Travel Trade Show Exhibitor Planner: Trade Show Budget, Leads and ROI Spreadsheet

Full description

For hotel sales teams, tour operators, destination companies and other travel sellers who exhibit at trade fairs, roadshows and buyer forums. You list your shows with dates, deadlines and budget lines, book appointments, pack from a checklist and log every lead with a value, status and next follow-up date. The workbook flags missed follow-ups, overdue packing items, booking deadlines and over-budget costs, then compares each show on cost per lead and weighted pipeline against cost so you can decide which shows to book again.

Save with a bundle: this template is also in the Tour & Travel Business Bundle, 12 templates for $29 instead of $76. All 141 templates are in the All-Access Hospitality Template Library for $79.

What is inside

• Travel_Trade_Show_Exhibitor_Planner.xlsx: 9 tabs, 2,544 formulas, 3 native charts, 20 drop-down or number rules.
• Settings: 8 general inputs (report date, follow-up days, budget tolerance, target pipeline-to-cost ratio, target cost per lead, warning window), win probability for 7 lead statuses, 9 drop-down lists.
• Show_Calendar: room for 12 shows (8 sample rows) with dates, status, booking deadline, budget, actual cost, variance and a flag.
• Booth_Budget: room for 250 cost lines (82 sample rows) in 12 cost categories, with variance and an over-budget flag.
• Appointments: room for 400 meetings (138 sample rows) with buyer type, market, status and a link to the lead.
• Leads_Log: room for 500 leads (142 sample rows) with estimated annual value, status, next follow-up date, weighted value and a follow-up flag.
• Collateral_Checklist: 30 items to order and pack (6 spare rows), due dates counted back from the chosen show.
• Show_ROI: every show side by side: cost, meetings, leads, hot leads, pipeline, weighted pipeline, won value, cost per lead, ratio, rank and a verdict, with a chart.
• Dashboard: pick one show or All. 8 KPI tiles, leads by status and by buyer type, 2 charts.
• README.txt and LICENSE-and-Terms.txt.

How it works

1. Enter your targets and win probabilities on Settings.
2. List your shows and their budget lines.
3. Book meetings and work through the packing checklist before each show.
4. Log every lead after the show and keep a next follow-up date on each open lead.
5. Compare shows on Show_ROI before you book next year's calendar.

Details

• Format: Excel workbook (.xlsx). No macros.
• Language: English. Currency is a label you choose.
• Software: Excel 2016 or later, or a spreadsheet program that opens .xlsx files.
• Delivery: instant digital download. Nothing is shipped.

Good to know

• All sample shows, costs, buyers and lead values are illustrative. Replace them with your own data.
• Weighted pipeline is an estimate based on the probabilities you set. It is not a forecast of revenue.
• Flags use the report date on Settings. Type =TODAY() there to keep it current.
• Single-user license. Do not share or resell the files.

FAQ

Can I use it for non-travel trade shows?

Yes. Edit the show types, buyer types and interest lists on Settings.

How is the show verdict worked out?

Show_ROI divides the weighted pipeline by the show cost and compares it with your target ratio: Repeat, Review or Reconsider.

Does it work in Google Sheets?

It opens in Google Sheets and the formulas calculate. Check the drop-downs after import.

Can I track more than 12 shows a year?

The calendar holds 12 shows. For more, start a second copy for the next period.

Is this a physical product?

No. It is a digital download. Refund terms follow the store policy at the time of purchase.