Use These Excel Templates to Make Marketing Easier

By Anthony Stevens

January 10, 2024   •   Fact checked by Dumb Little Man

Excel is a useful tool across several fields and industries, but nowhere are Excel templates more valuable than in the world of marketing.

Seriously, can you imagine marketing without Excel? In a profession where dealing with mind-numbing amounts of data is just another ordinary day, Excel is indeed an indispensable tool. Even if you just stepped into the data-roller-coaster that is the marketing world, you’ve probably already realized that Excel is at the top of every marketer’s software arsenal.

While Excel can appear daunting the first few times, once you get the hang of using Excel templates for marketing, you’ll never look back. That said, here are some handy Excel marketing templates to start with.

Excel Marketing Budget Template

It doesn’t matter how much your marketing budget is; whether you have tens of thousands of dollars to allocate or just a few hundred bucks, aligning your spending with your goals is critical to your marketing success.

Preparing for unanticipated expenses is a crucial factor in any budgeting strategy, but this often requires so much more than just proper and thoughtful budget allocation. You also need to keep close tabs of how you spend against your projected expenses.

Lucky for you, Hubspot has developed the ultimate collection of marketing budget templates to help you better organize your spending. Whatever marketing pursuit you’re currently on, these templates will help you visualize and track expenses, so you don’t go beyond your spending limits.

Annual Marketing Calendar

excel marketing templates

While planning for the year ahead may seem like a colossal undertaking, it’s going to be worth it. Preparing and organizing your business calendar well ahead of time will reap you valuable benefits in the long run. Even better, Smartsheet has an Annual Marketing Calendar Template that will help make the task a whole lot easier.

Marketers will truly love how this template incorporates both annual and month-by-month planning in the design, plus the fact that it covers a range of verticals! There’s even space allocated for recording goal-driven and raw marketing data. Suffice it to say; this template is packed with features to help you hit your goals every time.

Monthly Marketing Metrics

marketing excel template

Digital marketing is a vital aspect of any modern company’s marketing strategy. However, you’ll never know how reasonable or effective your marketing efforts are unless you track them and benchmark their success.

With Hubspot’s Monthly Marketing Metrics Template, you can measure traffic, leads, and conversions from different channels and at different time frames so you can watch and scale the growth of your marketing efforts.

Having clear visuals of the data points from when you first started to where you are currently is the best way to gauge how far you’ve come and how much farther you can still go. It’s also the most efficient and coherent way of presenting your campaign’s ROI to your clients and superiors.

Smart Goal Matrix

Whether you’re planning a marketing strategy for the following month, the next quarter, or the coming year, you need a clear set of goals that will drive your marketing efforts to where you want to be.

Smartsheet has a set of SMART goal planning templates that will not only help you set marketing objectives but also achieve them. These templates were created with measurability, attainability, relevancy, and timeliness in mind; to help your team determine its most significant needs and – consequently – set you up for marketing success.

See Also: The Best 11 Marketing Automation Software to Boost Startup Branding

Anthony Stevens

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.

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