Performance Marketing: Template & Breakdown for Data-Driven Campaigns

A performance marketer's media planning sheet is a structured document (usually in Excel, Google Sheets, or a dashboard tool like Airtable/Smartsheet) used to plan, track, and optimize marketing campaigns with a focus on measurable results—like leads, sales, or ROAS (Return on Ad Spend).

Here’s a breakdown of what a typical media planning sheet looks like for a performance marketer:


🔹 1. Campaign Overview Tab

Field Description
Campaign Name Name/ID of the campaign
Objective e.g. Conversions, Traffic, Leads
Start Date Start of campaign
End Date End of campaign
Budget (Total) Total allocated budget
Target KPIs e.g. CPL, CPA, ROAS, CTR
Target Audience Age, Gender, Location, Interests, etc.
Channels Used Meta, Google, TikTok, LinkedIn, etc.
Creative Format Static, Video, Carousel, etc.

🔹 2. Channel-Wise Media Plan Tab

Channel Campaign Ad Set/Group Creative Type Platform Budget Bid Strategy Daily Budget Impressions (Est.) CPC CTR CPL/CPA Target Expected Conversions
Meta Spring Sale Women 18–24 Carousel IG/FB ₹1,00,000 Lowest Cost ₹5,000 200,000 ₹5 2% ₹250 400
Google Search Ads Shoes Keywords Text Ad Search ₹50,000 Max Conversions ₹2,000 100,000 ₹10 1.5% ₹300 166

🔹 3. Daily/Weekly Pacing Sheet

Date Channel Budget Planned Budget Spent Clicks Impressions Conversions CPA ROAS
1-May-2025 Meta ₹5,000 ₹4,800 960 48,000 18 ₹267 4.2x
2-May-2025 Google ₹2,000 ₹2,100 210 21,000 8 ₹262 3.8x

🔹 4. Creative Mapping Tab

Creative ID Platform Format Messaging CTA Ad Set Used In Performance Notes
CRV-123 Meta Video 30% Off Now Shop Now Women 18–24 Best CTR in cohort
CRT-987 Google Text Affordable Shoes Buy Today Shoes Keywords Low CTR, revise copy

🔹 5. Notes & Optimization Recommendations

  • Week 1: Increase budget on Meta campaign for Women 18–24 due to best CPL.

  • Pause underperforming Google search ad group "cheap shoes".

  • A/B test new creative with CTA: “Limited Offer Ends Soon”.


Optional Add-ons:

  • Forecasting Sheet: Projected results based on budget and historical performance.

  • UTM Mapping: Track links with UTM parameters for GA4 or similar.

  • Creative Approval Tracker: Dates, owners, and status for creative assets.

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