Review criteria
- +KPI by client and channel
- +Target vs. actual
- +Month-over-month trend
- +Off-target highlighting
Marketing KPI Dashboard in Fractional CMO
The Marketing KPI Dashboard is a copy-ready spreadsheet for fractional cmo that tracks kpis, client, metric, target, actual. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Marketing KPI Dashboard”
Tabs: How to use · KPIs · SnapshotFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Client
- Channel
- Metric
- Better when
- Target
- Last month
- This month
- Change
- % change
- vs. target
- Open the KPIs tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- One row per client, channel and metric each month; Better when tells the sheet which direction is good.
- Off target turns red; bring those rows to the monthly review with a next action.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Marketing KPI Dashboard
About this template
It is built for people who want results without another subscription: cMOs reporting KPIs. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Marketing KPI Dashboard
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +CMOs reporting KPIs
- +Anyone tracking target vs. actual
Pause before choosing when
- -Live BI data feeds
- -Automated dashboards
About Fractional CMO
Why people consider this option
- +Track clients, roadmaps, and KPIs without paid software
- +Keep every plan and channel note in a file you own
- +Know your retainers and client results
What to review before acting
- -No BI or PSA integration without a tool
- -Busy CMOs need real reporting software
Trust FAQ
Questions people ask before copying a template
Does the Marketing KPI Dashboard work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Marketing KPI Dashboard really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Marketing KPI Dashboard track?
It tracks kpis, client, metric, target, actual. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.