Sheets
8
Separate the basics of promotion planning
Retail Excel Template Collection
Download the Retail Promotion Plan Template for free. Keep campaigns, displays, and markdowns in one workbook.
Խորհրդատվություն
Խանութների քանակի և ակցիաների հաճախականության հիման վրա կարող ենք օգնել որոշել՝ ակցիաների պլանավորումը, ցուցադրման փոփոխությունները և գնի իջեցման գործողությունները մնան Excel-ում, թե անցնեն համակարգի։ Կարող ենք նաև թողնել միայն անհրաժեշտ սյունակները։
If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.
A free Excel template for keeping retail campaigns, displays, and markdowns together in one workbook. Click the button to jump directly to the matching system demo.
Անվճար ներբեռնում
Campaigns
Display changes
Markdown
Results
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
City Center Branch
Person in charge
Olivia Carter
Campaign budget
JPY 238,000
Campaign priority
3 products
Display change day
2026-04-18
Անվճար ներբեռնում
See the promotion record structure first
A free Excel template for retail campaign planning, display changes, markdown actions, and results review. After downloading, start with the campaign name and owner.
Ֆայլ
Մանրածախ ակցիաների պլանի ձևանմուշ.xlsx
File name: retail_promotion_plan_log_template_en.xlsx
Sheets
8 sheets
Use case
Campaign planning, display changes, markdown actions
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.
Start with the retail campaign name and owner.
How Excel runs the workflow
What retail promotion planning looks like in Excel
Keeping retail promotion overview, campaign planning, display changes, markdown actions, and result review separate makes the campaign flow easier to follow.
Քայլ 1
Campaign setup
Prepare the campaign name, person in charge, and target date before the day starts.
Քայլ 2
Display change
Enter display changes and markdown actions to keep the day-end picture aligned.
Քայլ 3
Markdown checks
Compare campaign progress with execution alerts and pick up items that need attention.
Քայլ 4
Result review
Keep campaign and result review history so the manager report stays traceable.
Step 5
Results check
Review campaign results, display changes, and material status together.
How Excel maps to screens
Which promotion columns become which screens?
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.
Excel element
System element
Notes
Excel element
Promotion Overview
System element
Sidebar summary + settings screen
Notes
Summarizes key metrics, campaign progress, and risk status.
Excel element
Product and store master data
System element
Searchable master list
Notes
Centralizes products, stores, owners, and categories.
Excel element
Promotion plan ledger
System element
Daily input table
Notes
Tracks campaign, store, period, owner, and status.
Excel element
Promotion calendar and budget
System element
Calendar and budget screen
Notes
Shows budget, schedule, and execution milestones in one view.
Excel element
Displays and materials
System element
Display and materials table
Notes
Tracks display locations, posters, materials, and setup status.
Excel element
Price changes, offers, and review
System element
Results timeline
Notes
Connects price changes, offers, and results review.