Creating automated spreadsheets to manage campaigns: 5 practical tips

André Pimentel · 2026-10-07

Basic spreadsheet structure

Your spreadsheet structure should be clear and organized. Start with these columns:

• Campaign Date
• Campaign Name
• Platform (Meta, Google, TikTok)
• Total Cost
• Clicks
• Conversions
• Revenue

• ROI (Return on Investment)

Also add a summary tab where you can view the total performance of your campaigns over a specific period. This makes it easier to analyze and adjust your strategies.

Essential ROI calculation formulas

Use these formulas to calculate ROI:

1. ROI Calculation:

ROI = (Revenue - Total Cost) / Total Cost * 100

1. Cost per Click (CPC):

CPC = Total Cost / Clicks

1. Cost per Conversion:

Cost per Conversion = Total Cost / Conversions

These formulas are essential for understanding whether your campaigns are generating profit or loss.

Automating weekly reports

Set up your spreadsheet to generate automatic reports. You can use the “IMPORT” function in Google Sheets to pull data directly from ad platforms. You can also use the “IF” function to create alerts, such as:

• If ROI < 10%, then “Reevaluate Campaign”

This way, you’ll have constant control over performance without having to manually update all the data.

Using charts to visualize data

Charts make it easier to quickly understand campaign performance. Create charts such as:

• Line chart to track how ROI changes over time.
• Bar chart to compare performance across different campaigns.

In Google Sheets, you can insert charts from your spreadsheet data in just a few clicks, making it easier to present the information.

Integrating with Google data studio

Google Data Studio is a powerful tool for creating interactive dashboards. To connect it to your spreadsheet:

1. Go to Google Data Studio and click “Create” > “Report”.
2. Connect your Google Sheet as a data source.
3. Use charts and pivot tables to visualize your spreadsheet data.

This gives you a broader, more interactive view of your campaigns, making it easier to make decisions.

What’s your current setup for managing campaigns, and how many hours do you spend on this task each week?