Influencer Income Tracker | UGC Brand Deal ROI Calculator (Google Sheets, Excel)

5 QUICK ANSWERS BEFORE YOU BUY

1. Does it work in Google Sheets* and Excel*?
Yes, you get both. There is a Google Sheets Download Link PDF that makes your own copy in Google Drive*. You also get the Excel* file (.xlsx) and an Instructions PDF. Use either one, or both.

2. I'm not good with spreadsheets. Will I break it?
It's made for beginners. You only type in the green cells with teal headers. Grey cells with slate headers do the math, and you get a warning if you try to type over one. Every row already has its formulas, so there is nothing to copy down. The Start Here tab walks you through setup.

3. Can it track brand deals that pay Net 30, Net 60 or Net 90?
Yes. Net 30 means the brand has 30 days to pay you. Enter the invoice date and the terms. It works out the due date, what's still unpaid, days overdue and a status: Paid, Due Soon, Overdue or Partial. A cash flow calendar shows what you're owed each month and when your next payment should come.

4. Does it work out my tax set-aside and gear write-offs?
Yes. It estimates self-employment tax plus income tax. Then it tells you what percent of each dollar to move into savings, with a tracker for quarterly payments. Gear like a camera, laptop or light can be spread over its useful life. Or you can write it off in full the year you buy it. It starts with US rates, and you can edit every rate.

5. What are the limits?
You type everything in by hand. It does not sync with your bank or with any platform, and it has no app of its own. It has room for 200 brand deals, 300 deliverables, 500 income rows, 500 expense rows and 60 gear items.

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This income tracker shows what each brand deal is really worth to you. It is made for YouTube*, Instagram* and TikTok* creators, and for UGC creators. UGC means user-generated content, the videos and photos you make for brands to use.

It has 12 tabs. It helps you keep up with late payments and plan for taxes. It also tracks what your gear is worth at tax time. It works in Google Sheets* or Microsoft* Excel*.

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WHAT'S INSIDE (12 TABS)

Start Here
A setup guide that walks you through each step.

Dashboard
Net income, profit, tax set-aside, unpaid and overdue invoices, and your best-paying brand. It also has charts.

Brand Deals
The fee, usage rights fee, agency cut, invoice date, payment terms and due date. It also tracks payments received, profit per deal, true ROI and your real hourly rate. ROI means return on investment, or what you get back for the time and money you put in.

Deliverables
Every video, post or file you owe, with due dates and progress for each deal. Late and Due Soon flags show what needs work.

Cash Flow
Money in and out, month by month. See unpaid amounts and when your next payment should come.

Income Log
Ad money, affiliate pay, memberships, tips and gifted products.

Expenses
Business costs by group, with a business-use percent. Meals are counted at 50%.

Gear
Cameras, laptops and lights. Spread the cost over time (straight-line) or write it all off at once.

Tax Set-Aside
Your self-employment tax, an income tax estimate and your quarterly payments.

Year-End
A tax prep summary you can hand to your accountant.

Rate Calculator
Work out what to charge. It covers usage rights, exclusivity and rush fees.

Settings
Your name, tax year and hourly rate. It also holds the color key, the rates you can edit and the drop-down lists.

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ROOM FOR

• 200 brand deals
• 300 deliverables
• 500 income rows and 500 expense rows
• 60 gear items

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WHO IT'S FOR

• YouTube*, Instagram* and TikTok* creators with brand deals
• UGC creators who send invoices and wait on Net 30 to Net 90 payments
• Creators who want to know how much to save for taxes

One thing to know: the tax numbers are estimates based on US self-employment rules. If you live in another country, edit the rates and check with a local tax expert.

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WHAT YOU GET (INSTANT DOWNLOAD)

• Google Sheets Download Link PDF. Click the link inside and a copy saves to your own Google Drive*.
• Excel* file (.xlsx)
• Instructions PDF. It shows how to use it, resize cells, undo mistakes and avoid deleting formulas.
• Both files come blank, ready for your own numbers. The pictures show sample numbers only.

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HOW TO START

1. After you buy, go to your Etsy* Purchases page to get the files. Etsy* also emails you the link.
2. Open the Excel* file on your computer. Or open the PDF and click the link to make your own Google Sheets* copy.
3. Follow the Start Here tab and add your name, tax year and hourly rate on Settings. Then log your deals, income, costs and gear, and watch the Dashboard update.

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NEED HELP?

Send ProFormaGRID a message here on Etsy*. We read every message and will help you sort it out. You can also download your files again any time from your Purchases page.

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THE FINE PRINT

This is a digital download, so nothing will be mailed to you. It is not made to order. It's for personal use only. Please don't resell, share or copy this file. Copyright ProFormaGRID. All rights reserved.

This tracker is for staying organized and planning only. It is not tax, legal or accounting advice. Tax defaults are US-based estimates. Please check all rates and deductions with a qualified tax expert.

*Google Sheets, Google Drive and YouTube are trademarks of Google LLC. Microsoft and Excel are trademarks of Microsoft Corporation. Instagram and TikTok are trademarks of their owners. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not connected to, endorsed by or sponsored by these companies.