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.
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.
We can tune the sheet around campaigns, displays, and materials.
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.
Free download
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
Free download
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.
File
retail_promotion_plan_log_template_en.xlsx
Sheets
8 sheets
Use case
Campaign planning, display changes, markdown actions
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.
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 campaign progress 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.
Step 5
Results check
Review campaign results, display changes, and material status together.