Interactive Spreadsheet

Demand Generation Budget Calculator

Most fintech companies either overspend on the wrong channels or underspend on the right ones. This calculator works backward from your revenue goals to determine the exact marketing investment needed — broken down by channel, campaign type, and content. It factors in your average deal size, sales cycle length, and conversion rates at each funnel stage.

What's Included

• Revenue-to-budget reverse calculator
• Channel allocation recommendations by company stage
• CAC and LTV modeling
• Funnel conversion rate benchmarks for fintech
• Quarterly budget phasing template
• ROI projection model