The Deal Sheet – UGC Brand Deal & Payment Tracker

Keep the business side of your brand deals in one place.

The Deal Sheet helps independent UGC creators track brand deals, promised files, approvals, written usage dates and payments. Open the Overview for a simple weekly check, then follow up on the details that need attention.

What you get

• A blank .xlsx workbook with five tabs: Overview, Deals, Deliverables, Usage rights and Payments.

• Space for 50 deals, 150 deliverables, 100 usage records and 100 invoices per workbook copy.

• A four-page quick-start PDF with a fictional worked example.

• Nine editable creator messages for outreach, approvals and follow-ups.

• Plain-text setup instructions and licence.

See what needs your attention

• Next actions that are due or overdue.

• Deliverables due within seven days and revisions remaining.

• Written usage terms ending within 30 days.

• Unpaid invoice balances, partial payments and overdue days.

• Six automatic totals on the Overview tab.

How it works

Give each campaign a short Deal ID. Use that ID on the other tabs as you add deliverables, dates from your written agreement and invoice details. The formulas calculate totals and review statuses from the information you enter.

The customer workbook is blank. The screenshots and demo use fictional brands and campaign data.

Format and software

Digital download only. You need a spreadsheet app that opens .xlsx files and supports standard formulas. The workbook was recalculated and checked in LibreOffice Calc. Microsoft Excel and Google Sheets have not been separately tested.

The workbook uses formulas, dropdown lists, table filters and conditional formatting. It does not send reminders, issue invoices, collect payments or calculate taxes. Record the terms from your own written agreements; the tracker does not interpret contracts or determine usage permission.

Licence

For use within one creator business. Edit the workbook and messages for your own work. The reusable files may not be resold, redistributed, shared or repackaged as templates.