SayPro Affiliate Performance Tracking Template

This template is designed to help SayPro’s Affiliate Management team track the performance of individual affiliates. It provides a structured way to monitor key metrics such as clicks, conversions, sales, and commissions, making it easier to identify top performers, optimize strategies, and calculate payouts.

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Template Structure

1. Affiliate Details

• Affiliate ID: A unique identifier for each affiliate.
• Affiliate Name: Full name or company name of the affiliate.
• Affiliate Email: Contact email for the affiliate.
• Affiliate Status: Active/Inactive.

2. Performance Metrics

For each period (monthly, weekly, or campaign-based), the following columns can be tracked:

• Date Range: The time period for tracking the data (e.g., Week of March 1–7, 2025).
• Clicks: Number of times users clicked on the affiliate’s referral link.
• Impressions: Number of times the affiliate’s ad or content was shown to users.
• Click-Through Rate (CTR): The percentage of impressions that resulted in clicks (Clicks/Impressions * 100).
• Conversions: The number of sales, sign-ups, or leads generated from the affiliate’s referral link.
• Conversion Rate: The percentage of clicks that resulted in a conversion (Conversions/Clicks * 100).
• Sales: The total monetary value of the sales generated by the affiliate.
• Commission Earned: The affiliate’s commission for the sales made (e.g., Commission Rate * Sales).
• Bonus Earned: Any additional bonuses or incentives based on performance.

3. Calculation Columns

• Commission Rate: The agreed-upon percentage the affiliate earns per sale.
• Total Earnings: This is the total amount the affiliate earned during the tracking period (Commissions + Bonuses).

4. Remarks/Notes

• Performance Notes: Any special notes regarding the affiliate’s performance during the period (e.g., promotional campaigns, issues with tracking, etc.).
• Communication Notes: Updates on communication with the affiliate (e.g., feedback, concerns raised, etc.).

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Performance Tracking Template Sample (Google Sheets / Excel Format)

Affiliate ID	Affiliate Name	Affiliate Email	Affiliate Status	Date Range	Clicks	Impressions	CTR (%)	Conversions	Conversion Rate (%)	Sales ($)	Commission Rate (%)	Commission Earned ($)	Bonus Earned ($)	Total Earnings ($)	Remarks/Notes	Communication Notes
001	John Doe	john.doe@email.com	Active	March 1-7, 2025	150	5,000	3%	10	6.67%	1,000	10%	100	50	150	Promoted sale event	Responded to feedback
002	Jane Smith	jane.smith@email.com	Active	March 1-7, 2025	200	7,500	2.67%	15	7.50%	1,500	15%	225	100	325	Used new banner ads	No issues reported
003	Alex Green	alex.green@email.com	Inactive	March 1-7, 2025	50	2,000	2.5%	5	10%	500	10%	50	0	50	Low conversion rate	Follow up needed

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Additional Notes for the Template:

1. Calculations:
   • CTR (Click-Through Rate): =Clicks / Impressions * 100
   • Conversion Rate: =Conversions / Clicks * 100
   • Commission Earned: =Sales * Commission Rate (%)
   • Total Earnings: =Commission Earned + Bonus Earned
2. Filtering and Sorting:
   • The template should allow you to filter by date range, affiliate status, or performance metrics (e.g., sorting by highest commissions earned or highest conversion rates).
   • Regularly sort by Total Earnings to identify top performers.
3. Customization:
   • The template can be customized further with additional metrics like Return on Investment (ROI) or Customer Lifetime Value (CLV) to better assess affiliate quality.
   • You may add columns to track special affiliate campaigns or promotional events, and performance during those periods.

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Additional Features for Enhanced Tracking (Optional)

• Charts and Graphs: Automatically generate visual reports that show trends in affiliate performance (e.g., a bar chart for monthly earnings, or a line graph showing clicks over time).
• Alerts & Notifications: Set up conditional formatting to highlight affiliates whose performance dips below a threshold (e.g., low CTR or conversions) so you can reach out and provide support.