Download free excel template to plan various activities for your sales and marketing campaign. You can monitor budget for each activity, frequency of activity conducted and many more. This template is useful for sales and marketing interns, professionals, managers and business leaders.
What are sales campaigns ?
A sales campaign is a planned series of activities designed to generate a specific response from a target audience, such as making a purchase. A sales campaign can include various tactics, such as advertising, direct mail, special offers, and other marketing efforts, that are designed to drive sales and increase revenue. These campaigns are typically focused on a specific product or service, and they may have a specific time frame or target market.
Importance of having a sales campaign planner
A sales campaign can help create demand and interest for products or services. When creating a sales campaign, you can benefit from a deeper understanding of the process of developing one through goal setting and impressive selling strategies.
Hence, having a sales campaign plan in place is important to meet the sales goal. Management or business leader always create goals, objectives and mission to benchmark the performances and learn from any business activities. Planning is always a good process to have.
About sales campaign planner excel template
Once you download this free excel template for sales campaign and activity planning, you will notice that this template comes with various worksheet, namely,
- Sales Campaign Planner. (1 Sheet)
- Monthly Campaign Executor (Jan-Dec). (12 Sheets)
With Sales Campaign Planner (main sheet), you can plan your campaigns and monitor the execution of the campaigns. It consists of budget allocation and usage both so you can have an overview of spends on activities. And, with Monthly campaign executor (12 sheets) you can monitor the plan versus actual of each month’s campaign.
Download and use sales campaign planner excel template
To use this free sales campaign planner excel template, you should have Microsoft Office/ Microsoft Excel installed in your system.
After installing Excel or Spreadsheet, download the zip file of this template. Extract the template using WinRAR or 7Zip decompressing software.
Once extracted, you can open the file using Excel and start entering data or customizing the template.