19 Finest Free Microsoft Excel Templates for Advertising & Gross sales

When you’d wish to expedite knowledge evaluation and reporting, then utilizing a gross sales or advertising and marketing Excel template is a wonderful possibility.

Whether or not you’re in search of a gross sales dashboard or a advertising and marketing planner, Microsoft Excel will simply mean you can create one along with your firm’s knowledge — all you want is the correct template.

To assist these of you in search of a method to sharpen your Microsoft Excel expertise, we have put collectively an in depth checklist of templates you can begin utilizing in Excel to simplify your gross sales and advertising and marketing duties. These templates can have you making strides very quickly. Know what’s even higher? You may obtain a equipment of Excel templates in a single fell swoop.

Why use gross sales and advertising and marketing Excel templates?

Many people can recall a time in highschool after we had been sitting in math class and considering, “When am I ever going to make use of these things in the true world?” After which we all of the sudden discover ourselves in the true world, solely to comprehend that numbers do play a pivotal position in what we do — particularly in digital advertising and marketing and gross sales.

The difficulty is, many Excel templates and spreadsheets are riddled with numbers and formulation that aren’t all that inviting. Making them from scratch could be particularly intimidating. Whereas we cannot argue with that, we’ll say that some great benefits of leveraging Excel’s performance to prepare info and streamline duties are unparalleled.

Microsoft Excel has many capabilities, formulation, and shortcuts. It shops knowledge and has instruments for knowledge evaluation. It performs calculations and lets you use code for automation. And whereas many acknowledge it as a instrument for calculating numbers and figures, it’s greater than that.

There’s a studying curve when utilizing Excel, and it takes time to grasp its many makes use of. Exterior of calculations, the spreadsheet lets you create social media schedules, editorial calendars, marketing campaign trackers, and extra. And as a substitute of subjecting your self to trial-and-error processes that will surely waste time, you should use the next advertising and marketing templates to expedite your organization’s success in advertising and marketing, gross sales, and challenge administration.

Advertising Excel Templates

Most advertising and marketing actions can profit from constant monitoring and knowledge evaluation. Whether or not you want a source-of-truth for stakeholders to take a look at, an Excel funds planner, or a method to monitor the progress on a selected advertising and marketing plan or marketing campaign, you may all the time profit from utilizing Microsoft Excel.

1. Advertising Planner Excel Template

Obtain Your Free Excel Advertising Planner Template

This advertising and marketing planner template for Excel comprises every little thing that you must plan all kinds of e mail advertising and marketing campaigns and past. It comprises particular columns for the emails’ matter, proprietor, standing, topic line, and extra.

However you may simply use this template to plan another progressive advertising and marketing effort, comparable 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.

That mentioned, HubSpot affords particular Excel templates for every of these duties, which yow will discover underneath “Challenge Administration” afterward on this submit.

You may complement this template with a full-on advertising and marketing plan, written in Phrase or Google Docs format. That approach, you have got a high-level overview of your group’s advertising and marketing workforce, your targets, your audience, and your most well-liked advertising and marketing channels.

Featured Useful resource: Microsoft Phrase Advertising Plan Template

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The above advertising and marketing plan template is a wonderful complement and precursor to your Excel advertising and marketing plan. When you’d like, you may then take the data from the Microsoft Phrase model and adapt it to the Excel template.

2. Excel Advertising Price range Templates

Obtain Free Advertising Price range Templates for Excel

Whereas advertising and marketing budgets fluctuate from enterprise to enterprise, the necessity for construction and a transparent sense of alignment between your targets and your spending is crucial throughout the board. To make sure your preparedness for unanticipated prices, you will need to allocate your funds thoughtfully and accurately. Additionally, you will must hold tabs on how intently you’re sticking to your projected bills.

If you wish to keep away from a large number on the finish of the month or quarter, check out this assortment of promoting funds templates designed that can assist you higher manage your advertising and marketing spend. 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.

The gathering additionally comprises a grasp advertising and marketing funds template that can enable you to generate a high-level visualization of your advertising and marketing funds on a month-by-month and quarterly foundation.

3. Advertising Dashboard for Excel

Obtain Your Free Excel Advertising Dashboard

There isn’t any scarcity of knowledge to observe relating to advertising and marketing, and if it feels such as you’re getting too far within the weeds or lacking important particulars when it will get too granular, a advertising and marketing tracker just like the above dashboard may also help.

This specific instrument lets you 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.

You can even monitor the progress of various campaigns and advertising and marketing efforts, comparable to web site content material and e mail advertising and marketing, in addition to advert spend and gross sales by platform. This makes it simple to grasp your advertising and marketing ROI and show the effectiveness of your campaigns to stakeholders and leaders at your organization.

4. Excel Month-to-month Advertising Reporting Template

Obtain Free Excel Advertising Reporting Templates

Is there a sense sweeter than hitting your entire targets for the month? How about speaking your success to your boss? Excel spreadsheets can put together complete stories of your advertising and marketing metrics to ship to your boss. There’s no must work from scratch. (In any case, you have already labored so arduous this month.)

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, prospects, and conversion charges. From there, you will have every little thing that you must monitor and report on which channels are performing greatest. Each boss likes to see ROI, so you may’t go fallacious with these templates.

5. SMART Aim Excel Advertising Template

Obtain Your Free Excel SMART Aim Template

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

Typically, you may need assistance not solely setting advertising and marketing goals however attaining them. Begin with these SMART purpose planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will enable you to set your workforce up for achievement. They can even offer you a instrument for figuring out your most distinguished advertising and marketing wants.

You’ll first have the ability to outline your SMART purpose, then calculate your purpose metrics, after which consider its success. Its user-friendly and readable format makes it one of the shareable choices on this checklist. You may simply ship it over to your stakeholders with out worrying about formatting. Merely fill it out, and it’s able to share.

6. Excel On-Web page search engine marketing Template

Obtain Your Free Excel search engine marketing Advertising Template

In the case of search engine marketing, there’s rather a lot for entrepreneurs to recollect to see outcomes. In different phrases, there’s a lot for entrepreneurs to overlook. With search engines like google and yahoo evolving and algorithm adjustments turning your present technique on its head, it’s simple to really feel overwhelmed and push off revamping your search engine marketing technique. Nevertheless, search engine marketing ought to by no means be an afterthought.

When you’re in search of the sunshine on the finish of the tunnel, pull up this useful search engine marketing template created in Excel. Designed to make the method of managing your search engine marketing efforts a complete 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. It focuses on key phrases and search engine marketing greatest practices, whereas offering ideas and tips to determine nuances and improve productiveness.

7. Google Adverts Marketing campaign Excel Tracker

Obtain Your Free Excel PPC Marketing campaign Tracker

When you’re doing all of your Google Adverts campaigns proper, they most likely aren’t “walks within the park.” That is as a result of, to get probably the most bang in your buck, you arrange a number of campaigns with a number of advert teams. You even have variations of your campaigns — all with totally different content material. Not solely that, however you are (hopefully) additionally retaining monitor of these campaigns to find out which of them to close off, add extra money to, or tweak.

Feels like rather a lot to maintain monitor of, proper? However take a deep breath. This Google Adverts monitoring template is a advertising and marketing marketing campaign template that may hold you on prime of your Google Adverts sport. It’s going to enable you to catch errors and implement greatest practices throughout all of the totally different campaigns and advert teams you are operating — for the highest, center, and backside of the funnel. It’s an ideal complement to that search engine marketing template you have began utilizing.

8. Excel Lead Tracker Template

Obtain Your Free Excel Advertising Template for Lead Monitoring

It is no secret that gross sales and advertising and marketing have a fairly rocky relationship historical past. Gross sales may suppose advertising and marketing is not producing sufficient leads, whereas advertising and marketing may suppose their gross sales representatives aren’t capitalizing on the leads they’re sending over. When it comes right down to it, finger-pointing doesn’t develop a enterprise.

With this customizable lead monitoring template in your toolbox, you will have the data that you must cut back rigidity and outline a concrete month-to-month lead era purpose. You’ll additionally have the ability to monitor and measure the success of particular lead era channels and hold shut tabs in your present gross sales shut charges.

You may also wish to complement this lead tracker with a marketing-sales SLA template, accessible for Microsoft Phrase.

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

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To raised align your gross sales and advertising and marketing groups, flip to this template for making a service-level settlement (SLA). Usually talking, an SLA is a contract that defines the gross sales division’s expectations for advertising and marketing leads (each amount and high quality), and the expectations advertising and marketing has for a way gross sales will act on certified leads.

9. Excel Gross sales Conversion and Shut Fee Calculator

Obtain Your Free Excel Conversion Calculator

It’s important to set a conversion purpose, however you do not know the place to start out. When you lastly determine that out, you need to decide how a lot visitors that you must hit that purpose, however you are undecided what strategy to take there, both.

It appears like you possibly can use a hand in calculating your leads and visitors targets. Fortunately, there’s an Excel template for that. You received’t need to type by way of these numbers by yourself. This template will care for the mathematics and provide you with a transparent image of what that you must accomplish to attain your conversion targets. It is going to additionally enable you to align extra intently with gross sales to make sure your workforce is driving extra certified leads over to them.

10. Excel KPI Dashboard Template

Obtain Your Free Excel KPI Dashboard

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

KPI stands for “key efficiency indicator.” They’re your most vital metrics, every with a singular objective and place in your advertising and marketing technique. Utilizing this template, you may assign particular workers to every KPI, outline the frequency at which you will monitor every KPI’s efficiency, and assign every KPI a coloration that displays the standard of that KPI’s efficiency.

If certainly one of your KPIs is natural visitors, for instance, you may arrange your template such that 100 web page views per 30 days are crimson (poor efficiency), 500 web page views per 30 days are yellow (secure efficiency), and 1000 web page views per 30 days are inexperienced (nice efficiency).

Gross sales Excel Templates

Gross sales is a number-heavy area. Whether or not we’re speaking about gross sales targets, quota, or closed-won ratios, there’s all the time one thing to calculate. Use the next templates to expedite the method.

1. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce shops include many transferring elements. Planning forward can prevent time and heartache later.

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 equipment additionally features a advertising and marketing plan that guides you thru market analysis, goal market, channels and distributors, and extra. As soon as your ecommerce retailer is dwell and operating, you should use the conversion template to trace efficiency throughout distributors and platforms the place merchandise are listed to offer you a holistic view of your efforts.

2. Excel Contact Checklist Template

Obtain Your Free Excel Contact Checklist Template

In a enterprise, an important individuals are your buyer or consumer base. Though your present prospects continually have to be nurtured, focusing in your contact or prospect checklist can also be important.

A contact is an individual, enterprise, or group that is likely to be fascinated about your services or products. It could possibly be somebody who has proven curiosity or somebody who may gain advantage out of your firm. A contact checklist lets you give attention to the potential prospects that you need to nurture equally to your present prospects.

The data wanted to construct a prospect checklist is elementary. Begin constructing this checklist with the particular person’s title, title and firm, location, and get in touch with info. Extra info might embody their business, worker dimension, firm description, and ache factors.

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.

3. 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 not possible to get an correct concept of what’s forward. Whereas a meteorologist may use Doppler radars and satellite tv for pc knowledge for his or her predictions, what you are promoting can use the above gross sales forecasting template.

Excel gross sales forecasting helps with enterprise planning, budgeting, and threat administration. General, it helps strengthen the technique that you simply construct in your firm. Utilizing this template will enable you to monitor enterprise gross sales, precisely predict your gross sales income, and plan for future development.

Gross sales forecasting is difficult, however this spreadsheet components makes the method simpler.

3. Excel Gross sales Metrics Calculator Template

Obtain Your Free Excel Gross sales Metrics Calculator

Gross sales are advanced. When you add gross sales metrics into the image, the issues improve. There are a lot of numbers and figures to calculate, monitor, file, and doc. This interactive Excel spreadsheet will enable you to get the job achieved.

Not solely does this template enable you to hold monitor of gross sales, but it surely retains monitor of your salespeople as properly. With the gross sales metrics calculator template, you may calculate buyer retention fee, win charges, product income, worker turnover fee, and extra.

Challenge Administration Excel Templates

Particular tasks require a selected setup, however generally, the setup itself could be probably the most exhausting half. Use the next templates to each handle common tasks and monitor your progress for particular duties, comparable to social media planning.

1. Excel Social Media Planning Template

Obtain Your Free Excel Social Media Planner

You may 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 resolve which posts will go to which social networks.

And since most social media schedulers mean you can add social submit copy in bulk from a spreadsheet, it’s greatest when you have an Excel template designed for this objective. With that in thoughts, we created the Excel template proven above.

This social media posting schedule lets you draft every social submit — the time it should submit, the message you wish to publish, and any hyperlink you wish to accompany your message (weblog submit, registration web page, an e-book touchdown web page, and so forth).

As soon as you have drafted your entire social posts for the week, month, or quarter, you may type them by social community and add your Excel file into your social media platform of alternative.

2. Excel Weblog Editorial Calendar Template

Obtain Your Free Excel Editorial Calendar Template

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

Whether or not you are fighting ideation, consistency, or just simply missing group, an editorial calendar can typically function the answer that you must refocus your running a blog efforts and generate much more visitors and leads out of your content material. Visualizing the weblog posts you intend to publish in a given week or month makes it simpler to outline overarching themes, hold monitor of concepts, handle contributions, and prioritize strategic distribution.

Use this editorial calendar template as the place to begin for retaining monitor of your entire enterprise’ content material. It’s going to enable you to be extra conscious of matter choice, purchaser personas, key phrase inclusions, and CTA alignment.

3. 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 observe? A piece log template is important to retaining monitor. When you’re not able to decide to a challenge administration software program, you may nonetheless handle your tasks and processes with a spreadsheet.

This template supplies you with a challenge overview that makes monitoring simpler than ever. The work log template tracks duties, time, standing, and feedback. With this template, you get all the information that you must monitor the life cycle and progress of your tasks.

4. Excel Social Media Content material Calendar Template

Obtain Your Free Excel Social Media Calendar

Because you’re most likely producing tons of clicks out of your Google Adverts campaigns and writing wonderful content material because of your running a blog editorial calendar, you will want some assist determining how one can unfold the love on social media. We have got simply the factor.

The social media calendar template is the proper useful resource for serving to you scale and streamline your social media advertising and marketing. Once you use Excel to interrupt out separate worksheets for every social community you are utilizing, you can hold 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 submit.

It is also price mentioning that advertising and marketing calendar Excel templates come in useful when utilizing Twitter, as it could depend your characters that can assist you write tweets that keep inside the 280-character restrict.

5. Excel Product Launch Plan Template

Obtain Your Free Excel Product Launch Plan Template

A well-executed product launch is usually a key differentiator for profitable advertising and marketing and early adoption. The best plan can provide you readability and objective as you progress ahead and announce the brand new product’s existence to your prospects and prospects.

This product launch plan may also help you manage your ideas round aggressive evaluation, positioning, and product technique. It even goes as far as that can assist you brainstorm pains, proof factors, and key messaging for campaigns.

Excel your advertising and marketing course of.

Knowledge is any marketer’s buddy. Regardless that spreadsheets look like they have been round without end, Microsoft Excel has so many capabilities that also make it an incredible useful resource for displaying, organizing, analyzing, and parsing knowledge. With just a little little bit of Excel magic, you may streamline your workflow and arrive at some a-ha moments from knowledge insights.

Editor’s word: This submit was initially printed in March 2019 and has been up to date for comprehensiveness.