19 Finest Free Microsoft Excel Templates for Advertising & Gross sales

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

Whether or not you’re searching for a gross sales dashboard or a advertising planner, Microsoft Excel will simply can help you create one along with your firm’s information — all you want is the fitting template.

To assist these of you searching for a strategy 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 duties. These templates may have you making strides very quickly. Know what’s even higher? You’ll be able to obtain a package 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 considering, “When am I ever going to make use of these items in the actual world?” After which we abruptly discover ourselves in the actual world, solely to appreciate 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 may be particularly intimidating. Whereas we cannot argue with that, we’ll say that the benefits of leveraging Excel’s performance to arrange info and streamline duties are unparalleled.

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. And whereas many acknowledge it as a device 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 will surely waste time, you should utilize the next advertising templates to expedite your organization’s success in advertising, gross sales, and undertaking administration.

Advertising Excel Templates

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

1. Advertising Planner Excel Template

Obtain Your Free Excel Advertising Planner Template

This advertising planner template for Excel accommodates the whole lot you have to plan all kinds of e mail advertising campaigns and past. It accommodates particular columns for the emails’ matter, proprietor, standing, topic line, and extra.

However you possibly can simply use this template to plan another 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 stated, HubSpot provides particular Excel templates for every of these duties, which yow will discover beneath “Venture Administration” afterward on this submit.

You’ll be able to complement this template with a full-on advertising plan, written in Phrase or Google Docs format. That manner, you will have a high-level overview of your group’s advertising workforce, your targets, your target market, and your most popular advertising channels.

Featured Useful resource: Microsoft Phrase Advertising Plan Template

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

2. Excel Advertising Funds Templates

Obtain Free Advertising Funds Templates for Excel

Whereas advertising budgets range 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 should allocate your finances thoughtfully and accurately. Additionally, you will have to 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 can assist 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 accommodates a grasp advertising finances template that may make it easier to generate a high-level visualization of your advertising finances on a month-by-month and quarterly foundation.

3. Advertising Dashboard for Excel

Obtain Your Free Excel Advertising Dashboard

There is no such thing as a scarcity of knowledge to observe with regards 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 might help.

This specific device permits you to enter metrics by marketing campaign to auto-populate visible and easy-to-read charts. In consequence, you possibly can visualize the effectiveness of spending and exercise throughout a number of initiatives.

You too can 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 Reporting Template

Obtain Free Excel Advertising Reporting Templates

Is there a sense sweeter than hitting all your targets for the month? How about speaking your success to your boss? Excel spreadsheets can put together complete studies of your advertising metrics to ship to your boss. There’s no have to work from scratch. (In spite of everything, you’ve got already labored so exhausting this month.)

To simplify your reporting, take a look at these month-to-month advertising metrics templates and the corresponding PowerPoint template. Every month, you possibly can replace them shortly and simply to mirror your month-to-month visits, leads, prospects, and conversion charges. From there, you may have the whole lot you have to observe and report on which channels are performing greatest. Each boss likes to see ROI, so you possibly can’t go flawed with these templates.

5. SMART Purpose Excel Advertising 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 crucial for driving the course of your advertising efforts and priorities.

Generally, you may need assistance not solely setting advertising goals however reaching them. Begin with these SMART aim planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will make it easier to set your workforce up for achievement. They may also offer you a device 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 some of the shareable choices on this checklist. You’ll be able to 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

On the subject of search engine marketing, there’s quite a bit for entrepreneurs to recollect to see outcomes. In different phrases, there’s a lot for entrepreneurs to neglect. With search engines like google evolving and algorithm adjustments turning your current technique on its head, it’s simple to really feel overwhelmed and push off revamping your search engine marketing technique. Nonetheless, search engine marketing ought to by no means be an afterthought.

Should you’re searching for 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 an entire lot simpler, entrepreneurs can use this template to information their technique step-by-step or go it off to their webmaster to function a useful information. It focuses on key phrases and search engine marketing greatest practices, whereas offering suggestions and tips to determine nuances and enhance productiveness.

7. Google Adverts Marketing campaign Excel Tracker

Obtain Your Free Excel PPC Marketing campaign Tracker

Should you’re doing all of your Google Adverts campaigns proper, they in all probability 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 preserving observe of these campaigns to find out which of them to close off, add extra money to, or tweak.

Appears like quite a bit to maintain observe of, proper? However take a deep breath. This Google Adverts monitoring template is a advertising marketing campaign template that may hold you on high of your Google Adverts recreation. It will make it easier to catch errors and implement greatest practices throughout all of the totally different campaigns and advert teams you are working — for the highest, center, and backside of the funnel. It’s an ideal complement to that search engine marketing template you’ve got 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 have a fairly rocky relationship historical past. Gross sales may suppose advertising is not producing sufficient leads, whereas advertising may suppose their gross sales representatives aren’t capitalizing on the leads they’re sending over. When it comes all the way down to it, finger-pointing doesn’t develop a enterprise.

With this customizable lead monitoring template in your toolbox, you may have the knowledge you have to scale 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 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 higher align your gross sales and advertising groups, flip to this template for making a service-level settlement (SLA). Typically 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

You need to set a conversion aim, however you do not know the place to start out. When you lastly determine that out, it’s a must to decide how a lot site visitors you have to hit that aim, however you are undecided 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 gained’t need to type by these numbers by yourself. This template will deal with the mathematics and offer you a transparent image of what you have to accomplish to attain your conversion targets. It’ll additionally make it easier 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

Should you’re a fan of the month-to-month metrics template, you may wish to seize a replica of this template as effectively. 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 novel function and place in your advertising technique. Utilizing this template, you possibly can assign particular staff to every KPI, outline the frequency at which you may monitor every KPI’s efficiency, and assign every KPI a coloration that displays the standard of that KPI’s efficiency.

If one in all your KPIs is natural site visitors, for instance, you possibly can arrange your 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 1000 web page views per 30 days are inexperienced (nice efficiency).

Gross sales Excel Templates

Gross sales is a number-heavy subject. 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 shifting components. Planning forward can prevent time and heartache later.

This template, which additionally contains an ecommerce gross sales plan and go-to-market template, contains devoted area for every of your ecommerce distributors. The package 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 stay and working, you should utilize the conversion template to trace efficiency throughout distributors and platforms the place merchandise are listed to present you a holistic view of your efforts.

2. Excel Contact Checklist Template

Obtain Your Free Excel Contact Checklist Template

In a enterprise, a very powerful individuals are your buyer or shopper base. Though your present prospects continuously must be nurtured, focusing in your contact or prospect checklist can be important.

A contact is an individual, enterprise, or group that could be keen on your services or products. It may very well be somebody who has proven curiosity or somebody who may benefit out of your firm. A contact checklist permits you to give attention to the potential prospects that you need to nurture equally to your present prospects.

The knowledge wanted to construct a prospect checklist is elementary. Begin constructing this checklist 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.

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 much like climate forecasting. With out the correct instruments, it’s inconceivable to get an correct thought of what’s forward. Whereas a meteorologist may use Doppler radars and satellite tv for pc information for his or her predictions, your enterprise can use the above gross sales forecasting template.

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

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 enhance. There are various numbers and figures to calculate, observe, report, and doc. This interactive Excel spreadsheet will make it easier to get the job accomplished.

Not solely does this template make it easier to hold observe of gross sales, however it retains observe of your salespeople as effectively. With the gross sales metrics calculator template, you possibly can calculate buyer retention fee, win charges, product income, worker turnover fee, and extra.

Venture Administration Excel Templates

Particular tasks require a selected setup, however typically, the setup itself may be probably the most exhausting half. Use the next templates to each handle basic tasks 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 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 determine which posts will go to which social networks.

And since most social media schedulers can help you add social submit copy in bulk from a spreadsheet, it’s greatest you probably 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 submit — the time it can submit, the message you wish to publish, and any hyperlink you wish to accompany your message (weblog submit, registration web page, an book touchdown web page, and so forth).

As soon as you’ve got drafted all your social posts for the week, month, or quarter, you possibly can 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 capacity to draw guests and results in your web site. However managing a weblog is a type of obligations that is simpler stated than accomplished.

Whether or not you are combating ideation, consistency, or just simply missing group, an editorial calendar can usually 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 propose 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 place to begin for preserving observe of all your enterprise’ content material. It will make it easier 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 preserving observe. Should you’re not able to decide to a undertaking administration software program, you possibly can nonetheless handle your tasks and processes with a spreadsheet.

This template supplies you with a undertaking 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 tasks.

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 Adverts campaigns and writing wonderful content material because of your running a blog editorial calendar, you may want some assist determining the best way 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 submit.

It is also price mentioning that advertising calendar Excel templates turn out to be useful when utilizing Twitter, as it could actually rely your characters that can assist you write tweets that keep throughout the 280-character restrict.

5. Excel Product Launch Plan Template

Obtain Your Free Excel Product Launch Plan Template

A well-executed product launch could be a key differentiator for profitable advertising and early adoption. The correct plan may give 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 might help you arrange 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 course of.

Knowledge is any marketer’s good friend. Though 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 information. With slightly little bit of Excel magic, you possibly can streamline your workflow and arrive at some a-ha moments from information insights.

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