With this information the daily and monthly financial budget per action and the total is automatically calculated. Then we register inside the day of the month that we plan to carry out the action by entering the number of actions for that day.

You can also configure suppliers.Įvery month we registered all the actions we plan to carry out, we selected the category with a dropdown, the subcategory is automatically displayed since we have previously configured it with the category, we selected the supplier with a dropdown and we recorded the unit cost of the action. First you configure the subcategories you need, then the categories, each category you assign using a subcategory drop-down. In this Excel template you can configure subcategories and categories to improve planning analysis. This tool is annual but the modification of dates is as simple as entering the first date of the year in the control panel, the Excel template is prepared to calculate dates and days regardless of the year that is entered (including leap years) This incredible Excel template will allow you to prepare a daily Marketing Plan, month by month, all the marketing actions you need to carry out to capture your leads or potential clients and generate the necessary opportunities to increase your sales.

This is the functionality of this Marketing Plan, to generate a calendar and an annual economic budget for Marketing Actions Because intentions without financial approval or an allocation of company funds are useless.Įvery marketing responsible will be willing to allocate large budget items to the area in order to attract huge amounts of contacts to increase conversion and therefore sales, but the investment and resource capacity is limited, so the actions must be dosed depending on what the company can afford. A Marketing plan written in a Word document or in a Power Point presentation is a very good way to communicate the strategy, but in reality it is impractical to keep track and control of what really matters, how much you are going to spend and how will control to generate the expected results.

Excel budget calendar template