What does this Google Sheets template do?
CSV opens to a quarterly media plan: rows per channel (Google Ads, Meta, LinkedIn, content, events), columns for monthly budget, actual spend, MQLs, CPL, and notes. Includes sample formulas for pacing % and variance.
What's included
- CSV with sample Q3 data
- Channel taxonomy tab notes
- Formula reference row
Common use cases
- Annual planning — Finance-ready view for marketing leadership.
- Agency client onboarding — Standardize budget tracking across accounts.
How to import into Google Sheets
- 1
Download the file
Submit the form to receive your template link by email.
- 2
Open in your tool
Import or paste the file into Google Sheets following the template-specific notes below.
- 3
Customize copy and fields
Replace placeholder brand names, URLs, and merge tags with your values.
- 4
Test before launch
Send a test or run a dry-run import to confirm formatting and triggers.
How to customize for your stack
Add offline channels
Duplicate row block for events, direct mail, sponsorship.
Anton Chisliuk · AI Marketing Ops · Updated September 2026