Project management budget templates can be a lifesaver for marketers. When it comes to managing budgets, project managers need all the help they can get. That’s why finding free project management budget templates is such a boon. Luckily, there are plenty of options available online. In this blog post, we’ll take a look at some of the best free project management budget templates for marketers. So whether you’re just starting out or you’re looking for an update, read on for some great res!
What makes a good project management budget template for marketing?
Before we dig into the details, it’s worth taking a minute to talk about how we selected our top choices. With so many marketing budget templates now available, this wasn’t an easy task — and when it comes to what we’ve picked, you may have a favorite that’s not listed.
Given the number of options, this list could be 20, 30, or 50 templates long, but in the interests of getting you the information you need to find a best-fit template ASAP, we’re keeping our list to only the best options out there.
As for criteria, we went with characteristics such as usability, simplicity, and adaptability. It’s our goal to provide a list that gives you multiple options with similar value — all you have to do is pick the one that best suits your marketing needs.
With that out of the way, let’s get started.
Best Project Management Budget Templates
- Smart Insights
- Demand Metric
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 content, products, and paid advertising. Available as both Microsoft Excel files and Google Sheets, HubSpot has you covered no matter how you choose to handle your marketing budget.
The templates are easy to use and can be customized to fit your specific needs. In addition, they are compatible with both computers and mobile devices. Whether you are a small business owner or a large corporation, HubSpot’s budget templates can help you stay on track and make the most of your marketing dollars.
What we like: The simple, streamlined, and colorful design makes these templates easy to use without sacrificing the detail you need.
2. Spendesk [Excel]
Marketing is essential for any business that wants to grow and reach new customers. However, it can also be a complex and costly endeavor. From annual marketing campaigns to one-off events and subscription fees, there are many different expenses to keep track of. This is where Spendesk comes in. Spendesk offers budget templates specifically designed for growing businesses.
The templates are easy to use and can scale with your team, making them a great choice for companies just getting off the ground as well as more experienced marketers who want to streamline their budgets. With Spendesk, you can easily track all of your marketing expenses in one place, giving you the information you need to make smart decisions about your marketing spend.
What we like: Spendesk’s free templates do the math for you across both Excel and Google Sheets.
3. Smartsheet [Excel]
Whether you’re a small business or a large enterprise, having a marketing budget is essential to ensuring your marketing efforts are effective and efficient. But creating a marketing budget can be a daunting task, especially if you’re not sure where to start.
That’s where Smartsheet comes in. They offer 12 free marketing budget templates, covering everything from social media to annual marketing plans. And because they’re available as Excel files, they’re easy to use and customize to fit your needs.
So if you’re looking for a way to streamline your marketing budget, be sure to check out Smartsheet’s free templates. They just might be exactly what you need to get your marketing efforts on track.
What we like: Smartsheet’s templates include itemized categories along with estimated costs for each item, subtotals, and totals paired with an easy-to-read pie chart.
Capterra’s marketing budget template is a simple, free framework that lets you map out hard costs, campaign costs, and unexpected expenditures to give you an approximate total. This can help inform more specific budgeting efforts. The template is still just as applicable in 2022 as it was in 2019.
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 offers a template octet that provides options for spend summaries, acquisition marketing costs, creative spend, and SEO activities. This octet allows users to see where they are spending money, how often, and what it costs them over a specified period of time. Although there is no Excel option, these templates are still helpful in simplifying budget management.
By using the octet, users can have a better understanding of their finances and where they may need to cut back or adjust their spending. In addition, the octet provides an easy way to keep track of expenses and income, which can be helpful when preparing tax returns or other financial documents. Overall, the Smart Insights template octet is a helpful tool for anyone who needs assistance with budget management or tracking their spending.
What we like: The Smart Insights templates make it easy to specify your level of spend thanks to a simple and streamlined design.
6. Monday [Built-In Template]
Monday’s Quarterly Marketing Budget Overview template offers a high-level overview of your current marketing budget within Monday’s user interface. Each quarter includes information about the owner of the projects, target goal, level of priority, type of action taken, total budget, and remaining budget. Just like the day of the week, Monday makes it possible to start your quarterly budgeting on solid ground.
By having all of this information in one place, you can easily see where your money is going and how well your campaigns are performing. Plus, you can track your progress over time and make adjustments as needed to ensure that you are using your res effectively.
Whether you are a small business or a large corporation, Monday’s Quarterly Marketing Budget Overview template can help you stay on top of your spending and make the most of your marketing budget.
What we like: Simple and high–level are the watchwords here. Marketers can get the information they need at-a-glance to drive budget decision-making. If you already use Monday for project management, this is an excellent fit.
7. SwagDrop [Google Sheets]
SwagDrop offers a quartet of budget templates to help balance marketing costs and revenues. They include an investment report, salaries report, revenue report, and monthly balance report. Make no mistake — they’re not the prettiest templates on the market, but they’re free, functional, and offer a solid foundation for marketing budget frameworks.
Marketing budgets can be complex and tricky to manage, but these templates provide a simple and effective way to keep track of expenses and income. The investment report tracks spending on marketing initiatives, while the salaries report tracks employee wages.
The revenue report shows total income generated by marketing efforts, and the monthly balance report shows the overall financial status of the marketing department. By using these templates, marketing professionals can gain a better understanding of where their money is going and make more informed decisions about how to allocate their res.
What we like: The SwagDrop page also includes sample budgets on their template examples to help businesses get their budgets up and running ASAP.
8. Project Manager [Excel]
Marketers are always looking for ways to improve their efficiency and ROI, and one great way to do that is by keeping a close eye on your budget. This free Excel spreadsheet template provides a quick and easy way to see where your marketing budget is going, and whether or not you’re on track.
The straightforward layout makes it easy to see what you’re spending, where you’re spending it, and how it compares to your budget. This can help you make more informed decisions about where to allocate your res, and ensure that your marketing budget is being used effectively. So if you’re looking for a simple, yet effective way to track your marketing budget, this template is definitely worth a download.
What we like: The template integrates with ProjectManager’s larger suite of paid project management software, which is designed to manage hybrid teams across multiple locations.
9. Demand Metric [Excel]
Content marketing is a broad term that refers to any type of marketing that involves the creation and sharing of online material. This can include anything from blog posts and articles to videos and infographics. Content marketing is an important part of any digital marketing strategy, as it helps to capture customer interest and build brand awareness.
The Demand Metric marketing budget template is a useful tool for tracking the costs of content marketing initiatives over time. This can help businesses to see how these costs compare to the return on investment. In addition, the template can be used to track the performance of different content types, such as blog posts, video production, and graphic design. This information can be used to adjust future content strategies in order to maximize return on investment.
What we like: Content is king in getting your brand noticed. Demand Metric makes it simple to see what you spend on this critical function.
10. Score [Excel]
The Score annual marketing budget template is a great tool for marketers who want to get a handle on their expenses. Easy to modify and simple to use, the template helps marketers estimate their annual expenses and align them with campaign goals. With the template, marketers can quickly see where they can save money — and where they need to spend.
The template is also helpful for marketers who want to track their spending over time. By using the template year after year, marketers can see how their spending has changed and identify trends. Whether you’re a seasoned marketer or just starting out, the Score annual marketing budget template is a valuable re.
What we like: Simple budget estimation is worth the download for this marketing template.
Making the Most of Your Project Management Budget
It’s no secret that budget management is a key component of successful marketing campaigns. But as marketing efforts become more complex and far-reaching, it’s easy for spending specifics to get lost in the shuffle. That’s why we’ve created a selection of top templates to help you make the most of your marketing budget.
These templates cover everything from media planning to creative development, so you can be sure your spending is always on track. And because they’re free to download, you can start using them right away. So don’t wait — get started today, and see the difference a well-managed budget can make.
This post was originally published in November 2014 and has been updated for comprehensiveness. link