Marketing Feasibility Study Template for Sales Projections

Key benefits & value for the buyer

This marketing feasibility study template converts uncertain market inputs into structured sales projections you can trust. Instead of starting models from scratch, you get a ready-to-use marketing feasibility Excel workbook that:

• Saves time: Replace days of model-building with a calibrated template and start testing scenarios in hours.
• Improves accuracy: Built-in demand curves, conversion rates, and competitor impact modules reduce guesswork.
• Supports decisions: Clear outputs for revenue, break-even volume, and payback period to support investment approvals.
• Audit-friendly: All inputs and intermediate calculations are visible, documented and suitable for accountants and auditors.
• Scales with need: Use the base template for a quick estimate or request paid customization for company-specific channels and reporting formats.

Use cases & real-life scenarios

New product or service launch

forecast expected monthly sales for a 12‑month launch plan, compare three pricing strategies, and see the sensitivity of demand to promotional spend. Output feeds directly into cash flow models used by finance teams.

Market entry and competitor analysis

Estimate likely market share in regions where competitors operate. The template includes a competitor adjustment factor so analysts can test conservative vs aggressive entry strategies.

Internal budgeting & management reporting

Create concise summary tables and charts for management meetings. Use the VBA automation option to export a one-page executive summary in PDF with a single click.

Consultants & accounting firms

Deliver repeatable marketing feasibility studies to clients faster. The template is licensed for commercial use and can be adapted to client branding and reporting requirements.

Who is this product for?

The template targets professionals who need reliable, audit-ready projections without heavy BI systems:

• Accountants preparing pre-launch financial assumptions and sensitivity analysis.
• Data analysts building sales estimations to feed into forecasting pipelines.
• Marketing managers validating price and volume hypotheses before campaigns.
• SMEs and growing companies that need quick, professional feasibility outputs without hiring external consultants.

Quick comparison with typical alternatives

When deciding between options, consider speed, transparency and cost:

• Building from scratch: Total control but long delivery time and higher consulting cost.
• Generic online templates: Fast but often lack competitor and market-share logic — more manual assumptions required.
• Full BI/ERP tools: Powerful but expensive, long to implement and overkill for most feasibility checks.
• ProXlsx template: Balanced: structured, auditable, instantly usable and customizable with hourly support when needed.

Best practices & tips to get maximum value

• Start with reliable baseline inputs: historical sales, market size estimates and validated competitor data.
• Keep scenarios realistic: test ±10–30% ranges first, then expand if needed.
• Document assumptions in the dedicated notes sheet — this improves auditability and stakeholder buy-in.
• Use the template alongside simple sensitivity charts to show which inputs matter most to the bottom line.
• Consider ProXlsx hourly customization if you need integration with your ERP export or branded reporting.

Common mistakes when buying or using sales projection templates — and how to avoid them

• Mistake: Treating the template as a black box. Fix: Review input sheets and checks to understand how outputs are generated.
• Mistake: Overfitting to optimistic assumptions. Fix: Force a conservative scenario and require that the project meets minimum ROI thresholds there.
• Missed need: Not planning for localization (currency, VAT, channels). Fix: Use the template’s localization notes or order a short customization service.
• Technical: Using incompatible Excel versions. Fix: Check compatibility with Excel 2016+ or Office 365 as noted below.

Product specifications

• Format: Microsoft Excel (.xlsx). Optional .xlsm version available with VBA automation.
• Compatibility: Excel 2016, 2019, 2021 and Microsoft 365 (Windows & Mac with limited VBA on Mac).
• Sheets included: Inputs & assumptions, Market sizing, Competitor analysis, Scenario outputs, Charts & executive summary, Notes & documentation.
• Formulas: Nested formulas, lookup tables, dynamic named ranges, scenario inputs and sensitivity tables.
• Macros: Optional VBA for report export and scenario snapshot (delivered in .xlsm on request).
• License: Commercial use allowed for internal client work. Single-user download with option to purchase customization services.
• Delivery: Instant digital download after purchase. Optional hourly customization and data-entry services available from ProXlsx team.

FAQ