Looking for E-Commerce Director Templates to download? See the main templates that a E-Commerce Director would use in their day-to-day work.
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E-Commerce Director Templates
Contents
E-Commerce Director Templates
There is a huge number of templates that someone in the E-Commerce Director role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a E-Commerce Director. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Marketing Plan
3. Financial Forecast
4. Inventory Management
5. Customer Feedback Survey
6. Performance Evaluation
7. Product Pricing Analysis
8. Competitor Analysis
9. Project Timeline
10. Monthly Budget
Reports
Reports are often prepared by a E-Commerce Director to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Performance Report
2. Website Traffic Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Customer Retention Report
6. Inventory Management Report
7. Marketing Campaign Performance Report
8. Profit and Loss Report
9. Return on Investment Report
10. Competitive Analysis Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a E-Commerce Director does and how they do it.
1. Inventory Management SOP
2. Order Fulfillment SOP
3. Customer Service SOP
4. Marketing Campaign SOP
5. Website Maintenance SOP
6. Product Launch SOP
7. Sales Analysis SOP
8. Vendor Management SOP
9. Return and Refund SOP
10. Team Performance Evaluation SOP
Presentations
E-Commerce Director presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Sales Performance Report
2. Marketing Campaign Analysis
3. Website Traffic and Conversion Rates
4. Customer Satisfaction Survey Results
5. Inventory and Stock Management Update
Legal Docs
There are several key times when a E-Commerce Director needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Terms and Conditions Template
4. Privacy Policy Template
5. Intellectual Property Assignment Agreement Template
Health & Safety Templates
Health & Safety templates for a E-Commerce Director ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up E-Commerce Director calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Inventory Management Calendar
4. Social Media Content Calendar
5. Team Meeting and Deadlines Calendar
Invoice Templates
Several types of E-Commerce Director invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill customers for products or services sold by the e-commerce company.
2. Purchase Invoice: This template is used to record and track expenses incurred by the e-commerce company for purchasing goods or services.
3. Shipping Invoice: This template is used to document the shipping charges and details for orders fulfilled by the e-commerce company.
4. Subscription Invoice: This template is used to bill customers for recurring subscription fees for services provided by the e-commerce company.
5. Credit Memo: This template is used to issue credit to customers for returns, refunds, or any other adjustments to their account
Survey Templates
For a E-Commerce Director to get insights related to the work they do, they need to send out E-Commerce Director surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Website Usability Survey
4. Market Research Survey
5. Employee Engagement Survey
Meeting Agendas
Having premade E-Commerce Director meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Weekly Team Meeting
2. Monthly Sales Review Meeting
3. Quarterly Marketing Strategy Meeting
4. Annual Budget Planning Meeting
5. Bi-Annual Performance Review Meeting
Budget Templates
To manage finances well, a E-Commerce Director would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales and Revenue Budget Template
2. Marketing and Advertising Budget Template
3. Operations and Overhead Budget Template
4. Inventory and Supply Chain Budget Template
5. Employee and Payroll Budget Template
Dashboards
Dashboards are a useful way for a E-Commerce Director to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Inventory Management Dashboard
4. Customer Acquisition Dashboard
5. Financial Analysis Dashboard
Proposal Templates
For bidding or requesting work, a E-Commerce Director needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Marketing Proposal
2. Website Optimization Proposal
3. Customer Retention Proposal
4. Inventory Management Proposal
5. Sales Growth Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your E-Commerce Director templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
