Program KPI & Marketing Budget Calculator

A self-contained, browser-based tool for planning marketing KPIs, allocating budgets across geographies and channels, and pooling resources across multiple partners.

Quick Start

1. Open goodwall-kpi-calculator.html in any modern browser.
2. That's it. No install, no build, no server.

What It Does

The calculator models a five-stage conversion funnel:

Reach → Accelerated → Engaged → Trained → Credentialed

It provides three working phases:

Phase	Purpose
KPI Planning	Calculate achievable KPIs from a budget, or determine the budget required to hit a KPI target. Split by geography with editable benchmarks.
Channel Strategy	Allocate budget across marketing channels (platforms, ad types). See how each channel contributes to the funnel.
Partner Marketing Pool	Combine multiple partners' budgets by geography and KPI priority. View pooled projections.

Features

• Two calculation modes: Budget → KPIs (forward) or KPI Target → Budget (reverse)
• Geographic targeting: Add unlimited geographies with per-region CPI and reach multipliers
• Editable benchmarks: All conversion rates are inline-editable
• Dynamic channels: Add custom platforms and ad types with per-channel CPI and target stage
• Partner pooling: Multi-partner budget aggregation by geography
• Auto-save: All inputs persist in localStorage
• CSV export: Download current phase data as .csv
• Responsive: Works on desktop and tablet
• Print-ready: All phases render for printing

Requirements

• Any modern browser (Chrome, Firefox, Safari, Edge)
• Internet connection for Google Fonts and Phosphor Icons (falls back to system fonts offline)

File Structure

goodwall-kpi-calculator.html   # The complete application (single file)
README.md                      # This file
wiki-calculator-overview.md    # Detailed documentation (Wiki page)

Hosting

Local Use

Double-click the HTML file to open it in your default browser.

Static Hosting

Upload to any static host:

• GitHub Pages: Push to a repo, enable Pages in Settings
• Netlify: Drag and drop the file at app.netlify.com/drop
• Vercel: vercel deploy from the directory
• Any web server: Place the file in your document root

Google Sites Embedding

1. Host the file at a public URL (see above)
2. In Google Sites: Insert → Embed → By URL
3. Paste the hosted URL

Google Sites does not support pasting full HTML pages into the embed code box. You must use the URL method.

Customization

All data is editable directly in the UI:

• Geographies: Name, budget allocation %, CPI, reach multiplier
• Benchmarks: Accelerated→Engaged, Engaged→Trained, Trained→Credentialed rates
• Channels: Name, platform, ad type, budget %, CPI, target funnel stage
• Partners: Name, budget, geographic focus (multi-select), KPI priority

To customize default values, edit the JavaScript constants at the top of the <script> block:

• GEO_PRESETS — Default geographies
• DEFAULT_BENCHMARKS — Default conversion rates
• DEFAULT_CHANNELS — Default channel configuration
• DEFAULT_PARTNERS — Default partner list

How the Math Works

Forward (Budget → KPIs)

For each geography:
  Budget_geo       = Total Budget × Allocation%
  Accelerated_geo  = (Budget_geo / CPI_geo) × Organic Boost
  Reach_geo        = Accelerated_geo × Reach Multiplier
  Engaged_geo      = Accelerated_geo × Benchmark(A→E)
  Trained_geo      = Engaged_geo × Benchmark(E→T)
  Credentialed_geo = Trained_geo × Benchmark(T→C)

Totals = sum across all geographies

Reverse (KPI Target → Budget)

Accelerated needed = Target / (product of conversion rates from Accelerated to target stage)
Blended efficiency = Organic Boost × Σ(Allocation_i / CPI_i)
Required Budget    = Accelerated needed / Blended efficiency

Privacy

All data stays in your browser. No analytics, no tracking, no server calls. The only external requests are for fonts (fonts.googleapis.com) and icons (unpkg.com).

License

Internal tool. Modify and redistribute as needed within your organization.