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Real-time commission trackingPerformance analysis & KPIsGoal-setting and automated insights
Track earnings per program dynamically.Filter by status (Active, Inactive, Pending Approval).Set conditional formatting:Highlight commissions > $1000 in green.Flag inactive programs in red.Sort by commission earned to identify top-performing programs.
Progress Bar for Goal Tracking (Reached $1000 Goal? checkbox per program).Automatic ranking of highest-earning programs.
Automated scoring system to evaluate potential partners.Conditional formatting:Highlight Approved in green.Highlight Rejected in red.Final Decision column for approval tracking.
Auto-notify when commissions hit target thresholds (e.g., Email alert for $1000 milestone).Reminders for inactive programs (e.g., Follow up on renewal or performance).Sort and display highest ROI programs.
A direct Coda template link with these tables and automations prebuilt?Advanced integrations (Google Sheets, PayPal, Stripe for payouts)?Dashboard with charts for financial insights?
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Financial Performance Tracker
Coda Affiliate Programs Ledger & Financial Performance Tracker
This interactive financial tracker allows you to monitor affiliate earnings, program performance, and financial goals. It includes:
1. Affiliate Programs Ledger (Main Table)
A structured table to track all affiliate programs, commissions, and performance metrics.
Table 8
Affiliate Program Name
Referral Link
Login Info
Commission Type
Commission Earned ($)
Status
Date Joined
Performance Metrics/Notes
Amazon Associates
[Login]
Percentage
$500
Active
01/15/2023
Focus on electronics category
ShareASale
[Login]
Flat Rate
$1200
Active
03/01/2023
High conversion rate
CJ Affiliate
[Login]
Percentage
$200
Inactive
02/10/2022
Switch to another network
There are no rows in this table
Features:
2. Financial Summary Section
This section provides real-time insights into affiliate program performance.
Financial Summary
Metric
Value
Total Commission Earned
=SUM(Commission Earned)
Top Performing Program
=FILTER(Affiliate Program Name, Commission Earned = MAX(Commission Earned))
Total Active Programs
=COUNTIF(Status, "Active")
Goal Progress (e.g., $5000 Target)
=SUM(Commission Earned)/5000 * 100%
There are no rows in this table
Additional Features:
3. Partner Evaluation Table
This additional table assesses potential partners/products based on quality and relevance.
Partner Evaluation Table
Partner Name
Product Name
Category
Evaluation Criteria
Quality Score (1-10)
Relevance Score (1-10)
Notes
Final Decision
Partner A
Product 1
Category X
High quality, relevance to audience
9
8
Excellent reviews
Approved
Partner B
Product 2
Category Y
Unique value proposition, demand
8
9
Strong market growth
Approved
Partner C
Product 3
Category Z
Brand alignment, sustainability
10
10
Highly aligned with values
Approved
There are no rows in this table
Features:
4. Automations & Alerts
Next Steps
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