4 min readCampaigns

Tracking Your Marketing Budget and ROI

The Campaign Budget Tracker lets you record your monthly spend for each marketing channel and see exactly which channels are generating the lowest cost-per-booked-job. Stop guessing where your best leads come from — see it in numbers.

How to track your marketing budget and ROI

1
Go to Campaigns → Budget → click "Add budget entry"

In the main navigation, open Campaigns and select Budget. Click "Add budget entry" to record your spend for a channel and month.

2
Enter your monthly spend for each channel

Add a budget entry for each marketing channel you use: Google Ads, Checkatrade, Facebook Ads, Bark.com, local directories, leaflet drops, or any other source. Enter the amount you spend each month on that channel.

3
Trade2Base calculates cost-per-job and ROI automatically

Trade2Base combines your declared spend with the attributed job revenue from each channel to calculate cost-per-booked-job and return on investment. Jobs are attributed to channels based on the referral source recorded when the job or customer was created.

4
Review the Campaign Dashboard ranked by cost-per-job

Open the Campaign Dashboard to see all your channels ranked by cost-per-booked-job. Channels with the lowest cost-per-job are highlighted in green. This tells you at a glance where to invest more and where to cut spend.

5
Use the month-over-month view to track efficiency trends

Switch to the month-over-month view to see whether your marketing is becoming more or less efficient over time. A rising cost-per-job on a channel is an early warning sign that it is declining in performance.

Even rough spend figures (e.g. “I spend about £300/month on Checkatrade”) are enough to generate meaningful ROI data. Precision helps but is not required to get started.

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