Marketing & Leads Weekly Update
All-in-One POS · payment & POS lead generation — campaign period 01/01/2026 to date
Overview
Headline numbers across all campaigns. Everything recalculates as you edit the other tabs.
Lead source split — Meta vs Google
Warm + cold leads by channel, across the year.
Marketing Budget & Management Fee
Enter monthly fees in the blue cells. Totals and the dashboard update automatically.
Ongoing Ads — Performance Analysis
Each card counts leads live from the data. Click a card's image area to add the ad creative. Pick the Match name (the exact ad label in your sheets) to control what gets counted; enter Amount Spend in the pink box. Conversion Cost Per Qualify Lead = spend ÷ assigned leads.
FB & Ins Lead Progress
Weekly progress for Facebook & Instagram leads (FB-WA + IG-WA). Total Leads = warm leads (Sales Leads, Lead Source col C) + cold leads (Ads Lead report, Lead Source col C) each week. The conversion columns track the warm leads by status (col E), split into DS (Kah Ho, Bryan, CF) and CS. Enter the weekly Meta ad Cost (blue) for cost per qualified lead.
Google Lead Progress
Weekly progress for Google leads (GAds-Form + GAds-WA). Total Leads = warm leads (Sales Leads, Lead Source col C) + cold leads (Ads Lead report, Lead Source col C) each week. The conversion columns track the warm leads by status (col E), split into DS (Kah Ho, Bryan, CF) and CS. Enter the weekly Google ad Cost (blue) for cost per qualified lead.
Won Cases
Closed-won deals, read live from the warm-lead sheet (status “04 – Won”). Add a product label and image per case — these save with your inputs and travel in Export.
Lost Cases
Track why deals were lost. Fill in the fields and pick one or more states — the charts below update automatically. Rows save with your inputs and travel in Export.
Competitor List
| No. | Competitor Brand Name | Lead / Client State | No. of Cases | |
|---|---|---|---|---|
| 1 | Selangor (1), Kedah (1) | 2 | ||
| 2 | — select state(s) — | — | ||
| 3 | Kuala Lumpur (1), Selangor (1), Malacca (2), N/A (1) | 5 | ||
| 4 | Selangor (1), Malacca (1) | 2 | ||
| 5 | Kuala Lumpur (1), Selangor (2), Johor (3), Kedah (1), Negeri Sembilan (1) | 8 | ||
| 6 | Selangor (1) | 1 | ||
| 7 | Kuala Lumpur (1) | 1 | ||
| 8 | Johor (1) | 1 | ||
| 9 | Selangor (1) | 1 |
| State | Competitor brand(s) | Total |
|---|---|---|
| Selangor | Others (Unknown) (2), EPOS, Autocount POS, Storehub POS, Synergy POS, SQL Accounting | 7 |
| Johor | Others (Unknown) (3), IRS POS | 4 |
| Kuala Lumpur | Autocount POS, Others (Unknown), Keivi POS | 3 |
| Malacca | Autocount POS (2), Storehub POS | 3 |
| Kedah | EPOS, Others (Unknown) | 2 |
| Negeri Sembilan | Others (Unknown) | 1 |
| N/A | Yellow POS, Autocount POS | 2 |
Recorded competitor losses: 22. Top competitor: Others (Unknown) (8). Most-affected state: Selangor (7).
Lost Reason
| No. | Reason | Lead / Client State | No. of Cases | |
|---|---|---|---|---|
| 1 | Malacca (2), Negeri Sembilan (1) | 3 | ||
| 2 | Kuala Lumpur (3), Selangor (8), Negeri Sembilan (1) | 12 | ||
| 3 | Kuala Lumpur (1) | 1 | ||
| 4 | Selangor (1), Johor (1), Malacca (1) | 3 | ||
| 5 | Selangor (1), Johor (1), Malacca (1) | 3 | ||
| 6 | Selangor (1) | 1 | ||
| 7 | Malacca (1) | 1 | ||
| 8 | Kedah (1) | 1 | ||
| 9 | Kuala Lumpur (1), Selangor (1) | 2 | ||
| 10 | Kuala Lumpur (1) | 1 | ||
| 11 | Kuala Lumpur (1) | 1 | ||
| 12 | Selangor (1) | 1 | ||
| 13 | Perak (1) | 1 | ||
| 14 | N/A (1) | 1 | ||
| 15 | N/A (1) | 1 | ||
| 16 | N/A (1) | 1 | ||
| 17 | Malacca (1) | 1 |
| State | Reason(s) | Total |
|---|---|---|
| Selangor | Pricing Matters (Over Budget / Pricey) (8), Unable To Meet Requirement, Decide Remain Current System, Manufacturing Inventory Module, Choose back same brand of POS with Accounting, Spa Module | 13 |
| Kuala Lumpur | Pricing Matters (Over Budget / Pricey) (3), Look For Hardware Only, Choose back same brand of POS with Accounting, Better Features, No Longer Needed | 7 |
| Malacca | Don't Want Yearly Subscription (2), Unable To Meet Requirement, Decide Remain Current System, KIV, Ingredient Formula Separation | 6 |
| Johor | Unable To Meet Requirement, Decide Remain Current System | 2 |
| Negeri Sembilan | Don't Want Yearly Subscription, Pricing Matters (Over Budget / Pricey) | 2 |
| Kedah | Need To Use Back Government Appointed Software | 1 |
| Perak | Decide Not To Takeover The Business | 1 |
| N/A | Cloud System, FIFO For Batch Module, System Complicated | 3 |
Recorded lost reasons: 35. Top reason: Pricing Matters (Over Budget / Pricey) (12). Most-affected state: Selangor (13).
Others Incoming — Ask For Others Info
Manually log non-pipeline "others incoming" enquiries by reason and month. Row totals, column totals and the grand total calculate as you type. Saved with your inputs and the snapshot.
| Month | Reason | Total Leads | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E-Invoice Related (DS) | E-Invoice Related (CS) | Ask For Support / Matters Related to (DS) | Ask For Support / Product (CS) | Complaint Dealer | Wish To Refer Our Solutions Idea | Collaboration | Hardware Supplier | Rental Services | Look for Wrong Vendor (Eg: Storehub) | Look for Hardware Only | Ask We Do Reseller | ||
| Jan | 29 | ||||||||||||
| Feb | 14 | ||||||||||||
| Mar | 20 | ||||||||||||
| Apr | 18 | ||||||||||||
| May | 11 | ||||||||||||
| Jun | 18 | ||||||||||||
| Jul | 18 | ||||||||||||
| Aug | 0 | ||||||||||||
| Sep | 0 | ||||||||||||
| Oct | 0 | ||||||||||||
| Nov | 0 | ||||||||||||
| Dec | 0 | ||||||||||||
| Total | 6 | 36 | 8 | 27 | 2 | 1 | 15 | 14 | 2 | 4 | 12 | 1 | 128 |
Monthly Summary
Marketing's monthly action log — fillable. Edit any cell; use new lines for multiple points.
| Month | Action Taken & Outcome | Next Action |
|---|---|---|
| January | ||
| February | ||
| March | ||
| April | ||
| May | ||
| June | ||
| July | ||
| August | ||
| September | ||
| October | ||
| November | ||
| December |
Follower — Social Media
Enter each period's follower total per platform. Net follows auto-calculates against the previous period (green = up, red = down). Add a period with the button; newest shows first.
Creatives
Log the creatives produced each week — upload an image and/or paste a video link (YouTube, Drive, etc.) with a short note. Images are saved with the snapshot; videos are kept as links.
No creatives yet — click “+ Add creative” to log what was produced this week.
