Table Structures & Columns with Data Types

1. Marketing_Plan_Overview

This summary sheet provides a high-level snapshot of the marketing plan’s goals, timelines, and financial KPIs.

• Goal ID (Text): Unique identifier for each marketing objective (e.g., MP001)
• Objective (Text): Description of the goal (“Increase brand awareness by 30% Q3”)
• Tactic (Text): Strategic approach (“Social media influencer campaign”)
• Target Metric (Text): Primary KPI (“Impressions, CTR, Conversions”)
• Target Value (Number): Numerical target for the metric
• Timeline_Start (Date): Start date of initiative
• Timeline_End (Date): End date of initiative
• Budget_Allocated ($) (Currency): Pre-approved budget for this goal
• ROI_Estimate (%) (Percentage): Projected return on investment based on historical data or industry benchmarks
• Status (Text with Data Validation): “Planned”, “In Progress”, “Completed”, “On Hold”

2. Task_Manager

This sheet functions as the operational engine, linking tasks to financial ownership and deadlines.

• Task ID (Text): Unique task number (e.g., T001)
• Related_Goal_ID (Text, VLOOKUP linked to Marketing_Plan_Overview): Links task to a marketing objective
• Task_Description (Text): “Design Instagram ad creatives”, “Negotiate influencer contract”
• Assigned_To (Text): Team member or agency name
• Status (Text with Data Validation): “Not Started”, “In Progress”, “Waiting on Approval”, “Completed”
• Due_Date (Date)
• Actual_Completion_Date (Date, optional)
• Cost_Incurred ($) (Currency): Actual cost spent on task execution (e.g., freelance fees, ad spend)
• Budget_Used (%) (Formula: =Cost_Incurred / Budget_Allocated_for_Goal): Dynamic % of allocated budget consumed
• Priority (Text with Data Validation): “High”, “Medium”, “Low”
• Risk_Level (Text with Data Validation): “Low”, “Medium”, “High” — triggers conditional formatting alerts.

3. Budget_Allocation

This sheet breaks down the total marketing budget across channels and categories.

• Category (Text): Paid Ads, Content Creation, Events, SEO, Influencers, Tools/Software
• Budget_Total ($) (Currency): Total allocated to category
• Budget_Used ($) (Formula: SUMIF(Task_Manager[Related_Goal_ID], Matching Goal ID in Marketing_Plan_Overview, Task_Manager[Cost_Incurred])): Automatically aggregates task costs into categories
• Budget_Remaining ($) (Formula: =Budget_Total - Budget_Used)
• %_Utilized (Formula: =Budget_Used / Budget_Total): Conditional formatting applies red when >90%, yellow at 75-89%, green below 75%
• Forecasted_Additional ($) (Currency): User-input projected future spend

4. Financial_Tracker

This sheet records actual revenue and cost outcomes per marketing initiative.

• Date (Date)
• Gross_Revenue_Generated ($) (Currency): Sales attributed to campaign via UTM tracking or CRM integration
• Total_Cost ($) (Currency): Sum of all costs for that period
• Net_Profit ($) (Formula: =Gross_Revenue_Generated - Total_Cost)
• ROI (%) (Formula: =Net_Profit / Total_Cost * 100)
• Campaign_Source (Text): Links back to Task_Manager or Marketing_Plan_Overview ID

5. Dashboards

A visually driven dashboard with linked charts and KPI tiles using pivot tables and dynamic named ranges.

Formulas Required

• SUMIFS(): To calculate budget used per category from Task_Manager.
• VLOOKUP() or XLOOKUP(): To pull goal details into Task_Manager.
• IF() + ISBLANK(): To calculate days overdue in Task_Manager: =IF(AND(Status<>"Completed", TODAY()>Due_Date), "OVERDUE", "")
• ROUNDDOWN(): For clean percentage displays in Budget_Allocation.
• INDEX(MATCH()): For dynamic dashboard KPIs based on selected time period or campaign.