
UGC Creator Business Tracker, Excel and Google Sheets, Brand Deal Pipeline, UGC Rate Card Calculator, Usage Rights, Content Creator Invoice
$9.99 USD
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UGC Creator Business Tracker for Microsoft Excel and Google Sheets, instant digital download. Run your UGC business from one file: brand pitches with follow-up alerts, a rate card calculator for usage rights and whitelisting, projects and deadlines, a shot list, revisions, net-30 invoices, usage-rights expiry alerts, income and a tax set-aside. Perfect for UGC creators working with brands.
✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).
★ WHAT'S INCLUDED ★
• 14 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles (paid to you, take-home, invoiced, outstanding, overdue, active projects, videos delivered, average deal, win rate, brands in talks, follow-ups due, deadlines soon, usage rights expiring, billable extra revisions, expenses and your top brand), month by month results, next deadlines, follow-ups and unpaid invoices, and 5 charts
• Brand Pipeline (200 rows): brand, contact, industry, how you pitched, pitch date, offer, quote and status (Pitched, Replied, Negotiating, Booked, Delivered, Paid, No reply, Declined); follow-up dates fill in from your Setup (or type your own) with Overdue / Follow up today / Due soon alerts, projects and money paid per brand
• Rate Card: a quote calculator (price per deliverable, extra hooks, script writing, usage rights by length, whitelisting / paid ads per month, raw footage, rush fee, bundle discount, custom discount, total, per video, deposit and a copy-ready quote line), your package menu with live prices, a price grid by usage length and a chart
• Projects (150 rows): deliverable, videos, hooks, usage, whitelisting, raw footage, rush, agreed fee, brief, product received, draft and final due dates, revision rounds and status; rate card price vs your fee, per video, progress bar, revisions left, deadline flags, invoiced, paid, still owed and when usage ends
• Shot List (500 rows): concept, hook, script status, setting, props, film date, status and file link, with Late / Film soon flags
• Revisions (200 rows): each request with round, type and hours; checks it against the rounds included and prices extra rounds at your hourly rate
• Invoices (250 rows): sent date, terms (net-30 by default), paid date, amount paid and fees; due date, still owed, days overdue, Overdue / Due soon / Paid status and days to pay
• Usage Rights (150 rows): every license with type, start and months; expiry date, days left, Expires soon / Expired alerts and a suggested renewal price
• Calendar: pick a month to see final deadlines, drafts, follow-ups and invoices due each day, that month's deadlines and the next 14 days
• Income Report: month by month pitches, deals, videos, invoiced, paid, fees, expenses, profit, tax set-aside and take-home; top 10 brands, income by platform and by deliverable, pipeline by stage; 2 charts
• Expenses & Tax (500 rows): props, gear, apps and more with business use
Free Monthly Budget Starter Kit
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