Free Marketing and Business Analytics Excel Templates

Free Excel templates for marketing analytics: Campaign ROI Tracker, Sales Pipeline Tracker, Revenue Forecast Model, CLV Calculator, RFM Segmentation, Marketing Funnel Dashboard, and more. Free download.
Author
Affiliation

Mohammed Ali Sharafuddin

FlairMI

Keywords

free Excel templates, marketing analytics templates, campaign ROI tracker Excel, sales pipeline tracker, CLV calculator, RFM segmentation Excel, marketing funnel dashboard, business analytics Excel

Decision Toolkit

FlairMI hosts ten downloadable workbooks that now sit under a broader Decision Toolkit frame. The free workbook layer remains public, and the wider FlairMI site is being shaped around clearer business-analytics and marketing- analytics use cases, companion guidance, and training support.

Free Workbook Library

Preview of the Campaign ROI Tracker workbook Download

Campaign ROI Tracker

Compare spend, revenue, ROI, CAC, and conversion performance across channels.

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Preview of the Sales Pipeline Tracker workbook Download

Sales Pipeline Tracker

Track deal stages, weighted revenue, and representative-level performance.

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Preview of the Break-Even Analysis workbook Download

Break-Even Analysis

Model unit volume, break-even thresholds, and profit sensitivity.

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Preview of the CLV Calculator workbook Download

CLV Calculator

Estimate customer lifetime value and compare segments against acquisition cost.

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Preview of the Competitive Positioning Map workbook Download

Competitive Positioning Map

Plot competitors across two strategic dimensions and identify market gaps.

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Preview of the Marketing Funnel Dashboard workbook Download

Marketing Funnel Dashboard

Analyse funnel conversion, drop-off, and channel contribution.

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Preview of the CAC Calculator workbook Download

CAC Calculator

Compare customer acquisition cost by channel and estimate payback period.

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Preview of the Revenue Forecast Model workbook Download

Revenue Forecast Model

Build a rolling forecast with scenarios and actual-versus-plan tracking.

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Preview of the RFM Segmentation workbook Download

RFM Segmentation

Segment customers by recency, frequency, and monetary value.

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Preview of the Churn Rate Dashboard workbook Download

Churn Rate Dashboard

Monitor customer churn, revenue churn, and retention trends.

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How The Toolkit Fits Into FlairMI

Business Analytics

Templates such as the Sales Pipeline Tracker, Revenue Forecast Model, and Break-Even Analysis support KPI review, forecasting, and management reporting.

Marketing Analytics

Campaign ROI, CAC, CLV, funnel, churn, and segmentation workbooks support practical channel review and customer analysis.

Teaching And Workshops

The same workbook line can be used in teaching, workshops, and internal training when a team wants more structured walkthroughs and examples.

Companion Guidance

FlairMI is gradually adding stronger narrative framing around the workbook library so visitors can move from standalone files to broader decision-support use.

How To Use The Workbooks

  1. Download a workbook from its template page.
  2. Open it in Excel or LibreOffice Calc.
  3. Replace the example values on the Sample Data sheet with your own data.
  4. Keep the column headings unchanged so the formulas and dashboards continue to work.

Need Adaptation Or Training?

If you want help using these templates in teaching, consulting, or internal decision support, visit the Services page or use the home contact form.