If you’re running marketing campaigns and you’re not sure what’s actually working, you’re not alone. Plenty of marketers and founders throw money at ads, content, or email blasts, only to get murky results. If you want actual answers—and not just a “feeling” your campaign is working—this guide is for you.
Here’s how to track marketing campaign ROI in Taskminions using custom reports, without getting lost in the weeds. No fluff, no hand-waving—just a straightforward way to see what’s paying off.
Why bother tracking ROI in Taskminions?
Let’s be real: It’s easy to keep running campaigns based on guesswork. But if you want to know what’s actually making you money (and what’s draining your budget), you need to measure ROI at the campaign level. Taskminions has decent built-in reporting, but if you want campaign-specific ROI, you’ll need to get comfortable with custom reports.
This isn’t about generating pretty charts to show your boss—this is about making better decisions. If you’re tired of “gut feeling” marketing, keep reading.
Step 1: Set up your campaigns and tracking basics
Before you even touch reports, your campaigns and data need to be set up right. If you skip this, your reports will be garbage. Here’s what to do:
- Clearly define your campaigns. Give each campaign a unique name in Taskminions. Don’t get lazy with names like “Spring Sale”—be specific, like “2024_Spring_Sale_GoogleAds.”
- Track costs accurately. Enter your ad spend, creative costs, and any other expenses as you go. If you have disconnected spreadsheets, now’s the time to merge them or import them into Taskminions.
- Capture conversions. Decide what counts as a conversion (a purchase? a lead?). Make sure Taskminions is hooked up to whatever system tracks these. If it’s not, use integrations or manual data entry—just be consistent.
Pro tip: If you’re running lots of micro-campaigns, keep a shared doc or spreadsheet mapping campaign names to platforms and goals. This saves you from future “What was this for?” headaches.
Step 2: Connect your data sources
Taskminions can only report on data it has. So:
- Integrate your ad platforms (Google Ads, Facebook, LinkedIn, etc.) with Taskminions. Use native connectors if they exist. If not, look into third-party integrations or export/import CSVs.
- Sync your CRM or sales tools so you can tie campaigns to actual revenue, not just leads. If this isn’t possible, at least track as far down the funnel as you can.
- Double-check for duplicates or missing data. It’s easy to miss a data source. Run a sanity check: Do the numbers in Taskminions roughly match what you see in your ad platforms? If not, dig in and fix it now.
You can’t get ROI if your revenue and cost data are wrong or incomplete.
Step 3: Build your custom ROI report
Taskminions’ default reports are fine for top-level stats, but they rarely answer the real questions. Here’s how to build a custom ROI report that actually helps you decide what to do next.
1. Go to the Custom Reports section
- Log in to Taskminions.
- Navigate to Reports > Custom Reports (or whatever it’s called in your version).
- Click Create New Report.
2. Choose your base data
- Select Campaigns as your primary data source.
- Add Cost, Conversions, and Revenue fields. If you can, also pull in platform, date range, and any custom fields you need.
3. Set the right filters
- Filter for Active or Recently Ended Campaigns—no need to clutter things with old junk.
- If you want, filter by channel (e.g., only Facebook campaigns).
4. Add calculated fields for ROI
Most reporting tools let you add custom formulas. In Taskminions, you want:
- ROI = (Revenue - Cost) / Cost
- (Or, for a simpler view: Cost per Conversion = Cost / Conversions)
Label these fields clearly. Don’t just call them “ROI.” Try “ROI (%)” and “Cost per Conversion ($).”
5. Group and sort your data
- Group by Campaign Name.
- Optionally, group by Channel if you want to see trends.
- Sort by ROI descending—you want your winners at the top.
6. Save and schedule the report
- Save the template with a descriptive name (“Campaign ROI – Q2 2024”).
- If Taskminions supports it, schedule the report to hit your inbox weekly or monthly.
Pro tip: Don’t overcomplicate your first report. Start simple. You can always add more fields or filters later if you find you need them.
Step 4: Interpret your results (and avoid the usual traps)
Now you’ve got numbers, but don’t just stare at them. Here’s what to watch for:
- Outliers. One campaign with a ridiculous ROI? Double-check the data. Sometimes it’s a reporting glitch.
- Low conversion, high spend. These are your money pits. Cut them, or figure out what’s going wrong.
- Consistent winners. Don’t just keep running them—ask if you can scale up, or if you’re already maxed out.
- Campaigns with zero conversions. Unless you’re running a pure brand play (and even then…), these usually need to go.
What not to do
- Don’t obsess over vanity metrics like clicks or impressions if your real goal is revenue.
- Don’t believe every positive ROI number—check sample sizes. A single sale from a $10 experiment doesn’t mean you’ve cracked the code.
- Don’t get paralyzed by data. If a campaign is obviously underperforming, kill it and move on.
Step 5: Keep it simple, iterate, and act
This is the part most teams skip: They build a report, admire it, and then… do nothing different.
- Set a regular review cadence. Once a week or month, actually look at your ROI report and make decisions. Cut losers, scale winners, and try new ideas.
- Update your data sources. If you add new campaigns or platforms, make sure your report covers them.
- Tweak your reports as you learn. If you realize you care more about cost per lead than ROI, add that field. Make the report work for you—not the other way around.
Pro tip: Don’t try to track everything at once. It’s better to have a simple report you actually use than a monster dashboard that nobody opens.
What works, what doesn’t, and what to ignore
- What works: Simple, regularly updated reports that show you ROI by campaign. Clear naming and consistent data entry.
- What doesn’t: Overly complex dashboards, manual data entry across five spreadsheets, chasing vanity metrics, or ignoring the results entirely.
- What to ignore: Anything Taskminions or an integration vendor tries to upsell you that promises “AI-powered insights” but can’t show the actual math.
Wrapping up: Don’t overthink it
Tracking marketing ROI in Taskminions isn’t rocket science, but it does take discipline. Set up your data, build a custom report, and actually use it. Start simple. Let your ROI numbers push you to do more of what works—and less of what doesn’t. As you go, tweak and improve. That’s how real progress happens.