Content Planning Shopping List – Summary View Excel Template

This Excel template is a specialized Content Planning Shopping List designed in a streamlined Summary View, enabling content creators, marketers, and editorial teams to efficiently plan, prioritize, and track content assets needed for upcoming campaigns — all within a single dashboard. Unlike traditional shopping lists that focus on groceries or household items, this template transforms the concept of a “shopping list” into a strategic content procurement and workflow tool. It helps users identify gaps in their content pipeline by visualizing required resources (e.g., images, copy drafts, video assets, guest contributors) as “items to acquire,” making it an indispensable companion for structured content calendars.

Sheet Names

The template consists of three integrated sheets:

• Summary View – The primary dashboard providing a high-level overview of all pending, in-progress, and completed content assets.
• Asset Inventory – A detailed table listing every required content asset with metadata and status tracking.
• Campaign Timeline – A visual timeline correlating content deadlines with campaign milestones.

Table Structures & Columns (Asset Inventory Sheet)

The core of the template is the Asset Inventory, which contains a structured table with the following columns:

Formulas Required

The template uses the following formulas to enhance automation and intelligence:

• =COUNTIFS(AssetInventory[Status], "Not Started", AssetInventory[Priority Level], "High") – Counts urgent pending items in Summary View.
• =SUMIF(AssetInventory[Status], "Completed", AssetInventory[Cost Estimate]) – Total spent budget on completed assets.
• =IF(TODAY()>AssetInventory[Due Date], "OVERDUE", IF(TODAY()+7>AssetInventory[Due Date], "DUE SOON", "")) – Flags upcoming or overdue deadlines in the Summary View.
• =COUNTIFS(AssetInventory[Linked Campaign], E2, AssetInventory[Status], "Completed")/COUNTIF(AssetInventory[Linked Campaign], E2) – Calculates % completion per campaign (used in Dashboard).

Conditional Formatting

The Summary View uses dynamic conditional formatting to highlight critical items:

• Red fill: Assets marked “Overdue” or with “High” priority and “Not Started.”
• Ambert yellow: Items due within 7 days and marked “In Progress.”
• Light green fill: Completed assets.
• Bold text on Priority Level: Applies to “High” priority items for immediate visibility.

User Instructions

1. Start with the Summary View: Review the dashboard for critical items at a glance. Use filters (data filter arrows) to sort by campaign, priority, or status.
2. Add new assets: Navigate to the Asset Inventory sheet and use the dropdowns to select required fields. Auto-generating Asset IDs ensures traceability.
3. Update status weekly: As work progresses, change “Status” from “Not Started” → “In Progress” → “Completed.” This auto-updates Summary View metrics.
4. Link to campaigns: Always assign each asset to a campaign. This enables ROI tracking and alignment with marketing goals — critical for Content Planning.
5. Use the Timeline Sheet: Drag-and-drop or enter dates to see content deadlines overlaid on your calendar. Sync with Outlook if needed.
6. Review Dashboard weekly: Use charts to spot bottlenecks (e.g., too many “High” priority items assigned to one person).

Example Rows from Asset Inventory

$500.00 Holiday Blitz Interview with industry expert on sustainability trends.

Recommended Charts & Dashboards

The Summary View includes three embedded charts:

• Pie Chart: Status Distribution – Shows the percentage of assets in each status (Not Started, In Progress, etc.), helping identify workflow bottlenecks.
• Stacked Bar Chart: Content Type by Priority – Visualizes how many High/Medium/Low priority items are required per content type (e.g., “High: 8 Blogs, 3 Videos”), enabling strategic resource balancing in Content Planning.
• Line Graph: Budget vs. Timeline – Tracks cumulative spending over time against campaign milestones to prevent budget spikes.

This Content Planning Shopping List – Summary View template transforms ad hoc content requests into a disciplined, data-driven workflow. It eliminates confusion among teams by visually organizing “what’s needed,” “who’s responsible,” and “when it’s due” — making it the perfect hybrid between a shopping list mentality and professional content strategy. Whether you're managing 10 assets or 100, this template ensures nothing slips through the cracks.

⬇️ Download as Excel✏️ Edit online as Excel

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