How to gather and report MTD Trial Sales and Spend

This report is provided to Charles each Wednesday by 9am EST

Step 1: Gathering Spend

• Open MTD Trial Sales Report
• Duplicate latest slide
  • Update date to today
• Open Facebook Ads Manager
  • Open Campaigns
  • Set Date range for the current month (1st through today)
  • Impressions >0
• 
• Copy Total Spent from Facebook to the slide
• Open Google Ads
  • Set date range for the current month
• 
• Copy the Cost to the slide
• Open Emotive
  • Set Date range for the current Month
  • Hover over spend to see the current spend

• Copy spend to the slide
• Open Trial Sales Attribution Tracking sheet
• Reach out to Michael for Affiliate Spend, Leads and Sales Numbers
• Open GetResponse
  • If you do not have access to Michael’s login you can get spend from him
  • Get spend from GetResponse and copy that to the slide
• Add all Spend together and put the total spend.
• Divide the total by the current day of the month
• Multiply this by the total days in the month
• Add this estimate total to the slide.
• Add the spend totals to the Ad Spend Monthly Calculations
• It looks like this:
  

Step 2: Gather Sales

• Open Trial Sales Attribution Tracking
  • Make sure it has been updated for the current date.
  • Make sure all test orders have been marked on the order system column.
• Filter out test orders and Direct Sales
• Count total sales and copy to the slide
• Divide the Total Spend by the Total Sales to get CAC
• Divide the total sales by the current day of the month
• Multiply this by the total days in the month to get Estimate Sales total
  • Add this to the slide.

Step 3: Sales Traffic Breakdown

• This step is completed by Michael early on each Wednesday.
  • Make sure this has been completed and move on to the next step.