A smarter Excel template to bring order, consistency, and sanity to your shopper and retail media budgets
This free Excel-based Omnichannel Marketing Budget Tracker is designed specifically for CPG teams managing complex shopper, retail media, and omnichannel programs. It gives you a clean, structured foundation that works the way real teams work, across brands, retailers, tactics, and vendors.
Inside the template, you’ll get:
- A flat, database-style structure that actually supports reporting and pivots
- Standardized fields for brands, retailers, tactics, vendors, and budgets, no more guesswork or mystery columns
- Built-in discipline for cleaner inputs, fewer errors, and easier collaboration
- A tracker that can realistically support forecasts, finance conversations, and leadership updates
It won’t magically turn Excel into enterprise software, but it will help you clean up your process, create a single source of truth, and buy yourself some breathing room.
If your current tracker feels fragile, bloated, or impossible to explain to Finance, this is your reset button.