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
Tell us your store count and campaign cadence, and we can help decide whether planning, display changes, and markdown actions belong in Excel or a system. We can also reduce the workbook to the columns your team actually uses.
If you need shared updates, mobile entry, photo uploads, follow-up reminders, or dashboards, compare the systemized version.
Keep retail campaigns, displays, markdowns, and results review together in one free Excel workbook. Use the button to jump straight 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 plan structure before you start
Use this free workbook to plan retail campaigns, coordinate display changes, record markdown actions, and review results. After downloading, start with the campaign name and owner.
File
Retail Promotion Plan Template.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, owner, and target date first so the daily view has a clear starting point.
Keeping timing and display changes together makes missing steps and late actions easier to spot.
A single flow for markdown actions and results review also gives managers a traceable report.
Start with the retail campaign name and owner.
How Excel runs the workflow
What retail promotion planning looks like in Excel
Separate the promotion overview, campaign plan, display changes, markdown actions, and results review so each step is easy to follow.
Step 1
Campaign setup
Set the campaign name, owner, and target date before the day starts.
Step 2
Display change
Record display changes and markdown actions so the end-of-day picture stays aligned.
Step 3
Markdown checks
Compare campaign progress with execution alerts and pick up items that need attention.
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.
How Excel maps to screens
Which promotion columns become which screens?
Mapping campaigns, displays, markdown actions, and review data to matching web screens gives field teams and managers one shared view.
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.