Texas Dairy Download
Reports, checklists and data for Texas dairy producers

Farm Business & Financial Management

Farm Discount & Promotion Planner

A planner for farm discounts and promotions, helping owners decide what to offer, when and what it costs. Helps avoid sales that lose money. Review it each year and update it as the farm changes.

Download free PDF1 page, US Letter, prints clean in black and white

WorksheetFarm Business & Financial ManagementFree PDF

What you fill in

  • Goal of the promotion
  • Products involved in the offer
  • Type of offer
  • Cost per unit and margin
  • Start and end dates
  • Where to promote it
  • Limit per customer
  • Expected extra sales
  • Results recorded afterward

How to use this worksheet

Use the notes area for your arithmetic. Keep the finished sheet with your records so you can compare it with the next season.

Where to check the details

This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with SBA and eXtension.

For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including Jesus Was Born on a Dairy Farm, and agribusiness farm stories.

More free farm business & financial management PDFs