Sales Plan Template

Sales plan template is a sales sample that shows the process and procedure of developing a sales action and sales strategy. A well defined sales plan sample can help both business and sales person to increase efficiency and sales effectiveness.


Sales Plan Basics

Sales plan needs to have a clear understanding of the sales strategy. A sales strategy is an overall strategic decision that help the business to gain competitive advantages. Successful strategies help the sales force focus on the right target market and right customers and communicate with them in relevant, meaningful ways. There are two types of sales strategies: direct and indirect. In developing your sales plan, you need to give your overall sales strategy.

Sales plan needs to have a clear and measurable sales action plan. In your sales action plan, you may include the following elements: the sales goals, the sales activities and timeline. The sales goals should be specific and measurable; The sales activities are the sales tactics that shows how you plan to make the sale; The sales timeline is that specific data that shows your sales process and actions.

Sales Plan Template Layout

There is free sales template you may consider for reference, however, you may consider designing your sample sales plan template based on your sales needs and requirements if you use common tools such as Word or Excel. During the design process, it is important to consider the sales plan format, sales plan layout and sales plan outline in the sales plan sample.

The first key part in the sales plan template is the sales plan overview. In the section, you may give a brief introduction to the sales plan template and state the sales plan objectives and goals.

The second key part in the sales plan sample is the main body. In the section, you need to give details of your sales plan. What is the current situation of the target market? What is the current status of your key market competitors? What is your sales goals? For example, the Sales Market Size and Information:__; The Competitor Analysis:__; The Sales SWOT Analysis:__; Sales plan strategy:__; Sales goals and actions plan:__ etc.

The last key part in the sales plan example is the resources and support. In the section, you need to show details of the roles and responsibilities of each staff for the actions. For example, The resources needed for the action:__; The Sales Monitoring and Feedback:__ etc.