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Structure of the Affiliate Programs Ledger

Columns:
Affiliate Program Name – Name of the affiliate program.
Referral Link – The unique link for the program.
Program Login Info – Notes or a link to the login page.
Commission Type – Type of commission (e.g., Flat Rate, Percentage).
Commission Earned – The total amount earned (in USD or other currency).
Status – Active, Inactive, Pending Approval, etc.
Date Joined – When you joined the program.
Performance Metrics – Notes or KPIs for tracking performance.
⁠

Features to Add in Coda

Conditional Formatting:
Highlight rows where commissions exceed a specific threshold (e.g., $1000).
Filters:
Filter by status (Active, Inactive, etc.) or date joined.
Formulas:
Automatically calculate the total commissions across all programs.
Progress Tracking:
Use checkboxes or sliders for goals (e.g., “Reached $1000 Goal?”).
⁠

Sample Design in Coda


Main Table

Table 2
Affiliate Program Name
Referral Link
Login Info
Commission Type
Commission Earned
Status
Date Joined
Notes/Performance
Amazon Associates
Percentage
$500
Active
01/15/2023
Focus on electronics category
ShareASale
Flat Rate
$1200
Active
03/01/2023
High conversion rate
CJ Affiliate
Link
Login
Percentage
$200
Inactive
02/10/2022
Switch to another network
There are no rows in this table
⁠
⁠

Summary Section

Total Commission Earned:
Formula: SUM([Commission Earned])
Top Performing Program:
Use a filter or sort function to find the program with the highest earnings.
Program Count:
Formula: COUNT([Affiliate Program Name])
⁠

How to Build This in Coda

Create a New Doc:
Go to
Coda.io
⁠
and create a new document.
Add a Table:
Add columns with the headers mentioned above.
Add Conditional Formatting:
Highlight the “Commission Earned” column for values exceeding a specific threshold.
Add Filters:
Create dropdown filters for “Status” and “Date Joined.”
Add a Summary Section:
Insert formulas at the top of your page for total commissions, program count, and performance metrics.
⁠

Customization Options

Add a section for Goals & Milestones (e.g., $1000 earned per program).
Include a Dashboard View for quick performance insights.
Use Automations in Coda to send reminders for inactive programs or login info.
Would you like me to create and share a downloadable template or guide you through building it?
4o

Chosen_Affiliate_Partnerships_Ledger
Partner Name
Product Name
Product Category
Evaluation Criteria
Quality Score (1-10)
Relevance Score (1-10)
Notes
Final Decision (Approved/Rejected)
Partner A
Product 1
Category X
High quality, relevance to audience
9
8
Excellent reviews and feedback
Approved
Partner B
Product 2
Category Y
Unique value proposition, demand
8
9
Potential for strong market growth
Approved
Partner C
Product 3
Category Z
Alignment with brand values, sustainability
10
10
Highly aligned with mission and values
Approved
There are no rows in this table
⁠


Structure of the Affiliate Programs Ledger
Features to Add in Coda
Sample Design in Coda
Main Table
Table 2
Summary Section
How to Build This in Coda
Customization Options
Chosen_Affiliate_Partnerships_Ledger
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