19 Best Free Microsoft Excel Templates for Marketing & Sales

If you’d like to expedite data analysis and reporting, then using a sales or marketing Excel template is an excellent option.If you’d like to expedite data analysis and reporting, then using a sales or marketing Excel template is an excellent option. Whether you’re looking for a sales dashboard or a marketing planner, Microsoft Excel will easily allow you to create one with your company’s data — all you need is the right template. To help those of you looking for a way to sharpen your Microsoft Excel skills, we’ve put together a detailed list of templates you can start using in Excel to simplify your sales and marketing tasks. These templates will have you making strides in no time. Know what’s even better? You can download a kit of Excel templates in one fell swoop. Why use sales and marketing Excel templates? Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?” And then we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do — especially in digital marketing and sales. The trouble is, many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. Making them from scratch can be especially intimidating. While we won’t argue with that, we will say that the advantages of leveraging Excel’s functionality to organize information and streamline tasks are unparalleled. Microsoft Excel has many capabilities, formulas, and shortcuts. It stores data and has tools for data analysis. It performs calculations and allows you to use code for automation. And while many recognize it as a tool for calculating numbers and figures, it’s more than that. There is a learning curve when using Excel, and it takes time to master its many uses. Outside of calculations, the spreadsheet allows you to create social media schedules, editorial calendars, campaign trackers, and more. And instead of subjecting yourself to trial-and-error processes that would certainly waste time, you can use the following marketing templates to expedite your company’s success in marketing, sales, and project management. Marketing Excel Templates Most marketing activities can benefit from consistent tracking and data analysis. Whether you need a source-of-truth for stakeholders to look at, an Excel budget planner, or a way to track the progress on a specific marketing plan or campaign, you can always benefit from using Microsoft Excel. 1. Marketing Planner Excel Template Download Your Free Excel Marketing Planner Template This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns and beyond. It contains specific columns for the emails’ topic, owner, status, subject line, and more. But 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,

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