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Complete 5-sheet distributor performance management system including launch incentives tracker with ROI calculations, sampling ROI tracker with event-level cost/benefit analysis, KPI dashboard with 15+ pre-loaded metrics across sales/distribution/marketing/operations, QBR templates with performance review frameworks, and QBR action plan with accountability tracking. Manage distributor relationships systematically with data-driven quarterly reviews and clear action items.
What You Get:
Launch incentives planner with program overview (campaign name, dates, budget, targets), incentive structure table for distributor incentives (new account bonuses, volume incentives, performance bonuses) showing target metrics, reward amounts, participant counts, total cost, achievements, actual payout, and ROI calculations with status tracking
Sampling ROI tracker with financial assumptions configurator (COGS per unit, SRP, gross margin %, conversion rates at 7/30/90 days, repeat purchase rates, avg units per purchase), event log with 20 rows tracking date, market, channel, venue, event type, booth fees, travel, swag, samples given, units sold, revenue, gross profit, and notes—with automatic ROI calculations per event
KPI dashboard with 15+ pre-loaded metrics organized by category: Sales Performance (monthly revenue, units sold, velocity cases/store/week), Distribution (active accounts, retention rate %, geographic coverage %), Marketing (brand awareness, social engagement, CAC), Operations (production efficiency, inventory turns)—showing current value, target, previous period, variance, trend, performance status, action required, owner, review date, and notes
QBR template & best practices with meeting overview (date, distributor, territory, attendees), performance review framework (metrics table: target vs. actual vs. variance), wins & challenges discussion structure, and next quarter priorities planning
QBR action plan with 20 rows for action items showing owner, due date, status (Pending/In Progress/Completed), and notes for accountability tracking between QBRs
Perfect For: Brands actively managing 1-3 distributor relationships and conducting quarterly reviews, founders launching incentive programs and needing ROI tracking, sales teams running sampling programs and wanting to measure effectiveness, and multi-market brands standardizing distributor performance management across markets.
✨ Manage distributor performance like a pro. Track incentives, measure sampling ROI, run data-driven QBRs, and hold partners accountable. Turn good distributors into great ones.
Complete 5-sheet distributor performance management system including launch incentives tracker with ROI calculations, sampling ROI tracker with event-level cost/benefit analysis, KPI dashboard with 15+ pre-loaded metrics across sales/distribution/marketing/operations, QBR templates with performance review frameworks, and QBR action plan with accountability tracking. Manage distributor relationships systematically with data-driven quarterly reviews and clear action items.
What You Get:
Launch incentives planner with program overview (campaign name, dates, budget, targets), incentive structure table for distributor incentives (new account bonuses, volume incentives, performance bonuses) showing target metrics, reward amounts, participant counts, total cost, achievements, actual payout, and ROI calculations with status tracking
Sampling ROI tracker with financial assumptions configurator (COGS per unit, SRP, gross margin %, conversion rates at 7/30/90 days, repeat purchase rates, avg units per purchase), event log with 20 rows tracking date, market, channel, venue, event type, booth fees, travel, swag, samples given, units sold, revenue, gross profit, and notes—with automatic ROI calculations per event
KPI dashboard with 15+ pre-loaded metrics organized by category: Sales Performance (monthly revenue, units sold, velocity cases/store/week), Distribution (active accounts, retention rate %, geographic coverage %), Marketing (brand awareness, social engagement, CAC), Operations (production efficiency, inventory turns)—showing current value, target, previous period, variance, trend, performance status, action required, owner, review date, and notes
QBR template & best practices with meeting overview (date, distributor, territory, attendees), performance review framework (metrics table: target vs. actual vs. variance), wins & challenges discussion structure, and next quarter priorities planning
QBR action plan with 20 rows for action items showing owner, due date, status (Pending/In Progress/Completed), and notes for accountability tracking between QBRs
Perfect For: Brands actively managing 1-3 distributor relationships and conducting quarterly reviews, founders launching incentive programs and needing ROI tracking, sales teams running sampling programs and wanting to measure effectiveness, and multi-market brands standardizing distributor performance management across markets.
✨ Manage distributor performance like a pro. Track incentives, measure sampling ROI, run data-driven QBRs, and hold partners accountable. Turn good distributors into great ones.