19 Finest Free Microsoft Excel Templates for Advertising and marketing & Gross sales

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

Whether or not you’re on the lookout for a gross sales dashboard or a advertising planner, Microsoft Excel will simply let you create one together with your firm’s knowledge — all you want is the suitable template.

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

Why use gross sales and advertising Excel templates?

Many people can recall a time in highschool after we had been sitting in math class and pondering, “When am I ever going to make use of these items in the actual world?” After which we all of a sudden discover ourselves in the actual world, solely to understand that numbers do play a pivotal position in what we do — particularly in digital advertising 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 might be particularly intimidating. Whereas we can’t argue with that, we’ll say that some great benefits of leveraging Excel’s performance to arrange data 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 permits you to use code for automation. And whereas many acknowledge it as a software 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. Outdoors of calculations, the spreadsheet permits you to 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 would definitely waste time, you need to use the next advertising templates to expedite your organization’s success in advertising, gross sales, and challenge administration.

Advertising and marketing Excel Templates

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

1. Advertising and marketing Planner Excel Template

Obtain Your Free Excel Advertising and marketing Planner Template

This advertising planner template for Excel comprises every thing you have to plan all kinds of e mail advertising 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 every other progressive advertising effort, akin to running a blog, content material writing, or social media advertising. Merely change the titles of the columns to suit your particular advertising plan, and use the column to the left to trace the dates of implementation.

That mentioned, HubSpot gives particular Excel templates for every of these duties, which you could find underneath “Challenge Administration” afterward on this put up.

You possibly can complement this template with a full-on advertising plan, written in Phrase or Google Docs format. That method, you will have a high-level overview of your group’s advertising workforce, your targets, your target market, and your most well-liked advertising channels.

Featured Useful resource: Microsoft Phrase Advertising and marketing Plan Template

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

2. Excel Advertising and marketing Funds Templates

Obtain Free Advertising and marketing Funds Templates for Excel

Whereas advertising budgets differ from enterprise to enterprise, the necessity for construction and a transparent sense of alignment between your targets and your spending is essential throughout the board. To make sure your preparedness for unanticipated prices, you could allocate your finances 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 multitude on the finish of the month or quarter, check out this assortment of selling finances templates designed that will help you higher arrange your advertising spend. From product advertising and web site redesign to content material advertising and occasions, these templates function a information for entrepreneurs to visualise and observe their bills to keep away from overspending.

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

3. Advertising and marketing Dashboard for Excel

Obtain Your Free Excel Advertising and marketing Dashboard

There isn’t a scarcity of knowledge to observe relating to advertising, 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 tracker just like the above dashboard can assist.

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.

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

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

Obtain Free Excel Advertising and marketing 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 metrics to ship to your boss. There’s no must work from scratch. (In any case, you have already labored so exhausting this month.)

To simplify your reporting, try these month-to-month advertising metrics templates and the corresponding PowerPoint template. Every month, you may replace them rapidly and simply to mirror your month-to-month visits, leads, prospects, and conversion charges. From there, you will have every thing you have to observe and report on which channels are performing finest. Each boss likes to see ROI, so you may’t go fallacious with these templates.

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 yr, quarter, or month, defining a transparent set of targets is essential for driving the course of your advertising efforts and priorities.

Typically, you would possibly need assistance not solely setting advertising targets however attaining them. Begin with these SMART aim 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 software for figuring out your most outstanding advertising wants.

You’ll first be capable of outline your SMART aim, then calculate your aim metrics, after which consider its success. Its user-friendly and readable format makes it one of the vital shareable choices on this record. You possibly can 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 optimization Template

Obtain Your Free Excel search engine optimization Advertising and marketing Template

With regards to search engine optimization, there’s quite a bit for entrepreneurs to recollect to see outcomes. In different phrases, there’s a lot for entrepreneurs to neglect. With serps evolving and algorithm modifications turning your current technique on its head, it’s simple to really feel overwhelmed and push off revamping your search engine optimization technique. Nevertheless, search engine optimization ought to by no means be an afterthought.

When you’re on the lookout for the sunshine on the finish of the tunnel, pull up this helpful search engine optimization template created in Excel. Designed to make the method of managing your search engine optimization 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 optimization finest practices, whereas offering ideas and tips to establish nuances and enhance productiveness.

7. Google Advertisements Marketing campaign Excel Tracker

Obtain Your Free Excel PPC Marketing campaign Tracker

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

Feels like quite a bit to maintain observe of, proper? However take a deep breath. This Google Advertisements monitoring template is a advertising marketing campaign template that may hold you on prime of your Google Advertisements recreation. It will enable you to catch errors and implement finest practices throughout all of the completely 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 optimization template you have began utilizing.

8. Excel Lead Tracker Template

Obtain Your Free Excel Advertising and marketing Template for Lead Monitoring

It is no secret that gross sales and advertising have a fairly rocky relationship historical past. Gross sales would possibly assume advertising is not producing sufficient leads, whereas advertising would possibly assume 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 knowledge you have to cut back stress and outline a concrete month-to-month lead era aim. You’ll additionally be capable of observe and measure the success of particular lead era channels and hold shut tabs in your present gross sales shut charges.

You may additionally need to complement this lead tracker with a marketing-sales SLA template, out there for Microsoft Phrase.

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

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To higher align your gross sales and advertising 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 leads (each amount and high quality), and the expectations advertising has for the way gross sales will act on certified leads.

9. Excel Gross sales Conversion and Shut Price Calculator

Obtain Your Free Excel Conversion Calculator

It’s important to set a conversion aim, however you do not know the place to start out. When you lastly determine that out, it’s important to decide how a lot site visitors you have to hit that aim, however you are unsure what strategy to take there, both.

It seems like you might use a hand in calculating your leads and site visitors targets. Fortunately, there’s an Excel template for that. You received’t should type by means of these numbers by yourself. This template will deal with the maths and offer you a transparent image of what you have to accomplish to realize 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 would possibly need to seize a replica of this template as nicely. The important KPI tracker, proven above, takes the metrics your advertising 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 function and place in your advertising technique. Utilizing this template, you may assign particular staff to every KPI, outline the frequency at which you will monitor every KPI’s efficiency, and assign every KPI a shade that displays the standard of that KPI’s efficiency.

If certainly one of your KPIs is natural site visitors, for instance, you may arrange your template such that 100 web page views monthly are crimson (poor efficiency), 500 web page views monthly are yellow (steady efficiency), and 1000 web page views monthly 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 at all times 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 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 need to 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 Listing Template

Obtain Your Free Excel Contact Listing Template

In a enterprise, crucial persons are your buyer or consumer base. Though your present prospects continually should be nurtured, focusing in your contact or prospect record can be important.

A contact is an individual, enterprise, or group that is perhaps fascinated about your services or products. It might be somebody who has proven curiosity or somebody who may benefit out of your firm. A contact record permits you to concentrate on the potential prospects that it is best to nurture equally to your present prospects.

The knowledge wanted to construct a prospect record is elementary. Begin constructing this record with the particular person’s identify, title and firm, location, and phone data. Extra data 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 data 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 correct instruments, it’s not possible to get an correct thought of what’s forward. Whereas a meteorologist would possibly use Doppler radars and satellite tv for pc knowledge for his or her predictions, your corporation can use the above gross sales forecasting template.

Excel gross sales forecasting helps with enterprise planning, budgeting, and danger administration. Total, it helps strengthen the technique that you just construct to your firm. Utilizing this template will enable you to observe enterprise gross sales, precisely predict your gross sales income, and plan for future development.

Gross sales forecasting is difficult, however this spreadsheet system 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 enhance. There are numerous numbers and figures to calculate, observe, file, and doc. This interactive Excel spreadsheet will enable you to get the job finished.

Not solely does this template enable you to hold observe of gross sales, nevertheless it retains observe of your salespeople as nicely. With the gross sales metrics calculator template, you may calculate buyer retention price, win charges, product income, worker turnover price, and extra.

Challenge Administration Excel Templates

Particular initiatives require a particular setup, however generally, the setup itself might be probably the most exhausting half. Use the next templates to each handle normal initiatives and observe your progress for particular duties, akin to social media planning.

1. 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 resolve which posts will go to which social networks.

And since most social media schedulers let you add social put up copy in bulk from a spreadsheet, it’s finest if in case you have an Excel template designed for this function. With that in thoughts, we created the Excel template proven above.

This social media posting schedule permits you to draft every social put up — the time it would put up, the message you need to publish, and any hyperlink you need to accompany your message (weblog put up, registration web page, an e book touchdown web page, and so on).

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 means to draw guests and results in your web site. However managing a weblog is a type of duties that is simpler mentioned than finished.

Whether or not you are battling ideation, consistency, or just simply missing group, an editorial calendar can typically function the answer you have to refocus your running a blog efforts and generate much more site 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 observe of concepts, handle contributions, and prioritize strategic distribution.

Use this editorial calendar template as the start line for retaining observe of your entire enterprise’ content material. It will 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 observe of the day-to-day progress of your organization, particularly when there are folks, duties, and timelines to observe? A piece log template is important to retaining observe. When you’re not able to decide to a challenge administration software program, you may nonetheless handle your initiatives 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 info you have to monitor the life cycle and progress of your initiatives.

4. 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 Advertisements campaigns and writing superb content material due to your running a blog editorial calendar, you will want some assist determining find out how to unfold the love on social media. We have simply the factor.

The social media calendar template is the right useful resource for serving to you scale and streamline your social media advertising. 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 at all times have one thing to put up.

It is also price mentioning that advertising calendar Excel templates come in useful when utilizing Twitter, as it may rely your characters that will help 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 generally is a key differentiator for profitable advertising and early adoption. The proper plan can provide you readability and function as you progress ahead and announce the brand new product’s existence to your prospects and prospects.

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

Excel your advertising course of.

Information is any marketer’s buddy. Regardless that spreadsheets look like they have been round endlessly, Microsoft Excel has so many capabilities that also make it an incredible useful resource for displaying, organizing, analyzing, and parsing knowledge. With a little bit little bit of Excel magic, you may streamline your workflow and arrive at some a-ha moments from knowledge insights.

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