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UGC Creator Business Tracker, Excel and Google Sheets, Brand Deal Pipeline, UGC Rate Card Calculator, Usage Rights, Content Creator Invoice

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  • Digital download
  • Digital file type(s): 4 Files
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All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“The spreadsheet was great and it helped me to keep track of my earnings and expenses. Will definitely buy some more for different purposes. Thanks for a great spreadsheet”

Ingrid

4 days ago

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NowPrice:$9.99

Original Price: $19.99

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Sale ends on November 22

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Specifications

May include: A digital UGC Creator Business Tracker spreadsheet for 2026, featuring a dashboard with financial metrics, monthly performance tables, and bar charts. The interface includes sections for brand pitches, rate cards, usage rights, and deadlines.

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.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/ChEctg441Q8

✨ 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 %, a by-category summary and chart, and a quarterly tax set-aside panel
• Portfolio (100 rows): your best videos with links, style, platform, views and results
• Setup: your rates, usage-rights add-ons, bundle discounts, payment terms, follow-up days, tax set-aside % and all drop-down lists
• Sample data from a busy UGC creator so you can see how it works

★ PERFECT FOR ★
✓ UGC creators working with brands
✓ Content creators and micro influencers
✓ Creators pricing usage rights and whitelisting
✓ Anyone starting a UGC side hustle

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup, add your rates, payment terms, follow-up days and tax set-aside %.
3. Log pitches, price deals on the Rate Card, then add projects, shots, revisions, invoices and usage rights.
4. The calendar, income report, tax set-aside and dashboard update themselves.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• The tax set-aside is a savings estimate, not tax, legal or financial advice.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.

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Meet your seller

SheetSmartTemplateCo
SheetSmartTemplateCo ·

South Bend, Indiana

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
8 sales
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New on Etsy
Jesse
1 shop member

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Listed on Oct 31, 2026