Use the attached spreadsheet to help you build out your packages and calculate the number of accounts needed to break even! Plus you can forecast for the year based on the goals you have set!
We have created example sheets for each of our suggested packages. These packages are build out for partners using Vendasta's Digital Agency services.
- Follow the link to create a copy of the Google Sheets project below. Alternatively, download the .xlsx file, but note that there may be compatibility issues with some programs (like Apple Numbers).
- Optimize the Settings tab with all product and service pricing. We have Vendasta's offerings covered from Digital Agency services to Marketplace vendor solutions, but add any other wholesale costs to you - from reporting to product fees.
- There are additional rows where you can add your own products - just indicate one time or monthly and enter the cost!
- Package Price: Monthly retail cost for all solutions - what you will charge your clients!
- Onboarding Fee: Set-up fee received month one - will you charge your clients a set up fee?
- Sales Person Commission: % of Package Price, if applicable.
- Product Costs: Choose the products/services for that package from the drop downs.
- Then use the Yearly Forecast to see what your profits will be once you reach a certain number of clients. Enter in your month to month goals for new clients!
Reach out to your Partner Success Manager if you have questions - we would be happy to work with you on these!