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Marketing plan workbooks

 

Trend setting marketing analysis (AE version) and marketing planning workbooks in XLS (MS Excel) format that knows no competition. You will not find a better solution as detailed and as automated for any type of business. Enter the required main assumptions, add product lines and products as is needed, and start entering your financial data into the clearly marked cells.

Marketing Analysis (Advanced Edition only)

- A products wizard to add up to 10 product lines and unlimited products per product line
- Assumptions (general, product mix, main competitors)
- Overview
- Internal factors
- External factors
- Product mix
- Suppliers
- Market analysis
- Geographic markets
- Customers
- Product/market combinations
- Customer appreciation
- Competitors
- Competitive products
- Pricing goals & strategies
- Pricing analysis
- Distribution mix
- Marketing personnel
- Human resource development
- Market research
- Effectiveness of the market research
- Advertising budget
- Strengths & weaknesses
- Problems & possibilities
- Conclusions
- Actions
- Ratios
- Timeline

Marketing Planning

- A products wizard to add up to 10 product lines and unlimited products per product line
- Assumptions (general, product mix, main competitors)
- Overview - with charts (4 years)
- Internal factors
- External factors
- Product mix
- Suppliers
- Target markets
- Product/market combinations
- Competitors
- Pricing mix
- Distribution mix
- Marketing personnel
- Human resource development
- Market research
- Marketing goals & strategies
- Sales estimates
- Sales projections monthly (3 years)
- Sales projections annual (5 years)
- Advertising budget monthly (3 years)
- Advertising budget annual (5 years)
- Marketing budget quarterly (1 year)
- Marketing budget annual (5 years)
- Budget comparison quarterly (1 year)
- Budget comparison annual (5 years)
- Evaluation and progress control
- Expected ratios
- Timeline


NEW FEATURES

Feature Benefit
Automated from A to Z. Completely automated from start to finish.
After the first year numbers are automated based on averages or increase % using our Smart Entry System (SES)™. Provides fast results by eliminating unnecessary manual input.
New improved 1-2-3 products wizard. Add product lines or market areas and products quickly and easily.
New improved sales projections. Enter monthly sales by units or amounts per product, or in bulk per product line.
More than 40 automated charts. Gives you a quick overview when needed.
 
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