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Sales Promotion Template

Use this handy template to schedule, manage, and analyze your promotions

Most stores do a great job of creating fun product sales and promotions throughout the year, but most don’t do as great a job in tracking each sale’s effectiveness and profitability. Wouldn’t it be nice to have some sort of template that would help you plan your promos, manage the tasks involved, and then actually calculate their return on investment so you can determine how successful it was? 

The Sales Promotion Calendar Template is intended to help store managers do all that! Use this Template to create and manage your promotions, and the built-in functionality to automatically calculate your profitability. It’s also a great tool to keep all your staff informed of upcoming sales promotions, too.

Access this template and get your promotions in shape! The simple instructions are below.

Sales Promotion Template Instructions:

  1. Add the Start Date and the End Date in the first two columns. 
  2. Add a brief description of the promotion and any important details to Column C.
  3. Identify the type of signage needed for the promotion. Make sure to include details about sign sizes, quantities, and planned placement. 
  4. Assign due dates for when all signage needs to be completed.
  5. Identify the date in which you’d like all signage to be hung and/or in place
  6. List all of your print advertising in Column G, for example the university newspaper, local papers, etc. 
  7. Identify the social media platforms (Facebook, Twitter, Pinterest, Instagram, etc…) that will be used for sales promotion details. Include dates for each update. 
  8. The cost column is very important to track and identify the total cost of promoting the program or the sale to customers. Add up your costs of producing signage, your advertising costs and any other affiliated expenses. Note: Do not include the cost of the product being sold. 
  9. Use the Sales column to track the sales from the promotion. For example, if the promotion was for a particular t-shirt , you would input the total increase in sales related to the sales promotion for the t-shirt that occurred during the promotion dates. 
  10. Return on Investment (ROI) will auto-calculate in Column K by dividing Sales by Cost. The ROI calculation will determine the revenue generated by the dollars spent on the promotion. 
  11. Make sure to take a few minutes to add any notes about the promotion in Column L. Include details that will be helpful when planning promotions for the next calendar year, such as factors that impacted sales (i.e. staffing levels, weather, conflicting campus events, or parking), additional promotion ideas, changes in product quantities, etc. 

Login to access the Sale Promotion template.

To view this information, you must be a full college store member of NACS and logged in.  If you are logged in and still unable to view the information please contact Member Concierge Services at membership@nacs.org.