2026 Marketing Projection Template for B2B SaaS
Stop guessing your marketing budget. This comprehensive Google Sheets template helps you plan channel allocation, forecast pipeline, and calculate expected ROI for 2026.
- Monthly & quarterly budget breakdown
- Channel-by-channel CAC & LTV tracking
- Pipeline projection with conversion rates
- Pre-built formulas - just enter your numbers
What's Inside the Template
Budget Planner
Allocate your marketing budget across channels with monthly breakdown and annual totals.
Pipeline Forecast
Project leads, MQLs, SQLs, and deals with customizable conversion rates per channel.
ROI Calculator
Automatically calculate CAC, LTV, and ROI for each channel to optimize spend.
How to Use
Get the Template
Enter your email above to create your own editable copy in Google Sheets.
Enter Your Data
Fill in your current metrics and planned budget in the highlighted cells.
Review Projections
See your forecasted pipeline, revenue, and ROI automatically calculated.
Optimize & Iterate
Adjust allocations to maximize ROI and present to stakeholders.
Need Help With Your Marketing Strategy?
Get expert guidance on budget allocation, channel selection, and growth strategy for your B2B SaaS.