Free gift offer planner spreadsheet

What is inside

• Start here. A one page guide to the colours and sheets.
• Offer planner. Enter your average order value, gift cost, margin, planned minimum spend and order numbers. It shows the break even minimum spend, the gift as a share of your minimum, the margin left after the gift and the gift cost per month.
• Minimum spend table. The break even minimum for other margins and gift costs, so you can pick a minimum with room to spare.
• Rules to decide. Nine questions to answer before launch, such as whether spend counts before or after discounts and whether sale items count.
• Test carts. Eight sample carts to try before shoppers do, with a place to note what you saw.
• Trial tracker. Compare orders, revenue and average order value for the period before the offer and during it.

How the numbers are worked out

• Break even minimum spend = average order value + (gift cost divided by margin).
• Gift share of the minimum = gift cost divided by the minimum spend.
• Margin left after the gift = minimum spend times margin, minus gift cost.
• Gift cost per month = orders that reach the minimum times gift cost.

The numbers in the file are examples. Replace them with yours. It is a planning aid, not a forecast: it assumes shoppers add items to reach the minimum and that your margin applies to the added items.

Prefer to try numbers without a file?

Use the free gift threshold calculator, the discount margin calculator or the free shipping threshold calculator. They run in your browser and send nothing anywhere.

Setting up the gift in your store

Giftproof is a Shopify app that adds a free gift to the cart when a shopper reaches your minimum spend, and removes it if they drop below. Giftproof is coming soon.

Built by Taskivator. The file carries the Taskivator credit; please keep it if you share the file. The spreadsheet gives estimates for planning only.