Sales & Marketing Excel Templates

A collection of Excel templates for sales tracking, marketing planning, customer management and performance analysis.

Templates may include sales trackers, sales forecasts, lead databases, customer lists, pipeline trackers, marketing plans, campaign trackers, content calendars, marketing budgets and other sales and marketing spreadsheets.

The exact number and type of templates may change as the 1Knowledger template library is updated.

Download the ZIP file and extract it to your computer.

Open the spreadsheet you want to use with Microsoft Excel and replace any sample information with your own customers, leads, sales figures, campaign data, budgets or marketing activities.

Review formulas and assumptions before relying on calculated results. We recommend keeping an original copy of each template before making major changes.

These templates are free for personal, educational and internal business use.

You may edit and customize the templates for your own business, studies, campaigns or projects.

You may not resell, redistribute, repackage, sublicense or upload the original 1Knowledger template collection to another website, marketplace or file-sharing service.

These templates are provided for general informational, educational and business-planning purposes only.

They do not constitute professional marketing, financial, legal or business advice.

Sales forecasts, campaign projections and performance calculations depend on the information entered by the user and should not be treated as guaranteed business outcomes.

Some sales and marketing templates may be used to store customer, lead or contact information.

Users are responsible for protecting this data, limiting access where appropriate and complying with applicable privacy, marketing and data-protection requirements.