Sales and Marketing
Sales and Marketing Tools and Templates
Our extensive Sales and Marketing tools and templates portfolio contains the following:
- Ansoff Market/Product Matrix Templates for PowerPoint, Excel & Word
- Cause and Effect Fishbone Template Excel
- Competitive Analysis Excel Template
- Competitive 3-level Analysis Excel Template
- Distributor/Marketing Channel Partner Evaluation Matrix Excel
- Distributor/Marketing Channel Partner Profiling & Selection Checklist
- eCommerce What-if Revenue/Business Model Excel
- Invoice, Sales Ledger & Analysis Template Excel
- Marketing Budget Template Excel
- Marketing Budget Excel Template incorporating Budget Variance Analysis
- Marketing Calendar/Planner
- Perceptual or Market Mapping Excel Template
- Pareto Analysis Chart Template Excel
- Sales Budget/Revenue Plan Template Excel
- Sales Lead Generation Plan & Budget Excel Template
- Sales Pipeline / Sales Funnel Management Excel Template
- Sales Pipeline Management and Sales Forecast Excel Template
- Sales Pipeline / Sales Funnel Management Excel Template with Win Loss Analysis
- Sales Pipeline / Sales Funnel Planner & Calculator
- Sales Pipeline Funnel Generator Excel Template
- Software as a Service (SaaS) Enterprise Subscriber Revenue Budget Template Excel
- Software as a Service (SaaS) Individual Subscriber Revenue Budget Template Excel
- Software as a Service (SaaS) Pricing Revenue Model/Calculator Excel
The Ansoff Market / Product Matrix templates allow you to quickly and easily generate an Ansoff Matrix.
The Ansoff Matrix is used to consider and document four different marketing strategies; (a) Market Penetration, (b) Market Development, (c) Product Development and (d) Diversification.
The Business Tools Store offers:
A Cause and Effect diagram, aka a Fishbone diagram, graphically illustrates the relationship between a given outcome and all the factors that influence the outcome.
You can use it for problem root cause analysis that helps to identify, sort and display possible causes of a specific problem or quality characteristic.
The Cause and Effect Fishbone Excel workbook provides all three different fishbone layouts that are widely used. These are:
- 7 Ps used in marketing environments
- 6 Ms used in manufacturing sector
- 5 Ss used in the service industries
The templates comes ready to use with a clear user guide.
To get started just select the appropriate model (7Ps, 6Ms or 5Ss) and enter the relevant data!!
This Excel-based Competitive Analysis template allows you to compare yourself to five competitors by calculating and graphicly representing your competitiveness score for a number of competitive factors. Competitive factors are selected based on perceived market competitive dynamics. Scores can be weighted based on the perceived importance of each of the factors.
Bar and Radar Charts are automatically generated based on (a) the ratings and (b) weighted ratings given to each competitor.
Our comprehensive 3-level competitive analysis goes beyond the usual comparison of the features of a product or service.
Our competitive analysis Excel template identifies competitive factors at three levels.
The first level is a straight PRODUCT to PRODUCT comparison, e.g. a particular iPhone model compared to the nearest equivalent from Samsung, e.g. price, features, etc.
The second level compares the enterprise’s relative strengths in addressing the overall MARKET, e.g. brand, product range, market share, market coverage/distribution network, customer service, etc.
The third level compares at a CORPORATE level in terms of factors such as financial resources, R&D innovation capability, global presence, technology, management, etc.
The Excel-based Distributor/Marketing Channel Partner Evaluation model allows you to evaluate and rate up to 10 existing or potential marketing partners/distributors using up to 28 factors or criteria.
A Partner Comparison Chart is calculated for each factor/criteria.
A Partner Profile Chart is calculated for each Partner, highlighting the strengths and weaknesses.
Using the Evaluation Rating Matrix, you can quickly identify the strengths and weaknesses of any individual partner and readily profile the ideal marketing channel partner.
What is the profile of your ideal partner/distributor in any particular market?
Using the Distributor/Marketing Channel Partners Evaluation & Selection Checklist, one can quickly identify, clarify and prioritize the relevant attributes and profile the ideal marketing channel partner.
The checklist allows you to quickly identify what tasks are appropriate to delegate to the partner and as such clarify the strengths and resources that the ideal partner should bring to the relationship. Such clarity is also useful at a later stage in the selection process when negotiating terms/revenue split.
The Ecommerce What-if Revenue Business Model allows you to evaluate the revenue outcome of different assumptions and strategies.
It allows you to see the revenue impact of changes to the three key variables that drive ecommerce revenue. These are:
- The number of ecommerce site visitors and growth/decline for each period
- The conversion rate from site visitors to purchasing customers and growth/decline for each period
- The average order value and growth/decline for each period
Ecommerce What-if Revenue Business Model lets you do detailed “what-if” revenue analysis on these key variables. A Monthly (12) revenue plan is generated and displayed in a graphic dashboard.
The Excel template for invoicing, sales analysis and accounting quickly calculates and generates sales invoices and provides both monthly sales analysis and accounts receivable/debtors outstanding monthly balances.
Once invoices are generated they can be printed and then added to the sales ledger.
The sales analysis feature automatically produces monthly sales figures by account and product both in tubular report form and as a graphic chart.
The outstanding accounts receivable/debtor balance reports shows the balances by account, and by month and all reports can be drilled down to the individual invoice level.
The Marketing Budget template for Excel, allows you to develop a monthly marketing budget for any number of marketing expenditure line items.
It incorporates features such as marketing expenditure categories with subtotals, e.g. staff costs, online marketing, etc., and an unlimited number of marketing expenditure items within each category.
Any one of up to 20 seasonal expenditure patterns can be applied to each individual expenditure line.
The annual marketing budget is then calculated on a monthly basis and is presented and printed in tabular and graphic chart formats.
The Excel-based Marketing Budget template, incorporating variance analysis and reporting, allows you to develop a monthly marketing budget for any number of marketing expenditure line items. The features are similar to those in our standard Marketing budget template.
Once the budget is approved, actual expenditure can be entered on a monthly basis and variances against budget are automatically calculated both on the monthly and year-to-date basis.
The budget and the variance analysis are presented and printed in tabular and graphic chart formats.
The Excel-based Marketing Calendar / Planner Excel template offers 12 individual printable calendar worksheets; one for each month of the chosen year.
It can be used as a Calendar where marketing events/meetings are entered or as a Planner where all the planned marketing activities are entered in the appropriate date.
Each monthly calendar template is formatted to facilitate printing as one month per page in landscape format.
The Calendar Excel Template comes with a user guide and uses only standard Excel features and can be easily customised by any Excel user.
Pareto analysis will typically show that a disproportionate improvement (approx. 80%) can be achieved by ranking various causes of a problem and by concentrating on those solutions or items (approx. 20%) with the largest impact.
Product sales usually follow a similar pattern with 20% of the products accounting for 80% of sales revenue.
The Pareto analysis Excel template lets you analyze the data and to automatically generate the Pareto chart, and as a result target those items/tasks that will deliver 80% of the benefit.
The bar chart shows the impact of the causes in descending order while a cumulative curve shows the cumulative impact of fixing the most important causes first.
The chart also shows the cut-off point. The default cut-off point is 80%. However, the user can reset it at any time.
The Excel-based Sales Budget / Revenue Plan template 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, up to 20 seasonal sales patterns that can be 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.
The Sales Budget / Revenue Plan template 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 or the impact of scenarios where projected costs change up or down.
The Excel-based Lead Generation Plan & Budget Template allows you 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 you can have up to 10 individual campaigns.
The average cost per lead for each campaign and each source/category is calculated and graphed by month.
Budgets can be printed for each source/category detailing each of the campaigns and a summary by category can also be printed. Numerous charts are also produced.
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 Excel Sales Pipeline template processes each sales lead / opportunity through a fully customizable multi-stage sales pipeline / funnel.
The sales pipeline net value of each opportunity is calculated based on the pipeline stage and associated probability of closing an opportunity in that stage of the pipeline.
The detailed analysis is automatically produced in both tabular and chart forms.
This Sales Funnel Excel template incorporates a comprehensive Win Loss analysis with a detailed Sales Funnel/Pipeline management system.
An extensive list of reports and graphic charts are automatically generated.
It allows you to do comprehensive win loss analysis of sales outcomes from the sales pipeline/funnel so that one can learn, in equal measure, from patterns of sales wins and losses.
It allows the sales organization to dramatically improve sales lead-to-order conversion rates.
The Excel-based template is totally flexible and allows you to specify the win loss analysis framework.
This Excel-based Sales Pipeline or Sales Funnel Planner calculates the value and number of New Business Opportunities required at each Stage of the Pipeline, each month, to achieve the Sales Revenue budget.
It recognizes that where, say, the sales cycle is six months that the ability to meet the sales revenue budget in month six is dictated by the number of new leads entering the sales funnel in the current month.
The Sales Pipeline/Funnel can be fully customized to reflect the duration and nature of your sales cycle by specifying the number of stages in the Sales Pipeline/Funnel, the timeline between each Stage and the flow rate / leakage of opportunities at each stage of the pipeline.
A graph of the shape of the Sales Funnel resulting from the planned pipeline stages and estimated leakage at each stage is automatically produced.
This Excel-based Sales Pipeline Funnel Generator template automatically calculates the number of New Leads required to generate a specific number of Orders or
alternatively calculates the number of Orders that will be generated by a specific number of New Leads.
It also calculates and shows visually the shape and metrics of the Pipeline Funnel based on your specific parameters.
The template allows you to answer two questions:
- Based on a specific number of New Leads how many Orders will I generated?
- How many New Leads do I need to generate a specific number of Orders?
The Software as a Service (SaaS) Enterprise Subscriber Revenue Budget Template is used where sales are made to enterprises and the enterprise pays subscription fees based on the number of users within the enterprise.
The Excel revenue budget template allows you to develop a three year monthly sales revenue plan.
The Enterprise Subscription SaaS business template can be used for up to 4 products or 4 different markets (e.g. Starter/Freemium, Silver, Gold, and Platinum) each with a different subscription rate.
The projections are displayed in tabular reports and graphic charts.
The Enterprise SaaS sales revenue budget model template is suitable for both existing SaaS businesses and new SaaS businesses.
The Excel template is totally customizable, and uses only standard Excel features.
The Software as a Service (SaaS) Individual Subscriber Revenue Budget Excel Template is used where sales are made directly to individual subscribers. The Excel revenue budget template allows you to develop a three year monthly sales revenue plan.
The Individual Subscription SaaS business template can be used for up to 4 products or 4 different markets (e.g. Starter/Freemium, Silver, Gold, and Platinum) each with a different subscription rate.
An extensive range of tabular and graphic chart reports is generated.
The Individual SaaS sales revenue budget model template is suitable for both existing SaaS businesses and new SaaS businesses.
The Excel template is totally customizable, and uses only standard Excel features.
This Excel-based Software as a Service (SaaS) model/calculator allows you to review different SaaS pricing scenarios and do detailed “what-if” analysis on the key variables that effect SaaS revenue over a three-year period. These four key variables are:
- The number of customers and growth/decline rate
- The average number of user subscriptions per customer and growth/decline rate
- The average user subscription rate charged and growth/decline rate
- The attrition/churn rate of existing customers who cease to use the service/pay a subscription
The SaaS Pricing and Revenue Model allows you to do "what-if" analysis by manipulating any of these four key variables and seeing the total revenue impact. Projections are calculated and displayed in tabular format and in a graphic dashboard.
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