ADSGENCY AI - FUNDING OVERVIEW

Created by
Patrick Liu
Published
November 5, 2025
Views
2
Details
Industry
Marketing and Advertising
Difficulty
Intermediate
Time Required
30 minutes

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About This Template

The ADSGENCY AI - Funding Overview template is a comprehensive tool designed to streamline the analysis and reporting of funding data for marketing campaigns. It provides users with a structured way to input, monitor, and interpret financial data related to marketing projects, allowing for detailed insights into resource allocation and return on investment (ROI). The template is structured in a single sheet, named **sheet-01**, which contains 100 rows dedicated to various aspects of funding data. Within this sheet, users can track funding amounts, allocation types, and timing for different marketing campaigns. The template supports data fields such as campaign names, funding sources, dates of disbursement, and financial outcomes, enabling users to maintain a detailed record of financial flows. It also includes calculated fields that automatically assess performance metrics, such as cost-per-click (CPC) or return on ad spend (ROAS), based on the input data. This automation reduces manual computation errors and accelerates data analysis. The primary output of this template is a clear overview of funding utilization and its effectiveness in achieving marketing objectives. By using this template, marketers can quickly identify underperforming areas, adjust strategies, and reallocate resources to enhance overall campaign effectiveness. The ability to visualize funding data in a systematic manner empowers decision-makers to make informed financial decisions based on empirical evidence rather than assumptions. Overall, the ADSGENCY AI - Funding Overview template is an essential tool for organizations looking to optimize their marketing investments through precise financial analysis and strategy adjustments.

Use Cases

1

Tracking budget allocations across multiple marketing channels.

2

Analyzing ROI of different marketing campaigns.

3

Identifying cost-effective advertising strategies.

4

Forecasting future funding needs based on historical data.

5

Comparing the effectiveness of different funding sources.

6

Optimizing resource allocation for maximum impact.

7

Reporting financial performance to stakeholders.

Key Features

Single-sheet structure for simplified data management.
Predefined fields for campaign names, funding amounts, and allocation types.
Automated performance metric calculations (e.g., CPC, ROAS).
Visualization capabilities for financial data.
Real-time data updates and error reduction.
Customizable for different types of marketing campaigns.
Support for multi-channel funding analysis.
Historical data comparison for trend analysis.

Step-by-Step Tutorial

Tutorial for ADSGENCY AI - Funding Overview Template

Step 1: Access the Template


Open the template and navigate to sheet-01.

Step 2: Input Campaign Data


In the Campaign Name column, enter the names of your marketing campaigns.

Fill out the Funding Source column with the appropriate sources of your funds.

Step 3: Enter Financial Data


Input the Amount of funding received in the corresponding column.

Include the Date of Disbursement to track timing.

Step 4: Monitor Performance


Review the automated calculations in columns dedicated to CPC and ROAS.

Step 5: Analyze and Adjust


Use the summary section to assess overall funding effectiveness and identify areas for improvement.

Step 6: Customize as Needed


Adjust the template to better fit specific campaign needs by adding or removing columns.

Frequently Asked Questions

How do I adjust the template for different campaign types?

You can add or remove columns in **sheet-01** to better suit your specific campaign needs.

What should I do if I encounter calculation errors?

Ensure all required fields are filled correctly. Check formulas in the automated columns for accuracy.

Can I use this template for multi-channel campaigns?

Yes, the template supports data from multiple marketing channels by allowing input customization.

How often should I update the funding data?

Update the data regularly to ensure the most accurate analysis and reporting.

Is it possible to visualize the data within this template?

Yes, you can create graphs and charts from the data in **sheet-01** for better visualization.

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