Bevel | Partner Marketing Report Generator

Report Setup

Report version

Partner name

Report month

Intro text

Program Work This Month

Counts for the month. A line you leave blank is left off the report.

Two of these come from Mark each month: the marketing and promotional materials count (projects and campaigns, not pieces) and the prospective employer partners contacted.

Potential reach through organizations

One line for each organization or association. Count people on every line so the total adds up, say what the number counts, and use a number you can show a source for. Do not count the same people here and in "Employees with access".

Highlights

Media Marketing

Monthly totals. Leave blank for "na".

Sends / Created

Opens / Views

Recipients

In-Person Marketing

Instances

Attendees

Data Transfers

Number Transferred

Data Transfer Log: New Client Prospects

Drop in a spreadsheet with columns: Name, Employer, State, Status, Credit Score, Income, Date. Employer is optional. Rows and the prospect count fill in automatically.

Data Transfer Log: Returning Client Prospects

Log Options

Order

Show the Employer column (4.0 and 3.1)

Report wording

This is the text printed on the 3.1 report. Change it here if you need to. [Partner] and [Month Year] fill in by themselves.

Opening Media Media column meanings (one per line) In-Person Data Transfer Potential reach Closing