SayPro ROI and KPI Report Template

To assess the effectiveness and return on investment (ROI) of SayPro campaigns, projects, or programs by analyzing Key Performance Indicators (KPIs), outcomes, and costs.**

This report template helps SayPro:

• Quantify performance across marketing, outreach, and impact areas
• Make data-driven decisions for future campaigns
• Report clearly to internal stakeholders, partners, or funders
• Align team activities with strategic objectives

---

 Structure of the ROI and KPI Report Template

This report is typically designed in Excel, Google Sheets, or a slide deck format (for presentations). Below is the suggested layout:

---

 1. Campaign/Project Overview

Field	Example Entry
Campaign Name	February Youth Skills Activation
Reporting Period	1 Feb – 28 Feb 2025
Report Prepared By	M&E Team / Campaign Lead
Objective Summary	Increase youth registrations for free digital skills training

---

 2. ROI Summary

Item	Value
Total Campaign Spend	R 45,000
Total Participants Engaged	3,200
Cost Per Participant	R 14.06
Registrations Generated	980
Conversion Rate	30.6%
Revenue / Value Generated	R 120,000*
ROI	167%

*Revenue/value could include projected program value, funding, training uptake, or business leads.

---

 3. KPI Performance Table

KPI	Target	Achieved	% of Goal	Status
Website visits	5,000	4,720	94.4%	⚠️ Near target
New user sign-ups	1,000	980	98%	✅ On track
Email open rate	25%	31.2%	125%	✅ Exceeded
Event attendance	800	750	93.8%	⚠️ Improve
Feedback response rate	60%	52%	86.7%	⚠️ Improve
Social media engagement rate	5%	7.8%	156%	✅ Exceeded
Referral conversions	150	205	136%	✅ Exceeded

---

 4. Channel Performance Breakdown

Channel	Impressions	Clicks	Conversions	Cost per Click	Notes
Facebook Ads	75,000	3,200	650	R 1.40	Highest engagement
WhatsApp Broadcasts	3,000	1,800	480	N/A	Best for reminders
Email Campaign	5,500	1,200	280	R 0.85	Highest open rate (31%)
Local Events	N/A	N/A	210	R 21 per head	Strong but costlier

---

 5. Insights & Learnings

• What Worked Well:
  • WhatsApp led to high direct sign-ups
  • Short-form video ads outperformed static posts
• Challenges:
  • Rural users had low survey response due to signal issues
  • Event attendance affected by bad weather in one location
• Lessons Learned:
  • Use a mix of SMS and paper surveys for offline areas
  • Book indoor venues or tented solutions during rainy months

---

 6. Recommendations for Future Campaigns

Recommendation	Impact Level	Responsible Team
Shorten feedback forms to under 5 questions	High	M&E
Improve landing page mobile load speed	High	Digital/Web Dev
Add referral incentives	Medium	Outreach & Comms

---

 Delivery Format Options

Format	Best For
Excel/Google Sheets	Tracking numbers and calculations (live updates)
PowerPoint/Slides	Presenting insights to stakeholders
PDF Snapshot	Archiving or sharing via email

---

 How to Use the ROI and KPI Report Template

1. Set measurable targets before launch
2. Collect data from analytics tools, surveys, CRM, and campaign tracking platforms
3. Fill in each section with relevant numbers and observations
4. Visualize data with graphs/charts for clarity (optional)
5. Share report with SayPro leadership, partners, or funders
6. Store final report in the SayPro Reporting Portal