In my expertise, gross sales and advertising Excel templates will help you expedite your knowledge evaluation and reporting.
To assist these of you on the lookout for a strategy 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 duties.
Know what’s even higher? You’ll be able to obtain an Excel template equipment in a single fell swoop.
Bounce forward:
Free Excel Spreadsheet Templates
- Advertising Planner Excel Template
- Excel Advertising Price range Templates
- Advertising Dashboard for Excel
- Excel Month-to-month Advertising Reporting Template
- SMART Purpose Excel Advertising Template
- Excel On-Web page search engine optimization Template
- Google Advertisements Marketing campaign Excel Tracker
- Excel Search Insights Report Template
- Excel Lead Tracker Template
- Excel Gross sales Conversion and Shut Price Calculator
- Excel KPI Dashboard Template
- Excel Advertising Plan Graphs Templates
- Excel Ecommerce Planning Template
- Excel Contact Record Template
- Excel Gross sales Forecasting Template
- Excel Gross sales Metrics Calculator Template
- Excel Social Media Planning Template
- Excel Weblog Editorial Calendar Template
- Excel Work Log Template
- Excel Social Media Content material Calendar Template
- Excel Marketing campaign Planner Template
- Excel Product Launch Plan Template
Why use gross sales and advertising Excel templates?
Many people can recall a time in highschool once we had been sitting in math class and pondering, “When am I ever going to make use of these things in the true world?”
After which, we abruptly discover ourselves in the true world, solely to understand that numbers do play a pivotal function in what we do. Not less than, that’s true for me in relation to digital advertising and gross sales.
The difficulty is that many Excel templates and spreadsheets are riddled with numbers and formulation that aren’t all that inviting. And making them from scratch might be particularly intimidating.
Whereas I will not argue with that, I’ll say that some great benefits of utilizing Excel to prepare data and streamline duties are unparalleled.
Advantages of Microsoft Excel Templates
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.
- 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 beneficial crash course on Microsoft Excel fundamentals.
Advertising Excel Templates
Whether or not you want a supply of fact for stakeholders to take a look at or a strategy to monitor the progress of a selected advertising plan or marketing campaign, right here’s an inventory of my favourite Excel templates to assist get the job completed.
1.Advertising Planner Excel Template
Obtain Your Free Excel Advertising Planner Template
This advertising planner template for Excel comprises every thing it’s essential to plan all kinds of electronic mail advertising campaigns. It comprises particular columns for the e-mail’s subject, proprietor, standing, and topic line.
You’ll be able to complement this template with a full-on advertising plan, written in Phrase or Google Docs format.
What I like: You’ll be able to simply use this template to plan some other progressive advertising effort, similar 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.
Professional tip: For those who wrestle to get and keep organized together with your electronic mail advertising, that is the template for you. Use it to remain on prime of your viewers segments, the varied A/B checks you’re working, and high-level outcomes.
Featured Useful resource:Microsoft Phrase Advertising Plan Template
2.Excel Advertising Price range Templates
Obtain Free Advertising Price range 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 funds templates designed that can assist you higher arrange your advertising spend.
Try the grasp advertising funds template, which lets you generate a high-level visualization of your month-to-month and quarterly advertising funds.
There are eight templates to select from, so you possibly can actually customise the template(s) you select to your objectives. Whether or not you’re trying to keep on prime of product advertising, branding, net redesign, content material, or PR, these templates offer you an incredible budgeting place to begin.
What I like: From product advertising and web site redesign to content material advertising 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 chunk off greater than you’re ready to chew — beginning easy and gradual is one of the best ways to begin monitoring your bills.
3.Advertising Dashboard for Excel
Obtain Your Free Excel Advertising Dashboard
This explicit instrument permits you to enter metrics by marketing campaign to auto-populate visible and easy-to-read charts. Because of this, you possibly can visualize the effectiveness of spending and exercise throughout a number of initiatives.
You can too monitor the progress of various campaigns and advertising efforts, similar to web site content material and electronic mail advertising, in addition to advert spend and gross sales by platform.
What I like: There is no such thing as a scarcity of knowledge to observe in relation to advertising. This template makes it simple to grasp your advertising 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 indicate off your division’s success.
4.Excel Month-to-month Advertising Reporting Template
Obtain Free Excel Advertising Reporting Templates
Monitoring your funds is a part of the sport. Justifying it’s one thing totally completely different. Nevertheless, each advertising division is beneath elevated scrutiny and stress to drive ROI.
I discover having a instrument 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 studies.
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 replicate your month-to-month visits, leads, clients, and conversion charges.
From there, you will have every thing it’s essential to 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 studies of your advertising metrics to ship to your boss.
Professional tip: Reporting is the least enjoyable a part of advertising for most individuals, but it surely’s hyper-important to management. Use this template to create impactful visuals excellent for these month-to-month check-ins that can help you spotlight the worth your group brings.
5.SMART Purpose Excel Advertising 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 path of your advertising efforts.
Begin with these SMART objective planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will enable you set your group up for fulfillment.
What I like: Its user-friendly and readable format makes it one of the crucial shareable choices on this listing. You’ll be able to simply ship it over to your stakeholders with out worrying about formatting.
Professional tip: Whereas this template is designed for advertising, you possibly can adapt it for any planning or objective setting, individually or together with your group.
6.Excel On-Web page search engine optimization Template
Obtain Your Free Excel search engine optimization Advertising Template
In the case of search engine optimization, there‘s so much for entrepreneurs to recollect to see outcomes. For those who’re on the lookout for the sunshine on the finish of the tunnel, I counsel 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 cross 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 suggestions and tips to determine nuances and improve 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 observe even your most profitable efforts on an ongoing foundation.
7.Google Advertisements Marketing campaign Excel Tracker
Obtain Your Free Excel PPC Marketing campaign Tracker
For those who’re doing all your Google Advertisements campaigns proper, they in all probability aren’t “walks within the park.” This Google Advertisements monitoring template is a advertising marketing campaign template that may hold you on prime of your Google Advertisements sport.
It‘ll enable you catch errors and implement finest practices throughout all of the completely different campaigns and advert teams you’re working — for the highest, center, and backside of the funnel.
What I like: I feel it’s an ideal complement to that search engine optimization template you have began utilizing. Plus, this tracker will enable you get essentially the most bang to your buck from all of these advert campaigns you’re working.
Professional tip: Use your success with Google Advertisements to drive future campaigns. For those who discover that “Golden Scrumptious Apples” is performing effectively, it’s in all probability a good suggestion to create some content material or belongings associated to the subject to assist your customers’ search intent.
8. Excel Search Insights Report Template
Obtain Your Free Excel Search Insights Template
Ever wished you had a strategy to determine 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 plan useful resource for anybody trying to improve natural site visitors.
What I like: That is the proper template to accompany your on-page search engine optimization template. Along with supplying you with a strong 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 deal with, and this template goes deep. So, if you happen to’re able to stage up your search engine optimization know-how however, after this template, notice you want a refresher, take a look at this information.
9.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.
With this customizable lead monitoring template in your toolbox, you will have the knowledge it’s essential to cut back rigidity and outline a concrete month-to-month lead era objective. You’ll additionally be capable of monitor and measure the success of particular lead era channels and hold shut tabs in your present gross sales shut charges.
What I like: You’ll be able to simply complement this lead tracker with a marketing-sales SLA template to higher align your gross sales and advertising 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 may discover your new tracker pays off with gross sales within the first few days.
Featured Useful resource:Microsoft Phrase SLA Template for Advertising & Gross sales
10.Excel Gross sales Conversion and Shut Price Calculator
Obtain Your Free Excel Conversion Calculator
You must set a conversion objective, however you do not know the place to begin. It seems like you might use a hand in calculating your leads and site visitors objectives. Let me counsel the Excel template for that.
What I like: You gained’t should type via these numbers by yourself. This template will handle the maths and offer you a transparent image of what it’s essential to accomplish to realize your conversion objectives.
Professional tip: Shut charges are a good way to determine holes in your course of, discover fast wins, and have fun them. Use this tracker to search for common ebbs and flows in addition to shock modifications so you possibly can dig deeper to seek out out why.
11.Excel KPI Dashboard Template
Obtain Your Free Excel KPI Dashboard
For those who’re a fan of the month-to-month metrics template, you may wish to seize a duplicate of this template as effectively. The important KPI tracker, proven above, takes the metrics your advertising group has agreed to trace and describes them in additional element.
What I like: Utilizing this template, you possibly can assign particular workers to every KPI, outline the frequency at which you will 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 certainly one of my firm’s KPIs is natural site visitors. I may arrange my template such that 100 web page views per thirty days are crimson (poor efficiency), 500 web page views per thirty days are yellow (steady efficiency), and 1,000 web page views per thirty days are inexperienced (nice efficiency).
12. Excel Advertising 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 should 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 possibly can snag our easy-to-use graph generator template. Your group and management will love the way in which you characterize knowledge.
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 often, I encourage folks to take it gradual, this may be loads of enjoyable to mess around with. Obtain this now so it’s prepared subsequent time it’s essential to deal with a report. And, it’s by no means a foul thought to have your model colours useful so you possibly can create one thing that wows the corporate management (or your shoppers).
Gross sales Excel Templates
Gross sales is a number-heavy subject. Whether or not we’re speaking about gross sales objectives or closed-won ratios, listed below are a number of of my prime templates to assist expedite the method.
13.Excel Ecommerce Planning Template
Obtain Your Free Excel Ecommerce Planner Template
Ecommerce shops include many transferring components. This template, which additionally contains an ecommerce gross sales plan and go-to-market template, contains devoted house for every of your ecommerce distributors.
The equipment additionally features a advertising 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 reside and working, 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.
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 plan and determine any new initiatives or alternatives.
14.Excel Contact Record Template
Obtain Your Free Excel Contact Record Template
In a enterprise, crucial persons are your buyer or consumer base. Though your present clients continually should be nurtured, focusing in your contact or prospect listing can be important.
The data wanted to construct a prospect listing is elementary. You need to use this template to begin constructing this listing with the particular person’s title, title and firm, location, and make contact with data. Extra data 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 data in a extra user-friendly format.
Professional tip: Even if you happen to’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 much like climate forecasting. With out the correct instruments, it’s inconceivable to get an correct thought of what’s forward.
Excel gross sales forecasting helps with enterprise planning, budgeting, and danger administration. Utilizing this template will enable you monitor enterprise gross sales, precisely predict your gross sales income, and plan for future progress.
What I like: Gross sales forecasting is difficult, however this spreadsheet formulation makes the method simpler. In the end, it helps strengthen the gross sales technique that you just construct to your firm.
Professional tip: You’re not on this alone. Your bookkeeper or monetary group will help you monitor down the information you want so you possibly can 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 issues improve.
Not solely does this template enable you hold monitor of gross sales, but it surely retains monitor of your salespeople too. With the gross sales metrics calculator template, you possibly can 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 in relation to gross sales. This interactive Excel spreadsheet will enable you get the job completed.
Professional tip: Use this as a chance to determine holes in your onboarding and offboarding processes. Sure, gross sales metrics are vital, but when folks both depart within the first 90 days or keep for years, it’s time to ask questions. You will have an onboarding or coaching situation, and it’s a chance to offer your group coaching and instruments (like these killer Excel templates) to assist them succeed.
Undertaking Administration Excel Templates
Particular tasks require a selected setup, however generally, the setup itself might be essentially the most exhausting half. I’ve compiled the next templates that can assist you handle common tasks and monitor your progress for particular duties.
17.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.
I like that this social media posting schedule permits you to draft every social publish — the time it’s going to publish, the message you wish to publish, and any hyperlink you wish to accompany your message (weblog publish, registration web page, an e book touchdown web page, and so forth).
What I like: Most social media schedulers can help you add social publish copy in bulk from a spreadsheet. As soon as you have drafted your whole social posts for the week, month, or quarter, you possibly can simply type them by social community and import them into your social media platform of selection.
Professional tip: Use this social media advertising plan template to get organized and keep forward of the sport. For those who actually are in a position to plan 1 / 4 at a time, your whole group 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 potential to draw guests and results in your web site. However managing a weblog is a kind of tasks that is simpler mentioned than completed.
Use this editorial calendar template as the start line for conserving monitor of your whole enterprise’s content material. It’ll enable you be extra aware of subject choice, purchaser personas, key phrase inclusions, and CTA alignment.
What I like: After I’m battling ideation, consistency, or just simply missing group, an editorial calendar helps me refocus my running a blog efforts to generate much more site visitors and leads.
Professional tip: Whereas there’s loads of fancy venture administration software program on the market, generally 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 folks, duties, and timelines to observe? A piece log template is important to conserving monitor.
This template offers you with a venture overview that makes monitoring simpler than ever. The work log template tracks duties, time, standing, and feedback.
What I like: For those who’re not able to decide to venture administration software program, you possibly can nonetheless monitor the life cycle and progress of your tasks with this spreadsheet.
Professional tip: Use conditional formatting based mostly on the standing column that can assist you take note of duties that want further follow-up. Additionally, contemplate including a group column to trace who’s liable for every replace, and determine who’s knocking out duties like a famous person.
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 Advertisements campaigns and writing superb content material, I’d think about you will 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.
What I like: Once you use Excel to interrupt out separate worksheets for every social community you‘re utilizing, you’ll be capable of 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 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 revealed. When that social media e book scheduled for the second Tuesday is prepared, you possibly can hyperlink to wherever you’re stashing the content material (one other Excel advertising plan template, maybe?) or hyperlink it to the reside posts.
21. Excel Marketing campaign Planner Template
Obtain Your Free Excel Marketing campaign Planner Calendar
Most campaigns have loads of working components, so it’s vital to remain on prime of the duties that comprise your marketing campaign.
The marketing campaign planner template is the proper place to begin 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 primary tabs, which helps you consider the completely different points you could want to contemplate.
Professional tip: That is efficient if you happen to’re making an attempt to maintain all of your geese in a row, otherwise you’re simply beginning out and want a spot to brainstorm and braindump the entire elements. From there, you should use this as a venture tracker or shift it to venture administration software program.
22.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. This product launch plan will help you arrange your ideas round aggressive evaluation, positioning, and product technique.
What I like: This template even goes as far as that can assist 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 can assist you create a single place to your messaging and technique.
Excel your advertising course of.
Knowledge is any marketer‘s buddy. Although spreadsheets appear to be they’ve been round eternally, Microsoft Excel has so many capabilities that also make it a tremendous useful resource for displaying, organizing, analyzing, and parsing knowledge, for my part.
With a bit of little bit of Excel magic, you possibly can streamline your workflow and arrive at some a-ha moments from knowledge insights.
Editor’s notice: This publish was initially revealed in March 2019 and has been up to date for comprehensiveness.