Content Planning - Inventory Template - Analysis View
Download and customize a free Content Planning Inventory Template Analysis View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
| Content ID | Title | Category | Status | Publish Date Author Platform Total Views Engagement Rate (%) Last Updated |
|---|---|---|---|---|
Content Planning Inventory Template - Analysis View
This Excel template is a specialized Inventory Template designed for comprehensive Content Planning. The unique “Analysis View” version transforms raw content data into actionable insights, enabling marketing teams, content managers, and digital strategists to evaluate performance trends, identify gaps in coverage, optimize publishing schedules, and align content assets with business goals. Unlike basic tracking sheets, this template is engineered for deep analytical workflows — integrating formulas, conditional formatting rules, dynamic dashboards, and structured data modeling to turn inventory into intelligence.
Sheet Names
- Content Inventory – Master dataset of all content assets
- Performance Metrics – Aggregated analytics from each piece of content
- Categorization Matrix – Taxonomy and audience targeting mappings
- Dashboards & Charts – Visual summaries and KPIs (read-only)
- Settings & Guidelines – Lookup tables, version history, usage instructions
Table Structures and Columns (Content Inventory Sheet)
The core table in the Content Inventory sheet contains the following columns:| Column Name | Data Type | Description |
|---|---|---|
| ID | Number (Auto-increment) | Unique identifier for each content asset. |
| Title | Text | Official title of the content piece (blog, video, infographic, etc.). |
| List (Dropdown) | Select from: Blog, Video, Podcast, Social Post, eBook, Webpage. | |
| Category | List (Dropdown) | Topic category: e.g., Product Tutorial, Industry News, Customer Story. |
| Sub-Category | Text | Niche focus (e.g., "SaaS Onboarding" under "Product Tutorial"). |
| Publish Date | Date | Original publication or scheduled release date. |
| List (Dropdown) | Personas: New Users, Power Users, Enterprise, Partners. | |
| List (Dropdown) | Pending, Draft, Published, Archived. | |
| List (Dropdown) | Platform: Website, YouTube, LinkedIn, Instagram, Newsletter. | |
| Text | Name of content creator or team responsible. | |
| Text (Optional) | Links to marketing campaign (e.g., "SPRING24_CAMPAIGN"). | |
| List (Dropdown) | : Informal, Professional, Humorous, Inspirational. | |
| Number | Content length in words or minutes. | |
| Yes/No (Boolean) | If content includes a clear call-to-action. | |
| Date | Last revision date for evergreen content. | |
| Formula (0–100) | Auto-calculated weighted score from metrics in Performance Metrics sheet. | |
| Formula (Text) | Suggests content gaps based on audience and category coverage. |
Formulas Required
=IFERROR(AVERAGEIFS(PerformanceMetrics!E:E, PerformanceMetrics!A:A, [@[ID]]), 0)— Calculates average engagement score from linked sheet.=COUNTIFS(ContentInventory[Status], "Published", ContentInventory[Category], A2)/COUNTA(ContentInventory[ID])— % of content per category published.=IF([@[Performance Score]] > 80, "High Impact", IF([@[Performance Score]] > 50, "Medium Impact", "Low Priority"))— Classifies content by effectiveness.=IF(AND(TODAY()-[@[Publish Date]] > 90, [@[Performance Score]] < 30), "Outdated - Review Recommended", "")— Flags stale low-performing content.
Conditional Formatting Rules
- Red fill (80+ days since last update + low performance): HIGHLIGHTS outdated assets.
- Green fill (Performance Score > 85): Identifies high-performing content for repurposing.
- Yellow border (Category missing in matrix): Trips if category lacks audience alignment data in Categorization Matrix.
- Bold text if "CTA Included? = No": Draws attention to content lacking conversion elements.
User Instructions
How to Use:
- Populate the Content Inventory sheet with every piece of published or planned content. Use dropdowns for consistency.
- Link performance data (views, clicks, shares) in the Performance Metrics sheet using ID as key.
- Update Categorization Matrix to map target audiences to content types — this drives Gap Analysis.
- Check Dashboards & Charts weekly for trends: Are certain categories underrepresented? Is video outperforming blogs?
- Use the “Gap Analysis” column to prioritize new content creation based on audience needs and gaps.
- Archive outdated assets in bulk using the filter on Status.
This template should be updated monthly for accurate analysis. Do not modify formulas or named ranges unless you understand their role in the Analysis View logic.
Example Rows (Content Inventory Sheet)
| ID | Title | Type | Category | Publish Date | Status | Performance Score |
|---|---|---|---|---|---|---|
| 1012345678901234567890123456789 | How to Set Up Your SaaS Dashboard (Step-by-Step) | Blog | Product Tutorial | 01/15/2024 | Published | 92.3% |
| 1012345678901234567890123456790 | Lunch & Learn: AI in Marketing [Video] | Video | Industry News | 02/05/2024 | Published | 76.8% |
| 1012345678901234567890123456791 | The Future of Remote Work 2025 | EBook | Thought Leadership | Pending | Pending |
Note: The third row shows a planned asset — its Performance Score is blank until published and tracked. Gap Analysis may suggest: “Target audience ‘Enterprise’ not covered under Thought Leadership.”
Recommended Charts & Dashboards
- Content Type Distribution (Pie Chart): Shows percentage of content per format — reveals over/under-reliance on blogs vs. video.
- Performance Score Trend (Line Chart): Monthly average performance score to track quality improvements.
- Audience Coverage Heatmap: Rows = categories, Columns = target personas — color intensity indicates coverage depth.
- Gap Priority Radar Chart: Plots 5 key gap dimensions: topic diversity, audience reach, content freshness, CTA presence, platform alignment.
- Content ROI Estimator (Table + Bar Chart): Uses estimated traffic value and conversion rate to assign monetary worth to top-performing assets.
This Content Planning Inventory Template - Analysis View is more than a tracking tool — it’s a decision engine. It ensures every piece of content is not just published, but strategically evaluated, optimized, and aligned with business outcomes. By combining inventory management with analytical rigor, teams move from reactive content creation to proactive strategic planning.
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