These Excel Templates Will Make Marketing Easier

These Excel Templates Will Make Marketing Easier


While it’s true that being good with numbers gives you an edge in the world of marketing, you don’t have to be a math genius to succeed. With the right attitude and the right tools, marketing can be much easier than you think!

Taking on marketing-related tasks often means having to deal with calculations and figures for the most part of your day. And yes, this may seem unnerving, especially if crunching numbers isn’t your cup of tea; the good news is, there’s a more efficient way of doing things – with fewer headaches to boot.

Excel is an indispensable tool in the marketing industry. In fact, even marketing experts have their personal collection of Excel business chart templates for almost every marketing-related task there is.

Yes, Excel can be intimidating to those who aren’t well-acquainted with it, but once you get the hang of it, you’ll wish you’ve learned it sooner! So, if you’re about to take on marketing-related tasks, here are Excel marketing templates worth checking out.

Monthly Marketing Plan Template

If you need help organizing your monthly marketing plan, this is precisely what you’re looking for. The Monthly Marketing Planner from Ganttpro allows users to transfer and share Excel files conveniently, so they can access your tasks, manage the details, and track the project’s progress online. 

The template comes with ready-made tasks but can be customized to create and add as many new jobs as necessary. The software can even calculate how efficiently tasks were completed based on set progress values.

Use the Monthly Marketing Plan Template to chart projects in a more systematic and visually appealing way. Define start and end dates; create a hierarchy of tasks and subtasks; assign responsibilities; highlight milestones; connect dependencies, and share them with the team. All these help ensure that members are updated on the project’s developments and that every step is a step towards achieving your goal.

Annual Marketing Calendar

Preparation is key to an effective marketing strategy. And that’s why marketing professionals make it a point to plan and organize the company’s business calendar way ahead of time.

If you’ve tried preparing a business marketing calendar the old-fashioned way, then you know just how painstaking and troublesome that can be. Lucky for you, we have Excel now!

With digital calendar templates, planning for the next business year won’t be as much of a hassle.

A favorite of many marketers, Smartsheets’s Annual Marketing Calendar is fit for setting both short-term and long-term marketing plans. The spreadsheet has sections that can be customized to accommodate schedules and marketing milestones.

Excel Marketing Budget Template

Proper budget allocation is integral to the success of any business or marketing venture. It doesn’t matter how big or small the company is; you have to align your budget with your spending and prepare for unexpected expenses to meet – if not, surpass – your marketing goals.

The thing with setting and following a budget plan, however, is that it is often easier said – or made – than done. That said, marketers can really use these Excel Marketing Budget Templates from Hubspot to organize and track marketing budget and expenses.

Annual Marketing Budget

Another budget template that marketers would find rather useful is the Annual Marketing Budget Template from Entrepreneur. This Excel budgeting spreadsheet allows users to project quarterly and annual budgets with ease, which makes it better-suited for long-term budget planning. Still, you may also use it for short-term budgeting and expense tracking.

One thing that you’ll love about the Annual Marketing Budget Template is how it’s so easy to use! You only have to input the type and amount of the incoming or outgoing cost, and the software will do all the calculations for you! Convenient, eh?

Monthly Marketing Metrics

The immense reach and influence of the Internet make it one of the most effective methods of promoting brands, products, and services. The thing with online marketing, however, is that you can easily waste thousands of dollars if you don’t have the right strategies in place.

The Monthly Marketing Metrics Template from Hubspot will help make sure you get your investment’s worth, where Internet marketing is concerned. Use it to measure leads, site traffic, conversions, and the overall efficiency of your online marketing efforts.

Moreover, the template has a data analysis feature that allows users to examine data across different phases of the implementation, so you know how far you still have to go before hitting your target numbers. Marketers will find it a useful and efficient tool for tracking and measuring ROI and assessing the success of web marketing efforts.

Social Media and Blog Editorial Calendars

Website and social media platforms are essential to modern-day marketing strategies. Those who are tasked with updating and maintaining the company’s blog sites and social media accounts very well know that the job is far more complicated than it seems. You can’t just pick a random topic and post whenever you please. No. These things have to be planned and scheduled if you want them to reach as many people and yield the best results possible.

If you’re assigned to manage the company’s blog and social media pages, then you’ll find the Blog Editorial Calendar and Social Media Content Calendar Templates from Hubspot beneficial.

Choose keywords, pick blog topics, and schedule posts with ease with the Blog Editorial Calendar, and utilize the Social Media Content Calendar to organize and keep tabs of your social media posts. Don’t forget to share the templates with your team so you can brainstorm and collaborate anytime, anywhere!

SMART Goal Planning Templates

Goals propel us forward and give us something to strive for. Thus, companies need to have clear-cut marketing goals and priorities to avoid failures and financial mishaps.

If you ever need a hand in goal-setting and development, Smartsheet’s SMART Goal Planning Templates may be able to help you create marketing objectives and streamline strategies. With the right goals and the right tools, you’re bound to succeed in most of your marketing endeavors.

Author Bio

Anthony Stevens is the Content Specialist for Excel Templates, a resource for free Excel templates including calendars and charts. When not writing, he spends time building furniture and running with his dog.