Retail Excel Template Collection

Telechargez gratuitement le modele de plan promotionnel retail. Gardez campagnes, presentations et demarques dans un seul classeur.

Consultation

Based on store count and campaign frequency, we can help decide whether campaign planning, display changes, and markdown actions should stay in Excel or move into a system. We can also narrow the sheet to only the columns you need.

If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.

Un modele Excel gratuit pour garder les campagnes retail, les presentations et les demarques ensemble dans un seul classeur. Cliquez sur le bouton pour ouvrir directement la demo systeme correspondante.

Free download Campaigns Display changes Markdown Results
Sheets
8

Separate the basics of promotion planning

Use case
Campaigns and displays

Review campaigns and display changes together

Input
From 1 store

Easy to run with a small team

Promotion
On track

Decide before the campaign starts

Input example

Promotion operating conditions

The retail store name, person in charge, campaign budget, and campaign priority stay aligned when they are captured first.

Store name Agence centre-ville
Person in charge Olivia Carter
Campaign budget JPY 238,000
Campaign priority 3 products
Display change day 2026-04-18

Free download

See the promotion record structure first

Un modele Excel gratuit pour la planification des campagnes retail, les changements de presentation, les actions de demarque et la revue des resultats. Apres le telechargement, commencez par le nom de la campagne et le responsable.

File

Modele de plan promotionnel retail.xlsx

Nom du fichier: retail_promotion_plan_log_template_fr.xlsx

Sheets
8 sheets
Use case
Planification de campagne, changements de presentation, actions de demarque
Sheets
Instructions and Settings Product and Store Master Data Promotion Plan Ledger Promotion Calendar and Budget Displays and Materials Price Changes and Offers Results Review Promotion Overview
Enter the campaign name, person in charge, and target date first to align the daily view.
Because campaign timing and display changes live in the same workbook, it is easier to spot missing steps and delays.
Keeping markdown actions and result review in one flow also makes it usable as a manager report.
Download free Excel template

Start with the retail campaign name and owner.

How Excel runs the workflow

A quoi ressemble la planification promotionnelle retail dans Excel

Separer la synthese promotionnelle retail, la planification des campagnes, les changements de presentation, les actions de demarque et la revue des resultats facilite le suivi du flux de campagne.

Step 1

Preparation de campagne

Prepare the campaign name, person in charge, and target date before the day starts.

Step 2

Changement de presentation

Enter display changes and markdown actions to keep the day-end picture aligned.

Step 3

Controles de demarque

Compare campaign progress with execution alerts and pick up items that need attention.

Step 4

Revue des resultats

Keep campaign and result review history so the manager report stays traceable.

Step 5

Controle des resultats

Review campaign results, display changes, and material status together.

How Excel maps to screens

Quelles colonnes de promotion deviennent quels ecrans ?

Turning retail campaigns, displays, markdown actions, and review data into the same web screens makes it easier for both field staff and management to review together.

Élément Excel Élément système Remarques
Élément Excel
Promotion Overview
Élément système
Sidebar summary + settings screen
Remarques
Summarizes key metrics, campaign progress, and risk status.
Élément Excel
Product and store master data
Élément système
Searchable master list
Remarques
Centralizes products, stores, owners, and categories.
Élément Excel
Promotion plan ledger
Élément système
Daily input table
Remarques
Tracks campaign, store, period, owner, and status.
Élément Excel
Promotion calendar and budget
Élément système
Calendar and budget screen
Remarques
Shows budget, schedule, and execution milestones in one view.
Élément Excel
Displays and materials
Élément système
Display and materials table
Remarques
Tracks display locations, posters, materials, and setup status.
Élément Excel
Price changes, offers, and review
Élément système
Results timeline
Remarques
Connects price changes, offers, and results review.

Adoption boundary

Where should promotions stay in Excel, and where should they become a system?

If you only schedule a small number of campaigns and confirm a few stores, Excel is enough. Once you need multi-store rollout, material tracking, or results review, a system fits better.

Excel is enough

Run lightly at one store

A small number of campaigns and single-store checks are easy to handle in Excel.

  • Small team
  • Only one store
  • Mostly daily updates
Partial systemization

Lighten checks and alerts first

Start by making campaign checks and display alerts lighter to follow.

  • Make campaign totals easier to read
  • Split out display lists first
  • Need campaign execution alerts
Full systemization

Manage multiple stores together

Move to a system once campaigns and materials need to stay in sync across stores.

  • Multiple stores
  • Role separation is needed
  • History and notifications are required

FAQ

Retail Excel Template FAQs

Common questions before using this template.

What should you prepare before using this template?

If you can share the number of campaigns, change frequency, and markdown rules, we can shape the estimate direction.

Can you use this with your current store sheet?

Yes. We can keep your current promotion report or display sheet and move only result summaries or campaign logs online first.

Is it suitable for mobile use?

Yes. The template is designed with campaign input in mind, so mobile viewing and input are both supported in the workflow design.

Download Excel Template Discuss a Custom Solution