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Free marketing calculators for smarter decisions

Plan your marketing budget, check whether your ads are profitable, calculate customer acquisition cost and lifetime value, and score your marketing health in minutes. Free, no sign-up, and everything runs in your browser.

13 min readUpdated 29 October 2026By MarketingExpert4U consultants

The short version

  • Use the budget calculator to size total marketing spend from revenue, growth stage and goal.
  • Use the ROI and break-even ROAS calculators to judge whether campaigns make money after product costs.
  • Use the CAC and LTV calculator to see how much you can afford to spend to win a customer.
  • Use the health check to find the weakest part of your marketing system.

The calculators

Marketing budget calculator

Size your annual marketing budget and see a suggested channel split.

Suggested share of revenue–
Annual budget–
Monthly budget–

    ROI and ROAS calculator

    Check whether a campaign makes money after product costs.

    ROAS–
    Marketing ROI–
    Profit after marketing–
    Break-even ROAS–

    Break-even ROAS and max CPA

    Find the minimum ROAS and the most you can pay per sale.

    Break-even ROAS–
    Break-even cost per acquisition–
    Target CPA for your profit goal–
    Target ROAS–

    CAC and LTV calculator

    See what a customer costs, what they are worth and how fast you recover the cost.

    Customer acquisition cost–
    Customer lifetime value–
    LTV : CAC–
    CAC payback–

    Marketing health check

    Tick what's true today to score your marketing foundations.

    0%health score

    Tick the statements that describe your marketing.

    Results are estimates for planning only, based on the numbers you enter. Calculations run in your browser and nothing is sent to us.

    How to set a marketing budget

    There is no single correct marketing budget, but there are sensible ranges. Many businesses invest somewhere between 5% and 15% of revenue in marketing, with early-stage and fast-growing companies often investing more and established businesses with strong brands and referral flow investing less. The right figure depends on your margins, growth goals, competition and how quickly marketing pays back.

    Our budget calculator starts from revenue and your stage, then shifts the recommended share up or down for your main goal. It also splits the total into channels using a typical mix for that goal. Treat it as a starting point for planning, then adjust using real performance data: channels that hit their targets earn more budget, channels that don't get fixed or cut.

    Three ways to set a budget

    01

    Percentage of revenue

    Simple and easy to defend to a board. Works best for stable businesses; can under-invest during growth phases.

    02

    Objective and task

    Start from targets, such as 200 qualified leads a month, then cost the activity required. More accurate but needs good data.

    03

    Unit economics

    Work back from customer lifetime value and target CAC payback. Best for SaaS, subscription and repeat-purchase businesses.

    Whichever method you use, separate working spend (media, tools, production) from people costs, keep 10% to 15% aside for experiments, and review allocation monthly.

    ROI, ROAS and break-even ROAS explained

    Return on ad spend (ROAS) is revenue divided by advertising cost. A ROAS of 4 means every dollar of ads produced four dollars of revenue. It is easy to measure, which is why ad platforms report it, but it ignores the cost of the product, fulfilment and everything else.

    Marketing ROI goes further by looking at profit. Our calculator uses gross profit (revenue multiplied by your gross margin) minus marketing cost, divided by marketing cost. A campaign can have an impressive ROAS and still lose money if margins are thin.

    Break-even ROAS is the ROAS at which ads exactly cover product costs: one divided by gross margin. With a 40% margin, break-even ROAS is 2.5. Anything below that loses money on the first order; anything above it contributes profit. This single number is one of the most useful guardrails an e-commerce or lead-generation business can set.

    CAC, LTV and payback period

    Customer acquisition cost (CAC) is total sales and marketing cost divided by new customers acquired in the same period. Include salaries, agency fees and tools, not just media, for a true figure.

    Customer lifetime value (LTV) estimates the gross profit a customer generates over the relationship: average order or monthly revenue, multiplied by gross margin, multiplied by how many purchases or months they stay.

    The LTV to CAC ratio shows whether acquisition is sustainable. A commonly used rule of thumb is around 3:1: each customer is worth about three times what it cost to win them. Below 1:1, growth destroys value. Far above 3:1 can mean you're under-investing and leaving growth on the table.

    CAC payback period is how many months of gross profit it takes to recover the acquisition cost. Shorter payback means you can reinvest faster, which matters for cash-constrained and venture-backed businesses alike.

    How to use the marketing health check

    The health check scores ten foundations that we review in every marketing audit. Each unchecked item is a likely bottleneck. A score under 50% usually means the basics need attention before more spend will pay back; 50% to 80% means you have a working system with clear gaps; above 80% means you're ready to optimise and scale.

    The most common gaps we see are missing conversion tracking, no documented positioning, and no retention programme. Fixing those three often improves results across every channel at once.

    Marketing metrics glossary

    MetricFormulaUse it to
    ROASRevenue / ad spendCompare campaign efficiency
    Marketing ROI(Gross profit - marketing cost) / marketing costJudge real profitability
    Break-even ROAS1 / gross marginSet a minimum acceptable ROAS
    MERTotal revenue / total marketing spendCheck blended efficiency across channels
    CACSales and marketing cost / new customersMeasure acquisition efficiency
    LTVAvg revenue x gross margin x lifetime purchasesSet how much you can spend to win a customer
    CAC paybackCAC / monthly gross profit per customerMeasure cash efficiency
    Conversion rateConversions / visitorsFind funnel friction
    CPLSpend / leadsCompare lead-generation channels

    How to use each calculator

    Marketing budget calculator

    Enter annual revenue, choose your growth stage and pick your main goal. The calculator suggests a share of revenue to invest, converts it to annual and monthly budgets, and splits it across channels using a typical mix for that goal. Use the split as a starting allocation, then move money towards channels that beat their targets.

    ROI and ROAS calculator

    Enter what you spent on a campaign, the revenue it generated and your gross margin. You'll see ROAS, profit-based ROI, profit after marketing and your break-even ROAS, with a verdict on whether the campaign is profitable on the first order.

    Break-even ROAS and max CPA

    Enter average order value, gross margin and the profit you want per order. The calculator shows the minimum ROAS and maximum cost per acquisition to break even, plus target CPA and ROAS that protect your profit goal. These are the guardrails to give your media buyer or agency.

    CAC and LTV calculator

    Enter total sales and marketing cost for a period, new customers won in the same period, monthly revenue per customer, gross margin and average lifetime in months. You'll see CAC, lifetime value, the LTV to CAC ratio and how many months it takes to recover acquisition cost.

    Marketing health check

    Tick each statement that's true for your business today. The score shows how strong your foundations are; the unticked items are your priority list.

    Worked examples

    Example 1: is this campaign profitable?

    An online store spends $5,000 on ads and generates $20,000 in revenue. ROAS is 4.0. With a 40% gross margin, gross profit is $8,000, so profit after marketing is $3,000 and ROI is 60%. Break-even ROAS is 1 / 0.4 = 2.5, so a ROAS of 4.0 is comfortably profitable on the first order.

    Example 2: the same ROAS, a different answer

    A second store also achieves a ROAS of 4.0, but its gross margin is only 20%. Break-even ROAS is 5.0, so every sale loses money on the first order. The platform dashboard looks identical for both stores; only margin-aware maths shows the difference.

    Example 3: how much can we pay for a customer?

    A subscription business earns $150 a month per customer at a 70% gross margin, and customers stay 24 months on average. Lifetime value is $150 x 0.7 x 24 = $2,520. To keep a 3:1 LTV to CAC ratio, acquisition cost should stay under about $840. If CAC is $500, payback takes $500 / $105 = about 4.8 months.

    Budget planning by business type

    Business typeWhat drives the budgetWatch closely
    Early-stage startupValidating channels and message-market fitCost per qualified lead and learning speed
    Growth-stage companyScaling proven channels while testing new onesCAC payback and channel saturation
    Established businessDefending share and improving efficiencyMarketing efficiency ratio and retention
    E-commerce brandSeasonality, margins and inventoryBreak-even ROAS and contribution margin
    B2B or professional servicesLong cycles and high deal valuesPipeline value and win rate by source
    Local service businessLocal demand and capacityCost per booked job and call answer rate

    Whatever your type, protect a small experimentation budget. Without it, you only ever scale what worked last year.

    Make sure your numbers can be trusted

    Every calculator is only as good as the data you feed it. Before making big budget decisions, check that:

    • Conversions such as leads, bookings and purchases are tracked once, not duplicated.
    • Revenue in your analytics matches revenue in your finance or e-commerce system within a reasonable margin.
    • Offline sales from leads are fed back into your CRM and ad platforms.
    • Spend data includes every platform, agency fee and tool.
    • You compare like-for-like periods and allow for your sales cycle.

    Our analytics and CRO consulting helps teams fix tracking and build dashboards they trust.

    Common mistakes when calculating marketing performance

    • Using revenue instead of profit. ROAS without margin can make losing campaigns look like winners.
    • Counting media only in CAC. Salaries, agency fees and tools are part of acquisition cost.
    • Mixing periods. Spend and customers should come from the same period, allowing for your sales cycle.
    • Trusting one attribution model. Compare platform data with total marketing efficiency and holdout tests.
    • Averaging everything. Break results down by channel, product and customer segment to find where profit really comes from.
    • Ignoring retention. A higher CAC can be fine if customers stay longer and spend more.

    More free resources

    Want to go deeper? Read our guides on how much digital marketing costs, how to create a marketing strategy and SEO vs PPC, or explore marketing playbooks for your industry.

    Setting ROAS and CPA targets for your team

    Calculators become most useful when they turn into targets. Once you know your break-even ROAS and maximum CPA, give your media buyer or agency three numbers: the floor (break-even), the target (break-even plus your profit goal) and the scale threshold (the level at which you'll happily increase budget).

    For example, with a 50% gross margin, break-even ROAS is 2.0. You might set a target of 2.5 for profitable growth and a scale threshold of 3.0. Campaigns between 2.0 and 2.5 are reviewed and improved; campaigns above 3.0 earn more budget; campaigns below 2.0 for several weeks are paused or rebuilt.

    For lead generation, do the same with cost per qualified lead, using your lead-to-customer conversion rate and customer value to set the limits. Review targets every quarter as margins, prices and conversion rates change.

    Allowing for seasonality and sales cycles

    Monthly numbers can mislead when demand is seasonal or sales cycles are long. A B2B company may spend heavily in one quarter and close the resulting deals in the next; an e-commerce brand may accept a lower ROAS before a peak to build audiences. Compare results across equivalent periods, such as the same month last year, and attribute revenue to the period when the marketing happened where you can.

    From numbers to a plan

    Calculators show where you stand; a strategy shows what to do next. If the numbers raise questions, such as a ROAS below break-even, a CAC that has crept up or a weak health score, book a free strategy call. A senior consultant will review your results with you and suggest the changes likely to make the biggest difference first.

    You can also estimate the cost of consulting support with our pricing planner, read how we work, or browse our marketing resources.

    Frequently asked questions

    Are these marketing calculators free?

    Yes. All tools are free with no sign-up, and calculations run entirely in your browser; nothing you type is sent to us.

    What is a good marketing budget percentage?

    Many businesses invest 5% to 15% of revenue in marketing, with growth-stage companies at the higher end. The right figure depends on margins, goals and payback.

    What is a good ROAS?

    A good ROAS is one above your break-even ROAS, which is 1 divided by gross margin. With a 50% margin you need a ROAS above 2 to make a profit on the first order.

    What is a good LTV to CAC ratio?

    Around 3:1 is a widely used benchmark. Below 1:1 loses money; much higher can mean you're under-investing in growth.

    How is marketing ROI different from ROAS?

    ROAS uses revenue, ROI uses profit. ROI accounts for product costs, so it shows whether marketing actually makes money.

    Can you review my results?

    Yes. Book a free strategy call and a senior consultant will review your numbers and suggest next steps.

    What is the difference between CAC and CPA?

    CPA is the cost of a single conversion, such as a lead or sale, usually for one channel. CAC is total sales and marketing cost per new customer across all channels.

    How do I calculate break-even ROAS?

    Divide 1 by your gross margin as a decimal. A 40% margin gives a break-even ROAS of 2.5.

    What is marketing efficiency ratio (MER)?

    MER is total revenue divided by total marketing spend. It gives a blended view that is less affected by attribution than platform ROAS.

    Do you store the numbers I enter?

    No. All calculations run in your browser and nothing is sent to MarketingExpert4U.

    Can I use these calculators for lead generation businesses?

    Yes. Use average customer value instead of order value, and your lead-to-customer conversion rate to translate cost per customer into cost per lead targets.

    Which calculator should I use first?

    Start with the health check to find weak foundations, then the budget calculator to size investment. Use the ROI, break-even and CAC calculators when reviewing campaigns and channels.

    How often should I recalculate these numbers?

    Review ROAS and CPA targets monthly and CAC, LTV and budget assumptions at least quarterly, or whenever prices, margins or retention change.

    Can I share calculator results with my team?

    Yes. Take a screenshot or note the figures, or bring them to a free strategy call and we'll turn them into targets and a plan.

    Are the budget percentages a rule?

    No. They are typical planning ranges. Your ideal budget depends on margins, growth goals, competition and payback, so treat the calculator as a starting point and refine it with your own results.

    Do the calculators work on mobile?

    Yes. Every calculator works on phones, tablets and desktops. Results update instantly as you type, and nothing is stored or sent anywhere.

    Turn your numbers into a growth plan

    Share your calculator results on a free call and a senior consultant will show you where to focus first.