Excel VBA Marketing Budget Tool
Budget: $10 – $30 USD
In this homework, you will build a Decision Support System in Microsoft Excel that helps a
company allocate its marketing budget across multiple marketing channels.
The system will integrate:
● Excel Solver
● VBA macros
● Dashboard visualization
The goal of the tool is to determine how much budget should be allocated to each marketing
channel to maximize total profit.
You will work with the workbook MarketingBudgetTool.xlsm.
This project centres on building a VBA-powered Excel workbook that lets me carry out focused data analysis and reporting on my marketing budgets. The file should accept raw spend and performance numbers, run the required calculations at the click of a button, and return clear summaries that guide day-to-day budget decisions.
Core requirements
• Entire workflow driven by VBA so every refresh, calculation, pivot creation and chart update is fully automated.
• Flexible input sheets: I should be able to paste new monthly data without breaking formulas or code.
• Dynamic outputs: summary tables, charts and printable pages that highlight budget allocation, variances and ROI at a glance.
• Clean, documented code with named modules and comments so I can maintain it in-house later.
Acceptance criteria
1. One macro-enabled workbook (.xlsm) delivered, ready to run on Office 365.
2. Input, processing and output areas clearly separated and protected where appropriate.
3. A short video or step-by-step PDF showing how to refresh data, add new months and customise report parameters.
Include any helpful techniques—advanced formulas, Power Query calls, or ActiveX controls—provided they run smoothly inside Excel with no external add-ins.
company allocate its marketing budget across multiple marketing channels.
The system will integrate:
● Excel Solver
● VBA macros
● Dashboard visualization
The goal of the tool is to determine how much budget should be allocated to each marketing
channel to maximize total profit.
You will work with the workbook MarketingBudgetTool.xlsm.
This project centres on building a VBA-powered Excel workbook that lets me carry out focused data analysis and reporting on my marketing budgets. The file should accept raw spend and performance numbers, run the required calculations at the click of a button, and return clear summaries that guide day-to-day budget decisions.
Core requirements
• Entire workflow driven by VBA so every refresh, calculation, pivot creation and chart update is fully automated.
• Flexible input sheets: I should be able to paste new monthly data without breaking formulas or code.
• Dynamic outputs: summary tables, charts and printable pages that highlight budget allocation, variances and ROI at a glance.
• Clean, documented code with named modules and comments so I can maintain it in-house later.
Acceptance criteria
1. One macro-enabled workbook (.xlsm) delivered, ready to run on Office 365.
2. Input, processing and output areas clearly separated and protected where appropriate.
3. A short video or step-by-step PDF showing how to refresh data, add new months and customise report parameters.
Include any helpful techniques—advanced formulas, Power Query calls, or ActiveX controls—provided they run smoothly inside Excel with no external add-ins.