Download Sales Campaign Planner Template In Excel

Sales Campaign Planner with Budget is ready excel template that helps marketing department planning the promotional activities for a complete year.

A marketing campaign planner is a roadmap that consists of marketing strategies, tactics, costs on monthly basis. This helps team to stay focus. It provides an overview of activities at any given time to the management.

Preplanning of campaign activities at the beginning of the year that provides a complete schedule of activities to sales team.

This template is helpful to Sales Managers, Team Leaders, Marketing heads.

Sales Promotion Campaign Planner

However, We have create simple and easy Sales Campaign Planner with Budget helps you plan your sales promotion activities for a complete year.

Thus, Define your campaign activities, number of activities per month and allocate the budget and update status regularly.

Contents of Sales Campaign Planner Excel Template

This template consists of 13 sheets:

  1. Sales Campaign Planner(1 Sheet)
  2. Monthly Campaign Executor (Jan-Dec) (12 Sheets)

Sales Campaign meaning

With the sheet, you can plan your campaigns and monitor execution of the campaigns. It consists of budget allocation and usage both you can have an overview of spends on activities.

Thus, This sheet consists of following columns:

Sr. No: Serial number of activities.

Activity Name: Also, Name of campaign.

Frequency: Thus, The number of times you want to conduct the activity per year.

No. of Times Conducted: Therefore, This is actual number of activities conducted. It fetches data from the monthly sheets in which the execution takes place.

Balance: Furthermore, The number of activities left is to be conducted. This cell deducts activities conducted from total activities.

Allocated Budget: Once management finalizes the Marketing Budget, you need to divide the budget into 12 months. Bifurcate it according to number of activities per month.

Budget Per Activity: This cell divides total budget by the number of activities.

Utilized Budget: It counts activities conducted using Count Function from monthly sheets and multiplies it with the budget per activity.

Balance Budget: The balance amount left after utilized budget.

Remarks: If you have any remarks to enter you can enter in this cell.

Monthly Campaign Executor (Jan-Dec)

Moreover, In Monthly Marketing Campaign Executor, you need to select campaign on respective dates. Record status of activities as and when conducted.

Thus, This sheet consists of following columns:

Date: Insert only first date of the month in the light blue colored cell and it will automatically fetch rest of the dates.

Day: No entry to be made in this column. Using TEXT Function, it automatically fetches respective day.

Sales Campaigns Definition

  1. Set your goals.
  2. Study your competitors and emphasize on providing better than them.
  3. Outline products and services for each launching sales campaign.
  4. Define your own customer area.
  5. Plan budget and work on it thoroughly.
  6. Revisit and update your activities according to the need as and when required.

Download this Sales Campaign Planner template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Sales Campaign Planner Excel Template

Instruction :

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