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In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.

To help those of you looking for a way to sharpen your Microsoft Excel skills, I've put together a detailed list of templates you can start using to simplify your sales and marketing tasks.

Know what's even better? You can download an Excel template kit in one fell swoop.

Marketing Excel Templates

Whether you need a source of truth for stakeholders to look at or a way to track the progress of a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns. It contains specific columns for the email’s topic, owner, status, and subject line.

You can supplement this template with a full-on marketing plan, written in Word or Google Docs format.

What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.

Pro tip: If you struggle to get and stay organized with your email marketing, this is the template for you. Use it to stay on top of your audience segments, the various A/B tests you’re running, and high-level results.

Featured Resource: Microsoft Word Marketing Plan Template

Sales Excel Templates

Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.

13. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.

The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.

What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.

Pro tip: Whether you’re new to ecomm or have a ton of experience, you can use the specifics in this Excel template to spot-check your marketing plan and identify any new initiatives or opportunities.

Project Management Excel Templates

Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.

17. Excel Social Media Planning Template

Download Your Free Excel Social Media Planner

You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.

I like that this social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).

What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you've drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.