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Marketing Budget Template - Excel - Excel

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Your Problem You are trying to set and track your overall marketing budget. Our Solution Use this Microsoft Excel template to set and track your budget and then view 3 charts (actual vs budget, spend summary, category breakdown). For background info, read our Executive Summary: Preparing an Accurate Marketing Budget Key Benefits easy to use Excel format save 3 hours on formatting generates 3 charts automatically tracks marketing budget month by month calculates year to date & cumulative spend Microsoft Excel Spreadsheet Estimated Time Required: 2 Hours Skills Required: Excel (Basic)

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									                                                                                                                    Marketing Budget Template

Instructions

Use this tool to set and track your marketing budget.


1. In the "Marketing Budget" tab, record your budget categories and allocated budgets.


2. Each month, track your spending by inserting the actual amount of money spent for each category.


3. View the automatically generated Dashboard charts in the "Actual vs Budget", "Spending Summary" and "Budget Category Breakdown" tabs.
                                                                                                                                                                      Marketing Communications Budget Template

Marketing Budget
                                             Year To Date       Budget
Budget Categories            Total Budget                                  % Remaining      Jan         Feb         Mar         Apr         May         Jun          Jul        Aug         Sep         Oct         Nov         Dec
                                                Spend          Remaining

Software & Subscriptions       $85,000          $61,000          $24,000      28%          $15,000     $15,000     $15,000     $15,000                                                                             $1,000

Public Relations               $35,500          $20,820          $14,680      41%           $500       $20,000                  $100        $50          $20                     $25         $50         $75

Advertising (print)            $12,000          $1,140           $10,860      91%           $300                    $600        $200                                 $40

Advertising (online)           $60,000          $55,000           $5,000       8%          $5,000      $5,000      $5,000      $5,000      $5,000      $5,000      $5,000      $5,000      $5,000      $5,000      $5,000

Content Production             $36,000          $34,000           $2,000       6%           $500       $30,000                  $500                   $1,500                  $1,000                   $500

Events & Sponsorships         $180,000          $61,500         $118,500      66%          $20,000     $40,000                                                     $1,000                                           $500

Creative Agency Fees          $240,000         $240,000               $0       0%          $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000     $20,000

Contact Lists                  $36,000          $14,300          $21,700      60%          $12,000                 $2,000                   $300

General Admin                  $15,000          $3,260           $11,740      78%           $50         $340       $2,000       $400        $200         $50        $200                     $20

Memberships & Associations     $25,000          $26,000          -$1,000      -4%            $0        $10,000     $5,000      $1,000                                          $10,000

Totals                       $724,500        $517,020          $207,480       29%         $73,350     $140,340    $49,600     $42,200     $25,550     $26,570     $26,240     $36,025     $25,070     $25,575     $26,500     $20,000

                                                  Cumulative Spend                        $73,350     $213,690    $263,290    $305,490    $331,040    $357,610    $383,850    $419,875    $444,945    $470,520    $497,020    $517,020

                                            Total Budget Allocation                      ########### ########### ########### ########### ########### ########### ########### ########### ########### ########### ########### ###########
                                                            Actual Spend vs Budget
                                                           Year to Date Spend         Budget

$300,000



$250,000                                                                                             $240,000



$200,000
                                                                                        $180,000


$150,000



$100,000        $85,000

                                                          $60,000
 $50,000                      $35,500                                     $36,000                                  $36,000
                                                                                                                                               $25,000
                                            $12,000                                                                             $15,000

     $0
            Software &      Public      Advertising   Advertising     Content         Events &     Creative  Contact Lists   General      Memberships
           Subscriptio
								
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