Sheets
5
Separate the basics of promotion planning
Retail Excel Template
Download the Retail Promotion Plan Template for free. Keep campaign timing, display changes, and markdown actions in one workbook.
A free Excel template for campaign timing, display changes, markdown actions, and results review. The page also shows a web-screen sample of the same workflow.
Free download
Campaigns
Display changes
Markdown
Results
Use case
Sales and stock
Review campaigns and stock at the same time
Input
From 1 store
Easy to run with a small team
Replenishment
Shortage prevention
Decide before items run out
Input example
Campaign operating conditions
Store name, person in charge, daily sales, and stock status stay aligned when they are captured first.
Store name
Main branch
Person in charge
Hanako Yamada
Daily sales
JPY 238,000
Replenishment items
3 products
Stock count day
2026-04-18
Free download
See the workbook structure first
A free Excel template for campaign timing, display changes, markdown actions, and results review. The page also shows a web-screen sample of the same workflow.
File
retail_promotion_plan_log_template_en.xlsx
Sheets
5 sheets
Use case
Campaign timing, display changes, markdown actions
Enter the campaign name, person in charge, and target date first to align the daily view.
Because campaigns and stock live in the same workbook, it is easier to spot shortages and overstock.
Keeping markdown actions and result review in one flow also makes it usable as a manager report.
Start with the campaign name and owner.
How Excel runs the workflow
What retail promotion planning looks like in Excel
Keeping promotion overview, campaign planning, display changes, markdown actions, and result review separate makes the flow easier to follow.
Step 1
Campaign setup
Prepare the campaign name, person in charge, and target date before the day starts.
Step 2
Display change
Enter display changes and markdown actions to keep the day-end picture aligned.
Step 3
Markdown checks
Compare stock with shortage alerts and pick up items that need campaign execution.
Step 4
Result review
Keep campaign and result review history so the manager report stays traceable.
How Excel maps to screens
Which Excel columns become which screens
Turning the campaign data you already keep in Excel into the same web screens makes it easier for both field staff and management to use.
Excel element
System element
Notes
Excel element
Campaign overview
System element
Sidebar summary + settings screen
Notes
A starting point for campaign name, owner, and target date.
Excel element
Campaign master
System element
Searchable master list
Notes
Keeps campaign name, target product, and display category in one place.
Excel element
Campaign results
System element
Daily input table
Notes
Track sales and customer count separately by day.
Excel element
Display change list
System element
Current stock table
Notes
Shows current stock, shortage alerts, and campaign response items in one view.
Excel element
Markdown and result log
System element
History timeline
Notes
Tracks campaign and result review history over time.