Influencer Marketing Tracker Toolkit

The AMA Influencer Marketing Tracker gives marketers a simple, formula-powered system for managing influencers, tracking deliverables, measuring influencer marketing performance, and calculating ROI—without requiring an influencer platform. Built for small and mid-sized teams, this toolkit ensures every creator, post, and campaign is tied back to measurable business outcomes.

Whether you’re gifting products or running paid collaborations, this tracker helps you stay organized, consistent, and performance-driven.

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What You’ll Get

By using this toolkit, you’ll be able to:

Maintain an organized influencer database with rates, handles, and platforms
Track outreach, negotiations, and contracts
Log all deliverables with auto-generated IDs
Measure post-level performance across reach, engagement, conversions, and revenue
Calculate ROAS, ROI, CPM, and CPE automatically
View a live-updating performance dashboard
Filter results dynamically by individual campaign or full program view

Key Benefits

Clear creator and campaign organization in one streamlined workspace
Automated metrics (ER, CPM, CPE, ROAS, ROI) with zero manual math
Dashboard-level visibility into spend, revenue, and performance trends
Formula-driven deliverable and influencer IDs for consistent tracking
Easy “Campaign Filter” for instant campaign-level insights
Post-performance rollups that eliminate guesswork
No platform required—just open the sheet and start tracking

How to Use the Influencer Marketing Tracker

Make a Copy
- Go to File ➝ Make a Copy to save your working version.
Set Up Your Influencer Database
- Open the Influencer Database tab:
  - Add influencer names, handles, platforms, and rates
  - The sheet autogenerates Influencer IDs and URLs
  - Formulas populate engagement metrics if added
- This tab powers all dropdowns and lookups across the tracker.
Track Outreach and Negotiations
- Use the Outreach & Recruitment tab to manage:
  - Outreach status
  - Negotiation notes
  - Product or paid compensation
  - Contract sent/signed dates
- Selecting an Influencer ID autofills their details.
Log Deliverables
- Open Deliverables:
  - Select the Campaign Name
  - Select the Influencer ID
  - Deliverable ID autogenerates
  - Add due dates, posted dates, post links, and screenshots
- Everything is formula-driven to maintain consistency.
Paste Performance Metrics
- In Performance & ROI, paste metrics after posts go live:
  - Reach, views
  - Likes, comments, shares, saves
  - Link clicks, conversions, revenue
- The sheet automatically calculates:
  - Total engagements
  - Engagement rate
  - CPE / CPV
  - ROAS
  - ROI
- No manual formulas needed.
Review Campaign Summaries
- Visit Budget Summary to monitor:
  - Planned vs. actual spend
  - Total reach and revenue
  - Campaign-level ROI and ROAS
- This tab updates automatically from Performance & ROI.
Use the Dashboard for Insights
- The Dashboard shows live program performance, including:
  - Total spend and revenue
  - Blended ROI and ROAS
  - CPM
  - Creators activated
  - Posts logged
  - Average engagement rate
  - Top performer
- Use the Campaign Filter to view:
  - All campaigns
  - Individual campaign performance
- The entire dashboard recalculates automatically.

Influencer Marketing Tracker — Features & Capabilities

Feature	Description
Influencer Database	Centralized creator list with auto-generated IDs and URL logic.
Outreach Pipeline	Tracks outreach, negotiations, and contract stages.
Deliverable Logging	Auto-ID system with consistent naming and structured post tracking.
Performance Engine	Reach, engagement, conversions, revenue, CPE, CPM, ROAS, ROI.
Campaign Summary	Rollup view of spend, reach, revenue, and ROI per campaign.
Dynamic Dashboard	High-level KPIs with a Campaign Filter for instant segmentation.

Solving Common Influencer Marketing Challenges

Challenge	Toolkit Solution
Hard to track creators and deliverables across campaigns	Centralized database and deliverable IDs keep everything organized
No clear visibility into ROI or ROAS	Automatic performance calculations show true impact
Messy reporting and scattered spreadsheets.	Dashboard consolidates all metrics in one view
Difficult to see which creators are performing	Top-performer logic highlights ROI winners
Struggling to separate gifting from paid efforts	Cost inputs and formulas cleanly differentiate spend

Tip: Keep Your Tracking Simple

Update the tracker a little at a time—log deliverables when they go live, drop in metrics as you get them, and check the dashboard regularly. Small, consistent updates keep your influencer program organized and ROI-focused without turning into a heavy lift.

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