For Agents
Lead Source ROI Tracker
What every marketing channel costs you, and what it actually pays back
What it does
Inside the workbook.
Which channel pays for itself, and how long it takes to.
WHAT YOU GET
- A 5-tab workbook: START HERE · CHANNEL LOG · CHANNEL SCORECARD · DASHBOARD · FAQ
- 2 charts that update themselves as you type
- Realistic example figures already filled in, so you can watch it work before you replace them
- A plain-English START HERE guide built into the file, plus a 11-question FAQ
WHY THIS ONE
- Works in FREE Google Sheets. Also opens in Excel. No add-ons.
- One-time purchase. No subscription, no account, no upsell.
- Nothing connects to your bank or your software. You type the numbers in yourself.
- Input cells are unlocked and formulas are protected so a stray paste cannot break the math — and there is NO password, so you can unlock and change anything.
- Every formula was opened in a calculation engine, fully rebuilt, and checked against values worked out independently of the file. If one disagreed, it would not be on sale.
HOW IT WORKS
1. Download and open the file. Nothing to unzip.
2. Read the START HERE tab — about two minutes.
3. Type your numbers over the examples in the blue cells.
GOOGLE SHEETS
File > Import > Upload > choose the file > Replace spreadsheet. No XLOOKUP, no LAMBDA, nothing that breaks on import.
INSTANT DOWNLOAD
Available immediately after purchase under Purchases and Reviews. Nothing ships.
REFUNDS AND SUPPORT
Instant digital downloads cannot be returned automatically through Etsy. Message me — if something is broken or not what you expected, I will fix it or refund you.
AI DISCLOSURE
This workbook was built with AI assistance. Every formula in it was then opened in a calculation engine and tested against independently calculated values before it was listed. The math is checked, not assumed.
This is a digital file only. No physical item will be shipped.
The proof
Every figure, worked out twice.
Before this workbook was listed it was opened in a calculation engine, rebuilt, and every headline figure was compared to a value computed independently in code from the same seed inputs. This is an excerpt of that ledger.
- BuildGenerated from a written spec, opened in a calculation engine, fully rebuilt.
- RecomputeEach figure worked out again in code — never read back from the sheet.
- CompareCell by cell, to a stated tolerance. One disagreement and it does not go on sale.
| Sheet | Cell | Expected | Calculated | Figure | |
|---|---|---|---|---|---|
| DASHBOARD | B5 | 3,305 | 3,305 | ✓ | Total spend logged |
| DASHBOARD | E5 | 127 | 127 | ✓ | Leads in |
| DASHBOARD | B8 | 37 | 37 | ✓ | Jobs won |
| DASHBOARD | E8 | 110,500 | 110,500 | ✓ | Revenue booked |
| DASHBOARD | B11 | 48,722 | 48,722 | ✓ | Gross profit |
| DASHBOARD | E11 | 36.50 | 36.50 | ✓ | Hours you put in |
| DASHBOARD | B14 | 26.02 | 26.02 | ✓ | lended cost per lead |
| DASHBOARD | E14 | 89.32 | 89.32 | ✓ | lended cost per job won |
Questions
Before you buy.
Will it work in free Google Sheets?
Yes. File > Import > Upload > choose the file > Replace spreadsheet. Every formula was written to work in Google Sheets as well as Excel — no XLOOKUP, no LAMBDA, no add-ons and no macros.
Why can't I type in some cells?
Those are formulas, locked so a stray paste cannot break the math. There is no password. Review > Unprotect Sheet in Excel, or Data > Protected sheets and ranges in Google Sheets, opens the whole thing if you want to change something.
What counts as a lead?
Pick one definition and never move it. The usual one: a real person who asked you for a price. Not a form fill you could never reach, not a wrong number. If you change the definition halfway through, every trend in this file becomes fiction.
What do I put for gross margin?
Revenue minus the materials and labour on that job, divided by revenue — before overhead and before you pay yourself. If you genuinely do not know, use a figure you would be embarrassed to be caught overstating. The whole file leans on this one column.
How do I handle a lead I cannot attribute?
Ask. "How did you hear about us" on every intake, every time, costs four seconds. For the ones you still cannot place, log them to the channel you would cut first. That way the tracker never flatters a channel that has not earned it.
Does it work in free Google Sheets?
Yes. Every workbook is built with an older, universal formula vocabulary so it imports into free Google Sheets without add-ons, and it opens in Excel as well. You get both in one purchase.
How was it tested?
The workbook was opened in a calculation engine, fully rebuilt, and 36 figures were compared to values worked out independently in code from the same seed inputs. One disagreement would have stopped the release. An excerpt of that ledger is on this page.
Get it
Lead Source ROI Tracker — $19.99
Instant download on Etsy. Google Sheets and Excel versions in the same purchase. No subscription, ever.
Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.