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campaign-to-order-tracking

Connect marketing campaign spend to qualified orders and revenue. Measures attribution, ROI, and channel effectiveness from spreadsheet data — no CRM integration or BI tooling required.

  • Area: Marketing
  • Category: marketing analytics
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: Head of Marketing

Maps uploaded campaign/spend and order CSV or spreadsheet exports to qualified orders and revenue.

How you ask

  • “Map last quarter's campaign spend to the orders we closed”
  • “Which of our channels has the best ROI — paid search, email, or LinkedIn?”
  • “Show me where leads are dropping out in our funnel for each campaign”
  • “Build an attribution report using last-touch for Q1 2025”
  • “Compare channel performance for the past 90 days”

Inputs

  • campaign-data — Spreadsheet or CSV with at minimum: campaign name, channel, spend, date range
  • order-data — Spreadsheet or CSV with at minimum: order ID, order date, revenue, lead source or campaign tag
  • attribution-model — Attribution model to apply. 'auto' selects last-touch unless user specifies otherwise. See references/attribution_models.md. (last-touch | first-touch | linear | auto)
  • campaign-data — Spreadsheet or CSV with campaign name, channel, spend, date range
  • order-data — Spreadsheet or CSV with order ID, revenue, and a channel or campaign tag that matches the campaign data
  • period — Date range to analyze (e.g. 'Q1 2025', 'last 90 days'). Defaults to full date range in the data.
  • funnel-data — Spreadsheet or CSV with stage-level counts per campaign: impressions or clicks, leads generated, qualified leads, orders. At minimum: campaign name, leads, and orders.
  • campaign-spend — Separate spend file if not included in funnel data. Required for cost-per-stage metrics.

Outputs

  • attribution-report (markdown)
  • channel-comparison (markdown)
  • funnel-report (markdown)
  • prefer a permanent directory)