ShopifyWhat goes in each row
- Offer name and type: discount, bundle, free shipping, gift or price change.
- Dates: the start and end of the offer, and the first and last day the ads will run for it.
- Products and groups covered, with the gross margin of each group at the offer price.
- Budget planned for the offer, and the spend cap for the period.
- The number that decides success, and the break-even ROAS it has to beat.
- Owner, approver, and the date the read-out is due.
Plan the reporting with the offer
- Decide before launch how the discount is shown in reports: at the order value after the discount, or at list value. Use the same rule every time. See discount and promo reporting.
- Mark overlapping offers, so no two promotions share one result without a note.
- Set the read-out date after the offer ends, and after the returns window has had time to show returns.
Keep the calendar honest
- Review the calendar every week. An offer that did not run gets a reason in its row, not a silent delete.
- Add the next season before the current one ends, so the gaps show. The seasonality guide covers the reporting side.
Made-up scenario: a made-up fashion store planned four offers for one quarter. The calendar showed two of them overlapping on the same product group. The team split the group, gave each offer its own margin line, and set both read-out dates after the longer offer ended.
