Our marketing templates portfolio contains the following:

• Competitive Analysis Rating Index Calculator
• SaaS Pricing Revenue Model/Calculator
• Sales Pipeline / Sales Funnel Planner & Calculator
• Sales Pipeline / Sales Funnel Management Excel Template
• Sales Revenue Plan/Budgets Template
• Sales Lead Generation Plan & Budget Excel Template
• Marketing Channel Partner Evaluation Excel Model
• Marketing Channel Partner Evaluation Excel Model

Competitive Analysis Rating Index Calculator

This Excel-based Competitive Analysis template, which you can download, allows you to calculate and graph your competitiveness score for a number of factors and calculate an overall competitiveness index against up to 5 competitors. Click Competitive Analysis Rating Index Calculator.

SaaS Pricing Revenue Model/Calculator

This Excel-based Software as a Service (SaaS) model/calculator allows the user to review different SaaS pricing scenarios and do detailed “what-if” analysis on the key variables that effect total Software-as-a-Service (SaaS) growth and revenue over a three-year period.

Sales Pipeline/Funnel Planner & Calculator

This Excel-based Sales Pipeline or Sales Funnel Planner provides metrics and visibility on all stages of the Sales Pipeline/Funnel. It calculates the value and number of New Business Opportunities required at each Stage of the Pipeline, each month, to achieve the Revenue target. The Sales Pipeline/Funnel can be fully customized. The number of new Leads that should be put into the Pipeline/Funnel each month, to achieve future months' Revenue Plan, is also calculated.

This template is one of three companion templates.

1. The Sales Pipeline Funnel Planner & Calculator identified the level of new business leads/opportunities required to achieve the sales revenue budget.
2. The Sales Leads Generation Plan and Budget template develops a plan and budget to generate the necessary leads by different marketing sources of categories, i.e. tradeshows, telemarketing, seminars/webinars, etc.
3. The Sales Pipeline / Sales Funnel Management template provides a comprehensive pipeline management system for all new and current opportunities as they progress through the sales funnel / sales pipeline.      

Sales Pipeline / Sales Funnel Management Template

This Excel spreadsheet template is a comprehensive system for Sales Funnel/Pipeline management.

The Sales Funnel / Sales Pipeline management template provides a detailed analysis of the sales funnel / sales pipeline by:

• Sales Region,
• Sales Executive,
• Lead Source,
• Pipeline Stage and 
• Market Sector,

The analysis is available in both tabular and chart forms.

Sales Leads Generation Plan & Budget MS-Excel Template

The Excel-based Lead Generation Plan & Budget Template allows the user to quickly generate a Lead Generation Plan and Budget.  Up to 10 Lead Generation Sources or Categories, typically email, telemarketing, advertising, tradeshows, etc. can be defined.  Within each category the user can have up to 10 individual campaigns.  Each campaign can be run for a single month, over several months, or an ongoing basis. The average cost per lead for each campaign and each source/category is calculated and graphed by month. Click  Sales Leads Generation Plan & Budget MS-Excel Template.

Sales Revenue Plan/Budgets Template

Sales Planner Plus+ is an Ms-Excel-based application that allows you to develop a monthly sales revenue plan for up to three years. The sales plan incorporates features such as product or market groups with revenue subtotals, an unlimited number of products within each group and up to 20 seasonal sales patterns that can be customized and applied individually to each product/revenue line. Direct sales costs can be applied to the revenue plan to calculate gross margin and percentage gross margin for each month. Sales Planner Plus+ also incorporates a sensitivity analysis feature whereby "What If" analysis can be done on scenarios where a particular revenue stream (product or market) is, say, 20% less, while another revenue stream is, say, 5% higher. For detailed description click Sales Revenue Plan/Budgets Template. 

Marketing Channel Partner Evaluation Excel Model

How to evaluate existing or potential marketing channel members is a common problem when seeking to enter new markets.

The Distributor/Marketing Channel Partner Evaluation Excel model allows you to evaluate and rate existing or potential partners/distributors. Click Marketing Channel Partner Evaluation Excel model.

Marketing Channel Partner Selection Checklist

What is the profile of your ideal partner/distributor in any particular market?

Using the checklist, one can quickly identify, clarify and prioritize the relevant attributes and profile the ideal marketing channel partner. Click Marketing Channel Partner Evaluation & Selection Checklist.

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