19 Best Free Microsoft Excel Templates for Marketing & Sales


In the event you’d prefer to expedite data evaluation and reporting, then using a sales or marketing Excel template is a wonderful option.

Whether you’re searching for a sales dashboard or a marketing planner, Microsoft Excel will easily assist you to create one together with your company’s data — all you wish is the fitting template.

To assist those of you searching for a solution to sharpen your Microsoft Excel skills, we have put together an in depth list of templates you may start using in Excel to simplify your sales and marketing tasks. These templates can have you making strides very quickly. Know what’s even higher? You’ll be able to download a kit of Excel templates in a single fell swoop.

Why use sales and marketing Excel templates?

A lot of us can recall a time in highschool after we were sitting in math class and considering, “When am I ever going to make use of these items in the true world?” After which we suddenly find ourselves in the true world, only to appreciate that numbers do play a pivotal role in what we do — especially in digital marketing and sales.

The difficulty is, many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. Making them from scratch may be especially intimidating. While we can’t argue with that, we are going to say that the benefits of leveraging Excel’s functionality to prepare information and streamline tasks are unparalleled.

Microsoft Excel has many capabilities, formulas, and shortcuts. It stores data and has tools for data evaluation. It performs calculations and means that you can use code for automation. And while many recognize it as a tool for calculating numbers and figures, it’s greater than that.

There’s a learning curve when using Excel, and it takes time to master its many uses. Outside of calculations, the spreadsheet means that you can create social media schedules, editorial calendars, campaign trackers, and more. And as a substitute of subjecting yourself to trial-and-error processes that would definitely waste time, you should use the next marketing templates to expedite your organization’s success in marketing, sales, and project management.

Marketing Excel Templates

Most marketing activities can profit from consistent tracking and data evaluation. Whether you wish a source-of-truth for stakeholders to have a look at, an Excel budget planner, or a solution to track the progress on a selected marketing plan or campaign, you may at all times profit from using Microsoft Excel.

1. Marketing Planner Excel Template
free marketing planner Microsoft Excel template: email marketing

Download Your Free Excel Marketing Planner Template

This marketing planner template for Excel incorporates every part you’ll want to plan a wide selection of email marketing campaigns and beyond. It incorporates specific columns for the emails’ topic, owner, status, subject line, and more.

But you may easily use this template to plan some other progressive marketing effort, corresponding to blogging, content writing, or social media marketing. Simply change the titles of the columns to suit your specific marketing plan, and use the column to the left to trace the dates of implementation.

That said, HubSpot offers specific Excel templates for every of those tasks, which you could find under “Project Management” afterward on this post.

You’ll be able to complement this template with a full-on marketing plan, written in Word or Google Docs format. That way, you’ve gotten a high-level overview of your organization’s marketing team, your goals, your target market, and your chosen marketing channels.

Featured Resource: Microsoft Word Marketing Plan Template
free marketing Microsoft Word template: marketing plan

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The above marketing plan template is a wonderful complement and precursor to your Excel marketing plan. In the event you’d like, you may then take the data from the Microsoft Word version and adapt it to the Excel template.

2. Excel Marketing Budget Templates
free marketing Microsoft Excel template: marketing budget

Download Free Marketing Budget Templates for Excel

While marketing budgets vary from business to business, the necessity for structure and a transparent sense of alignment between your goals and your spending is critical across the board. To make sure your preparedness for unanticipated costs, you need to allocate your budget thoughtfully and appropriately. You will even must keep tabs on how closely you’re sticking to your projected expenses.

If you wish to avoid a multitude at the top of the month or quarter, take a have a look at this collection of selling budget templates designed to aid you higher organize your marketing spend. From product marketing and website redesign to content marketing and events, these templates function a guide for marketers to visualise and track their expenses to avoid overspending.

The gathering also incorporates a master marketing budget template that can aid you generate a high-level visualization of your marketing budget on a month-by-month and quarterly basis.

3. Marketing Dashboard for Excel
free marketing Microsoft Excel template: planner dashboard

Download Your Free Excel Marketing Dashboard

There isn’t any shortage of information to watch with regards to marketing, and if it appears like you are getting too far within the weeds or missing essential details when it gets too granular, a marketing tracker just like the above dashboard may also help.

This particular tool means that you can enter metrics by campaign to auto-populate visual and easy-to-read charts. In consequence, you may visualize the effectiveness of spending and activity across multiple initiatives.

You can even track the progress of various campaigns and marketing efforts, corresponding to website content and email marketing, in addition to ad spend and sales by platform. This makes it easy to grasp your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your organization.

4. Excel Monthly Marketing Reporting Template
free marketing Microsoft Excel template: monthly reporting


Download Free Excel Marketing Reporting Templates

Is there a sense sweeter than hitting your whole goals for the month? How about communicating your success to your boss? Excel spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss. There’s no must work from scratch. (In any case, you’ve got already worked so hard this month.)

To simplify your reporting, take a look at these monthly marketing metrics templates and the corresponding PowerPoint template. Every month, you may update them quickly and simply to reflect your monthly visits, leads, customers, and conversion rates. From there, you will have every part you’ll want to track and report on which channels are performing best. Every boss likes to see ROI, so you may’t go fallacious with these templates.

5. SMART Goal Excel Marketing Template
free marketing Microsoft Excel template: smart goals

Download Your Free Excel SMART Goal Template

Whether you are planning for a latest 12 months, quarter, or month, defining a transparent set of goals is critical for driving the direction of your marketing efforts and priorities.

Sometimes, you would possibly need assistance not only setting marketing objectives but achieving them. Start with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will aid you set your team up for achievement. They will even give you a tool for identifying your most outstanding marketing needs.

You’ll first give you the chance to define your SMART goal, then calculate your goal metrics, after which evaluate its success. Its user-friendly and readable format makes it probably the most shareable options on this list. You’ll be able to easily send it over to your stakeholders without worrying about formatting. Simply fill it out, and it’s able to share.

6. Excel On-Page search engine marketing Template
free marketing planner Microsoft Excel template: on-page set

Download Your Free Excel SEO Marketing Template

In terms of search engine marketing, there’s loads for marketers to recollect to see results. In other words, there’s loads for marketers to forget. With serps evolving and algorithm changes turning your existing strategy on its head, it’s easy to feel overwhelmed and push off revamping your search engine marketing strategy. Nonetheless, search engine marketing should never be an afterthought.

In the event you’re searching for the sunshine at the top of the tunnel, pull up this handy search engine marketing template created in Excel. Designed to make the strategy of managing your search engine marketing efforts a complete lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to function a helpful guide. It focuses on keywords and search engine marketing best practices, while providing suggestions and tricks to discover nuances and increase productivity.

7. Google Ads Campaign Excel Tracker
free marketing Microsoft Excel template: ppc ads

Download Your Free Excel PPC Campaign Tracker

In the event you’re doing all your Google Ads campaigns right, they probably aren’t “walks within the park.” That is because, to get essentially the most bang in your buck, you arrange multiple campaigns with multiple ad groups. You furthermore mght have variations of your campaigns — all with different content. Not only that, but you are (hopefully) also keeping track of those campaigns to find out which of them to shut off, add extra money to, or tweak.

Seems like loads to maintain track of, right? But take a deep breath. This Google Ads tracking template is a marketing campaign template that may keep you on top of your Google Ads game. It’ll aid you catch mistakes and implement best practices across all the various campaigns and ad groups you are running — for the highest, middle, and bottom of the funnel. It’s an ideal complement to that search engine marketing template you’ve got began using.

8. Excel Lead Tracker Templatefree marketing Microsoft Excel template: lead tracker

Download Your Free Excel Marketing Template for Lead Tracking

It’s no secret that sales and marketing have a fairly rocky relationship history. Sales might think marketing is not generating enough leads, while marketing might think their sales representatives aren’t capitalizing on the leads they’re sending over. When it comes right down to it, finger-pointing doesn’t grow a business.

With this customizable lead tracking template in your toolbox, you will have the data you’ll want to reduce tension and define a concrete monthly lead generation goal. You’ll also give you the chance to trace and measure the success of specific lead generation channels and keep close tabs in your current sales close rates.

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

Featured Resource: Microsoft Word SLA Template for Marketing & Sales
free marketing Microsoft Excel template: marketing and sales sla

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To higher align your sales and marketing teams, turn to this template for making a service-level agreement (SLA). Generally speaking, an SLA is a contract that defines the sales department’s expectations for marketing leads (each quantity and quality), and the expectations marketing has for a way sales will act on qualified leads.

9. Excel Sales Conversion and Close Rate Calculator
free marketing Microsoft Excel template: conversion calculator

Download Your Free Excel Conversion Calculator

You’ve to set a conversion goal, but you do not know where to start out. When you finally figure that out, you’ve gotten to find out how much traffic you’ll want to hit that goal, but you are unsure what approach to take there, either.

It seems like you could possibly use a hand in calculating your leads and traffic goals. Luckily, there’s an Excel template for that. You won’t should sort through these numbers on your personal. This template will handle the mathematics and provide you with a transparent picture of what you’ll want to accomplish to realize your conversion goals. It can also aid you align more closely with sales to make sure your team is driving more qualified leads over to them.

10. Excel KPI Dashboard Template
free marketing Microsoft Excel template: kpi dashboard

Download Your Free Excel KPI Dashboard

In the event you’re a fan of the monthly metrics template, it is advisable to grab a replica of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to trace and describes them in additional detail.

KPI stands for “key performance indicator.” They’re your most vital metrics, each with a novel purpose and place in your marketing strategy. Using this template, you may assign specific employees to every KPI, define the frequency at which you may monitor each KPI’s performance, and assign each KPI a color that reflects the standard of that KPI’s performance.

If one in every of your KPIs is organic traffic, for instance, you may arrange your template such that 100 page views monthly are red (poor performance), 500 page views monthly are yellow (stable performance), and 1000 page views monthly are green (great performance).

Sales Excel Templates

Sales is a number-heavy field. Whether we’re talking about sales goals, quota, or closed-won ratios, there’s at all times something to calculate. Use the next templates to expedite the method.

1. Excel Ecommerce Planning Template
free marketing Microsoft Excel template: e-commerce planner

Download Your Free Excel Ecommerce Planner Template

Ecommerce stores include many moving parts. Planning ahead can prevent time and heartache later.

This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for every of your ecommerce vendors. The kit also features a marketing plan that guides you thru market research, goal market, channels and vendors, and more. Once your ecommerce store is live and running, you should use the conversion template to trace performance across vendors and platforms where products are listed to present you a holistic view of your efforts.

2. Excel Contact List Template
free sales Microsoft Excel template: contact list

Download Your Free Excel Contact List Template

In a business, a very powerful individuals are your customer or client base. Although your current customers continually should be nurtured, specializing in your contact or prospect list can be essential.

A contact is an individual, business, or organization that may be keen on your services or products. It could possibly be someone who has shown interest or someone who may benefit from your organization. A contact list means that you can give attention to the potential customers that you must nurture similarly to your current customers.

The data needed to construct a prospect list is elementary. Start constructing this list with the person’s name, title and company, location, and phone information. Additional information could include their industry, worker size, company description, and pain points.

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

3. Excel Sales Forecasting Template
free sales Microsoft Excel template: sales forecasting

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is analogous to weather forecasting. Without the right tools, it’s inconceivable to get an accurate idea of what’s ahead. While a meteorologist might use Doppler radars and satellite data for his or her predictions, your corporation can use the above sales forecasting template.

Excel sales forecasting helps with business planning, budgeting, and risk management. Overall, it helps strengthen the strategy that you just construct in your company. Using this template will aid you track business sales, accurately predict your sales revenue, and plan for future growth.

Sales forecasting is difficult, but this spreadsheet formula makes the method easier.

3. Excel Sales Metrics Calculator Template
free microsoft excel templates: sales metrics

Download Your Free Excel Sales Metrics Calculator

Sales are complex. When you add sales metrics into the image, the complications increase. There are a lot of numbers and figures to calculate, track, record, and document. This interactive Excel spreadsheet will aid you get the job done.

Not only does this template aid you keep track of sales, nevertheless it keeps track of your salespeople as well. With the sales metrics calculator template, you may calculate customer retention rate, win rates, product revenue, worker turnover rate, and more.

Project Management Excel Templates

Specific projects require a selected setup, but sometimes, the setup itself may be essentially the most exhausting part. Use the next templates to each manage general projects and track your progress for specific tasks, corresponding to social media planning.

1. Excel Social Media Planning Template
free marketing Microsoft Excel template: social media planner

Download Your Free Excel Social Media Planner

You may already use a social media scheduler to administer and publish your posts every week, but you continue to need a spot to draft your social copy and judge which posts will go to which social networks.

And since most social media schedulers assist you to upload social post copy in bulk from a spreadsheet, it’s best if you’ve gotten an Excel template designed for this purpose. With that in mind, we created the Excel template shown above.

This social media posting schedule means that you can draft each social post — the time it would post, the message you wish to publish, and any link you wish to accompany your message (blog post, registration page, an ebook landing page, etc).

Once you’ve got drafted your whole social posts for the week, month, or quarter, you may sort them by social network and upload your Excel file into your social media platform of alternative.

2. Excel Blog Editorial Calendar Template
free marketing Microsoft Excel template: editorial calendar

Download Your Free Excel Editorial Calendar Template

Blogging plays a major role in your ability to draw visitors and results in your website. But managing a blog is one in every of those responsibilities that is easier said than done.

Whether you are scuffling with ideation, consistency, or just just lacking organization, an editorial calendar can often function the answer you’ll want to refocus your blogging efforts and generate much more traffic and leads out of your content. Visualizing the blog posts you intend to publish in a given week or month makes it easier to define overarching themes, keep track of ideas, manage contributions, and prioritize strategic distribution.

Use this editorial calendar template as the start line for keeping track of all of your corporation’ content. It’ll aid you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.

3. Excel Work Log Template
free marketing Microsoft Excel template: work log

Download Your Free Excel Work Log Template

How do you retain track of the day-to-day progress of your organization, especially when there are people, tasks, and timelines to watch? A piece log template is important to keeping track. In the event you’re not able to commit to a project management software, you may still manage your projects and processes with a spreadsheet.

This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments. With this template, you get all the info you’ll want to monitor the life cycle and progress of your projects.

4. Excel Social Media Content Calendar Template
free marketing Microsoft Excel template: social media calendar

Download Your Free Excel Social Media Calendar

Because you’re probably generating tons of clicks out of your Google Ads campaigns and writing amazing content due to your blogging editorial calendar, you’ll have some help determining how one can spread the love on social media. We have just the thing.

The social media calendar template is the proper resource for helping you scale and streamline your social media marketing. Once you use Excel to interrupt out separate worksheets for every social network you are using, you may give you the chance to maintain a repository of content ideas, so that you’re never struck by author’s block and at all times have something to post.

It is also value mentioning that marketing calendar Excel templates come in useful when using Twitter, as it will possibly count your characters to aid you write tweets that stay inside the 280-character limit.

5. Excel Product Launch Plan Template

product launch plan with a table format laying out product, positioning, analysis, strategy, and more

Download Your Free Excel Product Launch Plan Template

A well-executed product launch generally is a key differentiator for successful marketing and early adoption. The proper plan can provide you with clarity and purpose as you progress forward and announce the brand new product’s existence to your customers and prospects.

This product launch plan can aid you organize your thoughts around competitive evaluation, positioning, and product strategy. It even goes to date as to aid you brainstorm pains, proof points, and key messaging for campaigns.

Excel your marketing process.

Data is any marketer’s friend. Regardless that spreadsheets seem to be they have been around eternally, Microsoft Excel has so many capabilities that also make it a tremendous resource for displaying, organizing, analyzing, and parsing data. With just a little little bit of Excel magic, you may streamline your workflow and arrive at some a-ha moments from data insights.

Editor’s note: This post was originally published in March 2019 and has been updated for comprehensiveness.



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