MS-Excel Templates

Distributor/Marketing Channel Partner Evaluation & Selection Rating Matrix

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  • Distribution/Marketing Partner Main Category Total Score Comparison Chart
  • Potential Partner Profile Chart
  • Distribution/Marketing Partner Score Input Screen
  • Distribution/Marketing Partner Main Category Average Score Comparison Chart
  • Distribution/Marketing Partner Detailed Comparison Chart


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Distributor/Marketing Channel Partner Evaluation & Selection Rating Matrix

Entry into new markets is typically a strategic imperative for diversification and substantial growth.
For many, to rapidly scale sales revenue, initial entry is via a 3rd party. 
Selecting the right 3rd party partner is critical.
Our Distributor/Marketing Channel Partner Evaluation & Selection Rating Matrix provides an effective tool to evaluate potential partners.

Key Features of the Distributor/Marketing Channel Partner Comparison Matrix

Our Rating Matrix is an Excel-based spreadsheet tool that:

  • Allows you to evaluate up to 10 actual or potential partners
  • The evaluation can be based on four main criteria, e.g. Corporate Fit, Marketing, Sales Resources, Logistics & Post-Sales Support or you choose your own
  • In each main criteria you can score each potential partner under five factors. Here again, you decide which factors to use.
  • A weighting is assigned to each factor based on the relative importance that you assign to that factor.
  • A weighted score is then calculated for each main criteria and each of the five factors within each criteria.

A Partner Comparison Chart is presented for the four main criteria that you have chosen.
Another  Detailed Partner Comparison Chart allows the ten potential partners to be compared based on the detail scoring criteria. A dropdown list allows you to select any individual scoring criteria to be used for the comparison chart.
A Partner Profile Chart is created for each Partner. A drop-down list allows any individual Partner to be readily selected for the profile displayed on this chart.
By reviewing the various comparison charts created, you can quickly identify the strengths and weaknesses of each potential partner. The detailed Partner Profile Chart allows you to readily review any potential partner against the profile of your ideal marketing channel partner. 
Two spreadsheet models are supplied:

  1. A version complete with sample data and corresponding results/charts, to use as a reference,
  2. A ready to use model without data, where you can enter the relevant data.

It is recommended that a copy of the “ready to use” version without data is made as a backup for future use.
Before you decide to purchase, check out the Marketing Distribution Channel Partners Evaluation, Rating & Selection Matrix User Guide for more comprehensive details and the list of features and the ease-of-use facilities that allow you to get started right away!
This product is included in our Marketing Math Collection.

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1 Review

  • 5

    Distributor/Marketing Channel Partner Evaluation and selection rating matrix

    Posted by John Adams on 31st Mar 2021

    I purchased this package for use in evaluating our company's distribution partners. I find it very easy to use, and it is set up with some very good graphics. Patrick at the Business Tools Store has been very helpful with a couple of slight modifications I requested- I just emailed him and he was very prompt with a response and the edit. Very good tool, I highly recommend it. John Adams, Atlanta Georgia

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