Sales promotion management


Pipefy´s Sales promotion management template will help to monitor your actions to increase sales. With this template, you can manage sales promotion by separating them in “sales promotion development”, “promotion monitoring” and “result analysis” to better understand the successes and failures of your promos.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Sales promotion
  2. Sales promotion team
  3. Product to increase sales
  4. Promotion budget
  5. Priority

Sales promotion development

  1. Sales strategy description
  2. Start date
  3. Target audience description
  4. Do we know the competition’s sales strategy?
    • Yes (fill in the fields below)
    • No
  5. Competition’s sales strategy description
  6. Our strategies to outsmart the competition.

Strategy communication

  1. What perks will we offer in order to increase sales?
    • Gift certificates
    • Discounts
    • Birthday awards
    • Loyalty incentives
    • Others
  2. Discount percentage
  3. Through which media will we communicate the promotion?
    • Brochure
    • TV
    • Radio
    • Magazine
    • Newspaper
    • Outdoor
    • Social media

Promotion monitoring

  1. Is our sales strategy working?
    • Yes
    • No
  2. Describe why the sales promotion is not going as planned.
  3. Sales strategy adjustments
  4. Will we continue this promotion?
    • Yes
    • No

Result analysis

  1. Sales increase percentage after promotion
  2. Sales promotion final cost
  3. Outcome analysis
    • Successful promotion
    • Unsuccessful promotion
  4. What made the promotion successful?
  5. Why has the promotion failed?

Successful promotion

Unsuccessful promotion

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