22 Greatest Free Advertising and marketing & Gross sales Templates for Microsoft Excel

In my expertise, gross sales and advertising and marketing Excel templates may also help you expedite your information evaluation and reporting.

To assist these of you on the lookout for a technique to sharpen your Microsoft Excel abilities, I’ve put collectively an in depth listing of templates you can begin utilizing to simplify your gross sales and advertising and marketing duties.

Know what’s even higher? You possibly can obtain an Excel template package in a single fell swoop.

Bounce forward:

Microsoft Excel has many capabilities, formulation, and shortcuts:

• It shops information and has instruments for information evaluation.
• It performs calculations and permits you to use code for automation.
• It permits you to create social media schedules, editorial calendars, marketing campaign trackers, and extra.

Earlier than I begin speaking about all issues Excel templates, now’s your probability to refresh your data with this useful crash course on Microsoft Excel fundamentals.

1. Advertising and marketing Planner Excel Template

Obtain Your Free Excel Advertising and marketing Planner Template

This advertising and marketing planner template for Excel accommodates every little thing you could plan all kinds of electronic mail advertising and marketing campaigns. It accommodates particular columns for the e-mail’s subject, proprietor, standing, and topic line.

You possibly can complement this template with a full-on advertising and marketing plan, written in Phrase or Google Docs format.

What I like: You possibly can simply use this template to plan another progressive advertising and marketing effort, equivalent to running a blog, content material writing, or social media advertising and marketing. Merely change the titles of the columns to suit your particular advertising and marketing plan, and use the column to the left to trace the dates of implementation.

Professional tip: When you wrestle to get and keep organized along with your electronic mail advertising and marketing, that is the template for you. Use it to remain on prime of your viewers segments, the varied A/B exams you’re working, and high-level outcomes.

Featured Useful resource: Microsoft Phrase Advertising and marketing Plan Template

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2. Excel Advertising and marketing Funds Templates

Obtain Free Advertising and marketing Funds Templates for Excel

If you wish to keep away from a budgeting mess on the finish of the month or quarter, check out this assortment of selling finances templates designed that will help you higher set up your advertising and marketing spend.

Try the grasp advertising and marketing finances template, which lets you generate a high-level visualization of your month-to-month and quarterly advertising and marketing finances.

There are eight templates to select from, so you may actually customise the template(s) you select to your objectives. Whether or not you’re seeking to keep on prime of product advertising and marketing, branding, internet redesign, content material, or PR, these templates provide you with an important budgeting start line.

What I like: From product advertising and marketing and web site redesign to content material advertising and marketing and occasions, these templates function a information for entrepreneurs to visualise and monitor their bills to keep away from overspending.

Professional tip: Select one space first and get began. Don’t chew off greater than you’re ready to chew — beginning easy and gradual is the easiest way to start out monitoring your bills.

3. Advertising and marketing Dashboard for Excel

Obtain Your Free Excel Advertising and marketing Dashboard

This explicit software permits you to enter metrics by marketing campaign to auto-populate visible and easy-to-read charts. Because of this, you may visualize the effectiveness of spending and exercise throughout a number of initiatives.

It’s also possible to monitor the progress of various campaigns and advertising and marketing efforts, equivalent to web site content material and electronic mail advertising and marketing, in addition to advert spend and gross sales by platform.

What I like: There isn’t a scarcity of information to watch relating to advertising and marketing. This template makes it simple to grasp your advertising and marketing ROI and show the effectiveness of your campaigns to stakeholders and leaders at your organization.

Professional tip: Use this dashboard in your subsequent report to point out off your division’s success.

4. Excel Month-to-month Advertising and marketing Reporting Template

Obtain Free Excel Advertising and marketing Reporting Templates

Monitoring your finances is a part of the sport. Justifying it’s one thing totally totally different. Nevertheless, each advertising and marketing division is beneath elevated scrutiny and strain to drive ROI.

I discover having a software to remain on prime of the outcomes you’re driving makes it simpler to focus in your job, so that you spend much less time managing the admin and reviews.

To simplify your reporting, take a look at these month-to-month advertising and marketing metrics templates and the corresponding PowerPoint template. Every month, you may replace them shortly and simply to replicate your month-to-month visits, leads, clients, and conversion charges.

From there, you may have every little thing you could monitor and report on which channels are performing finest.

What I like: I imply, come on — is there a sense sweeter than hitting your whole objectives for the month? Management likes to see ROI, and these spreadsheets can put together complete reviews of your advertising and marketing metrics to ship to your boss.

Professional tip: Reporting is the least enjoyable a part of advertising and marketing for most individuals, nevertheless it’s hyper-important to management. Use this template to create impactful visuals excellent for these month-to-month check-ins that permit you to spotlight the worth your staff brings.

5. SMART Purpose Excel Advertising and marketing Template

Obtain Your Free Excel SMART Purpose Template

Whether or not you are planning for a brand new 12 months, quarter, or month, defining a clear set of objectives is important for driving the route of your advertising and marketing efforts.

Begin with these SMART objective planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will assist you to set your staff up for fulfillment.

What I like: Its user-friendly and readable format makes it one of the shareable choices on this listing. You possibly can simply ship it over to your stakeholders with out worrying about formatting.

Professional tip: Whereas this template is designed for advertising and marketing, you may adapt it for any planning or objective setting, individually or along with your staff.

6. Excel On-Web page search engine optimization Template

Obtain Your Free Excel search engine optimization Advertising and marketing Template

On the subject of search engine optimization, there‘s loads for entrepreneurs to recollect to see outcomes. When you’re on the lookout for the sunshine on the finish of the tunnel, I recommend pulling up this useful search engine optimization template created in Excel.

Designed to make the method of managing your search engine optimization efforts an entire lot simpler, entrepreneurs can use this template to information their technique step-by-step or move it off to their webmaster to function a useful information.

What I like: This template focuses on key phrases and search engine optimization finest practices, whereas additionally offering ideas and tips to establish nuances and enhance productiveness.

Professional tip: Use color-coded cells to assist prioritize your subsequent steps and spotlight success. However bear in mind, search engine optimization isn’t one-and-done. As a result of it’s ongoing, you’ll want to watch even your most profitable efforts on an ongoing foundation.

7. Google Adverts Marketing campaign Excel Tracker

Obtain Your Free Excel PPC Marketing campaign Tracker

When you’re doing all your Google Adverts campaigns proper, they in all probability aren’t “walks within the park.” This Google Adverts monitoring template is a advertising and marketing marketing campaign template that may maintain you on prime of your Google Adverts sport.

It‘ll assist you to catch errors and implement finest practices throughout all of the totally different campaigns and advert teams you’re working — for the highest, center, and backside of the funnel.

What I like: I believe it’s an ideal complement to that search engine optimization template you’ve got began utilizing. Plus, this tracker will assist you to get probably the most bang to your buck from all of these advert campaigns you’re working.

Professional tip: Use your success with Google Adverts to drive future campaigns. When you discover that “Golden Scrumptious Apples” is performing nicely, it’s in all probability a good suggestion to create some content material or property associated to the subject to help your customers’ search intent.

8. Excel Search Insights Report Template

Obtain Your Free Excel Search Insights Template

Ever wished you had a technique to establish gaps in your content material, do key phrase analysis, and discover rivals … then put your findings right into a dashboard that is sensible?

You’re in luck. The Excel Search Insights Template is a must have advertising and marketing plan useful resource for anybody seeking to enhance natural visitors.

What I like: That is the proper template to accompany your on-page search engine optimization template. Along with supplying you with a stable place to trace your search engine optimization efforts, it has a dashboard you should use to report on progress.

Professional tip: I do know search insights can really feel like a hefty subject to sort out, and this template goes deep. So, when you’re able to degree up your search engine optimization know-how however, after this template, understand you want a refresher, take a look at this information.

9. Excel Lead Tracker Template

Obtain Your Free Excel Advertising and marketing Template for Lead Monitoring

It is no secret that gross sales and advertising and marketing have a fairly rocky relationship historical past.

With this customizable lead monitoring template in your toolbox, you may have the knowledge you could cut back stress and outline a concrete month-to-month lead technology objective. You’ll additionally be capable of monitor and measure the success of particular lead technology channels and maintain shut tabs in your present gross sales shut charges.

What I like: You possibly can simply complement this lead tracker with a marketing-sales SLA template to raised align your gross sales and advertising and marketing groups — and get one step nearer to crushing your objectives.

Professional tip: Take a couple of minutes to look again at your whole previous proposals. Ship emails that didn’t get to the proposal stage and enter them in your tracker. You would possibly discover your new tracker pays off with gross sales within the first few days.

Featured Useful resource: Microsoft Phrase SLA Template for Advertising and marketing & Gross sales

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10. Excel Gross sales Conversion and Shut Charge Calculator

Obtain Your Free Excel Conversion Calculator

You must set a conversion objective, however you do not know the place to start out. It seems like you may use a hand in calculating your leads and visitors objectives. Let me recommend the Excel template for that.

What I like: You gained’t need to type by way of these numbers by yourself. This template will deal with the maths and provide you with a transparent image of what you could accomplish to attain your conversion objectives.

Professional tip: Shut charges are a good way to establish holes in your course of, discover fast wins, and have a good time them. Use this tracker to search for common ebbs and flows in addition to shock adjustments so you may dig deeper to seek out out why.

11. Excel KPI Dashboard Template

Obtain Your Free Excel KPI Dashboard

When you’re a fan of the month-to-month metrics template, you would possibly need to seize a duplicate of this template as nicely. The important KPI tracker, proven above, takes the metrics your advertising and marketing staff has agreed to trace and describes them in additional element.

What I like: Utilizing this template, you may assign particular staff to every KPI, outline the frequency at which you may monitor every KPI’s efficiency, and assign every KPI a colour that displays the standard of that KPI’s efficiency.

Professional tip: Want an instance? Let’s say one in every of my firm’s KPIs is natural visitors. I may arrange my template such that 100 web page views per 30 days are purple (poor efficiency), 500 web page views per 30 days are yellow (steady efficiency), and 1,000 web page views per 30 days are inexperienced (nice efficiency).

12. Excel Advertising and marketing Plan Graphs Templates + 50 Hacks

Obtain Your Free Excel Graphs Templates

Fairly graphs make it simpler as an example your success — and also you don’t need to have a long time of Excel expertise to create and use them. Along with our information providing 50+ Excel hacks to shorten the time between newbie and proficient skilled, you may snag our easy-to-use graph generator template. Your staff and management will love the way in which you signify information.

What I like: I like well-designed graphs — however I hate spending time creating them. That’s why this useful resource jumps off the web page at me.

Professional tip: Whereas normally, I encourage individuals to take it gradual, this may be a whole lot of enjoyable to mess around with. Obtain this now so it’s prepared subsequent time you could sort out a report. And, it’s by no means a foul concept to have your model colours useful so you may create one thing that wows the corporate management (or your purchasers).

13. Excel Ecommerce Planning Template

Obtain Your Free Excel Ecommerce Planner Template

Ecommerce shops include many shifting elements. This template, which additionally consists of an ecommerce gross sales plan and go-to-market template, consists of devoted house for every of your ecommerce distributors.

The package additionally features a advertising and marketing plan that guides you thru market analysis, goal market evaluation, channels and distributors, and extra.

What I like: As soon as your ecommerce retailer is dwell and working, you should use the conversion template to trace efficiency throughout distributors and platforms the place merchandise are listed to provide you a holistic view of your efforts.

Professional tip: Whether or not you’re new to ecomm or have a ton of expertise, you should use the specifics on this Excel template to spot-check your advertising and marketing plan and establish any new initiatives or alternatives.

14. Excel Contact Record Template

Obtain Your Free Excel Contact Record Template

In a enterprise, a very powerful persons are your buyer or consumer base. Though your present clients always have to be nurtured, focusing in your contact or prospect listing can be important.

The data wanted to construct a prospect listing is elementary. You should utilize this template to start out constructing this listing with the individual’s title, title and firm, location, and phone info. Further info may embody their trade, worker dimension, firm description, and ache factors.

What I like: When you’ve used a template like this one, you’re able to improve to a CRM, which shops the identical info in a extra user-friendly format.

Professional tip: Even when you’re utilizing a CRM for many contacts, contemplate making a printable e-book of vital contacts to have on the workplace…simply in case.

15. Excel Gross sales Forecasting Template

Obtain Your Free Excel Template for Gross sales Forecasting

Gross sales forecasting is just like climate forecasting. With out the right instruments, it’s unattainable to get an correct concept of what’s forward.

Excel gross sales forecasting helps with enterprise planning, budgeting, and danger administration. Utilizing this template will assist you to monitor enterprise gross sales, precisely predict your gross sales income, and plan for future development.

What I like: Gross sales forecasting is difficult, however this spreadsheet components makes the method simpler. In the end, it helps strengthen the gross sales technique that you simply construct to your firm.

Professional tip: You’re not on this alone. Your bookkeeper or monetary staff may also help you monitor down the information you want so you may perceive what it means.

16. Excel Gross sales Metrics Calculator Template

Obtain Your Free Excel Gross sales Metrics Calculator

Gross sales are complicated. When you add gross sales metrics into the image, the problems enhance.

Not solely does this template assist you to maintain monitor of gross sales, nevertheless it retains monitor of your salespeople too. With the gross sales metrics calculator template, you may calculate buyer retention fee, win charges, product income, and worker turnover fee.

What I like: I do know there are a lot of numbers and figures to calculate, monitor, document, and doc relating to gross sales. This interactive Excel spreadsheet will assist you to get the job finished.

Professional tip: Use this as a chance to establish holes in your onboarding and offboarding processes. Sure, gross sales metrics are vital, but when individuals both depart within the first 90 days or keep for years, it’s time to ask questions. You might have an onboarding or coaching concern, and it’s a chance to provide your staff coaching and instruments (like these killer Excel templates) to assist them succeed.

17. Excel Social Media Planning Template

Obtain Your Free Excel Social Media Planner

You would possibly already use a social media scheduler to handle and publish your posts each week, however you continue to want a spot to draft your social copy and determine which posts will go to which social networks.

I like that this social media posting schedule permits you to draft every social publish — the time it’ll publish, the message you need to publish, and any hyperlink you need to accompany your message (weblog publish, registration web page, an e-book touchdown web page, and many others).

What I like: Most social media schedulers permit you to add social publish copy in bulk from a spreadsheet. As soon as you’ve got drafted your whole social posts for the week, month, or quarter, you may simply type them by social community and import them into your social media platform of alternative.

Professional tip: Use this social media advertising and marketing plan template to get organized and keep forward of the sport. When you actually are in a position to plan 1 / 4 at a time, your complete staff will thanks for working forward.

18. Excel Weblog Editorial Calendar Template

Obtain Your Free Excel Editorial Calendar Template

Running a blog performs a major function in your skill to draw guests and results in your web site. However managing a weblog is a type of tasks that is simpler stated than finished.

Use this editorial calendar template as the place to begin for conserving monitor of your whole enterprise’s content material. It’ll assist you to be extra conscious of subject choice, purchaser personas, key phrase inclusions, and CTA alignment.

What I like: Once I’m fighting ideation, consistency, or just simply missing group, an editorial calendar helps me refocus my running a blog efforts to generate much more visitors and leads.

Professional tip: Whereas there’s a whole lot of fancy mission administration software program on the market, typically easy is finest (and hardest to interrupt). You don’t want fancy instruments. You simply must get and keep organized.

19. Excel Work Log Template

Obtain Your Free Excel Work Log Template

How do you retain monitor of the day-to-day progress of your organization, particularly when there are individuals, duties, and timelines to watch? A piece log template is crucial to conserving monitor.

This template supplies you with a mission overview that makes monitoring simpler than ever. The work log template tracks duties, time, standing, and feedback.

What I like: When you’re not able to decide to mission administration software program, you may nonetheless monitor the life cycle and progress of your tasks with this spreadsheet.

Professional tip: Use conditional formatting primarily based on the standing column that will help you take note of duties that want further follow-up. Additionally, contemplate including a staff column to trace who’s accountable for every replace, and establish who’s knocking out duties like a celebrity.

20. Excel Social Media Content material Calendar Template

Obtain Your Free Excel Social Media Calendar

Because you’re in all probability producing tons of clicks out of your Google Adverts campaigns and writing wonderful content material, I’d think about you may want some assist determining how you can unfold the love on social media.

The social media calendar template is the proper useful resource for serving to you scale and streamline your social media advertising and marketing.

What I like: Whenever you use Excel to interrupt out separate worksheets for every social community you‘re utilizing, you’ll be capable of maintain a repository of content material concepts, so that you’re by no means struck by author’s block and all the time have one thing to publish.

Professional tip: As soon as your calendar is outlined, it’s extremely simple to hyperlink associated information to every merchandise or to trace hyperlinks after they’re printed. When that social media e-book scheduled for the second Tuesday is prepared, you may hyperlink to wherever you’re stashing the content material (one other Excel advertising and marketing plan template, maybe?) or hyperlink it to the dwell posts.

21. Excel Marketing campaign Planner Template

Obtain Your Free Excel Marketing campaign Planner Calendar

Most campaigns have a whole lot of working elements, so it’s vital to remain on prime of the duties that comprise your marketing campaign.

The marketing campaign planner template is the proper start line for conserving monitor of quarterly, month-to-month, and particular marketing campaign deliverables and progress.

What I like: There are nice concepts and pattern timelines in every of the three foremost tabs, which helps you consider the totally different features chances are you’ll want to think about.

Professional tip: That is efficient when you’re attempting to maintain all of your geese in a row, otherwise you’re simply beginning out and wish a spot to brainstorm and braindump the entire elements. From there, you should use this as a mission tracker or shift it to mission administration software program.

22. Excel Product Launch Plan Template

Obtain Your Free Excel Product Launch Plan Template

A well-executed product launch generally is a key differentiator for profitable advertising and marketing and early adoption. This product launch plan may also help you set up your ideas round aggressive evaluation, positioning, and product technique.

What I like: This template even goes as far as that will help you brainstorm pains, proof factors, and key messaging for campaigns. That’s an enormous win in my e-book.

Professional tip: Launches are a LOT of labor, so use this template that will help you create a single place to your messaging and technique.