Affiliate Excel Tracking Sheet: Day-One Downloadable Template Guide

On her first day as a thMenu affiliate, 25-year-old Ayşen from Istanbul's Kadıköy district thought she'd "just remember everything." By month three she'd lost 4 prospects because she could not recall which restaurant got which demo and when. This guide shares the 47-row Excel template she refined over 11 months and the 4 improvements she learned the hard way.

The 7 Columns and Why They Work

The template stays lean: Customer Name, City, Date, Demo Status, Follow-up Date, Conversion, Commission. Ayşen's first draft had 14 columns — address, phone, Instagram, table count — but by week 8 she realized she never filled any of them. "More columns means worse discipline," she says.

Demo Status uses 4 fixed values: Not Started, Done, Pending, Rejected. Use Excel's Data Validation to lock these as a dropdown — free text breaks pivot tables. Commission formula: =IF(F2="Yes",290*0.20,0), which captures the 20% lifetime commission on the Pro annual plan.

12 Months of Sample Data and Pivots

The template includes 47 realistic sample rows: Istanbul (18), Ankara (11), Izmir (9), Bursa (5), Antalya (4). Conversion rate sits at 29.8% (14 yes out of 47), average follow-up lag 6.3 days. These numbers come from Ayşen's anonymized 2026-2027 data — they show what a realistic first year looks like, not a marketing fantasy.

Build two pivot tables: conversion by month (X: date, Y: yes-count) and commission by city (X: city, Y: total commission). The second one tells you where to invest your time — Ayşen saw 60% conversion in Bursa and dedicated one day per week there starting in month 8.

Ayşen's 4 Improvements

By month 11 she had made these four changes:

1. Auto follow-up date: =C2+7 sets follow-up 7 days after demo. 2. Conditional formatting: Red cell when follow-up date is past today. 3. Notes column: "Chef's son is off Fridays" — micro-details become gold by month 4. 4. Switched to Google Sheets: Mobile updates from a customer's parking lot. She switched in month 10, never went back.

FAQ

Where do I download the template? Inside your thMenu affiliate dashboard under "Resources" — xlsx and Google Sheets formats. Auto-emailed on first login.

Excel or a real CRM? Excel is enough for the first 6 months. Move to HubSpot Free or Notion when you cross 50 active leads — earlier CRM = setup overhead with no payoff.

Annual vs monthly commission math? Template assumes annual ($290 × 20% = $58). For monthly, change the formula to 29*0.20*months_active.

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