Compass Performance Marketing Sheet

The performance marketing layout is built for agencies that charge optimization fees alongside ad platform spend and reporting work. The spreadsheet format makes it easy to track by channel, campaign, and month, which is useful when clients want clear visibility into paid search, paid social, and conversion tracking costs. It is practical for both recurring retainers and project-based work.

This marketing sheet includes sections for management fees, pass-through ad spend, and optional analytics or landing page support. Tax support covers VAT, GST, and sales tax, while the workbook can be used across currencies for global accounts. That helps agencies keep invoices consistent when serving brands in multiple regions or billing through local subsidiaries.

Customize the file by entering your standard rates, service notes, and client purchase order details. The agency spreadsheet structure also makes it easy to duplicate monthly, update totals, and keep a clean billing history. Use it when your team needs a reliable finance tool that bridges campaign reporting and client invoicing without adding manual work.