The Revenue Plan tab is used to input your Projected Sales, Orders, Units, Sessions and New Customers, to compare against the Actuals in Daasity.
Contact [email protected]if you do Not have access to your BSD Sheet
Access Your Revenue Plan
Click Brand Supplied Data in your Left-Side Menu Bar
Click the Revenue Plan tile
You can Bookmark your BSD url to access it anytime in your Browser
Complete Your Revenue Plan
Follow the instructions below for each field. Do NOT add or delete columns. Do Not leave a row incomplete (All required fields must be filled in for a row).
Required Fields Must Be Filled Out
Plan Format
Choose Daily Projection or a Monthly Projection
If you choose Day - You must enter Every Day of the Month in the Date column
If you choose Month - You can NOT enter a specific Daily Plan for that Month
Store
Choose the Store for the Revenue Plan for the row
'Other' connects to the Other Order Source tab in the BSD sheet
Date
Enter the Date in the format shown
If you chose Month format - Enter the First Day of the Month (Daasity will divide this by the number of Days in that Month when comparing Daily Metrics)
If you chose Day format - Enter Every day of the month in the column
Revenue
Enter the Projected Revenue for the row
Currency
If you do NOT specify the Currency will remain the Default currency in your Daasity Account Settings (Optional)
Orders
Enter the Projected Number of Orders for the row (Optional)
Units
Enter the Projected Number of Toal Units Sold for the row (Optional)
Sessions
Enter the Projected Number of Sessions (Traffic to Your Website) for the row (Optional)
Enter the Projected Number of New Customers for the row (Optional)
