22 Best Free Marketing & Sales Templates for Microsoft Excel

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

To assist these of you searching for a approach to sharpen your Microsoft Excel skills, 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 possibly can obtain an Excel template equipment in a single fell swoop.

Bounce forward:

Microsoft Excel has many capabilities, formulas, and shortcuts:

• It shops information and has instruments for information 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 probability to refresh your data with this useful crash course on Microsoft Excel fundamentals.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This advertising planner template for Excel incorporates all the things it is advisable plan all kinds of email marketing campaigns. It incorporates particular columns for the e-mail’s subject, proprietor, standing, and topic line.

You possibly can complement this template with a full-on marketing plan, written in Phrase or Google Docs format.

What I like: You possibly can simply use this template to plan some other progressive advertising effort, comparable 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: If you happen to battle to get and keep organized along with your e-mail advertising, that is the template for you. Use it to remain on prime of your viewers segments, the assorted A/B assessments you’re operating, and high-level outcomes.

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, check out this collection of marketing budget templates designed that can assist you higher set up 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.

There are eight templates to select from, so you may really customise the template(s) you select to your targets. Whether or not you’re trying to keep on prime of product advertising, branding, net redesign, content material, or PR, these templates offer you a fantastic 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 sluggish is one of the best ways to start out monitoring your bills.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

This explicit instrument lets you 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 monitor the progress of various campaigns and advertising efforts, comparable to web site content material and e-mail advertising, in addition to advert spend and gross sales by platform.

What I like: There isn’t a scarcity of knowledge to watch relating to 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.

Professional tip: Use this dashboard in your subsequent report to indicate off your division’s success.

4. Excel Monthly Marketing Reporting Template

Download Free Excel Marketing Reporting Templates

Monitoring your price range is a part of the sport. Justifying it’s one thing solely totally different. Nonetheless, each advertising division is below 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 stories.

To simplify your reporting, take a look at these monthly marketing metrics templates and the corresponding PowerPoint template. Every month, you may replace them shortly and simply to mirror your month-to-month visits, leads, prospects, and conversion charges.

From there, you may have all the things it is advisable monitor and report on which channels are performing greatest.

What I like: I imply, come on — is there a sense sweeter than hitting your entire targets for the month? Management likes to see ROI, and these spreadsheets can put together complete stories of your marketing 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 mean you can spotlight the worth your group brings.

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 important for driving the course of your advertising efforts.

Begin with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will aid you set your group up for fulfillment.

What I like: Its user-friendly and readable format makes it some of the shareable choices on this listing. You possibly can simply ship it over to your stakeholders with out worrying about formatting.

Professional tip: Whereas this template is designed for advertising, you may adapt it for any planning or aim setting, individually or along with your group.

6. Excel On-Page SEO Template

Download Your Free Excel SEO Marketing Template

On the subject of SEO, there‘s loads for entrepreneurs to recollect to see outcomes. If you happen to’re searching for the sunshine on the finish of the tunnel, I recommend pulling 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 move it off to their webmaster to function a useful information.

What I like: This template focuses on key phrases and search engine optimization greatest practices, whereas additionally offering ideas and methods to establish 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 watch even your most profitable efforts on an ongoing foundation.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC Campaign Tracker

If you happen to’re doing all your Google Adverts campaigns proper, they in all probability aren’t “walks within the park.” This Google Ads tracking template is a advertising marketing campaign template that may preserve you on prime of your Google Adverts sport.

It‘ll aid you catch errors and implement greatest practices throughout all of the totally different campaigns and advert teams you’re operating — for the highest, center, and backside of the funnel.

What I like: I believe it’s an ideal complement to that search engine optimization template you’ve got began utilizing. Plus, this tracker will aid you get probably the most bang to your buck from all of these advert campaigns you’re operating.

Professional tip: Use your success with Google Adverts to drive future campaigns. If you happen to discover that “Golden Scrumptious Apples” is performing nicely, it’s in all probability a good suggestion to create some content material or property associated to the subject to help your customers’ search intent.

8. Excel Search Insights Report Template

Download Your Free Excel Search Insights Template

Ever wished you had a approach to establish gaps in your content material, do key phrase analysis, and discover opponents … 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 visitors.

What I like: That is the proper template to accompany your on-page search engine optimization template. Along with supplying you with a stable place to trace your search engine optimization efforts, it has a dashboard you should utilize 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, in the event you’re able to stage up your search engine optimization know-how however, after taking a look at this template, understand you want a refresher, check out this guide.

9. 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 may have the knowledge it is advisable scale back pressure and outline a concrete month-to-month lead generation aim. You’ll additionally have the ability to monitor and measure the success of particular lead era channels and preserve shut tabs in your present gross sales shut charges.

What I like: You possibly can 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 targets.

Professional tip: Take a couple of minutes to look again at your entire previous proposals. Ship emails that didn’t get to the proposal stage and enter them in your tracker. You would possibly discover your new tracker pays off with gross sales within the first few days.

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

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10. Excel Sales Conversion and Close Rate Calculator

Download Your Free Excel Conversion Calculator

You need to set a conversion aim, however you do not know the place to start out. It appears like you would use a hand in calculating your leads and visitors targets. Let me recommend the Excel template for that.

What I like: You received’t need to type by way of these numbers by yourself. This template will care for the mathematics and offer you a transparent image of what it is advisable accomplish to attain your conversion targets.

Professional tip: Shut charges are an effective way to establish holes in your course of, discover fast wins, and have a good time them. Use this tracker to search for common ebbs and flows in addition to shock adjustments so you may dig deeper to search out out why.

11. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

If you happen to’re a fan of the month-to-month metrics template, you would possibly need to seize a duplicate of this template as nicely. 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 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.

Professional tip: Want an instance? Let’s say certainly one of my firm’s KPIs is natural visitors. I may arrange my template such that 100 web page views per 30 days are crimson (poor efficiency), 500 web page views per 30 days are yellow (secure efficiency), and 1,000 web page views per 30 days are inexperienced (nice efficiency).

12. Excel Advertising and marketing Plan Graphs Templates + 50 Hacks

Download Your Free Excel Graphs Templates

Fairly graphs make it simpler as an example your success — and also you don’t need to have many years of Excel expertise to create and use them. Along with our guide offering 50+ Excel hacks to shorten the time between newbie and proficient skilled, you may snag our easy-to-use graph generator template. Your group and management will love the way in which you symbolize information.

What I like: I really like taking a look at 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 normally, I encourage individuals to take it sluggish, this may be plenty of enjoyable to mess around with. Obtain this now so it’s prepared subsequent time it is advisable deal with a report. And, it’s by no means a nasty concept to have your model colours useful so you may create one thing that wows the corporate management (or your shoppers).

13. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce shops include many shifting components. 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 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 operating, 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.

Professional tip: Whether or not you’re new to ecomm or have a ton of expertise, you should utilize the specifics on this Excel template to spot-check your advertising plan and establish any new initiatives or alternatives.

14. Excel Contact List Template

Download Your Free Excel Contact List Template

In a enterprise, crucial individuals are your buyer or consumer base. Though your present prospects always must 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 start out constructing this listing with the individual’s identify, title and firm, location, and speak to data. Extra data may embrace their business, 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.

Professional tip: Even in the event you’re utilizing a CRM for many contacts, take into account making a printable e-book of essential contacts to have on the workplace…simply in case.

15. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is just 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 threat administration. Utilizing this template will aid 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. Finally, it helps strengthen the gross sales technique that you simply construct to your firm.

Professional tip: You’re not on this alone. Your bookkeeper or monetary group will help you monitor down the info you want so you may perceive what it means.

16. 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.

Not solely does this template aid you preserve monitor of gross sales, but it surely retains monitor of your salespeople too. With the gross sales metrics calculator template, you may calculate buyer retention price, win charges, product income, and worker turnover price.

What I like: I do know there are various numbers and figures to calculate, monitor, file, and doc relating to gross sales. This interactive Excel spreadsheet will aid you get the job carried out.

Professional tip: Use this as a possibility to establish holes in your onboarding and offboarding processes. Sure, gross sales metrics are essential, but when individuals both go away within the first 90 days or keep for years, it’s time to ask questions. You could have an onboarding or coaching challenge, and it’s a possibility to present your group coaching and instruments (like these killer Excel templates) to assist them succeed.

17. 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.

I like that this social media posting schedule lets you draft every social publish — the time it’s going to publish, the message you need to publish, and any hyperlink you need to accompany your message (weblog publish, registration web page, an e-book touchdown web page, and so on).

What I like: Most social media schedulers mean you can add social publish copy in bulk from a spreadsheet. As soon as you’ve got drafted your entire social posts for the week, month, or quarter, you may simply type them by social community and import them into your social media platform of alternative.

Professional tip: Use this social media advertising plan template to get organized and keep forward of the sport. If you happen to really are in a position to plan 1 / 4 at a time, your total group will thanks for working forward.

18. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

Running a blog performs a big 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 carried out.

Use this editorial calendar template as the start line for preserving monitor of your entire enterprise’s content material. It’ll aid you be extra conscious of subject choice, purchaser personas, key phrase inclusions, and CTA alignment.

What I like: Once I’m scuffling with ideation, consistency, or just simply missing group, an editorial calendar helps me refocus my running a blog efforts to generate much more visitors and leads.

Professional tip: Whereas there may be plenty of fancy challenge administration software program on the market, typically easy is greatest (and hardest to interrupt). You don’t want fancy instruments. You simply must get and keep organized.

19. Excel Work Log Template

Download Your Free Excel Work Log Template

How do you retain monitor of the day-to-day progress of your organization, particularly when there are individuals, duties, and timelines to watch? A piece log template is important to preserving monitor.

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

What I like: If you happen to’re not able to decide to project management software, you may 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, take into account including a group column to trace who’s liable for every replace, and establish who’s knocking out duties like a celebrity.

20. 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, I’d think about you may 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: If you use Excel to interrupt out separate worksheets for every social community you‘re utilizing, you’ll have the ability to preserve 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.

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 may 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

Download Your Free Excel Campaign Planner Calendar

Most campaigns have plenty of working components, so it’s essential to remain on prime of the duties that comprise your marketing campaign.

The campaign planner template is the proper place to begin for preserving 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 major tabs, which helps you consider the totally different facets chances are you’ll want to contemplate.

Professional tip: That is efficient in the event you’re attempting to maintain all of your geese in a row, otherwise you’re simply beginning out and want a spot to brainstorm and braindump all the elements. From there, you should utilize this as a challenge tracker or shift it to challenge administration software program.

22. Excel Product Launch Plan Template

Download Your Free Excel Product Launch Plan Template

A well-executed product launch generally is a key differentiator for profitable advertising and early adoption. This product launch plan will help you set up 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.