Marketing Plan - Stock Control - Basic

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Product ID	Product Name	Category	Current Stock	Reorder Level	Last Restocked	Status

Marketing Plan - Stock Control Basic Excel Template

This Marketing Plan - Stock Control Basic Excel template is designed for small to medium-sized businesses that need to align their marketing campaigns with real-time inventory levels. While traditional marketing plans focus solely on budgeting, targets, and channels, this template uniquely integrates stock control data to ensure promotional efforts never exceed supply capacity — preventing overselling and customer dissatisfaction. As a “Basic” version, it is intentionally streamlined for ease of use by non-technical users while still providing critical analytical functions.

Sheet Names

Marketing_Campaigns — Primary sheet to log all marketing initiatives with budget and performance metrics.
Stock_Inventory — Tracks real-time product stock levels, reorder points, and supplier lead times.
Dashboards — A visual summary combining campaign ROI with inventory health using charts.
Settings — Contains static lookup tables (e.g., product categories, marketing channels) and formula references.

Table Structures & Columns

Marketing_Campaigns Sheet

<< td>Name of campaign (e.g., “Summer Sale - T-Shirts”)< td>Facebook, Email, Google Ads, In-Store< td>Start of campaign period< td>End of campaign period (used for duration)< td>Total allocated budget in USD< td>Projected units to sell during campaign< td>Filled after campaign ends; auto-updates ROI< td>=IF(G2>0,((I2*E2)-G2)/G2,"N/A") where E2 is avg. profit per unit from Settings< td="text">"LOW STOCK" if Inventory < Expected_Units_Sold * 1.2; "OK" otherwise

Column	Data Type	Description
A: Campaign_ID	Text (Unique ID)	Auto-generated (e.g., MP-2024-001)
B: Product_SKU	Text	Link to Stock_Inventory SKU for synchronization
C: Campaign_Name	Text
D: Channel	Dropdown (Settings!A:A)
E: Start_Date	Date
F: End_Date	Date
G: Budget_USD	Currency (Number)
H: Expected_Units_Sold	Number (Integer)
I: Actual_Units_Sold	Number (Integer)
J: ROI_%	Percentage (Formula)
K: Stock_Alert	Text (Formula)

Stock_Inventory Sheet

< td>Name of product (e.g., “Organic Cotton T-Shirt”)< td>Apparel, Accessories, Promotional Items< td>User-input or synced with POS system< td=“text">Minimum stock level before triggering restock order (e.g., 50 units)< td>Average days to receive new stock from supplier< td>Cost to acquire one unit (for margin calculation)< td>Suggested retail price — used for ROI in Marketing_Campaigns< td>=H2-G2 (automatically calculated)< td>=IF(D2<=E2,"LOW","OK") — triggers conditional formatting red/yellow

Column	Data Type	Description
A: SKU_Code	Text (Unique)	Product identifier matching Marketing_Campaigns
B: Product_Name	Text
C: Category	Dropdown (Settings!B:B)
D: Current_Stock	Number (Integer)
E: Reorder_Point	Number (Integer)
F: Lead_Time_Days	Number
G: Unit_Cost_USD	Currency
H: Avg_Selling_Price_USD	Currency
I: Profit_Per_Unit	Currency (Formula)
J: Stock_Status	Text (Formula)

Formulas Required

In Marketing_Campaigns!J:ROI_%: =IF(G2>0,((I2*VLOOKUP(B2,Stock_Inventory!A:I,9,FALSE))-G2)/G2,"N/A")
In Marketing_Campaigns!K:Stock_Alert: =IF(I2>D2*1.2,"LOW STOCK","OK") — alerts if expected sales exceed current stock by 20%
In Stock_Inventory!I:Profit_Per_Unit: =H2-G2
In Stock_Inventory!J:Stock_Status: =IF(D2<=E2,"LOW","OK")
In Dashboards! cell B1 (Total Campaign Spend): =SUM(Marketing_Campaigns!G:G)
In Dashboards!C1 (Total Units Sold): =SUM(Marketing_Campaigns!I:I)

Conditional Formatting

Marketing_Campaigns!K:Stock_Alert: Red background if value = "LOW STOCK"
Stock_Inventory!J:Stock_Status: Red fill if "LOW", Green if "OK"
Marketing_Campaigns!I:Actual_Units_Sold: Yellow highlight if > 90% of Expected_Units_Sold (warning of potential stockout)
Stock_Inventory!D:Current_Stock: Red text if current stock ≤ reorder point.

Instructions for the User

Start by populating the Settings sheet with your product categories and marketing channels.
In Stock_Inventory, enter all current SKUs, quantities, reorder points, and pricing.
Create new campaigns in Marketing_Campaigns. Ensure the SKU matches exactly to link inventory data.
After campaign ends, update “Actual Units Sold” — ROI and Stock_Alert will auto-calculate.
Check the Dashboards sheet weekly for visual warnings (red charts = urgent stock risk).
If “LOW STOCK” appears on multiple campaigns, halt new promotions until inventory is replenished.

Example Rows

Marketing_Campaigns:
MP-2024-001 | T-SHIRT-OCT-1 | “Fall Promo - Organic Tees” | Facebook | 1-Oct-24 | 31-Oct-24 | $800 | 500 | 475 | 68%| OK
MP-2024-002 | HAT-SUN-3 | “Sun Hat Bundle” | Email | 1-Nov-24| 15-Nov-24| $300 | 150 | 98 | -15%| LOW STOCK

Stock_Inventory:
T-SHIRT-OCT-1 | Organic Cotton Tee | Apparel | 620 | 50 | 7 | $4.00 | $18.00 | $14.00 | OK
HAT-SUN-3 | Sun Hat | Accessory| 85 | 125 | 14 | $6.50 | $22.00 | $15.50 | LOW

Recommended Charts & Dashboards

The Dashboards sheet should contain:

Bar Chart: “Campaign ROI by Channel” — compares average ROI across Facebook, Email, etc.
Combo Chart: “Inventory Levels vs. Campaign Demand” — overlay current stock and expected sales over time.
KPI Cards: Total spend, total units sold, % of campaigns with “LOW STOCK” alerts.
Pie Chart: “Product Category Contribution to Sales” — shows which categories drive most revenue during promotions.

This template ensures marketing teams do not oversell — a critical advantage for small businesses. By connecting promotional goals to inventory reality, the Marketing Plan - Stock Control Basic reduces waste, prevents customer disappointment, and improves profitability. Its simplicity makes it ideal for startups or retail owners without dedicated ERP systems.

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