Free Black Friday Planner Template: Plan Offers, Stock and Launch Tasks
A free Black Friday planner template gives your team one place to connect sale dates, products, offers, marketing and launch tasks. These two free Teable templates cover the campaign plan and the inventory decisions behind it, with linked records, editable assumptions and example data to help you get started. Use a template in one click, then tell Teable Agent what your business needs to make it your own.
Black Friday falls on November 27 in 2026, followed by Cyber Monday on November 30. Start with those dates, choose the products you want to promote, and work backward to the tasks and purchase orders that need to be ready before launch.
The examples use a fictional homeware shop, Northstar Home. Replace its products, costs, targets and sample results with your own figures before using the plan for your business.
Get the free Black Friday Planner or explore the free Inventory & Profit Planner.
The campaign planner coordinates the whole launch. The inventory and profit planner goes deeper into quantities, supplier timing and the economics of a discount. Use either one on its own, or use both when marketing and operations need different working views.
Each template includes an English Start Here guide, working tables and a dashboard. The guide and examples use the same table and field names so you can find each part of the workflow.
Start in Sale Days. Set a date and a revenue goal for Black Friday, Cyber Monday and any other campaign you plan to run. The sample includes optional events through December; keep the ones that are relevant to your market.
Next, enter your products, selling prices and costs. In Offers, link a product and a sale day to each promotion. Product price and cost are looked up from the linked record, so you can review the offer without maintaining another copy of those inputs.
The planner includes six offer types:
- Percentage off
- Fixed amount off
- Buy one, get one
- Bundle price
- Free shipping
- Gift with purchase
For a buy-one-get-one offer, enter both the units delivered and the units paid for. Product cost applies to every unit you send. For a mixed-product bundle, create a preassembled bundle product with its combined cost and link the offer to that product.
The contribution calculation subtracts product cost, payment fees, gift cost, shipping subsidy and advertising cost per basket from sale revenue. This helps you compare promotions using the costs you have entered. Add any other costs that matter to your business before approving an offer.
Use the Marketing Calendar to plan email, Instagram, TikTok, Pinterest, Facebook, SMS and store banners. Each item has a publication date, status, owner, brief and asset link, plus links to its sale day and offer.
That connection makes review easier. A teammate checking an email can open the exact offer it promotes, confirm the discount conditions and check which product is included.
The sample contains 20 original content ideas, from early-access invitations and gift-set reveals to final-hours reminders and post-purchase updates. Treat them as starting points: add your audience, message, assets and approval criteria before scheduling anything in your publishing tools.
The Launch Checklist contains 25 tasks across eight phases, from six weeks before launch to the post-sale review. Tasks cover cost checks, inventory counts, offer approval, content production, checkout testing, support preparation and result tracking.
Each task links to a sale day and has an Offset Days value. A task with an offset of −14 is due two weeks before that sale day. Change the linked date and its calculated deadline follows it.
Assign real teammates in Owner, use the status field to show progress, and open the This week or Overdue view to find the next actions. The sample team labels help you decide who should own each task without assigning work to real people automatically.
Open the Inventory & Profit template when you need a SKU-level purchasing plan. Enter normal daily sales, campaign length, an uplift assumption, safety stock, stock on hand and confirmed inbound units.
The stock plan calculates:
Planned demand = normal daily units × campaign days × uplift factor, rounded up. Stock shortfall = planned demand + safety stock − stock on hand − confirmed inbound, with a minimum of zero.
Suggested order quantity takes the supplier's minimum order quantity into account. The order-by date subtracts the supplier's peak lead time from the campaign start date.
For example, an item selling eight units per normal day, over a four-day campaign with an uplift factor of three, has planned demand of 96 units. With 20 units of safety stock, 60 on hand and 40 confirmed inbound, the shortfall is 16. If the supplier requires a minimum order of 48, the suggested order becomes 48 units.
Keep that result connected to a realistic arrival plan. Purchase Orders records ordered and received quantities, expected arrival and status. Confirmed Inbound in the stock plan is a dated manual snapshot: reconcile it with purchase orders as shipments change, and count each shipment once.
Discount Scenarios lets you compare several discounts for the same product. It looks up the product's list price and cost, then uses your fee, fulfillment and advertising assumptions to calculate contribution per unit, contribution margin and expected campaign contribution.
Enter percentage inputs as numbers from 0 to 100: a discount of 20 means 20 percent. Set a target margin and compare the resulting decisions: meets target, below target or loss.
Expected units are your scenario assumption. A deeper discount can change demand, so compare plausible quantities rather than assuming every offer sells the same amount. The template makes those assumptions visible and editable.
During the sale, record orders, gross revenue, refunds, advertising spend and sessions in Daily Results. The table calculates net revenue, average order value, ROAS and conversion rate. Ad Budgets tracks planned spend, actual spend and the remaining budget by channel.
The sample contains two clearly labeled fictional historical benchmarks. Remove them before recording live results, or keep historical examples separated from actual campaign data.
After the sale, use Post-sale Reviews to record what worked, what needs changing and one follow-up experiment. Review remaining inventory and refunds as well as revenue. A campaign can look successful on launch day and tell a different story once returns arrive.
The template is a starting point you can customize. Tell Teable Agent what you sell, how your team works and what you want to change. Ask it to add fields and related tables, adjust formulas, organize views or build an app. The agent builds those changes directly on your template, so you can keep working in the same place.
Start with a concrete request you can check against your own data:
- “We sell skincare products. Add a product category field and create separate campaign views for bundles and individual products.”
- “Add packaging cost per basket to Offers and subtract it when calculating contribution profit.”
- “We only have two weeks until launch. Adapt the checklist and keep each deadline relative to its linked sale date.”
- “Add a wholesale channel so we can plan its offers and marketing separately.”
For the inventory template, try: “Add a warehouse table and help me track stock by product and location.” Give the agent your actual rules and review the resulting structure and calculations before using them for the campaign.
You can also edit fields and views yourself. Start with the ready-made planner and keep shaping it as your business changes.
Set the date, add your products and costs, and build one offer first. Then connect its marketing and launch tasks. When you are ready to plan purchasing or compare discounts in more detail, open the Inventory & Profit kit.
Use the free Black Friday Planner template
Use the free Inventory & Profit template
Yes. Both templates are free to use. Teable account limits and any AI or app usage depend on your chosen plan. See Teable pricing for current plan details.
Yes. Edit it yourself or tell Teable Agent which fields, calculations, views or workflow you need. Describe your business and give a concrete example so the agent can build on the template.
Yes. Update the sale dates, goals and linked offers. Task deadlines are calculated relative to the sale day, so the same structure can support another seasonal campaign.
Use it to plan and approve the work. Send emails and publish posts through your chosen channel tools.
Enter or import your business data, then update it as the campaign runs. The included figures are fictional examples, and the stock plan uses the assumptions you provide.
The calculations use the product, fee, fulfillment, gift, shipping and advertising inputs available in each table. Fixed overhead, tax and costs you have not entered are outside those calculations. Review the Start Here guide for each field's basis.
