AI Skill Report Card
Managing Campaigns Spreadsheet
Quick Start12 / 15
1. Open Google Sheets
2. Create headers: Campaign Name | Start Date | End Date | Budget | Status | Performance
3. Format as table with filters enabled
4. Add data validation for Status column (Active, Paused, Completed)
Recommendation▾
Replace abstract examples with concrete input/output pairs showing actual campaign data and specific spreadsheet results
Workflow11 / 15
Setting up campaign tracking:
Progress:
- Create header row with standard campaign fields
- Apply data validation to categorical columns
- Set up conditional formatting for status indicators
- Create filter views for different campaign states
- Add formulas for calculated metrics
- Protect header row from editing
Standard column structure:
- Campaign Name (Text)
- Campaign Type (Data validation: Search, Display, Social, Email)
- Start Date (Date format)
- End Date (Date format)
- Budget (Currency format)
- Spend (Currency format)
- Status (Data validation: Planning, Active, Paused, Completed)
- Performance Score (Formula-based)
Recommendation▾
Condense the workflow section - remove obvious steps like 'Open Google Sheets' and focus on the unique methodology
Examples8 / 20
Example 1: Input: New Q1 marketing campaigns need tracking Output: Spreadsheet with columns for campaign details, budget tracking, and performance metrics with proper formatting and validation rules
Example 2: Input: Need to filter active campaigns only Output: Filter view showing only campaigns with "Active" status, sorted by start date
Recommendation▾
Add templates or sample formulas for Performance Score calculation and specific conditional formatting rules rather than just mentioning them
Best Practices
- Use consistent naming conventions for campaigns
- Apply conditional formatting to highlight budget overruns (red) and high performers (green)
- Create separate sheets for different campaign types if managing 50+ campaigns
- Use named ranges for dropdown validation lists
- Add comments to explain complex formulas
- Set up automatic date formatting to avoid entry errors
- Create summary dashboard with pivot tables for executive reporting
Common Pitfalls
- Don't mix campaign types in same tracking sheet without clear categorization
- Don't leave Status column as free text - always use data validation
- Don't forget to protect formula cells from accidental editing
- Don't use merged cells in data ranges - breaks filtering and sorting
- Don't skip regular data backups for critical campaign data