[Company name] Return on Marketing Investment (ROMI) Calculation Worksheet
[Date]
[Company name] CONFIDENTIAL Gray cells will be calculated for you and do not require any entry.
Marketing Program Details Enter marketing program description. Enter ROMI type (revenue, margin, discounted cash flow). Enter ROMI (revenue) hurdle rate. Enter ROMI (margin) hurdle rate. Enter estimated program cost. Enter total list size. Enter expected revenue, margin, or DCF per close. If margin ROMI, enter margin percentage. Determine estimated return by lead classification Level 1 Level 2 Level 3 Level 4 Level 5 Enter expected close rates Level 1 Level 2 Level 3 Level 4 Level 5 Results Total expected revenue Expected ROMI (green if above hurdle rate; red otherwise): Expected mROMI (green if above hurdle rate; red otherwise):
Program Data Fabrikam direct-mail Margin 4.5 2 $ 25,000 20,000 $ 1,495 33.0% 1.00% 0.40% 0.30% 0.20% 0.10% 33.00% 25.00% 15.00% 10.00% 10.00% $ 6.0 2.0 150,995
(ROMI) Calculation Worksheet
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8/12/20087:04 PM