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Marketing Plan: Sales Source Keys Worksheet

Use these tracking devices to follow the money...

Track the source of every sale

Marketing can be one of your largest expenses.

What makes it pay off is knowing exactly where sales are coming from.
The only way to do that is to include a "Source Key" with each and every ad, promotion, tradshow, postcard, mailer, etc. — everything you use to promote your products or service.
Your customers can see them as, "Discount Code", "Priority Code", "Catalog Code", etc. You've seen these before.

This is a 2-part worksheet.
Part one is this worksheet enabling you to organize the codes you will use, making it easy to assign new codes as well as look up current or old codes.

The second, Sales Source Analysis worksheet enables you to set up the analysis.
Enter the Source Key code, the name of the promotion, costs, then input the monthly revenue generated by each ad or promotion.

You'll see which promos are worthwhile and which ones you should cut.

Click here for a glimpse of the Sales Source Analysis worksheet

Click VIEW to see a .PDF printed sample EXCEL template.
Fill in few numbers and the answers are yours.
This Excel spreadsheet template is included in the Marketing Builder planning software.

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