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.
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.
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 Template.xlsx
File name：retail_promotion_plan_log_template_en.xlsx
Sheets
8 sheets
Use case
Campaign planning, display changes, markdown actions
Sheets
Starting sheet
Product data
Daily totals
Stock visibility
Operations history
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.
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
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 budget
System element
Daily input table
Notes
Track budget and campaign progress separately by day.
Excel element
Display change list
System element
Display status table
Notes
Shows display notes, 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.
Excel element
Materials in store
System element
Materials status
Notes
Shows posters, display materials, and arrival status together.