Credit Union Campaign Impact Dashboard

Quickly estimate campaign impact in plain-English numbers your CEO and board will understand.

Step 1

Select campaign + reporting window

Defaults will auto-fill below. You can edit anytime.
For consistent year-over-year comparisons.
Used in the board summary and exports.
Step 2

Enter results

This changes wording only. Math uses “this year vs last year.”
Loans funded, accounts opened, or new members enrolled.
Creates the “above last year” story for leadership.
Step 3

Assumptions (auto-filled, editable)

Used to prefill estimated cost of funds.
Recommended for speed. Override if you have your own numbers.
Leave blank to ignore.
Simple value model boards understand. Edit if you have your own.
Optional. Helps the narrative feel specific.
Optional. Appears in exports/methodology.
Step 4

Marketing investment (optional)

Impact always calculates. ROI only appears when spend is provided.
TwoScore fee auto-fills for Campaign Cafe levels.
You can override if needed.
Show other marketing costs (optional)
ROI uses this total.
Show marketing channel activity (optional)

Channel stats do not change financial calculations. They strengthen the story of what marketing did.

Incremental results
0
Above last year
Estimated volume generated
$0
Loan volume (when applicable)
Estimated first-year net benefit
$0
Loans + deposits
Estimated marketing ROI
N/A
Shown when spend is entered

Board-ready summary

Enter results above to generate a board-ready summary.

Channel activity snapshot

Optional. Add channel stats to generate a snapshot here.

Annual

Campaign dashboard

Campaigns added
0
Total incremental results
0
Total first-year net benefit
$0
Total marketing investment
$0
Estimated annual ROI
N/A
Campaign Window Results type Incremental Volume First-year net benefit Spend ROI Channel highlights
No campaigns yet. Add one above.
How these estimates are calculated
  • Incremental results are calculated as: results this year minus results last year (same window).
  • Loan first-year net benefit estimates amortized first-year interest, subtracts peer-based cost of funds, and optional loss factor.
  • Deposit first-year net benefit uses an annual value per account you can customize.
  • ROI is calculated as: (net benefit minus marketing investment) divided by marketing investment.
  • Channel activity does not change the math. It strengthens the story of marketing performance.

These are estimates designed for marketing reporting. If you have internal finance-approved assumptions, use them.