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Invoice summary template excel for Public Relations

[Music] hi this is ivan with simplesheets in this video we're going to do a step-by-step tutorial of our pr campaign management template this is one of over 100 pre-built and smart templates that we offer click the link in the description and try 5 free templates before you buy before we get started help us grow our channel by giving us a thumbs up if you like this video and by subscribing to simplesheets the introduction sheet contains a short description about this template over here we have a customization difficulty an explanation of the sheets that come with this template and some instructions on how you can utilize this template at the bottom we have a short guide on using our templates with compatible online services anyone who has managed a pr campaign knows that there are too many things that could go overlooked at any given time fret not because this template will help you stay on top of your pr campaigns we start in the database sheet input here the different standard items that you'll be needing in the succeeding sheets first input the journalists and contact info you want to keep on file add your media sources channels article categories with their monthly placement targets article tones campaigns and related organizations we then move over to the dashboard sheet it's here where we can log down our activities for our pr campaigns input the date campaign journalist topic channel media source link article category favorability impact and any notes you might have month contact information and monthly placement targets will be given to you automatically on top you have a dashboard that you can hide and show using this button right here it gives you monthly targets versus the actual achieved of your campaigns per category the article favorability the article impact per category a media source analysis and the articles per journalist you get some slicers that help you filter your charts by month media source channel journalist article category and favorability to update these charts whenever you add new data hit the refresh macro button and use the full screen macro button to make your work area larger in the campaigns management sheet enter your campaign the start and end date the involved organization the contact members your target contact members the campaign cost payment status campaign status and any remarks articles included campaign duration in days and percentage achieved will be given to you automatically on top you also get a small dashboard that shows your remaining days per campaign and your spending breakdown you get as well some highlighted metrics such as the total campaigns total articles total cost and the achievement rate you have some slicers that will help you filter your charts by campaign payment status and company or organization just like the previous sheet to update these charts whenever you add new data hit the refresh macro button and use the full screen macro button to make your work area larger that's all for this template if you want to automate your excel processes and enhance your level of productivity simple sheets advanced templates and university is the best tool out there don't forget to give us a thumbs up if you like this video and subscribe to simplesheets for more excel content i'll see you guys on the next one [Music]