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Sales Leads Generation Plan & Budget MS-Excel Template

The Lead Generation Plan & Budget Template allows the user to quickly generate a Lead Generation Plan and Budget.  Up to 10 Lead Generation Sources or Categories, typically email, telemarketing, advertising, tradeshows, etc. can be defined.  Within each category the user can have up to 10 individual campaigns.  Each campaign can be run for a single month, over several months, or an ongoing basis.

        Average cost per sales lead         Monthly Sales Leads by Source
                        Click to Enlarge

The user can specify the total number of leads required by month and as the budget and plan is created, a graphic shows if there is a deficit or surplus for each individual month and on a year-to-date basis against the total number of leads required.  Note: Our Sales Pipeline Planner can be used to calculate how many leads will be required to achieve sales revenue goals.

The user enters the budgeted expenditure for each month for each campaign and the number of leads planned from that campaign for that and subsequent months.  The average cost per lead for each campaign and by source/category is calculated and displayed graphically.

Budgets can be printed for each source/category detailing each of the campaigns and a summary by category can also be printed.  Numerous charts are also produced.

Check out the Sales Leads Plan & Budget User Guide prior to ordering.

Why not also review our Sales Pipeline Planner and our Sales Revenue Plan/Sales Budget Excel Templates? Or use our 3 for 2 offer to get all three.

Item Number: MW025      Description: Sales Leads Generation Plan & Budget MS-Excel Template

Price: US$9.95



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