Free template

Leasing funnel and marketing ROI tracker

Follow every lead from first contact to signed lease: conversion at each step, cost per lead, tour and lease by source, and how much faster replies change results.

Excel, Sheets, Numbers
Sample property included
8 tabs

Get the template

Inside the workbook

What you get, tab by tab

Tab 1

Dashboard

KPIs, funnel vs. target, paid sources ranked by cost per lease, speed-to-lead impact, lost reasons and plain-English insights.

Tab 2

Source ROI

Every source for the selected period: funnel counts, conversion, spend, cost per lead, tour and lease, first-year revenue, ROI, rank and action flag.

Tab 3

Lead Log

One row per lead from first contact to lease or lost reason. Stage, days to lease and speed-to-lead bucket are calculated.

Owner Summary

A one-page leasing and marketing report with your logo and company name, ready to send to owners.

Monthly

Twelve months of funnel activity, conversion at each step, spend, unit costs and response time.

Sources

Your lead sources, channel, billing model, per-lease fees and 12 months of spend.

Targets

Reporting period, funnel and cost targets, action thresholds, speed-to-lead buckets and the dropdown lists.

Built for

Who it is for

Leasing teams tracking conversion
Owners deciding which marketing to keep
Managers reporting marketing results

How to use it

Up and running in six steps

1Enter the property name, total units and as-of date on the Start Here tab. The as-of month is the last month of the 12-month window.
2On Targets, set your conversion, response-time and cost-per-lease targets, the Source ROI thresholds and the reporting period.
3On Sources, list every lead source with its channel and billing model, the per-lease fee if it charges one, and what you paid it each month (invoices, ad platform spend).
4On Lead Log, enter one row per lead as it comes in, then fill in the tour, application, decision and lease columns as the prospect moves. Log a lost reason when a lead dies.
5Review Monthly for the trend, Source ROI for where to move budget and the Dashboard for leaks and speed to lead. Send the Owner Summary to ownership.
6The sample data (about 300 leads) is all input. To start fresh, select the yellow rows on Lead Log and the spend on Sources and press Delete. Formulas stay intact.

Rather have us run the numbers?

Send us your rent roll and T12 and we will build this for your property and show you what it says.

Talk to us (775) 502-8287

Questions