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The Fundraiser Sales Tracking Sheet

The Fundraiser Sales Tracking Sheet
The Fundraiser Sales Tracking Sheet

How to ensure 100% money collection

Many groups elect to sell a product and collect the money on the spot. This is referred to as a direct sale and is often easier on the sellers because they don’t have to go back to the customer a second time to deliver the items like they do with a brochure sale.

Using fundraiser sales tracking sheets is useful when the product is ordered up front and then sold by the group. With a brochure sale, orders and money are collected prior to ordering the merchandise. Therefore, tracking sheets aren't necessary when taking orders from a brochure.

On the other hand, for direct sale fundraisers the tracking sheet offers 2 primary benefits:

  1. It keeps track of product that’s been distributed to students to sell.
  2. It tracks any outstanding money.

Many sponsors choose direct, or point of sale, fundraising because they find it easier for their students to make sales with a product in their hand. In other words, potential customers get to see the actual product prior to committing to a purchase.

Tracking Sheets Provide Documentation

What can make a direct sale difficult is having no way to track the product that’s been placed in the students' hands to sell. Since you don’t have a paper trail like you would with a submitted order form from a brochure sale, how will you know whose turned in money and who hasn’t?

The tracking sheet will help you document and keep track of who has product and how much money needs to be turned in by each seller.

How Tracking Sheets Work

Before distributing any product, have your students enter their name, contact information as well as how much product is being handed out on your tracking sheet. Don’t hand out additional product until the money’s been turned in for any previously distributed product. Every time you issue product to a student it should be documented.

Get Your Free Sales Tracker Sheet

Receive your complimentary sales tracker sheet by completing our ‘Download Your Free Tracking Sheet’ form.

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What Our Customers Say

4

I got immediate answers via email to all my questions. The orders were packaged separately by seller which was a great help. There was only one item missing from one box. Overall I was very pleased.

Karen Meredith
BPA Sponsor/Teacher
Waller High School
Raised:
$1,055.87
5

We really liked the service and the assistance that was given to us with our fundraising. Product quality was good and the prize incentives were excellent. Big Fundraising Ideas was excellent and I will definitely recommend them to others!

Kathy Ortiz
Counselor
Sanders Elementary
Raised:
$15,373.50
5

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Angelica Perez
PTC President
Alma Pierce Elementary
Raised:
$23,757.00
5

The School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.

Betty Hinkle
Fundraising Chair
St. Mary’s Charter School
Raised:
$18,648.40
5

The fundraiser went extremely well. From my perspective I had very little leg work to do. Collecting and mailing was all and when the product arrived it was very well organized into the individual classes. I think it went very well and will look forward to running it again next year.

Ginny Johnson
Pool Manager/Fundraising Coordinator
Ninilchik School
Raised:
$3,419.75
5

Big Fundraising Ideas provides excellent service. They go out of their way to help our school.

Sonia Longoria
Fundraising Chair
Leal Elementary
Raised:
$23,862.50
5

Everything ran smoothly with Big Fundraising Ideas. Step by step instructions were great. Thank you!

Maria Elena Rodriguez
Fundraising Chair
John F. Kennedy Elementary
Raised:
$28,091.00
5

Big Fundraising Ideas provides exceptional service! Anything that was missing or damaged also had a quick turnaround. Great job!

Mary Salas
Coach
Rio Hondo Intermediate
Raised:
$17,260.00
5

The overall service that Big Fundraising Ideas provided was very good and they were also helpful when we needed them. In addition, product quality was good.

Janice Rudd
Principal
Pinecrest School
Raised:
$2,500.00
5

The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

Adan Ramirez
Assistant Principal
Pearson Elementary
Raised:
$10,350.00
5

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PTA President
Schanen Estates Elementary
Raised:
$17,623.67
5

The Big Fundraising Ideas team is very professional and always ready to help! Everyone, from the office personnel to the delivery personnel, is very supportive. We would definitely recommend Big Fundraising Ideas to others.

Maureen Stevens
PTA Fundraiser Chairperson
Welder Elementary
Raised:
$21,480.50
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50
5

Big Fundraising Ideas did an exceptional job with our fundraiser. The overall service that we received was very good. The children and parents were very excited about the prize incentives. Big Fundraising ideas was excellent and I will definitely recommend them to others.

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PTO President
Ed Downs Elementary
Raised:
$24,831.00
5

My experience with your company was more than satisfactory. I have worked with vendors in the past and have never had such a smooth experience.

Amy Doughty
Sophomore Class Advisor/Teacher
Sandusky High School
Raised:
$1,102.50