Inventory Forecasting
Marketing Plan

The template includes a pre-written, fully customizable marketing plan in Excel that saves drafting time and ensures consistency. Edit copy, channels, goals, and metrics to fit any product mix or vertical. Use it as a starting playbook or a client-ready proposal.

Ready-made campaign sections and tasks

Change text, metrics, and visuals

Works for any product category

Client-ready with minimal edits

The marketing plan uses a visual Gantt chart in Excel so you can see timelines and task sequences at a glance. Bars show start dates, durations, and dependencies for clear sequencing. It makes timing promotions against supply and demand obvious.

Visualize campaign timelines instantly

See task dependencies and overlaps

Color-coded phases for fast clarity

Drag-adjustable dates and durations

The file ships with 30+ pre-built marketing actions that cover paid, owned, and earned channels and the inventory touchpoints they affect. Tasks include campaign setup, creative, launch, monitoring, and post-campaign analysis. They prevent missed steps across teams.

Paid ads setup checklist included

Email and SMS cadence tasks listed

Promotions and pricing actions mapped

Post-launch measurement tasks included

All timelines and task durations are editable so you can adjust for seasonality, supplier lead times, or sprint changes without breaking the plan logic. Change start dates, extend tasks, and the Gantt chart updates. This keeps plans realistic and actionable.

Adjust start dates easily

Extend or shorten task durations

Handles supplier lead-time shifts

Keeps dependencies intact when edited

The template has built-in progress tracking showing percent complete and overdue flags so execution status is visible in one sheet. Conditional formats highlight behind-schedule tasks and completed items. Use the tracker for weekly status updates.

Percent-complete fields per task

Overdue tasks auto-highlighted

Summary shows campaign completion rate

Filter to show only pending tasks

This plan simplifies team coordination by assigning owners, clarifying handoffs, and reducing task overlap between marketing and supply teams. Dependencies prevent starting tasks before inventory readiness. Everyone sees responsibilities and timing in one place.

Assign task owners by name

Clear handoffs between teams shown

Dependency rules prevent conflicts

Single-sheet view for all stakeholders

The template is beginner-friendly: color-coded cells, clear instructions, and embedded formulas do the heavy lifting so no advanced Excel skills are needed. Input dates, owners, and statuses; the sheet calculates timelines and progress. Perfect for non-technical users.

Color cues guide each action

Simple inputs-no formulas to write

Prebuilt logic handles calculations

Easy on-screen instructions included

The marketing plan is printable and shareable: exportable to PDF and compatible with Google Sheets for cloud collaboration. Use the PDF for stakeholder briefs and shared sheets for live edits. It's client-ready for presentations and reports.

Export to PDF for meetings

Open in Google Sheets collab

Print one-page campaign summaries

Shareable file with version notes

A weekly highlight and completion guide shows the current week's priorities and what must finish next, helping teams focus on immediate tasks tied to inventory needs. It includes a one-line weekly highlight and a completion checklist. Use it in weekly standups.

Shows current-week priorities clearly

One-line highlight for quick focus

Checklist drives weekly completions

Great for standup meeting agenda