Marketing Agencies

Client Campaign Tracker

One sheet to manage every campaign across every client. See what's active, what's paused, who's working on what, and which campaigns are actually performing. Built for agency teams who need to context-switch between clients without losing the thread.

What's Inside

Campaign Log — One row per campaign. Client name, campaign name, channel (Paid Social / Paid Search / SEO / Email / Content), start and end dates, status (Planning / Active / Paused / Complete), assigned team member, budget allocated, and spend to date. Your master list of everything running.
Performance Data — Per-campaign metrics updated weekly: impressions, clicks, conversions, revenue attributed, CTR, CPA, and ROAS. Formulas auto-calculate the ratios — just paste in the raw numbers from each platform.
Team Workload — View by team member: active campaigns assigned, total budget under management, and a capacity indicator. Quickly see who's stretched thin and who has room for more.
Dashboard — Active campaigns by client, total spend vs. budget across all accounts, top campaigns by ROAS, campaigns flagged as at-risk (overspending or underperforming targets), and team utilization summary.

Key Features

Multi-client campaign management without needing separate sheets per client
Budget vs. actual spend tracking with automatic overspend alerts
Team workload visibility so you can balance assignments before someone burns out
Performance metrics auto-calculated — paste raw numbers, get CTR/CPA/ROAS
Filter by client, channel, status, or team member for instant context
Scales from a 3-person shop to a 30-person agency

Sample Formulas

Here are some of the formulas powering this template:

Budget remaining by client

=SUMIFS(H:H,A:A,K2)-SUMIFS(I:I,A:A,K2)

Campaigns at risk (spend exceeding budget)

=COUNTIFS(A:A,K2,I:I,">"&H:H,F:F,"Active")

Team member active campaign count

=COUNTIFS(G:G,M2,F:F,"Active")

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Need automated client reporting?

We build custom campaign dashboards that pull data from Meta, Google Ads, and Analytics directly into Google Sheets — auto-updated reports your clients can access anytime.

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