CAC Workback Tool Excel Template

Description
Often times when budgeting business leaders will struggle with where to begin when setting their discretionary marketing budgets (event sponsorships, paid advertising, media investments, etc.). This tool enables the user to set some tops-down bookends for their discretionary marketing budgets by using a few key parameters: average deal size per initial land, net revenue retention (or net dollar retention), gross margin targets, and desired payback periods. For those who want to go one step further, you can account for payroll for your sales and marketing teams. With this, you can then work with your marketing leader to build a more detailed, bottoms-up plan.