19 Best Free Microsoft Excel Templates for Marketing & Sales

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

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

To assist these of you searching for a solution to sharpen your Microsoft Excel skills, 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 can have you making strides very quickly. Know what’s even higher? You may 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 have been sitting in math class and pondering, “When am I ever going to make use of these things in the actual world?” After which we all of a sudden discover ourselves in the actual world, solely to appreciate that numbers do play a pivotal function 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 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, formulas, and shortcuts. It shops information and has instruments for information evaluation. It performs calculations and means that you can 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. Exterior of calculations, the spreadsheet means that you can create social media schedules, editorial calendars, marketing campaign trackers, and extra. And as an alternative of subjecting your self to trial-and-error processes that would definitely waste time, you should use the next advertising templates to expedite your organization’s success in advertising, gross sales, and venture administration.

Advertising and marketing 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 have a look at, an Excel price range planner, or a solution to observe the progress on a particular advertising plan or marketing campaign, you may all the time profit from utilizing Microsoft Excel.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This advertising planner template for Excel comprises all the things that you must plan all kinds of email marketing campaigns and past. It comprises particular columns for the emails’ subject, proprietor, standing, topic line, and extra.

However you may simply use this template to plan another progressive advertising effort, reminiscent of 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 affords particular Excel templates for every of these duties, which yow will discover below “Undertaking Administration” afterward on this put up.

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

Featured Useful resource: Microsoft Word Marketing 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 may then take the knowledge from the Microsoft Phrase model and adapt it to the Excel template.

2. Excel Marketing Budget Templates

Download Free Marketing Budget Templates for Excel

Whereas marketing budgets range from enterprise to enterprise, the necessity for construction and a transparent sense of alignment between your objectives and your spending is important throughout the board. To make sure your preparedness for unanticipated prices, you need to allocate your price range thoughtfully and appropriately. Additionally, you will have to hold tabs on how carefully 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, take a look at this collection of marketing budget 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 comprises a grasp advertising budget template that may allow you to generate a high-level visualization of your advertising price range on a month-by-month and quarterly foundation.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

There isn’t a scarcity of information to watch in the case of 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 software means that you can 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 as well observe the progress of various campaigns and advertising efforts, reminiscent of 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 marketing ROI and show the effectiveness of your campaigns to stakeholders and leaders at your organization.

4. Excel Monthly Marketing Reporting Template

 

Obtain Free Excel Advertising and marketing Reporting Templates

Is there a sense sweeter than hitting your whole objectives for the month? How about speaking your success to your boss? Excel spreadsheets can put together complete stories of your marketing metrics to ship to your boss. There’s no have to work from scratch. (In spite of everything, you have already labored so onerous this month.)

To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Every month, you may replace them rapidly and simply to replicate your month-to-month visits, leads, clients, and conversion charges. From there, you may have all the things that you must observe and report on which channels are performing finest. Each boss likes to see ROI, so you may’t go incorrect with these templates.

5. SMART Goal Excel Marketing Template

Download Your Free Excel SMART Goal Template

Whether or not you are planning for a brand new yr, quarter, or month, defining a transparent set of objectives is important for driving the course of your advertising efforts and priorities.

Typically, you would possibly need assistance not solely setting marketing objectives however reaching them. Begin with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will allow you to set your workforce up for fulfillment. They may also give you a software for figuring out your most outstanding advertising wants.

You’ll first be capable of 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 crucial 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-Page SEO Template

Download Your Free Excel SEO Marketing Template

In terms of search engine optimization, there’s so much for entrepreneurs to recollect to see outcomes. In different phrases, there’s a lot for entrepreneurs to neglect. With search engines like google and yahoo evolving and algorithm modifications turning your current technique on its head, it’s simple to really feel overwhelmed and push off revamping your SEO strategy. Nonetheless, search engine optimization ought to by no means be an afterthought.

Should you’re searching for the sunshine on the finish of the tunnel, pull up this handy SEO 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 cross 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 methods to establish nuances and improve productiveness.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC 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 essentially 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 completely different content material. Not solely that, however you are (hopefully) additionally maintaining observe of these campaigns to find out which of them to close off, add extra money to, or tweak.

Feels like so much to maintain observe of, proper? However take a deep breath. This Google Ads tracking template is a advertising marketing campaign template that may hold you on high of your Google Adverts recreation. It’s going to allow 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 reasonably rocky relationship historical past. Gross sales would possibly suppose advertising is not producing sufficient leads, whereas advertising would possibly 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 may have the knowledge that you must cut back stress and outline a concrete month-to-month lead generation purpose. You’ll additionally be capable of observe and measure the success of particular lead technology channels and hold shut tabs in your present gross sales shut charges.

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

Featured Useful resource: Microsoft Word SLA Template for Marketing & Sales

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To raised 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 Sales Conversion and Close Rate Calculator

Download Your Free Excel Conversion Calculator

You must 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 seems like you might use a hand in calculating your leads and visitors objectives. Fortunately, there’s an Excel template for that. You received’t should kind by these numbers by yourself. This template will handle the maths and provide you with a transparent image of what that you must accomplish to realize your conversion objectives. It can additionally allow you to align extra carefully with gross sales to make sure your workforce is driving extra certified leads over to them.

10. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

Should you’re a fan of the month-to-month metrics template, you would possibly wish to seize a duplicate 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 performance indicator.” They’re your most necessary metrics, every with a novel function and place in your advertising technique. 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 coloration that displays the standard of that KPI’s efficiency.

If one in all your KPIs is natural visitors, for instance, you may arrange your template such that 100 web page views per 30 days are pink (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 objectives, 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 shifting components. 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 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 reside and operating, 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.

2. Excel Contact List Template

Download Your Free Excel Contact List Template

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

A contact is an individual, enterprise, or group that may be keen on your services or products. It could possibly be somebody who has proven curiosity or somebody who may benefit out of your firm. A contact checklist means that you can deal with the potential clients that you need to nurture equally to your present clients.

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 make contact with data. Further data might embrace their trade, worker measurement, firm description, and ache factors.

When you’ve used a template like this one, you’re able to upgrade to a CRM, which shops the identical data in a extra user-friendly format.

3. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is much like climate forecasting. With out the right instruments, it’s unimaginable to get an correct concept of what’s forward. Whereas a meteorologist would possibly use Doppler radars and satellite tv for pc information for his or her predictions, your online business can use the above gross sales forecasting template.

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

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

3. Excel Sales Metrics Calculator Template

Download Your Free Excel Sales Metrics Calculator

Gross sales are complicated. When you add sales metrics into the image, the issues improve. There are various numbers and figures to calculate, observe, report, and doc. This interactive Excel spreadsheet will allow you to get the job achieved.

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

Undertaking Administration Excel Templates

Particular tasks require a particular setup, however typically, the setup itself may be essentially the most exhausting half. Use the next templates to each handle normal tasks and observe your progress for particular duties, reminiscent of social media planning.

1. Excel Social Media Planning Template

Download 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.

And since most social media schedulers mean you can add social put up copy in bulk from a spreadsheet, it’s finest 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 means that you can draft every social put up — the time it can put up, the message you wish to publish, and any hyperlink you wish to accompany your message (weblog put up, registration web page, an e-book touchdown web page, and so forth).

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

2. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

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

Whether or not you are combating 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 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 start line for maintaining observe of your whole enterprise’ content material. It’s going to allow you to be extra aware of subject choice, purchaser personas, key phrase inclusions, and CTA alignment.

3. Excel Work Log Template

Download 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 watch? A piece log template is important to maintaining observe. Should you’re not able to decide to a project management software, you may nonetheless handle your tasks and processes with a spreadsheet.

This template supplies you with a venture 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 Calendar Template

Download 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 due to your running a blog editorial calendar, you may want some assist determining the best way to unfold the love on social media. We have got 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 all the time have one thing to put up.

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

5. Excel Product Launch Plan Template

Download Your Free Excel Product Launch Plan Template

A well-executed product launch is usually a key differentiator for profitable advertising and early adoption. The correct plan can provide you readability and function as you progress ahead and announce the brand new product’s existence to your clients 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. Despite the fact that spreadsheets look like they have been round eternally, Microsoft Excel has so many capabilities that also make it a tremendous useful resource for displaying, organizing, analyzing, and parsing information. With somewhat little bit of Excel magic, you may streamline your workflow and arrive at some a-ha moments from information insights.

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