In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.
To help those of you looking for a way to sharpen your Microsoft Excel skills, I've put together a detailed list of templates you can start using to simplify your sales and marketing tasks.
Know what's even better? You can download a kit of Excel templates in one fell swoop.
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Before I start talking about all things Excel templates, now’s your chance to refresh your knowledge with this helpful crash course on Microsoft Excel fundamentals.
Whether you need a source-of-truth for stakeholders to look at or a way to track the progress on a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.
This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns. It contains specific columns for the emails’ topic, owner, status, and subject line.
You can supplement this template with a full-on marketing plan, written in Word or Google Docs format.
What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.
If you want to avoid a budgeting mess at the end of the month or quarter, take a look at this collection of marketing budget templates designed to help you better organize your marketing spend.
Check out the master marketing budget template which allows you to generate a high-level visualization of your monthly and quarterly marketing budget.
What I like: From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.
This particular tool allows you to enter metrics by campaign to auto-populate visual and easy-to-read charts. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives.
You can also track the progress of different campaigns and marketing efforts, such as website content and email marketing, as well as ad spend and sales by platform.
What I like: There is no shortage of data to monitor when it comes to marketing. This template makes it easy to understand your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your company.
To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates.
From there, you'll have everything you need to track and report on which channels are performing best.
What I like: I mean, come on — is there a feeling sweeter than hitting all of your goals for the month? Leadership loves to see ROI, and these spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss.
10 free templates to help you master marketing with Excel.
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Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.
Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.
The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.
What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.
In a business, the most important people are your customer or client base. Although your current customers constantly need to be nurtured, focusing on your contact or prospect list is also essential.
The information needed to build a prospect list is elementary. You can use this template to start building this list with the person's name, title and company, location, and contact information. Additional information could include their industry, employee size, company description, and pain points.
What I like: Once you’ve used a template like this one, you’re ready to upgrade to a CRM, which stores the same information in a more user-friendly format.
Sales forecasting is similar to weather forecasting. Without the proper tools, it’s impossible to get an accurate idea of what’s ahead.
Excel sales forecasting helps with business planning, budgeting, and risk management. Using this template will help you track business sales, accurately predict your sales revenue, and plan for future growth.
What I like: Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Ultimately, it helps strengthen the sales strategy that you build for your company.
Sales are complex. Once you add sales metrics into the picture, the complications increase.
Not only does this template help you keep track of sales, but it keeps track of your salespeople too. With the sales metrics calculator template, you can calculate customer retention rate, win rates, product revenue, and employee turnover rate.
What I like: I know there are many numbers and figures to calculate, track, record, and document when it comes to sales. This interactive Excel spreadsheet will help you get the job done.
Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.
You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.
This social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).
What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you've drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.
Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that's easier said than done.
Use this editorial calendar template as the starting point for keeping track of all of your business‘ content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.
What I like: When I’m struggling with ideation, consistency, or simply just lacking organization, an editorial calendar helps me refocus my blogging efforts to generate even more traffic and leads.
How do you keep track of the day-to-day progress of your company, especially when there are people, tasks, and timelines to monitor? A work log template is essential to keeping track.
This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments.
What I like: If you’re not ready to commit to a project management software, you can still monitor the life cycle and progress of your projects with this spreadsheet.
10 free templates to help you master marketing with Excel.
