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Worksheet

Gifting order margin sheet

A sheet for each closed order, with columns for quoted value, product, branding, packing, freight, reships and extras billed. Fill it from bills, not memory. Three or four sheets show which leak keeps repeating.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Where a Corporate Gifting Order Loses Margin, and How to See It”, www.gullysystem.com/blog/corporate-gifting-order-margin-leaks