36 Marketing Planning & Analysis Calculators
Excel Worksheets Do the Math You Just Can’t Do in Your Head
Make Better Marketing Decisions. Easily.
Download these customizable “Marketing Genius” spreadsheets
Click to Open — Back to close
For every marketing person…
Seasoned or starting out
MarketingBuilder marketing plan toolbox/dashboard includes these handy spreadsheet tools useful for every-day marketing tasks.
Use them to plan, project, prioritize, and track every aspect of any size marketing campaign.
Shorter meetings, Better decisions
They’re great for understanding deals, prioritizing strategies, and making good decisions.
Easily edit / customize them using Excel, Open Office, or Numbers. And they look great in your presentations.
Among them, you’ll find the methods and formulas, the words and advice to help you target your customers, analyze your competition, determine the future value of customers, prioritize and budget product launches, even evaluate new hires!
And maybe a few new ideas you can use.
“Powerful, simple and very effective.”
~ Norbert Lamenca, Territory Manager — Latin America, Tech Data Corp, Coral Gables, FL
Click and see what they do…
Done-for-You Worksheets — Just fill-in your numbers
These handy tools are useful for doing the math on some pretty complicated marketing analysis. Use these spreadsheets to plan, prioritize, and track every aspect of any size marketing campaign.
Among them, you’ll find the methods and formulas, the words and advice to help you target your customers, analyze your competition, determine the future value of a customer, name and launch new products or services, and select an advertising agency.
We’ve recently overhauled every single one of them.
Maybe you’ll even get some good ideas!
Click the links and you can see what each of them looks like:
- Affiliate / Association Marketing Analysis Worksheet
Associations represent thousands of potential customers — Calculate a deal that works for everyone.
Click here to see it… - Agency / Contractor Selection Matrix
Set up your hiring criteria, priorities, expectations, then grade each candidate.
Click here to see it… - Alliance Priority Worksheet
Sometimes you can drown in opportunities… who will bring in the most money?
Click here to see it… - Break-Even Analysis
Do the math on your product/service.
Click here to see it… - Bundle / Package Deal Pricing Worksheet
Which combinations of products make the best offers and the most profit?
Click here to see it… - Collateral Material Optimization Worksheet
Many promotional pieces can do double/triple duty — map this out first and you’ll save money…
Click here to see it… - Competitor Analysis
How do you compare on many points with others who dare to take away your customers?
Click here to see it… - “Customers Desired” Worksheet
How many of a certain kind of customer do you need—upon whom should you put your emphasis?
Click here to see it… - Customer Lifetime Value
How much is each customer worth to you — How much are they worth to acquire?
Click here to see it… - Department Operating Budget
There’s a marketing budget and there’s your internal budget for people, equipment, etc. So, how much money do you need to run your marketing operations?
Click here to see it… - Direct Mail Analysis
Analyze the many moving parts of a direct promotion campaign and estimate your results.
Click here to see it… - Email Analysis
Similar to the Direct Mail Analysis, but for email campaigns.
Click here to see it… - Event Projection
Estimate revenue and costs for producing an event.
Click here to see it… - Event / Tradeshow Budget
Plan and estimate the costs of having a booth at a conference, event or tradeshow
Click here to see it… - International Marketing Priority Worksheet
Sell your stuff worldwide, but where to start? Use this worksheet to prioritize…
Click here to see it… - Market Potential
Is it worth it to pursue a given market or market segment? Now you’ll know…
Click here to see it.. - Marketing Budget
Ahh! The inevitable question… Use this worksheet to produce a tight budget…
Click here to see it.. - Marketing VP / Employee Hiring Matrix
List and prioritize your criteria for hiring a new person, score each candidate on every category—page adds them up…
Click here to see it… - Media Selection Matrix
Everyone wants to sell you an ad… Make your list here, compare and prioritize…
Click here to see it… - Price-List Development Workbook
From one master page, set prices for all customer segments—print subsequent price list for each segment…
Click here to see it… - Pricing Calculator
Reverse engineer your pricing structure, starting with your anticipated “Street Price” (=> Distributor cost, retailer cost, etc.)
Click here to see it… - Product Launch Budget & Schedule
Looks a bit like a Gantt chart, listing everything that needs doing, under the month it will happen + budget…
Click here to see it… - Product / Service Development Priority
Which proposed products & services make the most profit? Enter your assumptions, sort by profit!
Click here to see it… - Project Status Report
Keep track of marketing projects – make sure that none fall thru the cracks
Click here to see it… - Referral Payout Model
How much to pay affiliates for referrals, and for how long? Paying a straight xx% in perpetuity or xx% for the xx months / year then xx% thereafter?
Click here to see it… - Retail Merchandising Budget
Now that you’ve shipped to the stores, what will it take to assure best placement, POP display installation, etc.?
Click here to see it… - Retail Volume Purchase Incentive Worksheet
Get those purchasing managers to cough up bigger orders with a package deal (first make sure you make a profit!)
Click here to see it… - Sales Forecast Worksheet
Sales managers want them; salespeople hate doing them—we’ve struck a balance both can use!
Click here to see it… - Sales Incentive / Awards Program Worksheet
Have some fun with your sales force by offering merchandise for producing certain levels of sales…
Click here to see it… - Sales Priority Worksheet
Which customers / segments will bring the most profit the fastest?
Click here to see it… - Sales Representative Report
What are these people doing all day? Have them document their activities so they (and you) can see what needs work…
Click here to see it… - Sales Source Analysis
Where do your sales come from? Track your revenue by sales source key codes.
Click here to see it… - Sales Source Keys Worksheet
Each source should have a key code… “Discount Code” “Priority Code” Plan them here.
Click here to see it… - Social Media Ad Estimator
When you run ads in various social media and other websites, etc. on a pay-per-click (PPC) basis, estimate clicks, costs, conversions, profits…
Click here to see it… - Tradeshow Booth Duty Schedule
Who needs to be where? When? This simple tools helps during the pandemonium.
Click here to see it… - Web Banner Analysis
Tempted to invest in a banner? Use this calculator to analyze the assumptions & expectations first.
Click here to see it…
Click to Open — Back to close
Download them ALL
(Not a Subscription – One Time Investment) When you purchase and download, you’ll get a .Zip file loaded with all of these Excel-based worksheets.
Flash Sale! SAVE $20 Today => $47
Copy & Paste Discount Coupon Code: MOQK21Z0 to Save $20! and get all of them for just $47 (That’s less than $1.35 each!)
Upgrade & Update Your Marketing Operation All-in-One-Place
See what you can accomplish with his comprehensive subscription for marketers
Show Me the Marketing, PR, Sales Subscription DealComplete Marketing / PR / Sales
Subscription
Includes Marketing Builder and Access to the Marketing panel, PLUS…
All-in-one dashboard loaded with Marketing and Sales apps and templates
These are the favorite tools you need to refine your marketing and PR strategies and plans to optimize your investment in promotional activities
- Marketing Builder – Strategic marketing planning system with supporting budgeting and analysis calculation worksheets…
- Publicity Builder – PR plan (great for management or clients), guidance and templates help you plan and execute an intelligent and strategic public relations campaign
- CRM – Online subscription Included. Track media contacts, projects, deadlines, calendars, and more…
- Agreement Builder – Marketing & Sales sample business contract templates
- Instant & Secure Access 24/7
- Collaborative — Add as many of your team as you want.
- Access to the PR & Media dashboard panel
- 21 sample Press release templates
- Comprehensive PR tutorial
- Access to the Sales dashboard panel
- Featuring Sales Proposal Builder
- 27 Appointment setting email / letter templates
- 40 Prospecting email / letter templates
- 26 Customer Service email / letter templates
- 31 Announcement email / letter templates
- 13 Sample sales Contract templates
~ BY THE MONTH ~
Add Your Team $1/Mo Each
~ BETTER BY THE YEAR ~
$31 / Mo (2 Months Free)
Add Your Team $10/Yr Each
~ SET FOR LIFE ~
One-Time Investment
Add Your Team $49 Each
Cloud-Based Apps and Templates
Continue Subscription for Ongoing Updates Covers all users
Cancel or Suspend any time
(We’ll save your work!)
Add Unlimited Team & Advisors for $1 / mo Each!
You control access, user by user!
Allow collaboration or just read-only