I wanted to share with my fellow teammates a couple of spreadsheets that I conjured up and used during my Heartsy feature. The following is a short explanation of how each sheet kept me organized and on track with the orders.
1) Vouchers Sold Spreadsheet- this was how I kept track of names, email addresses, voucher numbers, overage amounts/credits, if I sent them their PayPal invoice, if they paid their invoice, etc.
2) Item's Sold Spreadsheet - this is how I kept track of what I needed to make (everything in my shop is made to order), how many to make, and whether or not to send them (I wasn't going to send off the order unless the invoices were paid), etc.
3) Item's Sold Spreadsheet (non-Heartsy buyers) - on the same spreadsheet as the one mentioned above, but it helped me keep track of the sales that came in the same day (and day after my Heartsy promo) from non-Heartsy buyers. It was a crazy couple of days!!
4) Heartsy Math Spreadsheet – a VERY basic (no formulas) spreadsheet that helped me calculate *MY* profit/loss with my feature on Heartsy. This spreadsheet is NOT fancy at all and should not be used to determine whether or not *YOU* should/shouldn’t do Heartsy, or help determine how much profit *YOU* will make/lose during a Heartsy feature. Basically, this spreadsheet is for informational purposes only!
Please remember, these spreadsheets may or may not work for all (i.e., I may have left something out that is important to you, my calculations are wrong, you don’t like the way it’s setup, it’s too much info, blah, blah, blah, etc.) and I do not claim to be an expert regarding Heartsy, Etsy or Excel, but though it would be a kind gesture to pass on to others in the hopes that this may help keep you organized! *End of legal disclaimer* ;) lol
Convo me your email address and I'll be happy to share 'em with you and help explain my madness behind these spreadsheets!! :)