Let’s face it – running a successful marketing project takes time, energy, and money.
And with so many different marketing facets to consider (branding and creativity, product marketing, event hosting, etc.), your marketing project management budget can quickly disappear.
Have you ever found yourself scratching your head with an exhausted budget at the end of the month, quarter or year? Ready to leave behind ambiguous spending days and disappearing budgets? Here’s a look at some of the key project management budget templates for marketing plans, as well as a free download.
What makes a good project management budget template for marketing?
Before delving into the details, it is worth taking a minute to talk about how we have selected our best options. With so many marketing budget templates available right now, this wasn’t an easy task, and when it comes to what we’ve chosen, you may have a favorite that isn’t listed.
Depending on the number of options, this list could be 20, 30 or 50 templates long, but in order to get you the information you need to find the right template as soon as possible, we keep our list only with the best options. over there.
In terms of criteria, we went with features like usability, simplicity and adaptability. Our goal is to provide you with a list that offers you multiple options with a similar value; all you have to do is choose the one that best suits your marketing needs.
With that out of the way, let’s get started.
The best project management budget templates
- Smart insights
- Project manager
- Demand metrics
1. HubSpot [Excel, Google Sheets]
HubSpot’s set of eight free budget templates offers everything you need to get started, from a master marketing template to more specific spreadsheets for paid content, products, and advertising. Available as both Microsoft Excel files and Google Spreadsheets, HubSpot has you covered, no matter how you choose to manage your marketing budget.
What we like: The simple, streamlined and colorful design makes these templates easy to use without sacrificing the details you need.
2. Spendesk [Excel]
Spendesk offers marketing budget templates for growing businesses to help you manage the complexity of annual marketing, subscriptions, one-time events, and upcoming expenses. Templates are designed to fit your team, making them a great choice for start-ups and more experienced marketers looking to streamline their budgets.
What we like: Free Spendesk templates do the math for you in both Excel and Google Spreadsheets.
3. Smartsheet [Excel]
Smartsheet offers 12 free marketing budget templates for social media efforts, product marketing, quarterly marketing, and annual marketing. Although they are only available as Excel files, they are a good starting point if you want to consolidate your spending sources and streamline your marketing budgets.
What we like: Smartsheet templates include detailed categories along with estimated costs for each item, subtotals and totals combined with an easy-to-read pie chart.
Capterra’s marketing budget template is based on simplicity. The free framework allows you to easily map out hard costs, campaign costs, and unexpected expenses to give you an approximate total that can help you report more specific budgeting efforts. Oh, and ignore the “2019” title: the template is still equally applicable in 2022.
What we like: Simple is the name of the game here, making Capterra a great choice for initial budgeting efforts.
5. Smart Insights [Google Sheets]
Smart Insights also offers a byte of template with options for expense summaries, acquisition marketing costs, creative spending, and SEO activities that clearly state where you’re spending money, how often, and how much it costs you over a period of time. While there are no Excel options, these templates are still a good option to help simplify budget management.
What we like: Smart Insights templates make it easy to specify your spending level with a simple, streamlined design.
6. Monday [Built-In Template]
Monday’s template provides a high-level overview of your current marketing budget in Monday’s UI. Each quarter includes information about the project owner, the objective goal, the priority level, the type of action taken, the total budget, and the remaining budget. Just like weekdays, Mondays allow you to start your quarterly budget on a solid footing.
What we like: simple and high level are the slogans here. Vendors can get the information they need at a glance to drive budget decision making. If you’re already using Monday for project management, this is a great fit.
7. SwagDrop [Google Sheets]
SwagDrop offers a quartet of budget templates to help balance marketing costs and revenue. They include an investment report, a salary report, an income report, and a monthly balance report. Make no mistake: They are not the best templates on the market, but they are free, functional, and provide a solid foundation for marketing budget frameworks.
What we like: The SwagDrop page also includes sample quotes in your sample templates to help companies get their budgets up and running as soon as possible.
8. Project manager [Excel]
This free template is a simple Excel spreadsheet that provides a quick overview of relevant budget data to help marketers see what they are spending, where they are spending it, and whether their budgets are on track. While it is better supported by other deeper options, it is worth downloading the simple design.
What we like: The template integrates with ProjectManager’s largest set of paid project management software, which is designed to manage hybrid equipment in multiple locations.
9. Demand metrics [Excel]
Demand Metric’s marketing budget refers to content. It makes sense: to capture the interest of customers, companies are well served by spending on blog posts, video production, and graphic design. This template helps track the cost of these content initiatives over time to see how they compare to returns.
What we like: Content is king to make your brand stand out. Demand metrics make it easy to see how much you spend on this critical function.
10. Score [Excel]
Score’s annual marketing budget template is designed to help marketers estimate their annual expenses and align them with campaign goals. Easy to modify and use, this template is a great starting point for marketers looking to determine where they can save and where to spend.
What we like: It’s worth downloading a simple budget estimate for this marketing template.
Making the most of your project management budget
The better your budget management, the better your marketing results. But as marketing efforts become more complex and far-reaching, it’s easy for the details of spending to get lost in the mix.
Don’t get caught up in cost overruns – tap one of our top templates to get the most out of your marketing budget and download more below.
Editor’s Note: This post was originally published in November 2014 and has been updated to be comprehensive.