19 Best Free Marketing & Sales Templates for Microsoft Excel

In my expertise, gross sales and advertising Excel templates might help you expedite your knowledge evaluation and reporting.

To assist these of you searching for a option to sharpen your Microsoft Excel skills, I’ve put collectively an in depth record 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 a package of Excel templates in a single fell swoop.

Bounce forward:

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 things in the actual world?”

After which we abruptly discover ourselves in the actual world, solely to comprehend that numbers do play a pivotal function in what we do. No less than that’s true for me in terms of 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. And making them from scratch may be particularly intimidating.

Whereas I will not argue with that, I’ll say that the benefits of utilizing Excel to arrange data and streamline duties are unparalleled.

Advantages of Microsoft Excel Templates

Microsoft Excel has many capabilities, formulas, and shortcuts:

• It shops knowledge and has instruments for knowledge evaluation.
• It performs calculations and lets you use code for automation.
• It lets you create social media schedules, editorial calendars, marketing campaign trackers, and extra.

Earlier than I begin speaking about all issues Excel templates, now’s your likelihood to refresh your information with this useful crash course on Microsoft Excel fundamentals.

Advertising Excel Templates

Whether or not you want a source-of-truth for stakeholders to have a look at or a option to observe the progress on a selected advertising plan or marketing campaign, right here’s a listing of my favourite Excel templates to assist get the job carried out.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

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

You’ll be able to complement this template with a full-on marketing plan, written in Phrase or Google Docs format.

What I like: You’ll be able to simply use this template to plan every other progressive advertising effort, corresponding 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.

Featured Useful resource: Microsoft Word Marketing Plan Template

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2. Excel Marketing Budget Templates

Download Free Marketing Budget Templates for Excel

If you wish to keep away from a budgeting mess on the finish of the month or quarter, take a look at this collection of marketing budget templates designed that will help you higher arrange your advertising spend.

Take a look at the grasp advertising budget template which lets you generate a high-level visualization of your month-to-month and quarterly advertising price range.

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 observe their bills to keep away from overspending.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

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

It’s also possible to observe the progress of various campaigns and advertising efforts, corresponding 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 watch in terms of advertising. This template makes it simple to know your marketing ROI and show the effectiveness of your campaigns to stakeholders and leaders at your organization.

4. Excel Monthly Marketing Reporting Template

Download Free Excel Marketing Reporting Templates

To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Every month, you possibly can replace them rapidly and simply to mirror your month-to-month visits, leads, prospects, and conversion charges.

From there, you will have all the things you must observe and report on which channels are performing finest.

What I like: I imply, come on — is there a sense sweeter than hitting all your objectives for the month? Management likes to see ROI, and these spreadsheets can put together complete studies of your marketing metrics to ship to your boss.

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 clear set of goals is vital for driving the path of your advertising efforts..

Begin with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will allow you to set your staff up for achievement.

What I like: Its user-friendly and readable format makes it probably the most shareable choices on this record. You’ll be able to simply ship it over to your stakeholders with out worrying about formatting.

6. Excel On-Page SEO Template

Download Your Free Excel SEO Marketing Template

With regards to SEO, there‘s loads for entrepreneurs to recollect to see outcomes.In the event 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 go 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 establish nuances and enhance productiveness.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC Campaign Tracker

In the event you’re doing all your Google Advertisements campaigns proper, they most likely aren’t “walks within the park.” This Google Ads tracking template is a advertising marketing campaign template that may hold you on high of your Google Advertisements sport.

It‘ll allow you to 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: It’s an ideal complement to that search engine optimization template you’ve got began utilizing. Plus, this tracker will allow you to get probably the most bang in your buck from all of these advert campaigns you’re working.

8. Excel Lead Tracker Template

Download Your Free Excel Marketing Template for Lead Tracking

It is no secret that gross sales and advertising have a reasonably rocky relationship historical past.

With this customizable lead monitoring template in your toolbox, you will have the data you must scale back rigidity and outline a concrete month-to-month lead generation aim. You’ll additionally have the ability to observe 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 raised align your gross sales and advertising groups — and get one step nearer to crushing your objectives.

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

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9. Excel Sales Conversion and Close Rate Calculator

Download Your Free Excel Conversion Calculator

It’s important to set a conversion aim, however you do not know the place to begin. It appears like you may use a hand in calculating your leads and site visitors objectives. Fortunately, there’s an Excel template for that.

What I like: You gained’t need to type by these numbers by yourself. This template will deal with the maths and provide you with a transparent image of what you must accomplish to realize your conversion objectives.

10. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

In the event you’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 staff has agreed to trace and describes them in additional element.

What I like: Utilizing this template, you possibly can assign particular staff to every KPI, outline the frequency at which you will monitor every KPI’s efficiency, and assign every KPI a coloration that displays the standard of that KPI’s efficiency.

For instance: Let’s say one in every of my firm’s KPIs is natural site visitors. I may arrange my template such that 100 web page views per thirty days are purple (poor efficiency), 500 web page views per thirty days are yellow (secure efficiency), and 1000 web page views per thirty 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 or closed-won ratios, listed here are a couple of of my high templates to assist expedite the method.

11. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce shops include many shifting elements. This template, which additionally consists of an ecommerce gross sales plan and go-to-market template, consists of devoted area for every of your ecommerce distributors.

The package 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 stay and working, you should utilize the conversion template to trace efficiency throughout distributors and platforms the place merchandise are listed to offer you a holistic view of your efforts.

12. Excel Contact List Template

Download Your Free Excel Contact List Template

In a enterprise, an important persons are your buyer or shopper base. Though your present prospects continuously have to be nurtured, focusing in your contact or prospect record can be important.

The knowledge wanted to construct a prospect record is elementary. You need to use this template to begin constructing this record with the particular person’s title, title and firm, location, and get in touch with data. Extra data may embody their trade, worker measurement, firm description, and ache factors.

What I like: 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.

13. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is much like climate forecasting. With out the correct instruments, it’s inconceivable to get an correct concept of what’s forward.

Excel sales forecasting helps with enterprise planning, budgeting, and danger administration. Utilizing this template will allow you to observe 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 method makes the method simpler. Finally, it helps strengthen the gross sales technique that you simply construct in your firm.

14. Excel Sales Metrics Calculator Template

Download Your Free Excel Sales Metrics Calculator

Gross sales are advanced. When you add sales metrics into the image, the issues enhance.

Not solely does this template allow you to hold observe of gross sales, nevertheless it retains observe 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 various numbers and figures to calculate, observe, document, and doc in terms of gross sales. This interactive Excel spreadsheet will allow you to get the job carried out.

Undertaking Administration Excel Templates

Particular tasks require a selected setup, however typically, the setup itself may be probably the most exhausting half. I’ve compiled the next templates that will help you handle normal tasks and observe your progress for particular duties.

15. Excel Social Media Planning Template

Download 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.

This social media posting schedule lets you draft every social publish — the time it would 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 assist you to add social publish copy in bulk from a spreadsheet. As soon as you’ve got drafted all your 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 alternative.

16. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

Running a blog performs a big function in your means to draw guests and results in your web site. However managing a weblog is a kind of duties that is simpler stated than carried out.

Use this editorial calendar template as the start line for preserving observe of all your enterprise‘ content material. It’ll allow you to be extra aware of matter choice, purchaser personas, key phrase inclusions, and CTA alignment.

What I like: Once 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.

17. 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 crucial to preserving observe.

This template gives you with a venture overview that makes monitoring simpler than ever. The work log template tracks duties, time, standing, and feedback.

What I like: In the event you’re not able to decide to a project management software, you possibly can nonetheless monitor the life cycle and progress of your tasks with this spreadsheet.

18. Excel Social Media Content Calendar Template

Download Your Free Excel Social Media Calendar

Because you’re most likely 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 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: Whenever you use Excel to interrupt out separate worksheets for every social community you‘re utilizing, you’ll have the ability to 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 publish.

19. Excel Product Launch Plan Template

Download 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 might help you arrange your ideas round aggressive evaluation, positioning, and product technique.

What I like: This template even goes as far as that will help you brainstorm pains, proof factors, and key messaging for campaigns. That’s an enormous win in my e-book.

Excel your advertising course of.

Information is any marketer‘s pal. Although spreadsheets seem to be they’ve been round without end, Microsoft Excel has so many capabilities that also make it an incredible useful resource for displaying, organizing, analyzing, and parsing knowledge.

With a bit little bit of Excel magic, you possibly can streamline your workflow and arrive at some a-ha moments from knowledge insights.

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