Dashboard template

Influencer marketing dashboard template: columns, formulas and a filled-in example

A campaign dashboard is a spreadsheet with four tabs: a creator plan, one row per post, an orders log and a summary. This post gives every column, the formulas and a filled-in example you can copy.

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In short

  • Build four tabs: Plan (one row per creator), Posts (one row per deliverable), Orders (one row per sale) and Summary. Type only into the first three; Summary is formulas.
  • Give every creator and post an ID that matches the UTM and code, so a sale can be traced back to a row without guessing.
  • Store each metric window in its own column, such as views at day 7 and day 30, and never overwrite an old number.
  • Add alert rules to the sheet, such as a missing label or a cost per 1,000 views above 1.5 times the median, so problems show up before the closing report.
72%of Indian brands prefer long-term creator partnerships, which is why a dashboard should keep creator history across campaigns (2025 Goat and Kantar study)Source
46.4%of surveyed Indian brands judge influencer performance campaign by campaign (2026 vendor survey)Source

An influencer marketing dashboard is a spreadsheet with four tabs. Plan holds one row per creator, with fee, tier and contract status. Posts holds one row per deliverable, with its URL, label check and metrics at day 7 and day 30. Orders holds one row per tracked sale. Summary reads from the other three and shows spend, views, cost per 1,000 views, orders and cost per order. Build it before the first post goes live, so that every number has a place to land.

The dashboard is the live view. Once the campaign ends, its numbers feed the closing document described in our influencer campaign report template, and the KPIs it tracks should come from your brief; our guide to influencer marketing KPIs lists them by goal. This post is the sheet itself: columns, formulas, alert rules and a filled-in example. For the channel as a whole, see the complete guide to influencer marketing in India.

The four tabs

TabOne row perFilled byRefreshed
PlanCreatorStrategist, from the approved shortlistWhen the plan changes
PostsDeliverable (a Reel, a Short, a Story set, a post)Strategist, from creator screenshots and live URLsDaily in week one, then at day 7 and day 30
OrdersTracked orderBrand, from the store exportDaily or weekly
SummaryNothing; formulas onlyNobodyAutomatically

Only three tabs take typed input. If someone types into Summary, the formulas are broken and the next person will not know. Lock it.

IDs hold the sheet together. Give every creator an ID such as c001 and every deliverable one such as p001, and use the creator ID in the UTM content tag and the discount code, as described in UTM links for influencer campaigns and tracking influencer sales with discount codes. A sale can then be traced to a row without guessing from a handle.

Tab 1: Plan

ColColumnTypeNotes
ACreator IDTextMatches the UTM and code
BHandleTextThe public account name
CPlatformListInstagram, YouTube, LinkedIn and so on
DTierListNano, Micro, Mid-tier, Macro, Mega, by follower band
ELanguageListThe language of the content, not the creator's mother tongue
FCity or stateTextWhere the audience sits, from insights
GGully Score or your own scoreNumberOut of 100; see how we work
HFee before GST (₹)NumberThe agreed creator fee
IUsage rights fee (₹)NumberZero if none; keep it separate so it stays visible
JExclusivity fee (₹)NumberZero if none
KTotal cost (₹)Formula=H2+I2+J2
LForecast viewsNumberThe creator's median over the last 10 posts of this format
MContract statusListDraft, sent, signed
NPayment statusListNot due, invoice received, paid

Treat GST, TDS and invoice details as notes on the payment status, since they depend on whether each creator is registered; our guide to TDS and GST on influencer payments explains the rules. The forecast views column matters most for later: it is the promise you will hold the creator to.

Tab 2: Posts, the inputs

ColColumnNotes
APost IDp001 upward
BCreator IDMust match Plan
CFormatReel, Short, Story set, LinkedIn post and so on
DPlanned dateFrom the content calendar
ELive dateBlank until live
FPost URLThe permanent link
GLabel OKY or N: is the disclosure label clear and upfront?
HCost (₹)Pulled from Plan, =VLOOKUP(B2,Plan!A:K,11,FALSE); split across deliverables if the creator has several
IViews, day 7From the creator's own insights screenshot
JReach, day 7Same screenshot
KSaves, day 7Same screenshot
LShares, day 7Same screenshot
MTracked clicksFrom the link report
NTracked ordersCounted once, from the Orders tab
ONet revenue (₹)After discount, returns and cancellations
PViews, day 30A new column, not an overwrite

Add one more set of columns for each window you report, rather than editing the first set. A day-30 number and a day-7 number are different facts, and your report may need both. Take the metric labels from the screenshot, because platforms rename them; our guide to measuring Instagram Reel performance explains which figure is which.

Tab 2: Posts, the calculated columns

ColColumnFormula for row 2
QCost per 1,000 views (₹)=IFERROR(H2/I2*1000,"")
RSaves and shares per 1,000 reached=IFERROR((K2+L2)/J2*1000,"")
SClick-through=IFERROR(M2/I2,"")
TCost per order (₹)=IFERROR(H2/N2,"")
UNet revenue ÷ cost=IFERROR(O2/H2,"")
VDays late=IF(E2="","",E2-D2)
WForecast views=VLOOKUP(B2,Plan!A:L,12,FALSE)
XTier=VLOOKUP(B2,Plan!A:D,4,FALSE)
YDelivery against forecast=IFERROR(I2/W2,"")
ZLanguage=VLOOKUP(B2,Plan!A:E,5,FALSE)

IFERROR keeps empty cells from showing errors before data arrives. Use one cost basis for every row, so that fees with or without GST are never mixed in column H, and one format per cost-per-view comparison. A Story set and a Reel should not share a median.

Tab 3: Orders

Orders needs only six columns: Order ID, date, order value after discount, code used, UTM content tag and new customer (Y or N). Add a seventh, Credited post ID, with a fixed rule: credit by code first and by UTM second, or the reverse, and write the rule at the top of the tab. Every order then belongs to one post and is counted once. The Tracked orders column in Posts counts the rows here, for example =COUNTIFS(Orders!G:G,A2), and Net revenue is a SUMIFS on the same key, for example =SUMIFS(Orders!C:C,Orders!G:G,A2).

The new-customer flag lets you report cost per new customer later, using the method in influencer cost per acquisition.

A filled-in example (made-up numbers)

Tab 4: Summary

Six tiles on top, tables underneath.

TileFormula
Spend against budget=SUM(Posts!H:H) against the budget cell
Posts live against planned=COUNTA(Posts!E2:E) and =COUNTA(Posts!D2:D)
Views against forecast=SUM(Posts!I:I)/SUMIF(Posts!E:E,"<>",Posts!W:W), where 100% means on forecast
Blended cost per 1,000 views=SUM(Posts!H:H)/SUM(Posts!I:I)*1000
Tracked orders=COUNTA(Orders!A2:A)
Cost per order=SUM(Posts!H:H)/COUNTA(Orders!A2:A)

Open-ended ranges such as E2:E work in Google Sheets; in Excel, use a closed range such as E2:E1000 or a whole column. Underneath, a table by tier with SUMIFS(Posts!H:H,Posts!X:X,"Micro") for spend and the same for views, and a second table by language on column Z, so you see which cohort is cheapest. Add a median row with =MEDIAN(Posts!Q2:Q). Use the median, not the average, for per-creator comparisons, because one very good or very bad post will move an average.

The blended cost per 1,000 views is not a verdict. We found no published India benchmark for sponsored creator content, so compare it with your own paid social and with your first wave. If the goal is not sales, replace the last two tiles with the primary KPI from the brief.

Alert rules that catch problems early

RuleConditionAction
Label missingLabel OK is NMessage the creator the same day and agree an edit
Late postDays late above 1Ask for a new date; check the contract's remedy
Overpriced postCost per 1,000 views above 1.5 times the medianReview the creator before rebooking
Under-deliveryDelivery against forecast (column Y) below 50% at day 7Ask why; check for an unexplained change in the audience
Code leakCode orders climbing while tracked clicks stay flatCheck whether the code has appeared on a coupon site
Missing screenshotNo views entered by day 8Chase the creator

The 1.5 times and 50% limits are our working rules, not published thresholds. Set your own once the first wave gives you a median. Apply the rules as conditional formatting so that a cell turns red, and put a "next action" column beside it. A red cell with no owner is just a coloured cell.

Keeping the dashboard honest

  • Screenshots in a folder. Save every creator screenshot, named by post ID and date, beside the sheet. If a number is questioned, you can show where it came from.
  • One owner for each tab. Plan and Posts belong to the strategist, Orders to the brand's store admin, Summary to nobody.
  • Creators do not edit. They send screenshots. A shared edit link on a sheet that sets their own fees is a bad idea.
  • No summed reach. Reach counts unique people per post, so adding reach across posts counts the same person more than once. Report views, or label reach as non-unique.
  • Keep history across campaigns. In a 2025 Kantar-backed study covered by Campaign India, 72% of brands said they prefer long-term partnerships. Archive each campaign's Plan and Posts tabs, so the next shortlist can start from real results. Our influencer shortlist template shows how to carry them over.

Where the dashboard connects to everything else

Listening data sits beside the dashboard rather than in it; the method is in social listening for influencer campaigns. A quality score for each draft and live post, from how to evaluate influencer content quality, can sit in one extra column on Posts. When the sheet outgrows its editors, keep the columns and IDs and move to a dashboard tool.

Our performance influencer marketing service runs on a shared tracker with the same structure: every creator, deliverable, date, approval and result in one place. If you would like one set up for your campaign, send us a brief.

Sources

  1. Indian consumers and influencers: coverage of a 2025 Kantar-backed study of consumers and brands, Campaign India (12 Jun 2025)
  2. India creator-economy research report page: brand behaviour survey, Q1 2026 (vendor estimate), Influencer-platform vendor research page (accessed 31 Oct 2026)

Frequently asked questions

What should an influencer marketing dashboard include?

At minimum: the creator plan with fees and contract status, one row per post with URL, label check and metrics at fixed days, a log of tracked orders, and a summary with spend, views, cost per 1,000 views, orders and cost per order. Add alert columns for late posts and missing labels.

Can I build an influencer dashboard in Google Sheets or Excel?

Yes, and for most campaigns of up to a few hundred posts a spreadsheet is enough. The formulas in this template use standard functions such as SUM, SUMIFS, COUNTIFS, IFERROR, VLOOKUP and MEDIAN, which work in both. Excel needs a closed range where Google Sheets accepts an open one. Add drop-down lists for statuses so that people type the same word every time.

How often should the dashboard be updated?

Check each new post daily for the first week for labels, codes and comments, then take dated screenshots at day 7 and day 30. Refresh orders as often as your store exports them. Weekly is enough for the summary on a monthly retainer. Our how we work page shows the weekly rhythm we use.

Which numbers belong on the front page of the dashboard?

Six tiles: spend against budget, posts live against planned, views against forecast, blended cost per 1,000 views, tracked orders and cost per order. Everything else is a table underneath. If the goal is not sales, swap the last two tiles for the primary KPI in your KPI list.

How do I count an order once when it has both a code and a link?

Give each order one row, with columns for code and UTM, and credit it to a single creator using a fixed rule, for example the code first and the link second. Never count the code orders and the link orders separately and add them. See UTM links for influencer campaigns.

When should I move from a spreadsheet to a dashboard tool?

When several people edit at once and overwrite each other, when you run hundreds of deliverables a month, or when you want numbers pulled in automatically instead of typed from screenshots. Keep the same columns and IDs when you move, so past campaigns stay comparable.

Nitish Ranjan, Founder of Influencer Gully

Nitish leads Influencer Gully. His team has run 250+ campaigns for 100+ brands with creators across 200+ Indian cities.

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