Instructions

Use this sheet to:

NOTE: Its best to copy this into a spreadsheet format for easy updating via formulas. You may also be able to automate the updates with your favourite automation tool - e.g. Zapier

Budget Tracking Table (Monthly View Example)

Platform Planned Budget (Mo.) Actual Spend (To Date) % of Month Complete Spend Pacing ROAS CPA Notes
Meta Ads $10,000 $6,200 60% ✅ On Track 3.5x $28 Watch CTR on retargeting
Google Ads $7,500 $5,500 60% ⚠️ Slightly Overspending 2.2x $42 Reduce branded keyword bids
LinkedIn $3,000 $1,400 60% ❌ Underspending 1.8x $75 Add more creative variants
TikTok $2,500 $2,600 60% ⚠️ Overpacing 4.1x $19 Pause low CTR ad group

Pacing rule of thumb: Spend should track closely to % of time passed in month (±10%)

Daily or Weekly Pacing Grid

Date Planned Cumulative Spend Actual Spend Variance ($) Variance (%) Notes
Aug 1 $333 $300 -$33 -9.9% On track
Aug 2 $667 $670 +$3 +0.4%
Aug 3 $1,000 $1,180 +$180 +18% Scale back retargeting
Aug 4 $1,333 $1,250 -$83 -6.2%

Summary KPIs (Optional Top Block)

Total Budget (Mo.) Spend to Date Pacing Status Avg. CPA Blended ROAS
$23,000 $15,700 Slightly Over $36.50 2.9x

Tips for Use