wORKSHEET ONE Calculating Five KPIs, Part I Prove to upper management that your marketing efforts are impacting the bottom line. Use this worksheet to calculate five important KPIs. RevenUe/AnnUAL COnTRACT vALUe How much revenue resulted from direct marketing sources? TOTAL DOLLAR AMOUnT $ Of ALL OPPORTUnITIeS X 12 MOnTHS = GeneRATeD PeR MOnTH RevenUe DIReCTLY fROM DIReCT MARKeTInG SOURCeS PeRCenT Of CUSTOMeRS DIReCTLY SOURCeD BY MARKeTInG What percentage of new customers were sourced by marketing initiatives? nUMBeR Of MARKeTInG- SOURCeD CLOSeD DeALS In A (MOnTH/QUARTeR/YeAR) = = % nUMBeR Of neT neW PeRCenT Of CUSTOMeRS CUSTOMeRS ACQUIReD In DIReCTLY SOURCeD BY A (MOnTH/QUARTeR/YeAR) MARKeTInG 76 / Pardot