Revenue Plan

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)

Where to Find Your Data

Daily Flash vs. Plan Dashboard

Daily Flash vs. Plan Featured Daasity Dashboard

Daily Plan to Actual Explore

Daily Plan to Actual Explore
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