Download Sales Campaign Planner Excel Template


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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 Sales Campaign Planner Excel Template

To use this free Excel Template, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets. 

After installing Excel or Spreadsheet, download the xlsx file of this template to use it

Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click The Button Below To Download Sales Campaign Planner Excel Template

Instruction :

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