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B2B Event and Tradeshow Budget ROI Planner

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Plan Smarter, Prove ROI.

The Event & Tradeshow Budget Planner is a ready-to-use Excel/CSV template designed for marketing and event professionals who need to budget with precision and show return on investment clearly. Instead of building from scratch, you’ll get a structured framework that captures every major cost and automatically updates ROI as you adjust your inputs.

Whether you’re preparing for your first industry conference or managing a full calendar of tradeshows, this tool keeps your team aligned and your leadership confident in the numbers.

🔑 Features

  • Pre-Built Categories: From booth fees and travel costs to marketing campaigns and lead capture tools, all major expenses are already mapped.
  • ROI Auto-Calculations: Enter projected leads and revenue, and the template updates your ROI instantly.
  • Guided Prompts: Each category includes notes on what to consider, so nothing gets overlooked.
  • Flexible & Editable: Works in Excel, Google Sheets, or Numbers — adapt to your workflow.
  • Professional Layout: Clean, easy-to-read design that’s ready to share with executives or clients.

📂 What’s Included

  • 1 × Excel .xlsx file with event budget + ROI calculator
  • Built-in formulas for ROI calculations
  • Guidance on what to consider in each cost category
  • FREE additional file types included: .csv and .xltx (three files total)

⚙️ How It Helps

  • Save hours of setup time with a plug-and-play template.
  • Capture a complete picture of event spend and ROI.
  • Build confidence in your planning with a structured, repeatable process.
  • Make better go/no-go decisions about future events.


📌 No Refunds Allowed

This product is a digital download. Once purchased, the files are delivered instantly, which means they cannot be returned or “un-downloaded.” Because of this, all sales are final and non-refundable.

We recommend reviewing the product description carefully before purchase to ensure it meets your needs. If you have any questions about the file or how to use it, please reach out — we’re happy to help.

I want this!

You'll get 1 × Excel file with event budget + ROI calculator, includes built-in formulas for ROI calculations, as well as guidance on what to consider in each cost category.

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