter total list
size. |
-
|
| Enter expected revenue,
margin, or DCF per close. |
$
- |
| If margin ROMI, enter
margin percentage. |
0.0% |
| Determine
estimated return by lead
classification |
|
| Level 1 |
0.00% |
| Level 2 |
0.00% |
| Level 3 |
0.00% |
| Level 4 |
0.00% |
| Level 5 |
0.00% |
| Enter expected
close rates |
|
| Level 1 |
0.00% |
| Level 2 |
0.00% |
| Level 3 |
0.00% |
| Level 4 |
0.00% |
| Level 5 |
0.00% |
| Results |
|
| Total expected
revenue |
$
-
|
| Expected ROMI (green if
above hurdle rate; red otherwise): |
6.0 |
| Expected mROMI (green if
above hurdle rate; red otherwise): |
2.0 |
|
|
