Campaign Budgets and ROI

What is a Marketing Campaign Report with Cost and ROI Analysis? Marketing campaign cost and return on investment (ROI) reports are considered essential marketing analytics tools and are often used by marketing executives and campaign managers to review the cost and performance of campaigns over a selected date range. Some of the key functionality in this type of report is that it provides filters where the user can select all- or specific campaigns for a given time period and see key performance metrics. KPIs include cost, expected revenue and ROI per campaign. Traffic lights and charts makes it easy for the user to see top and bottom performing campaigns. You find an example of this type of report below.

Purpose of Marketing Campaign ROI Reports Companies and organizations use Marketing Campaign ROI Reports to easily determine which campaigns to keep investing in and which ones to discontinue. When used as part of good business practices in a Marketing department, a company can improve its ability to attract customers and thus help drive sales for the lowest cost per opportunity as well as reduce the chances that money is wasted on money-losing or low ROI marketing campaigns.

Who Uses This Type of Report? The typical users of this type of report are: Marketing managers, budget managers, sales executives. Other Reports Often Used in Conjunction with Marketing Campaign ROI Reports Progressive Marketing Departments sometimes use several different Marketing Campaign ROI Reports, along with pipeline reports, campaign dashboards, marketing simulation dashboards, marketing budget models, lead and opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Campaign Budgets and ROI in Solver? The Campaign Budgets and ROI is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Cfos, fp&a managers, and budget owners rely on this Solver planning template to streamline the budget and forecast submission process. It replaces disconnected spreadsheets with a single, controlled input point that feeds directly into consolidated models.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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