How to Build a CAC Calculator in Google Sheets & Excel

A practical guide to building and automating a CAC calculator in Google Sheets and Excel, then handing the busywork to an AI computer agent for you.
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Production-grade reliability
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Why CAC in Sheets, Excel + AI

Picture this: it is the last week of the month, your ad platforms are open in one tab, your CRM in another, invoices in a third. You know you should be tracking CAC, but instead you are copying costs into a spreadsheet at 11 p.m., hoping you didn’t miss a line item.A CAC calculator turns that chaos into a single source of truth. By pulling marketing, sales, and overhead costs together and dividing by new customers, you see instantly whether every new buyer is profitable or just expensive vanity. For founders, agencies, and performance marketers, CAC becomes the heartbeat of budget decisions, pricing, and which channels to scale or kill.Delegating the CAC calculator to an AI computer agent levels this up again. Instead of you chasing numbers, the agent logs into your ad dashboards, CRM, and billing tools, copies fresh data into Google Sheets or Excel, applies your formulas, and even snapshots trends. You keep the strategic control; the agent quietly handles the clicks, copy-paste, and sanity checks in the background.

How to Build a CAC Calculator in Google Sheets & Excel

You can calculate Customer Acquisition Cost with nothing more than a laptop and a spreadsheet. The question is: do you want to do it once, or do you want it to run every week without you touching a key?Below are the top ways to build and then scale your CAC calculator, from totally manual to fully automated with an AI agent.## 1. Manual CAC Calculation in Google SheetsThis is where most founders, marketers, and small agencies start.**Step-by-step:**1. List your time period: Decide if you are calculating CAC monthly, quarterly, or for a specific campaign.2. Create a costs tab: In Google Sheets, add a table with columns like: Cost type, Channel, Amount, Date, Notes.3. Add marketing costs: Fill in ad spend (Meta, Google, LinkedIn, etc.), content costs, tools, freelancers, agencies.4. Add sales costs: Include salaries, commissions, bonuses, sales tools, and travel related to acquiring customers.5. Add overhead allocation: If relevant, assign a percentage of shared costs (e.g., 20% of your CMO’s salary).6. Count new customers: In another tab, list customers acquired in that period, or simply put the total number in a cell.7. Apply the formula: In a summary cell: `CAC = (Total marketing costs + Total sales costs + Allocated overhead) / New customers`8. Visualize: Build a quick chart showing CAC trend over time by month or by channel.**Pros:**- Fully transparent and easy to audit.- Perfect for early-stage teams and simple funnels.**Cons:**- Manual data entry is time-consuming and error-prone.- Easy to forget a cost or mix time periods.## 2. Manual CAC in Excel With Deeper AnalysisExcel shines when finance, RevOps, or growth teams want more control.**Step-by-step:**1. Import raw data: Pull CSV exports from ad platforms and CRM, then use Excel tables for each source.2. Normalize columns: Align date formats, campaign names, and customer identifiers.3. Build a mapping sheet: Map campaigns and sales activities to channels (e.g., Paid Search, Paid Social, Partnerships).4. Use SUMIFS and pivot tables: Aggregate costs and customers by period and channel.5. Create scenarios: Add separate sheets for best-, base-, and worst-case CAC with different cost assumptions.**Pros:**- Strong for multi-scenario modeling and board-ready reports.- Pivot tables make deep channel analysis easy.**Cons:**- Still heavily manual to refresh each month.- People-dependent: if your Excel wizard leaves, the model often breaks.## 3. Semi-Automated CAC Using Spreadsheet ConnectorsBefore agents, many teams connect Google Sheets or Excel directly to tools.**How it works:**- Use connectors or add-ons to sync spend from ad platforms and new-customer counts from the CRM.- Schedule refreshes daily or weekly.- Keep your existing CAC formulas pointing to these live data ranges.**Pros:**- Less copy-paste, fresher data.- Still lives inside the spreadsheets your team already understands.**Cons:**- Connectors can be brittle when schemas change.- You still have to clean anomalies, reconcile dates, and check if numbers look off.## 4. Fully Automated CAC With an AI Computer AgentNow imagine the same CAC workflow, but instead of you doing the clicking, an AI agent behaves like a meticulous operations assistant.An AI computer agent powered by Simular can:- Open your browser and sign in to ad accounts, analytics tools, and your CRM.- Export or scrape spend and customer data for the specific period you care about.- Paste those numbers into the right Google Sheets or Excel templates.- Apply your CAC formulas, update charts, and save versions for the week or month.- Log its every action so you can see exactly what changed.**Pros:**- Frees hours every month for founders, marketers, and finance teams.- Production-grade reliability across thousands of steps.- Transparent execution: every edit is inspectable.**Cons:**- Requires a one-time setup and clear instructions.- Best results when you already have a clean base spreadsheet model.## 5. Hybrid: You Design the Logic, the Agent Runs the RoutineThe most effective pattern for agencies and scaling teams is hybrid:- You or your analyst designs the CAC logic, channel mapping, and dashboards once in Google Sheets or Excel.- The AI agent is then trained to do everything that feels like drudgery: logging into tools, collecting data, refreshing the model, and notifying you when CAC crosses a threshold.You keep the story and decisions; the agent owns the grunt work.## 6. When Should You Automate CAC?You are ready to hand CAC to an AI agent when:- You recalculate CAC at least monthly and touch multiple tools to do it.- You keep losing time or making mistakes copying data between tabs.- Your team needs CAC by segment, channel, or geography, and doing it manually would kill your week.If that sounds familiar, your next CAC improvement probably will not come from a clever new formula. It will come from no longer being the person who runs the calculator.

Scale CAC in Google Sheets & Excel With AI Agents

Set Up Simular CAC
Train your Simular AI agent by showing it your existing Google Sheets or Excel CAC template, then recording how you log into ad platforms and CRM so it can mirror those steps.
QA Simular CAC calc
Run Simular on a test period, then compare its CAC results to your manual spreadsheet. Tweak prompts, ranges, and filters until the agent matches your numbers on the first try.
Automate CAC in Sim
Once accurate, let the Simular AI agent run CAC on a schedule, updating Google Sheets or Excel, saving versions, and notifying you when CAC spikes or drops so you can react fast.

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