Description
Your email platform shows you one campaign at a time. This shows you the pattern.
Most email tools report beautifully on a single send and tell you almost nothing about which campaigns, segments, or subject lines are actually working over time.
This kit builds that history for you — every campaign logged in one place, with open rate, click rate, and conversions calculated automatically, so the pattern becomes visible after your fifth send, not your fiftieth.
What you get
1. A 10-sheet Excel workbook
- Start Here — how the sheets connect
- Campaign Log — every campaign you send, with subject line, segment, and send date
- Performance Log — sent, opens, clicks, and conversions for every campaign
- Campaign Performance Summary — open rate and click rate calculated automatically per campaign
- Segment Performance — which list segments actually engage, side by side
- Monthly Email Summary — sent volume and engagement trend by month, with a chart
- List Growth Tracker — subscriber count over time, with new signups and unsubscribes
- Top Performing Campaigns — your best campaigns ranked automatically
- Campaign Lookup — type a campaign, see its full performance record
- Dashboard — total campaigns, overall open and click rate, best campaign, and list size, live
2. An 11-page companion guide (PDF)
How to read open and click rates without fooling yourself, what the Segment Performance tab reveals that a single campaign report can’t, how list growth and list health interact, and a simple monthly review routine.
3. A Notion template
An importable Notion workspace mirroring the key tracking tables, with a quick-reference section and a next-actions checklist.
Built for
- Anyone sending regular email campaigns who wants a history, not just a one-off report per send
- Marketers testing subject lines or segments who need the results in one place to compare
- Agencies reporting email performance to clients month over month
- Teams switching email platforms who want their performance history to survive the switch
What’s in the file
- 1 x Excel workbook (.xlsx) — formulas live and editable
- 1 x PDF companion guide, 11 pages
- 1 x Notion import file (Markdown) — key tables ready to import
- Delivered as a single ZIP, available immediately after payment
Compatibility
Microsoft Excel 2016 and later, Microsoft 365, Google Sheets, and LibreOffice Calc. Works with any currency, any channel, and any naming convention — you enter your own data rather than being locked into a fixed list of platforms or categories.
This is a planning and organization tool. It does not constitute tax, accounting, legal, or financial advice. Results depend on the accuracy of the figures you enter.
Frequently asked questions
Does it connect to Mailchimp, Klaviyo, or other platforms automatically?
No, by design — platforms change their APIs and their reporting definitions. You log the final numbers yourself, which takes a few minutes per campaign and keeps your history consistent no matter what platform you’re on.
How many campaigns can I log?
The campaign log ships with room for 50 entries — copy a row down to add more.
Can I track more than one list or brand?
Yes — add a List or Brand column and filter the summary sheets, or duplicate the workbook if you prefer them kept fully separate.
Will this work in Google Sheets?
Yes. Upload to Google Drive and open with Google Sheets — formulas, dropdowns, and the chart all carry over.
What if a campaign’s date range is blank?
Leave the row blank — the monthly summary and every calculation skip blank rows automatically, so a part-filled log never breaks.
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