Preformatted marketing budget spreadsheets

Complete, accurate spreadsheets that are ready to use

The fully reorganised plan outline in Version 9.0 of Marketing Plan Pro keeps you focused on implementing your marketing plan. We worked with industry marketing experts to provide you with everything you need to produce a winning marketing plan, implement it, and track the results.

Visual forecasting tool

Do you prefer pictures to numbers? Most people do. That's why Marketing Plan Pro offers the most understandable and easy-to-use sales forecaster available in any marketing plan resource. You can change your sales estimates by simply clicking your mouse button to move a line on your forecast chart.

The Graphic Forecaster is a simple and powerful tool for streamlining your marketing plan development. Select a row of data, then choose Forecaster from the Edit menu, and you get a line of data in a simple chart. Click the mouse on the chart to change the assumptions in the table. You can estimate growth rates, adjust for seasonality, and other factors all with "visual common sense" and experience. It's quick and practical.

New marketing plan components

New plan components

Version 9.0 offers new tables and topics to help you implement your plan, including:

  • Customer lifetime value
  • ROI calculators
  • Fixed costs
  • Sales pipeline
  • Departmental milestones
  • Target market messaging
  • Price list
  • Sales account plan
  • Pay-per-click ROAS

Easy-to-use charts

Marketing Plan Pro has all the charts you'll need for a winning marketing plan. Just plug in your sales and expense projections and the following charts are created for you to impress even the most critical audience:

  • Break-even analysis
  • Market analysis
  • Milestones
  • Sales forecast
  • Marketing expense budget

Customising your charts

Leave the charts with the default settings and they'll print perfectly within your plan, automatically merged and paginated with text and tables, and in colour if you have a colour printer. Your final plan will look professional in every respect, and the amount of time this single feature will save you is amazing!

If you want to fine-tune and adjust, you can change a chart's style, type, text, font, colours, and other elements to make it uniquely yours. Efficiency and flexibility are both found in Marketing Plan Pro.

Easy-to-use tables

Follow the EasyPlan Wizard® as it guides you through your marketing plan tables, with instructions and examples for each as well as context-sensitive help. All the tables you need in a marketing plan are already linked together, financially and mathematically correct, and surrounded by easy-to-follow instructions and explanations. Just plug your numbers in and let Marketing Plan Pro do the rest.

Break-even analysis

This determines how much you have to sell to cover your costs-where your revenues equal your total expenses.

Market analysis

Analyse your potential market and market growth to set the stage for your sales forecast and growth projections.

Milestones

Critical tasks need attention. Your milestones should be concrete and specific, with people responsible, budgets, and dates. Marketing Plan Pro leads you through each step.

Sales forecast

Use this table to estimate your sales and costs of sales. The EasyPlan Wizard will make this a painless process.

Marketing expense budget

Your expense budget is critical to your marketing plan. Make sure you have enough spending to meet your goals, and that the emphasis in spending matches the emphasis in your strategy.

More powerful linked spreadsheets

Expanded sales forecast tables, in-depth expense and revenue tracking, and the flexibility to do short- or long-term planning creates powerful financial projections and more accurate budgeting. This level of flexibility and depth is another reason why Marketing Plan Pro is the most robust marketing planning software available.

Expanded sales forecast table

Estimate sales and costs of sales for as many items as you want, for 12 months and up to five years. You can use one of two possible forecasts, by value or by unit count. The EasyPlan Wizard helps you set up your forecasting options.

Track your performance

Your marketing plan is a dynamic document. It shouldn't stop once you are finished with the first version. A good plan always keeps up to date with what is happening in your marketing strategy.

These key tables are built as management tools, with plan vs. actual facilities:

  • Sales forecast
  • Marketing expense budget
  • Milestones

Make certain you receive the full benefit of successful planning from being able to look back and assess performance compared to plan with plan vs. actual tracking features.

Market demographics analysis

Analysing your market in terms of demographics, psychographics and geographic location can be a useful way to categorise what you know about the people that you want as clients and lead to identifying and confirming opportunities the market presents.

This information can help you discover needs that you did not know your market had, that your product might fulfil. Is there something specific to a climate or region that makes your product a necessity or very desirable? What are your ideal clients' wants and preferences, and how often will they buy your product? Are there common demographic factors that describe the people you expect to be potential clients? What are the lifestyles or personality attributes of your target market? Manage and summarise your knowledge of your potential market with the market analysis tools within Marketing Plan Pro. Learn more »

Competitive analysis

Whether you are first to market or a new player in an existing market, you will have to deal with competitors. Plan to stay ahead of the pack with the competitive analysis tools included in Marketing Plan Pro. Use this preformatted graph and chart to illustrate the competitive position of your various competitors, their market share and growth rate.

Where does your company fit in relation to your competitors? Is your share of the market growing or eroding over time, and what are the factors affecting that? Learn more »

Distribution channel analysis

If you are selling products, your choice of distribution channels and the efficiency of those channels will be important to your marketing plans.

Use the Channel Analysis table to keep track of important factors in developing your channels. For example, for retail channels, you might track the cost, support cost, margin, co-marketing patterns, etc. For tracking direct mail and Internet channels, you might want to look at banner costs per thousand, mailing costs, list costs and availability, etc. Learn more »

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