Sales and Marketing

Excel Sales and Marketing templates, add-ins and spreadsheet business solutions

Excel templates, add-ins and spreadsheet solutions for sales analysis and formulating marketing strategy plans. These Excel solutions focus on revenue opportunity analysis, product profitability and marketing strategy and can be applied to formulate optimized marketing plans to increase sales revenue and overall bottom line profitability. Excel templates and solutions focus on optimization of sales revenue growth for business by applying analysis and methodologies relating to product and service pricing, demographic reporting and associated interdependencies for marketing strategy.

Recommended Solution
Details Invoice Template with Sales Reporting The Invoice template with Sales Reporting system for Excel is a customer invoicing management system with the ability to store orders, products and customer details and perform sales reporting.
Views: 27,259	Rating: 4.4 from 13 votes	Try It  Get It

Details Mail Merge Mail Merge for Excel provides a simple facility to run a mail merge entirely in Microsoft Excel software in a similar fashion to the facility provided in Microsoft Word software.
Views: 34,764	Rating: 3.4 from 5 votes	Try It  Get It

Details Pricing and Breakeven Analysis Pricing and Breakeven Analysis uses break even analysis to calculate your current business break even point using revenue, variable, and fixed cost inputs.
Views: 24,563	Rating: 2.8 from 6 votes	Try It  Get It

Details Basic Invoice This basic invoicing template for Microsoft Excel is designed for those who need a quick and easy invoicing solution.
Views: 22,439	Rating: 3 from 2 votes	Get It

Details Point of Sale Spreadsheet The Excel Point of Sale spreadsheet provides a complete and affordable POS system for product management, customer relations and checkout sales directly within Excel.
Views: 22,249	Rating: 3.3 from 40 votes	Get It

Details Pricing Strategy Analysis Pricing Strategy Analysis is designed to test changes in billing structures for any professional practice and can be used to test the impact of fee and pricing changes based on product mixes and sales volumes.
Views: 21,968	Rating: 2.5 from 4 votes	Try It  Get It

Details Customer Survey Template The Excel Customer Survey Template is a simple and quick tool for constructing customer satisfaction surveys and presenting results in an automatic reporting dashboard template.
Views: 20,975	Rating: 3.6 from 9 votes	Get It

Details Marketing Planning Marketing Planning templates for Excel are tools that will allow you to formulate both the written marketing plan and the numbers that underlie it.
Views: 20,004	Rating: 3 from 5 votes	Try It  Get It

Details Product Profitability Product Profitability for Excel allows to identify the level of surplus or profit generated by different components or revenue streams of your business. This analysis can be used to increase revenue by allocating marketing resources to more profitable product lines or revenue streams.
Views: 19,404	Rating: 3.7 from 4 votes	Try It  Get It

Details Marketing Strategy Analysis The Marketing Strategy Analysis Templates contain 38 essential marketing related Excel templates that you can review in order to analyze your businesses marketing strengths.
Views: 17,128	Rating: 3.9 from 8 votes	Try It  Get It

Details RFM Analysis Template The Excel RFM analysis template provides prebuilt solution for performing Recency, Frequency and Monetary (RFM) analysis of customer data in Excel.
Views: 16,523	Rating: 3.2 from 5 votes	Get It

Details Marketing Management The Excel Marketing Manager is an Excel add-in program designed by marketing experts, statisticians, and mathematicians that fosters strategic thinking in business decision makers.
Views: 15,146	Rating: 2.8 from 12 votes	Try It  Get It

Details Sales Pipeline Template The Excel Sales Pipeline Template performances sales pipeline and funnel analysis based on sales data by multiple attributes such as representative and product line.
Views: 14,354	Rating: 3 from 9 votes	Get It

Details Customer Service Analysis The Customer Service Analysis and Queuing Model for Excel will calculate the optimum number of customer service points (staff) to minimize costs for a business.
Views: 14,204	Rating: 3.3 from 3 votes	Try It  Get It

Details Brand Evaluation Scorecard Brand Evaluation Scorecard for Excel gives an overview over branding metrics for business.
Views: 12,839	Rating: 3.6 from 5 votes	Try It  Get It

Details Billing Management The billing management system for Excel consists of an Excel invoice template with a database system to manage customers, products, invoices and payments easily.
Views: 12,364	Rating: 3 from 6 votes	Try It  Get It

Details Marketing Metrics Balanced Scorecard Marketing Balanced Scorecard for Excel allows to use pre-defined metrics to measure the performance of Marketing department.
Views: 12,088	Rating: 2.3 from 3 votes	Try It  Get It

Details Invoicing System The Invoicing System for Excel is an Excel add-in that provides an easy to use billing and invoicing system for business.
Views: 11,865	Rating: 2.7 from 8 votes	Try It  Get It

Details Email Sending Email Sending for Excel is an easy to use Excel mail merge tool to enable sending emails based on rows of an Excel file to different contacts with different contents.
Views: 11,173	Rating: 3 from 2 votes	Get It

Details Marketing Templates Excel Marketing Templates is a collection of Excel templates and charting tools for analyzing marketing strategies and product performance metrics.
Views: 10,990	Rating: 3.7 from 4 votes	Get It

Details Quoting System The Quoting System for Excel is a fast and simple solution for producing quotes to customers by storing product and customer information for convenient selection into a customizable Excel quote template.
Views: 8,978	Rating: 3.2 from 9 votes	Get It

Details eBay Template The eBay Template for Excel keeps track of accounting revenue and expenses for online sales through eBay, Amazon and any other online sales channel.
Views: 7,262	Rating: 3.6 from 5 votes	Get It

Details Extract Email Addresses Extract Email Addresses for Excel is a utility to search multiple Excel files and extract email addresses into a single list.
Views: 6,765	Rating: 2.7 from 3 votes	Get It

Details Yellow Pages Data Mining Excel Yellow Pages Data Mining automatically downloads business contact information based on activity type and location from online yellow pages into Excel format for lead generation and marketing.
Views: 6,632	Rating: 4 from 7 votes	Try It  Get It

Details Batch PDF Email Batch PDF Email for Excel enables the distribution of multiple PDF files with watermark and security options to multiple email recipients from an Excel list.
Views: 6,233	Rating: 4 from 3 votes	Try It  Get It

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Additional Excel business solutions are categorized as Free Excel solutions and the most popular. Further solutions proposed for specific user requirements can be either found in the Excel Help Forum.