As a marketer you know you need to stay on on top of ad spend and other KPI goals like leads or conversions. There are many tools that take care of this with drag-and-drop widgets in internal dashboards (shoutout AdStage Report!), but many marketers prefer to keep things where they feel most comfortable, Google Sheets.
If you're looking for a pacing view in a dashboard, I'd encourage you to check AdStage Report's pacing solution.
AdStage built AdStage for Google Sheets, our Google Sheets add-on, for the Google Sheet lifers. This article covers how to use our prebuilt template in tandem with AdStage for Google Sheets to build a pacing spend tracker in Google Sheets.
Step 1: Get started with a template
Jump into this template.
The first sheet shows the final static results, the second sheet is the live template with formulas to pull your own data.
A. Make a copy by clicking File > Make a copy.
B. Refresh the formulas by clicking Add-ons > AdStage > Refresh Now.
Feel free to delete the first sheet once you've duplicated the spreadsheet over to your Drive.
Step 2: Customize to fit your networks and strategy
A. Set your breakouts.
The template starts out with two networks, Google Ads and Facebook. And each is broken out into two sections. Brand and nonbrand for Google Ads, and retargeting and prospecting for Facebook.
Update the networks and breakouts in Column A and B and update your formula to match the campaign name filters you're using in your breakouts. Use what makes most for your pacing view, whether it's direct response, awareness, lead, video, etc.
Example: {"filters", "campaign name ~ brand; campaign name !~ non"}
B. Set your budgets.
In the template we have a variety of total budgets. Update your budgets according to the network and breakout in Column C.
C. Adjust conditional formatting.
This template uses being within +/- 5% of perfectly on pace as green, between 5%-10% yellow, and above 10% as red.
Adjust the conditional formatting to the percents that make the most sense to you by clicking in Column L, then Format > Conditional formatting.
To learn more about customizing your formulas, check out this help center article.
Now that you've started with a template and customized it to your strategy, you should have an actionable and automated pacing spend tracker spreadsheet.
Need more help setting up your pacing view? Reach out to support@adstage.io for any outstanding questions.