Marketing Agencies

Client Campaign Tracker

Manage campaigns across multiple clients with status pills, team workload, per-client filter view, and a dashboard rollup of budget, spend, and performance.

What's Inside

Start Here — Status definitions, how Performance rolls up, and per-client reporting workflow.
Campaigns — One row per campaign with Client, Channel, Status pills (Draft / In Review / Live / Paused / Complete), Budget, Spend, Notes.
Performance — Weekly impressions, clicks, CTR, conversions, CPA, ROAS per campaign.
Team Workload — Active campaigns per team member with capacity status.
Client View — Pick a client from the dropdown — filtered table of just their campaigns.
Dashboard — Snapshot (Live Campaigns, Total Budget, Spend to Date, Remaining, Clients), Status breakdown chart, top campaign performance.

Key Features

Status pills with dropdown validation on every campaign.
Client View tab — pick a client, see only their campaigns (uses QUERY).
Team Workload table shows who has 3+ campaigns running concurrently.
Budget remaining tile = Total Budget − Spend to Date.
Per-campaign performance roll-up from weekly entries.
Currency + percent + ROAS ("2.45x") formats throughout.

Sample Formulas

Here are some of the formulas powering this template:

Client-filtered campaign list

=QUERY(Campaigns!A2:J, "SELECT B, C, F, D, E, H, I, J WHERE A = '"&B2&"' ORDER BY D DESC", 0)

Total budget remaining across all campaigns

=SUM(Campaigns!H:H) - SUM(Campaigns!I:I)

Per-campaign aggregated performance

=QUERY(Performance!A2:H, "SELECT A, SUM(C), SUM(D), AVG(E), SUM(F), AVG(G) WHERE A IS NOT NULL GROUP BY A")

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