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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 again to deliver the items as they do with a brochure sale.

Using fundraiser sales tracking sheets is useful when the product is ordered up front and sold by the group. A brochure sale collects orders and money before 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 two primary benefits:

  1. It keeps track of products 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 more accessible for their students to make sales with a product in their hand. In other words, potential customers see the product before committing to a purchase.

Tracking Sheets Provide Documentation

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

The tracking sheet will help you document and track who has a 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, and how much product is being handed out on your tracking sheet. Don't hand out additional products until the money's been turned in for any previously distributed product. Every time you issue a 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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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
Fundraising Coordinator
Ninilchik School
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$3,419.75
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This was our first fundraiser and it ran very smoothly. It helped to have the packet to explain the fundraiser process. I had a team in place that facilitated the fundraiser which made my job much easier. We were pleased with the profits and especially the super party. Big Fundraising Ideas was very helpful throughout the entire program. Thanks again for helping our first fundraiser to be a huge success.

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Principal
Williamson Elementary
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Secretary
Blaschke Sheldon Elementary
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Principal
Zapata South Elementary
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5

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Principal
O'Grady Elementary
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Coach
Rio Hondo Intermediate
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Rick Gutierrez
Principal
Petronila Elementary
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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.

Deborah A. Morales
PTO President
Ed Downs Elementary
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5

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President H & S
Park Elementary
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4

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Vice Principal
Flag View Intermediate
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$33,410.50
5

Big Fundraising Ideas was very helpful as the student sales reports were excellent and done for you! It was a great money maker with little work involved!

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PTA President
Noonan Elementary
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Alma Pierce Elementary
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Our experience with y'all has been fantastic!!! Everyone in the office has been so helpful, especially with our endless questions! We really loved that the products came in already boxed with the students name, teacher and grade on a label! You have no idea how much stress that took off! That is always one of the biggest hassles!

Thank you so much for making this the most stress free fundraiser ever! We look forward to working with you again!

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PTO Vice President
Gresham Elementary
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$8,550.50
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.

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Pinecrest School
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