# [Company name] Targeted Budgeting Tool

[Date]
Gray cells are calculated for you. You do not need to enter anything in them. [Company name] CONFIDENTIAL

Existing/Up-selling/Rescue/New Customers & Infrastructure Answer these questions:

FY2005

ROMI 12.5

mROMI 3.1

\$5,000,000 \$20,000 \$250,000 25% 4.0 \$1,000,000 \$250,000 35% 3.3 \$500,000 \$150,000 35% 8.0 \$8,000,000 \$1,000,000 25% 1.0 \$1,000,000 \$1,000,000 25% 2.5 \$250,000 \$100,000 25% 0.6 0.3 2.0 1.2 1.4

Targeted Budgeting Tool

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2/12/2008 8:32 PM

[Company name] Targeted Budgeting Tool Summary Sheet
[Date]
These cells are calculated for you. You do not need to enter anything in them. [Company name] CONFIDENTIAL

Revenue Source Existing Customers Portion due to marketing Up-selling to Existing Customers Customer Rescue New Customers Branding Other Marketing Investments Totals/Averages

Sales Revenue \$5,000,000 \$250,000 \$1,000,000 \$500,000 \$8,000,000 \$1,000,000 \$100,000 \$10,850,000

Gross Margin Marketing Investment \$1,250,000 n/a \$62,500 \$20,000 \$350,000 \$250,000 \$175,000 \$150,000 \$2,000,000 \$1,000,000 \$250,000 \$1,000,000 \$25,000 \$250,000 \$2,862,500 \$2,670,000

ROMI n/a 12.5 4.0 3.3 8.0 1.0 0.4 4.1

mROMI n/a 3.1 1.4 1.2 2.0 0.3 0.1 1.1

Notes: Total Revenue = incremental revenue due to marketing Average ROMI = (Sum of sales revenue affected by marketing)/(Sum of related marketing expenditures) Average mROMI = (Sum of gross margin affected by marketing)/(Sum of related marketing expenditures) ROMI, mROMI cells are pink if ROMI or mROMI is less than average; otherwise, the cells are pale green.

Targeted budgeting tool1[1].xls