Sales and Marketing Excel Templates

Ready-to-use spreadsheets for Sales and Marketing

Do you want to optimize and manage your sales pipelines, marketing campaigns, lead generation, customer relationships, and more with professional business management tools in Excel? Then you’ll find professional-looking templates to streamline all your sales and marketing operations.

There are simple sales tracking sheets and more advanced marketing analysis models such as customer journey mapping, return on investment analysis, and market segmentation. Digital marketing templates are also available from us, and they cover things like search engine optimization and social media analytics.

The marketing and sales departments of any company are the lifeblood of its expansion and prosperity. Our Sales and Marketing Excel Templates can help you improve and organize your marketing and sales strategies.

Market research, lead tracking, sales forecasting, and campaign planning are just a few of the many uses for their robust suite of tools.

Using Excel’s advanced features, these templates are built for precision and convenience.

1. For who?

Whether you’re a sales manager, a marketing analyst, or the owner of a small business, our templates can be a huge help.

If you’re a salesperson, marketing manager, start-up founder, SEO expert, social media manager, marketing analyst, or just someone who loves sales and marketing, you’ll find what you need in our collection of high-quality sales and marketing Excel templates.

• Sales Managers: You can track and manage your sales pipelines efficiently and generate detailed sales reports.
• Marketing Managers: You can plan and execute marketing campaigns, analyze market trends, and track marketing ROI.
• Small Business Owners: To stay on top of your sales performance and marketing efforts, these templates help you make informed business decisions.
• Digital Marketers: You can manage and analyze your SEO and social media campaigns, track performance, and optimize strategies.
• Marketing Analysts: For your market research campaigns, you can utilize pre-built models for market segmentation, customer journey mapping, and competitor analysis.
• Freelancers: You can manage your client data, track project progress, and analyze your marketing efforts.

These Excel files are great for managing my marketing campaigns and tracking sales performance!

Sarah Bengo – USA

2. Functionalities

Among the many features included in our sales and marketing Excel templates are those that will help you with the following tasks:

• Sales Tracking: Monitor your sales performance, analyze trends, and generate detailed sales reports.
• Campaign Planning: Plan, execute, and track marketing campaigns, including budgeting and ROI analysis.
• Lead Tracking: Manage your leads, track their journey through the sales funnel, and optimize conversion rates.
• Profitability Analysis: Compare your clients and products in terms of profitability.
• Heat Maps: Create geographic heat maps for your sales volumes.
• Price Lists: Prepare professional product catalogue for your customers.
• Market Analysis: Perform market segmentation, competitor analysis, and customer journey mapping.
• Social Media Analytics: Analyze your social media engagement, reach, and campaign performance.
• Customer Relationship Management (CRM): Maintain and analyze customer data, track interactions, and improve customer satisfaction.

3. Benefits

• Ready-to-use sales and marketing tools
• Plan your marketing efforts
• Cheaper alternative to SaaS tools
• Easy to edit
• Printable and fillable
• No installation needed
• Works both on Mac and Windows

4. Use Cases

Our templates are highly flexible and can be used in various scenarios and needs. Among the most common use cases for our sales and marketing templates:

• Sales Reporting: Prepare printable sales reports for stakeholders.
• Marketing Campaign Management: Plan, execute, and track your marketing campaigns.
• Lead Management: Keep track of leads and optimize your sales funnel.
• Market Analysis: Perform detailed market analysis and competitor research.
• Sales Forecasting: Make data-based forecasts for the coming months according to historical sales numbers.
• SEO and Social Media Tracking: Monitor and optimize your digital marketing efforts.
• CRM: Maintain and analyze customer data to improve relationships and satisfaction.

How to use Project Management Excel Templates?

All our sales and marketing tools are available in Excel. You can directly download the files to your computer and start using them.

All you have to do is input your data and track the progress of your sales and marketing team.

So, all the visuals, reports and dashboards will update automatically.

Why Excel for Sales and Marketing?

We know there are lots of SaaS and software for sales and marketing. But why we are using Excel? Because it is still have superior features compared to other third party tools.

• Easily accessible
• Highly customizable
• Cheaper
• No learning curve
• No installation or set up
• Supports a variety of functions
• Powerful in data visualization
• Data analysis tools and features

What’s the history behind our Sales and Marketing Excel Templates?

We have a very detailed research stage before developing our templates. This includes consulting with sales and marketing experts.

Another important point is we always ask our users from all around the world to test our templates and add their feedback, which is a great way to improve the functionality of our templates.

With the user feedback and latest advancements in sales and marketing practices, we continue to improve our existing products and to create new ones.

And finally, we also use these templates for our sales and marketing teams. So yes, we are also a Someka user 🙂

FAQs

• Can I track my sales team with tens of people?

Yes, sure. We have salesmen tracking tools and features among our Sales and Marketing templates.

• I’m new to marketing. Do you offer support?

Readily! Just reach out to us whenever you need help with the templates. We will be also happy to help on the business know-side as long as we can.

• I have an older Excel version. Can I still use your templates?

We build our templates considering the compatibility with older versions as much as possible. Most of our templates are compatible with Excel 2007 or 2010. You can find the compatibility info of the individual templates on the individual product pages.

Smart people, smart tools.

We are fan of these marketing files.

Hally D.  – France