SayPro ROI Tracking Template (SCLMR-Form05)

SayPro ROI Tracking Template (SCLMR-Form05)

General Information

• Project Name: [Insert Project/Campaign Name]
• Department: [Insert Department Name, e.g., Marketing, Sales, IT]
• Project Manager: [Insert Project Manager Name]
• Reporting Period: [Insert Date Range, e.g., May 2025]
• Template Prepared By: [Insert Name]
• Date Prepared: [Insert Date]

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1. Objectives and Key Results (OKRs)

Describe the objectives of the project or campaign and the expected key results.

Objective	Key Results/Deliverables	Target Value	Actual Value	Status
[Objective 1, e.g., Increase leads]	[E.g., Generate 100 leads]	[Target Value]	[Actual Value]	[Complete/Ongoing]
[Objective 2, e.g., Increase sales]	[E.g., Drive $10,000 in sales]	[Target Value]	[Actual Value]	[Complete/Ongoing]

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2. Investment (Costs)

Track all the costs associated with the project or campaign. This includes direct costs like marketing spend, development costs, labor costs, etc.

Cost Category	Description	Planned Cost	Actual Cost	Variance
Marketing Spend	[E.g., Social media ads, Google Ads]	[$ Amount]	[$ Amount]	[Variance]
Labor Costs	[E.g., Staff salaries for campaign execution]	[$ Amount]	[$ Amount]	[Variance]
Development Costs	[E.g., Product development or website updates]	[$ Amount]	[$ Amount]	[Variance]
Other Costs	[E.g., Consultant fees, equipment]	[$ Amount]	[$ Amount]	[Variance]

• Total Planned Costs: [$ Total Planned]
• Total Actual Costs: [$ Total Actual]
• Cost Variance: [$ Variance = Planned Cost – Actual Cost]

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3. Revenue and Benefits

Track the revenue or other direct benefits resulting from the project. This section should focus on measurable outcomes that contribute to ROI.

Revenue/Benefit Category	Description	Planned Revenue	Actual Revenue	Variance
Sales Revenue	[E.g., Revenue generated from new product]	[$ Amount]	[$ Amount]	[Variance]
Lead Conversion	[E.g., Value of converted leads]	[$ Amount]	[$ Amount]	[Variance]
Cost Savings	[E.g., Reduction in operational costs]	[$ Amount]	[$ Amount]	[Variance]
Other Benefits	[E.g., Brand awareness or customer loyalty]	[Value]	[Actual Value]	[Variance]

• Total Planned Revenue: [$ Total Planned Revenue]
• Total Actual Revenue: [$ Total Actual Revenue]
• Revenue Variance: [$ Variance = Planned Revenue – Actual Revenue]

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4. ROI Calculation

Calculate the ROI based on the costs and revenues generated by the project.

• Formula:
  ROI=(Revenue−Cost)Cost×100\text{ROI} = \frac{(\text{Revenue} – \text{Cost})}{\text{Cost}} \times 100ROI=Cost(Revenue−Cost)​×100

Total Revenue	[$ Total Revenue]
Total Cost	[$ Total Cost]
ROI	[Calculated ROI %]

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5. Key Insights and Analysis

Provide an analysis of the results and key takeaways based on the ROI and performance data.

• What worked well?
  [Discuss the strategies, actions, or elements of the campaign/project that contributed to a positive ROI.]
• What didn’t work as expected?
  [Identify areas that didn’t meet expectations or contributed negatively to ROI.]
• What can be improved for future campaigns?
  [Provide suggestions on improving performance for future projects or initiatives.]
• Key Takeaways:
  [Summarize the key insights that will be applied in future projects or campaigns.]

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6. Action Plan for Improvement

If the ROI did not meet expectations, outline an action plan to improve future performance.

Action	Responsible Person	Target Date	Status
[Action 1, e.g., optimize ad targeting]	[Insert Name]	[Insert Date]	[Ongoing/Completed]
[Action 2, e.g., improve conversion rate]	[Insert Name]	[Insert Date]	[Ongoing/Completed]

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7. Conclusion

Summarize the overall performance of the project or campaign, indicating whether the ROI was positive, neutral, or negative, and provide a final evaluation of the initiative.

• Conclusion:
  [Provide a summary evaluation, e.g., “The campaign was successful in generating leads and revenue, with a strong ROI of 150%. However, additional adjustments to the ad targeting strategy could further improve conversion rates.”]

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8. Approval

Sign-off by the project manager or supervisor for confirmation of the analysis and insights.

• Prepared By: [Employee Name]
• Signature: [Employee Signature]
• Date: [Date]
• Reviewed By: [Manager/Supervisor Name]
• Signature: [Manager/Supervisor Signature]
• Date: [Date]