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January 16, 2024
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10 essential spreadsheet templates for marketing managers

Are you a marketing manager looking for some top spreadsheet templates? Here is a detailed list of 10 helpful spreadsheet templates for all marketing managers.

Arzu Özkan-  Digital Marketing Manager
Arzu Özkan
Head of Marketing

Marketing managers have a lot of responsibilities and data to manage. For example, they have to track customer behavior, product sales, marketing budget, etc., and manage social media activities, events, content, and more. So marketing managers need an online tool to ease their workload. 

Today plenty of top spreadsheet templates are available for marketing managers to organize, plan, and track various aspects of their job. The marketing spreadsheet templates offer a standardized way to capture, store, and interpret marketing data, helping marketing managers make meaningful decisions quickly. In addition, complex tasks such as tracking budgets, planning campaigns, and organizing content can be easily managed with top spreadsheet templates. 

So here are 10 top spreadsheet templates specially designed for marketing managers. 

10 Essential Spreadsheet Templates For Marketing Managers

  1. Marketing Budget Spreadsheet Template

As you know, a marketing budget is an organization's total money allocated to all marketing activities. It includes money spent on online ads, sponsored web content, marketing software, etc. So a marketing budget is specified to ensure you only spend what is allocated for a particular activity. 

Robust marketing budget planning templates helps marketing managers by providing a clear structure for the budget. It is a strategic tool that enables you to track your marketing budget efficiently. The marketing spreadsheet template includes all the essential data, such as company information, marketing categories, total budget, remaining budget, etc. 

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  1. Lead Tracking Spreadsheet Template

Lead tracking is another important aspect of marketing. A lead tracking template helps you efficiently organize your potential customers. You can monitor your sales funnel from a single window using this online spreadsheet template. In addition, you can prioritize your leads, see all your reports and contact information, and follow up with customers. 

In other words, a lead-tracking template simplifies the entire lead-tracking process. This top spreadsheet template includes all relevant data, including first contact date, business name, business categories, lead source, status, etc. 

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  1. Marketing Campaign Planner Spreadsheet Template

A marketing campaign planner template helps you maintain a proper blueprint of marketing campaigns to avoid confusion. Using this project tracking template, marketing managers can quickly identify who's taking what tasks, what deadlines are coming up, what is the budget status, etc.

As you know, the purpose of a marketing campaign is to influence customers and boost the business. So this marketing Excel template allows you to create, track and present your plan effectively. In addition, a robust marketing campaign planner template will include all relevant data such as customer profiles, promotional channels, timeline, action plan, budget, etc. 

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  1. Social Media Planning Spreadsheet Template

Today social media platforms offer an excellent way for marketing managers to promote their brands. As a result, most companies have accounts on popular social media platforms such as Facebook, Twitter, Instagram, etc. However, more than maintaining a budget is required; you must post meaningful content consistently to promote your brand. 

You should have a proper social media planning template to plan and efficiently organize social media content. Using this online spreadsheet template, you can schedule posts, track metrics, and monitor your company's social media activities from a single location. This top spreadsheet template usually includes columns for the date and time of the post, the type of social media platforms, and performance metrics such as likes, shares, and comments.

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  1. Customer Segmentation Spreadsheet Template

If you still need to learn, customer segmentation is an integral part of marketing. So, marketing managers usually spend hours categorizing a customer base into groups based on shared characteristics. This process is customer segmentation which helps you better understand and target customers with customized marketing strategies.

Marketing managers can get help from a well-designed customer segmentation template to save time and effort. This customer segmentation template helps you organize your company's customer base and create custom marketing strategies. You can find all the data related to customer segmentation, such as name, demographics, behavior patterns, etc., in this marketing Excel template. 

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  1. Marketing ROI Calculator Spreadsheet Template

Even though different tools are available for marketing managers to measure marketing ROI(Return On Investment), the best and the easiest one is the online spreadsheet template. These top spreadsheet templates help you quickly calculate the financial return on a marketing campaign or initiative. Eventually, you can find out whether your marketing campaign was successful by comparing the costs and revenue generated. 

This marketing report template not only helps in calculating marketing ROI but also helps you make data-driven decisions and allocate resources effectively. The template usually includes data for marketing expenses, revenue generated, etc. 

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  1. Content Planning Spreadsheet Template

Every marketing manager needs a proper tool to plan, organize, and track different forms of content. Moreover, they must also make sure content is assigned to the right employee and they are published on time. So a robust content planning spreadsheet template is necessary to align the content strategies with marketing goals. Whether you are creating content with AI or you have teams working devotedly for content management, a regular content management operation lies at the core of a good marketing strategy.

In other words, this marketing Excel template ensures that all content is produced and published in a timely and organized way. This top spreadsheet template features columns for content type, publishing platforms, publishing date, creator name, etc. 

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  1. Event Planning Spreadsheet Template

Only marketing managers know the hurdles of organizing a marketing event, such as a product launch, workshop, or conference. Apart from keeping track of deadlines, you also have to maintain the expenses associated with the event under control. 

An event planning template helps you successfully organize a marketing event. Using this top spreadsheet template, you can ensure that all event activities are executed as planned. It also offers a centralized location to manage all the event-related tasks from a single place. In addition, the template includes data such as task details, deadlines, budget, status, etc. 

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  1. Competitor Analysis Spreadsheet Template

As you know, competitor analysis is gathering and analyzing data about a company's competitors to gain a competitive advantage. It also helps marketing managers identify the rivals' strengths, weaknesses, target audience, etc., and create more efficient marketing strategies. 

A competitor analysis template is a tool that helps you gain a comprehensive understanding of your company's rivals. This top spreadsheet template generally features essential data, such as details of competitors, their products, strengths, weaknesses, etc. In addition, you can also manage data related to market share, sales, customer engagement, and more. 

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  1. Email Marketing Metrics Spreadsheet Template

An email marketing metrics template lets you track and analyze the performance of email marketing campaigns. Using this template, marketing managers can check whether the email marketing campaign was successful by analyzing metrics like open rates, click-through rates, and conversions. 

This marketing report template offers an easy way to track the performance of their email marketing campaigns and identify the areas of improvement. You can find different charts and tables showing key metrics, such as the number of emails sent, the number of emails opened, the number of clicks, the conversion rate, etc. 

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Conclusion

As you can see, Excel offers a range of templates for marketing managers to organize and manage different aspects of marketing. However, Excel templates have many limitations, making them inefficient in managing complex marketing campaigns. For example, Excel templates have limited data visualization and lack real-time collaboration features. Most importantly, they need to be more secure! 

A dedicated online spreadsheet no login tool like Retable can offer more features at affordable pricing with solid security. Apart from marketing, Retable also provides templates such as project planning templates, project tracking templates, etc. 

To manage complex marketing campaigns successfully, you must check out the valuable templates from Retable. 

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