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Top 30 Free Sales Plan PowerPoint Templates to Design a Winning Sales Plan!

Deepali Khatri

Writing a sale plan sucks, isn’t it? Here we provide a one-stop solution for your concern. If you are looking for a sales plan that will give direction to your activities, your search ends here. We at SlideTeam offer you professionally designed sales plan templates that will help you ramp up your sales and improve the company’s revenue.

Create a stellar presentation by making use of these 30 free sales plan PowerPoint templates that will provide a roadmap to your sales effort. These templates are sure to change your sales game.

Research has proved that visual slides are more remembered than the text slides. Therefore, we provide you these 30 readymade content ready PowerPoint templates to help you design a winning sales plan.

Before, we tour the PPT Templates, are you looking for a comprehensive module to train your sales team and improve their performance? Access our Sales Training Curriculum with content-ready, well-researched slides that will make your training program a terrific success!

Click Here to Download our Comprehensive Curriculum for Sales Training

Speed up your process of writing a sales plan by utilizing these amazingly designed sales PowerPoint slides and achieve your sales target without any hassle.

Agenda Free PowerPoint Template-1

Click Here to Get this Agenda Free PowerPoint Template

The above-shown template can be used for revealing the agenda of the business sales plan meeting. Devise sales strategies and jot down the points to be discussed in the next sales meeting. The PPT slide is completely customizable and can be altered as per your needs. Plan for the completion of your projects by assigning tasks to your employees on daily basis using this readymade agenda-free PowerPoint Template. Characterize the roles and responsibilities of your sales team and layout your objectives.

Problem Solutions Free Presentation Template-2

Download this Problem Solution PowerPoint Slide

Present solutions to sales challenges by incorporating this pre-designed problem solutions PowerPoint slide design. This template can also be used to discuss the challenges and difficulties and for finding out the solutions to the problems. Review and examine your sales team’s work using this readymade PPT slide .

Change Management Process Free PPT Template-3

Get this readymade Change Management PPT Slide

Mention the steps in an effective change management process and showcase how the sales team can benefit from change management. The professionally designed PPT template can also be used to show different sales targets. Using this slide, you can keep your team members up to date on upcoming changes. Close more deals by clearly understanding the change management process.

Roadmap Free PowerPoint Template-4

Download this Professionally Designed PowerPoint Template

Visualize the sales strategies with this sales roadmap PowerPoint template. This sales roadmap ensures that the team members are aligned to a wider vision. Using this sales roadmap PowerPoint slide, you can also present the hurdles faced in the sales process. Display the sales target that are achieved by your organization using this PPT slide.

Features & Highlights Free PPT Template-5

Grab this predesigned Features and Highlights Free PowerPoint Template

List out all the features of the products and services you are offering in an impactful way taking the assistance of this readymade PowerPoint layout. Highlighting the features of your product using this slide will let you maximize your sales. This slide is professionally curated with high-grade icons that make your presentation more appealing.

Targets Free PowerPoint Template-6

Click Here to Download this Target Free PowerPoint Slide Design

Set your sales target using this targets free PowerPoint slide design. Setting up sales targets will help you and your team members stay focused on achieving the set goals. It will help people empower and develop their own skills for reaching the set targets. Set the goals for the sales personnel or the sales team that will be measured in revenue and units and on the basis of which rewards will be given. Provide a direction to your sales team by employing this readymade PPT layout.

Timeline Free PowerPoint Template-7

Grab this Readymade Timeline Free PowerPoint Slide Show

Plan and organize your sales projects using this timeline free PPT slide. Using this PPT template, you can illustrate the sales plan on the timeline with clear objectives and deadlines that will help you stay focused on strategic goals. This customizable slide can be used by sales leaders, marketers and account executives. Present your business plan to the sales team, management and other staff members with the help of this free timeline PPT template.

Brainstorming and Idea Generation Free PPT Template-8

Download this Brainstorming Technique PowerPoint Layout

Encourage new ideas for maximizing the sales using this brainstorming and idea generation free PowerPoint template. Create, develop and communicate ideas for making an effective sales plan. Showcase the various techniques and processes of brainstorming taking advantage of this readymade PowerPoint template.

Opportunities and Challenges Success Free PPT Template-9

Get this predeveloped Opportunities and Challenges Success PPT Layout

Showcase the ways one can overcome the challenges in the way of success. Present the challenges that salespersons in your company might encounter. The PPT slide can be used to present the ways one can exploit the opportunities and the ways to face the hurdles.

SWOT Analysis Free PowerPoint Template-10

Click here to Download this amazing SWOT Analysis PowerPoint Slide Show

Analyze the strengths, weaknesses, opportunities, and threats using this SWOT analysis free PowerPoint template. Create a powerful sales plan after analyzing the strengths and weaknesses of your competitors. Discover new opportunities and solutions to improve your sales activities strategically with this professionally designed SWOT analysis free PPT slide.

Customer Feedback Free PowerPoint Template-11

Download this Creative Customer Feedback PowerPoint Graphic

Get feedback from your customers on the products and services you offer. Let your customers know that they are valuable, and their feedback is important for you. Make them feel that their opinion matters. This is a completely editable slide that can be altered as per your convenience. Getting feedback from your customers is very crucial as it helps in running your business efficiently.

Comparison Free PPT Template-12

Download this Comparison Free PowerPoint Slide Show

Conduct a comparative analysis in the sales plan of two periods and evaluate the two plans. One can also compare their sales plan with the sales plan for the previous year. You can also compare your sales plan with your competitors taking the assistance of this readily available comparison PPT slide.

Geographical World Map Free PPT Template-13

Get this Geographical World Map PPT Slide Design

This professionally designed PPT slide can be used to showcase the sales, geographical segmentation and locations across the globe. Display the countries in which you are selling your product. Present the company headquarters and branches in different locations. Keep a tab on the company’s progress across the globe by incorporating this geographical world map free PPT slide.

Team Introduction Free PPT Template-14

Click here to Grab this Amazingly Designed Team Introduction Free PowerPoint Slide 

Introduce your sales team in front of the viewers by taking advantage of this amazing team introduction free PPT template. This is the best way to introduce your team members in front of the clients and stakeholders. Talk about the experience, qualification and job description of the team members using this slide.

Business Team with Solutions Free PowerPoint Template-15

Download this Business Team with Solutions PowerPoint Slide Show

Quickly fix your sales problem using this business team with a solution free PowerPoint template by finding out the accurate solutions. One can also illustrate teamwork, unity, group activity and strength using this readymade PPT slide. Devise an effective sales strategy and make a common sales methodology using this slide.

Opportunity and Challenges Roadmap Free PPT Template-16

Download this Opportunities and Roadmap Free PPT Slide

Present the sales roadmap and depict the challenges that the sales team faces while selling the product in the market. The challenges like long decision time frame, staying motivated, finding more qualified leads, too many competitors and weathering budget cuts can be presented with this free opportunities and challenges roadmap PowerPoint slide. Display how the sales department in the organization has been taking advantage of the opportunities through this creatively designed PowerPoint slide show.

Idea Generation Free PowerPoint Template-17

Download this Idea Generation PowerPoint Slide Design 

Generate ideas for a better sales plan and encourage your team members to contribute more in the decision-making process. The slide will help you figure out solutions to a number of problems. Expand your range of ideas by inviting ideas from the employees and other staff members for maximizing the sales of the organization.

Gantt Chart Free PowerPoint Template-18

Download this Gantt Chart PowerPoint Slide Show

This template can be used to make structured plans for achieving the sales target. A sales plan is essential for achieving the sales goal and a plan presented using this chart can be easily understood by the audience. This template can be used by sales leaders, marketers and account executives. Track the monthly progress of your organization using this amazing Gantt chart free PPT template.

Dos and Don’ts Free PowerPoint Template-19

Grab this Readily Available Dos and Don'ts PowerPoint Slide Show

This slide can be used to showcase two sides of any concept. Present the point that the sales personnel should keep in mind while selling the product. Also, the slide can be used to showcase the things that a salesperson should avoid while selling the product. This slide is perfect to elucidate the essential dos and don’ts for a salesperson.

Operations Free PowerPoint Template-20

Get this Operations Free PowerPoint Slide Design 

Showcase the interrelated parts of your organization using this predesigned PowerPoint template. Display how sales department is dependent on the other departments of the organization. Create an impactful presentation on operational planning and team management. The sales department is based on the purchase, finance and other departments for its proper functioning.

Global Challenges and Solutions Free PowerPoint Template-21

Grab this Creative Global Challenges Free PPT Slide 

The above-shown template can be used to showcase the global business challenges faced by your organization. Formulate plans and strategies to deal with the challenges and overcome them. This beautifully designed template is curated by a team of professional designers that gives you access to alter and modify all the elements of this slide.

Challenges Free PowerPoint Template-22

Click here to Download this Challenges Free PowerPoint Slide Design

Mention the challenges a person faces while selling the product or while making a sales plan. Jot down the points one must consider while creating an effective sales plan. Display the steps of creating a sales plan and the technique to overcome the sales objections. Devise an impactful sales presentation taking the assistance of this template.

Clock for Time Management Free PowerPoint Template-23

Download this Clock for Time Management PowerPoint Slide

Take care of the deadlines and meeting events with the help of this ready-to-use clock for time management free PowerPoint Slide. Manage your time efficiently and guide your workforce about the ways they can meet the deadlines timely. The PPT slide will help you list and prioritize your sales task.

Zigzag Roadmap Free PowerPoint Template-24

Get this Zigzag Roadmap Free PPT Slide

Give your employees a proper sales training. Train your employees efficiently and help them increase their training. The presenter can showcase the entire sales training process with the help of this zigzag learning roadmap timeline PowerPoint template. This zigzag roadmap free template can also be used to showcase the steps for creating a sales plan. Communicate the sales training program by incorporating this PPT template.

Process Free PowerPoint Template-25

Grab this Professionally Created Process Free PowerPoint Slide Show

This template will serve as a step-by-step guide for designing a winning sales process. Showcase the key activities that the representatives must follow to keep the deals moving forward. Present the important sales strategies that are sure to increase productivity using this slide.

Product Features PowerPoint Template-26

Click here to Download this Product Features Free PPT Template

Highlight the features of the products and services you are selling by employing this product features PowerPoint slide design. You can create a sales plan taking into consideration the product’s features and characteristics. This creatively designed PPT slide is totally customizable and can be modified as per your needs. Showcase the sales target and the sales policies of the current year using this template.

Dashboard Free PowerPoint Template-27

Grab this Content Ready Dashboard Free PowerPoint Slide Show

The template will help you measure the key metrics and determine the performance of the sales team. Keep a track of sales quotas and manage the overall performance with this professionally designed PPT layout. One can review the sales activities and can make a regular assessment of the work done by the sales team. This slide will enable you to make an effective sales strategy to help your business grow and expand.

Mission Vision Goals Free PPT Template-28

Get this Customizable Mission Vision Goal Free PPT Slide

Share the mission, vision, and goals of the organization with your audience in an engaging way. Meet your sales target by incorporating this completely editable PowerPoint slide show. This slide design will prove to be a resourceful template for you with all the facets like sales target, sales mission, sales vision, and goal. Discuss with your team members about the concept of sales and come up with an interesting strategy.

Project Management Free PowerPoint Template-29

Grab this Project Management Free PPT Template

Manage customers and your leads with this amazing project management free PPT slide. The slide will help you track the progress of the projects on the basis of which you can decide which project is to be given more importance. Encourage your sales team to ramp up the sales. Guide them on the ways to manage different projects taking advantage of this free project management PowerPoint slide.

Strategy Free PowerPoint Template-30

Download this Strategy Free PowerPoint Slide

This template can be employed to communicate a step-by-step plan to sell your products. Devise the best sales strategies that will help you increase your sales and present it in front of the sales team through this professionally designed PowerPoint slide show. Empower your team to deliver their best with this PPT slide.

Get started with these beautifully created free sales PowerPoint templates and devise strategies to ramp up your sales .

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• Presentations

Sales Plan Presentation

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Create an informative and consistent sales plan presentation that fascinates your audience.

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Table of Contents

Mission statement

Target Customers

Revenue Targets

Sales Strategies

Pricing strategy, sales forecast, sales action plan.

Sales Tools

Team Structure

Write a clear mission statement that explains the reason for your company's existence.

Positioning

Add your company’s positioning that reflects your strengths and place in the market.

Company Type

Decision-Maker

Describe your ideal customer profiles choosing the criteria that matter to your business.

Explain which sales goals you'll achieve in terms of revenue, customer retention, sales cycle, or other important sales criteria.

Deal Target

Units Sold Target

Sales Cycle Target

Customer retention

Inbound Sales

List your inbound sales activities, e.g., organic search, press release, or social posts.

Outbound Sales

List your inbound sales activities, e.g., cold calling, direct sales, or email outreach.

List your upsales activities, e.g., lead nurturing, new feature webinars, or marketing.

Describe your pricing strategy and explain your offerings.

Price Strategy

List your supporting sales activities that you plan to take on within a planned period.

Webinars: Once a month

Product podcasts: Biweekly

Live training sessions: Weekly

Describe your current and planned activities needed to help you stay focused on your goal and achieve success.

Sales Tools & Channels

List tools and resources your team will use in their sales activities daily.

VP of Sales:

overseeing the team performance, defines the sales strategy, reports on the progress

Provide an overview of your sales team's organization and structure.

Senior Sales Managers:

Pre-sale Managers:

closing deals, communicating with key clients

first-client contact, lead generation, and nurturing

Sales Team Structure:

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Sales plan powerpoint templates for presentations:.

The Sales Plan PowerPoint templates go beyond traditional static slides to make your professional presentations stand out. Given the sleek design and customized features, they can be used as PowerPoint as well as  Google Slides templates . Inculcated with visually appealing unique and creative designs, the templates will double your presentation value in front of your audience. You can browse through a vast library of Sales Plan Google Slides templates,  PowerPoint themes  and  backgrounds  to stand out in your next presentation.

What Is A Sales Plan PowerPoint Template?

A Sales Plan PowerPoint template is a ready-made presentation template that provides a structured framework for creating professional Sales Plan presentations. The Sales Plan PPT presentation template includes design elements, layouts, and fonts that you can customize to fit your content and brand.

What Are The Advantages Of Sales Plan Presentation Templates?

Sales Plan PPT presentation templates can be beneficial because they:

• Add multiple visual and aesthetic layers to your slides.
• Ensure that complex information, insights and data is presented in a simplistic way.
• Enhance the overall visual appeal of the content.
• Save you a lot of time as you don’t have to start editing from scratch.
• Improve the professional outlook of your presentation.

How To Choose The Best Sales Plan Presentation Templates?

Keep the following points in mind while choosing a Sales Plan Presentation template for PowerPoint (PPT) or Google Slides:

• Understand your presentation goals and objectives.
• Make sure the Sales Plan template aligns with your visual needs and appeal.
• Ensure the template is versatile enough to adapt to various types of content.
• Ensure the template is easily customizable.

Can I Edit The Elements In Sales Plan PowerPoint Templates?

Yes, our Sales Plan PowerPoint and Google Slides templates are fully editable. You can easily modify the individual elements including icons, fonts, colors, etc. while making your presentations using  professional PowerPoint templates .

Are Sales Plan PowerPoint Templates Compatible With Google Slides?

Yes, all our Sales Plan presentation templates are compatible and can be used as Sales Plan Google Slides templates.

How To Download Sales Plan PowerPoint Templates For Presentations?

To download Sales Plan presentation templates, you can follow these steps:

• Select the resolution (16*9 or 4*3).
• Select the format you want to download the Sales Plan template in (Google Slides or PowerPoint).
• Make the payment (SlideUpLift has a collection of paid as well as free Sales Plan PowerPoint templates).
• You can download the file or open it in Google Slides.

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Home Blog Business How to Create a Winning Sales Plan Presentation

How to Create a Winning Sales Plan Presentation

As sales professionals, you are used to writing sales plans, but presenting them to stakeholders is a different story. People in your organization, including executives and decision-makers, often possess high-level industry knowledge and business acumen. They are also incredibly impatient and don’t have time to sit for long presentations. Therefore, your sales plan presentation should go beyond mere information-sharing; it should be about aligning your sales plan with their existing understanding concisely and time-efficiently.

In this article, we will guide you through the process of creating a presentation material based on your sales plan. Expect useful presentation templates along the way!

Table of Contents

Key Elements of an Effective Sales Plan Presentation

Executive summary, goals and objectives, market analysis, sales strategies and tactics, financial projections, contingency plan and risk management.

• Tips for Sales Presentations

Preparing your sales plan presentation parallels your steps when writing the document. After all, your goal didn’t change; that is, to spell out the objectives, strategies, and implementation measures guiding your sales efforts.

Your sales plan presentation should cover the following elements.

Let’s discuss each component in detail.

An executive summary is the preface to your larger sales plan document, so it should also precede the body of your sales plan presentation. This slide provides a concise overview of the entire sales plan, including your objectives and strategies, setting the stage for what’s to come.

Normally, executive summaries are written in paragraph form proportionate to the report’s length. But it is different when it comes to PowerPoint presentations. Executive summary slides should be visually dynamic to draw the audience’s attention to the most critical information of the report. 

Here’s an example of a sales plan presentation’s executive summary slide . Note that the following slides outline a hypothetical sales plan for FreshBite Delivery, a fictitious company. The data and market trends presented in this example are for illustrative purposes only and do not reflect actual market conditions.

Following the executive summary is a slide/s that outlines the goals and objectives you want to achieve with your sales efforts. Depending on the size of your organization, this part might cover the specific goals of each department involved in the sale. Imagine being in a larger company; different groups might work parts of the sales process. So, you’d discuss the goals for each of those groups. 

You may talk about when you expect certain things to happen as well. Like, when do you plan to reach certain milestones? For the employees, this helps create a clear line of sight between the goals and their day-to-day work. For decision-makers, this shows where the sales plan is taking the company.

Let’s continue our FreshBite Delivery sales plan and see what a Goals and Objectives slide may look like.

Presenting the findings of your market analysis activity holds significant importance in proving the validity of your chosen sales goals and strategies. Your market analysis presentation builds confidence among decision-makers that your approach is grounded in a solid understanding of the market’s realities. Through this section, you can also address a crucial concern they often have: whether there’s a genuine demand or space for your products or services.

There are several market analysis templates you can use, but the best ones should allow you to do the following:

• Assess available market factors (e.g., volume and value)
• Identify and quantify target customer
• Identify competitors

For example, FreshBite Delivery’s market analysis presentation could include a slide dissecting the market segments they can turn into customers.

Another option presenters can consider is using a Perceptual Map to present the company’s position against competitors in the same market.

Now, it’s time to get into the nitty-gritty of your presentation by talking about your sales strategies and tactics. This part is the heart of your presentation, where you’ll outline the key activities you intend to implement to achieve your sales goals.

So, what should a sales strategy slide include? It should typically answer the following questions:

• How will we reach our target customers?
• Who is responsible for what?
• What’s the timeline for implementation?

Reaching Target Customers

This section zooms in on the methods and channels you’ll use to connect with your intended audience. Can you leverage social media, email campaigns, direct sales calls, or a mix of these approaches?

For example, the sales and marketing team of FreshBite Delivery may launch targeted advertising and search engine marketing campaigns to reach potential customers. They may also offer subscription discounts for long-term commitments to encourage repeat orders. All of these strategies are in line with their sales goal of increasing their monthly revenue.

Presenting the Team

In your presentation, it’s also important to identify the individuals or teams who will be accountable for different aspects and execution of your sales plan. You’ll want to showcase the connections between individuals and their driving strategies. This demonstrates the coordinated effort that’s underway. Whether it’s the marketing team spearheading digital advertising or the customer support team nurturing customer relationships, this alignment of roles is the backbone of your sales success.

Setting Timelines

In this timeline slide , you will outline the actionable tasks contributing to achieving your sales goal with a clear completion timeline. Each task would be accompanied by its responsible party, a brief description, and a specific completion deadline. You may also list the activities in a way that assumes logical dependencies between tasks. 

When presenting your sales plan to stakeholders, you outline your company’s growth roadmap. However, numbers speak louder than words, and a well-crafted financial projection serves as a quantitative validation of the strategic path you are advocating. This projection offers a calculated glimpse into the financial outcomes your sales initiatives are poised to generate.

In this section of your presentation, you may include the following:

• Sales Revenue Projection – an estimate of your expected sales revenue based on your sales strategies, market demand, and historical data.
• Sales Growth and Market Trends –  anticipated market growth rates and trends that could impact your sales.
• Cash Flow Projection – a breakdown of the inflow and outflow of cash over a specific period.
• Break-Even Analysis – the point at which your total revenue equals your total expenses.
• Churn Rate – the proportion of customers who are leaving.

A sales plan aims to provide your organization with a systematic approach to achieving your revenue goals successfully. However, unforeseen incidents may catch you off guard and disrupt your plan’s progress. It’s paramount to let the stakeholders know that you have a “Plan B.”

According to Forbes Advisor , a contingency plan is a plan that will guide how your team should react to factors that interrupt the normal course of business. On the other hand, risk management is a broader approach focused on identifying and mitigating potential risks before they materialize into disruptions. Both concepts are crucial components of a sales plan.

Here’s a sample presentation of a contingency plan and risk management strategy for our made-up organization, FreshBite Delivery.

Tips for Sales Plan Presentations

1. keep your presentation concise.

When you present a wordy slide during a sales plan presentation with the stakeholders, a lot can go wrong. They may inadvertently read ahead or, worse, lose interest in the presentation altogether. Hence, you need to make a conscious effort to prioritize brevity and clarity in your slides.

One technique that can help you in this regard is the 1-6-6 rule, which suggests that there should only be one main idea for each slide, a maximum of six bullet points, and six words per bullet point.

Guy Kawasaki, on the other hand, suggests that an engaging presentation consists of no more than 10 slides, lasts no longer than 20 minutes, and is no lower than 30 points in size. This is known as the 10/20/30 rule of presentation .

2. Use Graphs, Charts, and Infographics

Sales plan presentations often include data-heavy information that visuals can convey more effectively than words alone.

For example, you can use a bar chart to compare revenue growth over quarters or a pie chart to showcase the percentage distribution of customer segments. You may also utilize a sales funnel to visualize the customer journey and the strategies you must implement for each stage.

Visual representations can simplify complex data, enhance comprehension, and make the information more engaging for your audience.

3. Create Narratives to Connect with the Audience

Stories are one of the most engaging ways to grab an audience and gain support for your strategies in the context of a sales plan presentation. A well-crafted story can illustrate the rationale behind your proposed plan and emotionally connect stakeholders to your vision.

Instead of directly stating your resource requirements, for example, you can weave a story highlighting employees’ challenges in completing a transaction. This demonstrates how these challenges affect revenue and explains why you need more resources to do better.

4. Anticipate Objections

Facing objections during a sales plan presentation can be nerve-wracking, but you can also use them to strengthen your case and increase stakeholder buy-in.

When faced with customer objections , what you need to do is to respond to the real issue. Shift the conversation towards potential solutions and showcase how your strategies address the concerns. Support your response with concrete evidence to add credibility to your arguments.

So, if a stakeholder objects to the potential risks of entering a competitive landscape, highlight your risk mitigation plan and cite market trends to prove that your strategies are grounded on tangible data.

5. Send Follow-Up Info

The next crucial step is to maintain momentum and solidify the impact of your presentation, which you can do by sending follow-up information.

You can start your follow-up email by thanking your audience and concisely summarizing the main points discussed in your presentation. You may also further address objections and reiterate how your strategies solve those concerns.

Don’t forget to attach the complete sales plan document to your email so your audience can revisit and study the content.

Crafting an effective sales plan presentation is paramount for achieving support and buy-in from your organization’s decision-makers. By meticulously analyzing market trends, setting clear goals, and transforming them into insightful presentation materials, your presentation becomes a potent tool for engaging stakeholders and realizing organizational objectives. Our presentation templates can help you level up the clarity of your proposals necessary to secure the backing you need for successful implementation.

1. Simple Executive Summary Slide Template for PowerPoint

You don’t have to go overboard to express the Executive Summary in a Sales Plan Presentation. Work with this visual one-pager slide with three colorful sections to showcase the main business objectives. Clipart icons help to add value to your presentation as visual cues of what the objective is oriented.

Use This Template

2. Executive Summary PowerPoint Template

The Executive Summary slide used in the case study of this guide can be part of your upcoming sales plan presentation. This highly visual template is intended for QBR presentations, as it summarizes the business plan’s milestones, a market analysis, and strategies, and you can even include the company’s vision and operational processes.

Work with the included icons, and resize or reorganize the elements listed in this 100% editable executive summary slide deck.

3. Perceptual Map PowerPoint Template

A selection of 3 layouts to express a Perceptual Map in your sales plan presentations. Using this tool, you can instantly map companies in how they rank according to two key attributes – such as price and quality.

This perceptual map template helps companies understand where their product or service stands in the market compared to other industry actors. Edit the included icons in terms of size, color, and positioning in just seconds.

4. Brand Positioning Map PowerPoint Template

An alternative to express a brand’s stance in the market, use this Brand Positioning Map PowerPoint template to analyze and present your brand against competitors in the same niche according to two ranking metrics. This two-axis map is expressed through multiple formats, such as a simple map diagram, a 3×3 matrix, a multi-map layout, and more. You can edit all details in this template, such as shapes and colors used to represent brands and their overall position.-

5. Member Profile PowerPoint Template

Introduce your team in a detailed format by highlighting their core skills in relation to your company’s sales plan. Using our Member Profile PowerPoint template, we can ditch the dull org chart slides and get your team closer to stakeholders in a layout resembling a website or social media profile.

Try and edit these 3 creative meet-the-team slides, and tailor their color scheme to your branding requirements in just a couple of clicks.

6. Editable Gantt Chart for PowerPoint

Express deadlines, overlapping tasks, and dependencies by using an elegant and simple Gantt Chart Template for PowerPoint. This fully editable template shall help you represent your tasks by using three main properties: Start Date, End Date, and Task Curation Percentage.

This template allows full customization of color, shape sizes, task count, time period, etc., to help presenters narrow down the core areas of their projects in an efficient format. Using a two-tone bar, this Gantt Chart stands out as a sort of 3D graphic, making it an attractive visual asset for your presentation.

7. Financial Projections & Key Metrics Template for PowerPoint

Represent the numbers managed in your financial projections in a visual format. This Financial Projections & Key Metrics Template for PowerPoint uses a table format that is fully editable to cover as many years as required or even lists other metrics than Customer Number, Revenue, Expenses, and Cash Flow.

Easy to update, the pre-made slides cover 2-year, 3-year, 4-year, and 5-year plan projections.

8. Sales Action Plan PowerPoint Template

Use this Sales Action Plan PowerPoint template to turn your sales goals into an actionable plan. The template features two slides with 3 columns for different sales channels: In-Store, Online, and Wholesale. Each slide is a variation of the layout, either in vertical or horizontal format.

List down the core elements of your action plan according to your KPIs, and measurement parameters like projected sales, deadlines, distribution strategy, and more.

9. 30 60 90 Days Plan Timeline Template

Your sales plan presentation can feature a 30-60-90 days Plan Timeline Template to express short-term actions and when is the expected deadline for them. We list five different layouts for this purpose, so presenters can easily adapt these slides to their graphics style.

10. Creative TAM SAM SOM Slides Template

An alternative to this article’s TAM SAM SOM slide, this pyramid format presents the market size subsets in a funnel layout. The usage of this tool is relevant to any business size but particularly relevant to small business owners to initiate their operations with the right selling strategy.

Use this template today and smartly create lead-generation strategies with these insights.

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Presentation Approaches, Sales Filed under Business

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Sales Strategy Presentation Templates

Hello sales executives use our fantastic free sales strategy powerpoint templates and google slides themes pack if you need to make a professional presentation. these templates will define your sales tactics and successfully communicate them to internal and external businesses. try it now.

Free Sales Strategy PowerPoint Templates and Google Slides Themes for Winning Presentations!

We're here to help you, what is sales strategy.

A Sales Strategy is a set of action, plan, decision, and objective that helps showcase the sales team's performance in an organization. It is the best tool to support sales reps with perfect goals and objectives.

What are Sales Strategy PowerPoint Templates?

Sales Strategy PowerPoint templates are the best presentation tool designed with an attractive sales theme. These templates help depict clear sales process objectives with eye-grabbing visuals and designs.

How can I make a Sales Strategy PowerPoint Template for a presentation?

A presentation template is easier to construct for PowerPoint designers. If you're a beginner, you could find creating a new slide for your presentation challenging. So pick the best pre-designed templates. If you need design inspiration, visit our PowerPoint tips & tricks page.

Who can use Sales Strategy PowerPoint Templates?

These Sales Strategy PowerPoint templates are the perfect choice for sales managers, reps, sales executives, and project managers. It is the perfect tool for sales presentations.

Where can I find free PPT Templates?

You may have come across numerous free PowerPoint supplier websites, but the design did not satisfy you. As a result, it's always safer to rely on a reputable source like Slide Egg.

• What is Strategy?
• Business Models
• Developing a Strategy
• Strategic Planning
• Competitive Advantage
• Growth Strategy
• Market Strategy
• Customer Strategy
• Geographic Strategy
• Product Strategy
• Service Strategy
• Pricing Strategy
• Distribution Strategy
• Sales Strategy
• Marketing Strategy
• Digital Marketing Strategy
• Organizational Strategy
• HR Strategy – Organizational Design
• HR Strategy – Employee Journey & Culture
• Process Strategy
• Procurement Strategy
• Cost and Capital Strategy
• Business Value
• Market Analysis
• Problem Solving Skills
• Strategic Options
• Business Analytics
• Strategic Decision Making
• Process Improvement
• Project Planning
• Team Leadership
• Personal Development
• Leadership Maturity Model
• Leadership Team Strategy
• The Leadership Team
• Leadership Mindset
• Communication & Collaboration
• Problem Solving
• Decision Making
• People Leadership
• Strategic Execution
• Executive Coaching
• Strategy Coaching
• Business Transformation
• Strategy Workshops
• Leadership Strategy Survey
• Leadership Training
• Who’s Joe?

SALES PLAN PRESENTATION TEMPLATE

Download the Sales Plan Template with 100 PowerPoint slides of sales strategy storylines, initiatives, templates, frameworks, professional graphics, charts , and icons.

Designed by sales leaders and McKinsey consultants, the sales plan template covers sales strategies, performance, goals, account planning , territory expansion, sales compensation , marketing strategies , growth initiatives , sales org charts & design, sales budgeting, and more.

Get a headstart on your sales plan strategy and PowerPoint presentation by instantly downloading the sales plan template with great-looking and easy-to-edit slides and multiple color palettes.

PREVIEW OF THE SALES PLAN TEMPLATE

VALUE PACK INCLUDES: Sales Plan Template Plus... Strategy Frameworks - 168 pages HR & Org Strategy - 186 pages Strategic Plan - 121 pages Market Analysis - 114 pages Business Model - 17 pages

THE SALES PLAN TEMPLATE DOWNLOAD INCLUDES 3 COLOR PALATTES

ALL 100 POWERPOINT SLIDES IN THE SALES PLAN TEMPLATE

The 100-page Sales Plan PowerPoint Template includes:

1. Title Page 2. The Sales Team's Mission 3. Agenda Slide 4. Sales Team Wins 5. Historical Revenue Chart 6. Sales Breakdown Chart 7. Sales Goals & KPIs Scorecard 8. Sales Pipeline Metrics & Initiatives 9. Next Year's Goals Agenda Slide 10. High-level Sales Goals 11. Next Year's KPIs & Goals 12. Next Year's Sales Initiatives 13. Launch New Products Agenda Slide 14. New Product & Service Launches 15. Launch Initiatives 16. Geographic Expansion Plan 17. Improve the Sales Fundamentals 18. Sales Funnel Initiatives 19. Sales Methodology Improvements 20. Sales Technology Initiatives 21. Top Prospects & Accounts Plan 22. Sales Project Plan 23. Turn Up the Marketing Agenda Slide 24. High-level Marketing Strategy 25. Target Customer Personas 26. Marketing Campaign Overview 27. Media Mix Spend Chart 28. Channel Partner Strategy 29. Social Media Strategy 30. Media Mix Spend by Month Chart 31. Elevate the Team Agenda Slide 32. Sales Budget & Headcount Slide 33. Sales Team Org Chart 34. Sales Territory US Map

35. Sales Employee Journey Strategy 36. Sales Compensation Plan 37. Thank You & Questions 38. GENERIC SALES TEMPLATES 39. Sales World Map 40. Expanding Circle Framework 41. 5 Block Slide 42. Hexagon Slide 43. 3 Strategy Yin Yang Slide 44. 4-Part Puzzle Piece 45. Sales Roadmap Slide 46. 4-Part Flower Template 47. 8-Part Flower Template 48. Speedometer Slide 49. Pyramid Framework 50. 3-Ellipse Template 51. 3-Box Template 52. Staircase Slide 53. Downward Flow Template 54. 4-Piece Process Slide 55. Milestone Slide 56. 4-Box Framework 57. 3-Box Framework 58. 3-Box Segmented Framework 59. Sales Performance Slide 60. Sales Agenda Slide 61. Sales Priority Slide 62. SALES PLAN ICONS 63. Light Blue Background 1 of 3 64. Light Blue Background 2 of 3 65. Light Blue Background 3 of 3 66. Dark Blue Background 1 of 3 67. Dark Blue Background 2 of 3 68. Dark Blue Background 3 of 3

69. White Icons 1 of 3 70. White Icons 2 of 3 71. White Icons 3 of 3 72. Dark Blue Icons 1 of 3 73. Dark Blue Icons 2 of 3 74. Dark Blue Icons 3 of 3 75. SALES WORKSHEETS 76. SWOT Analysis 77. Porter’s 5 Forces Template 78. PESTLE Analysis Template 79. Prioritization Matrix Template 80. Competitive Advantage Template 81. Change Management Template 82. Change Management Worksheet 83. Sales SMART Goal Worksheet 84. Sales Strategy Overview 85. Marketing Campaign Template 86. Product Roadmap Example 87. Comprehensive SWOT Analysis 88. Service Benchmarking Template 89. Product Benchmarking Template 90. Sales Project Team Charter 91. Sales Images 92. CHARTS 93. Sales Pie Charts 94. Sales Stacked Column Chart 95. Sales Stacked Bar Chart 96. Stacked Column Chart 97. 100% Stacked Column Chart 98. Sales Waterfall Chart 99. Sales Bubble Chart 100. Sales Radar Chart 101. Terms & Conditions

Also, check out our other starter templates: strategy frameworks ,  market analysis , HR & org design , and business models .

Sales And Marketing Plan Templates For Presentations

Download the Sales Plan Template with 100 PowerPoint slides of sales strategy storylines, initiatives, templates, frameworks, professional graphics, charts, and icons.

Designed by sales leaders and McKinsey consultants, the sales plan template covers sales strategies, performance, goals, account planning, territory expansion, sales compensation, marketing strategies , growth initiatives , sales org charts & design, sales budgeting, and more.

Get a headstart on your sales plan strategy and PowerPoint presentation by instantly downloading the sales plan strategy template with great-looking and easy-to-edit slides and multiple color palettes.

Comprehensive Sales Plan Strategy Presentation Templates

1. sales team's mission.

Set the stage for your sales journey with a compelling mission statement that unites your team around a common goal and purpose.

2. Agenda Slide

Keep your presentation organized and focused with an agenda slide that outlines the key topics and flow of your sales plan.

3. Sales Goals and Performance

Monitor your team's progress and performance with in-depth insights into sales goals, KPIs, and a scorecard to track achievements.

4. Next Year's Goals and Initiatives

Prepare for the future by outlining the high-level sales goals, KPIs, and initiatives for the upcoming year.

5. Product and Service Launch

Maximize product and service launches with a dedicated agenda slide and detailed initiatives for successful market entry.

6. Geographic Expansion

Explore new territories and markets with a strategic plan for geographic expansion.

7. Sales Fundamentals and Methodology

Strengthen your sales fundamentals and methodology with targeted initiatives to enhance the sales process and technology.

8. Target Customer and Marketing Strategy

Understand your customers better and create effective marketing strategies with insights into target customer personas, campaign overviews, and media mix spend.

9. Sales Team Structure and Performance

Build a high-performing sales team with an org chart, budget allocation, and a well-defined sales employee journey strategy.

10. Sales Template s and Frameworks

Effortlessly communicate complex ideas with a variety of generic sales and marketing plan templates, icons, worksheets, and charts.

11. Miscellaneous

Conclude your presentation with a thank-you slide and provide any necessary terms and conditions.

12. Sales Performance Analysis

Dive deep into your sales team's performance with comprehensive analysis and insights, enabling data-driven decision-making.

13. Customer Relationship Management (CRM) Integration

Explore how to leverage CRM systems to streamline sales processes , enhance customer interactions, and boost productivity.

14. Sales Training and Development

Invest in your team's growth by incorporating a dedicated section on training programs, skill development, and ongoing coaching.

15. Competitive Analysis and Market Research

Equip your team with valuable intelligence by including a section on competitive analysis and market research findings.

Frequently Asked Questions

Home / Business / Top Sales Plan PowerPoint Template to Create a Stellar Sales Presentation

Top Sales Plan PowerPoint Template to Create a Stellar Sales Presentation

Do you want to grow your sales exponentially? Or are you frustrated from hearing the owner’s comment on lacklustre numbers of sales being reported? And you have been insisted to provide a solution for low sales?

The eventual goal of manufacturing a product and developing service is to make sales. But do remember without succinct planning, nothing in the world could be achieved unless you have good luck.

Everything requires you to take out time, plan things through, finalize goals, create a plan, and implement it to achieve them. Sales plan plays a prominent role when you want to roll out a newly launched product in various markets.

According to an old adage saying, ”if you fail to plan, then to plan to fail.” Admittedly planning is the most crucial aspect of a business. Without a concise plan, your business is going to sink. Running a business without a plan is the same as throwing the dart blindfolded, hoping the dart would hit the bull’s eye. Probability is there. You might hit the bulls, but there are better chances you will poke someone’s eye.

Why do most sales professionals leave writing sales plan to chance? Maybe they don’t know how to write one, or either no one in their organization has written one to guide them through the process.

But the reality is writing a sales plan really sucks. If you are husting to write a sales plan, then here we have an ultimate solution for your concern.

Premium Sales Plan PowerPoint Templates

With Slidechef’s sales plan PowerPoint templates give direction to your activities. Using these sales plan template PPT, you can ramp up your sales process and improve the company’s efficiency and revenue.

Visuals that appeal to the audience have proven to be remembered more than the text slides. That’s why here we have added some of the best professionally tailored sales plan PowerPoint template, which will help you to craft a stellar presentation.

Free Sales Plan Template

Whether you want to assess your product or service’s current status or service or just want to implement strategies for achieving targets. Then these free sales plan PowerPoint template proves to be handy. Download these free sales plan templates and establish your team strategy in a way that abets you in achieving your sales goal.

Free Sales Strategy Plan PPT Template

With these sales strategy plan PPT templates , draw out your future plans and activities in a well-defined layout. These sales strategy templates let you stay focused on productive tasks without getting distracted from time-wasting activities.

Yearly Sales Plan Templates for PowerPoint

To achieve your sales goal, it’s important to have a sales plan. Now with these free yearly sales plan templates for PowerPoint, set your yearly sales target. Setting up sales targets enables you and team members to stay focused. Use these yearly sales planning PPT features your monthly, quarterly, weekly, and yearly sales plan.

Sales Plan Presentation PPT Templates

A good sales associate knows how prominent is a sales plan in achieving sales and marketing goals. Using these sales planning PPT, you can stay focused on your strategic goal and track your progressions towards them.

Free Sales PPT Template

Sales is what drives fortune to the business. With these free sales PPT templates, you can draft an excellent presentation on sales, salesforce, business management, and so on. A sales professional is solely responsible for team efficiency. Using these free sales PPT templates, sales managers can make a presentation defining the sales team’s duties and responsibilities and any sort of presentation related to sales.

Sales Report PowerPoint Template

A sales report presentation could determine the future of the business. It can attract investors, financial institutes to invest in your business. These sales report PowerPoint templates library constitutes multiple bars and charts, timeline templates, circular diagrams, and much more. Using these sales report PPT templates, you can present your company performance data with an engaging tone.

Sales Strategy Template PowerPoint

It’s efficacious to scale and track individuals and business performance on a periodic interval. This sales growth PowerPoint template is ideal for evaluating the sales growth and revenue of the business. The template comes with a line graph and speedometer image using which you can scale performance and summarize details of an activity. Apart from highlighting sales and revenue growth, you can use these sales strategy PowerPoint presentation templates to summarize sales and financial reports.

Free Sales Strategy PowerPoint Presentation Template

Do you have a business presentation approaching soon that can make or break your career? Don’t settle with a random presentation template that doesn’t contain crucial elements for a Powerful presentation. This free sales strategy PowerPoint presentation template comes with sophisticated and clean layouts ideal for clearly showing your business and innovative idea.

Marketing Sales Strategy Template PowerPoint

Without a concise action, you can’t visualize where you want to be in the future. In simpler words, marketing strategies work as a roadmap that directs the team towards the goal and maximizes the possibility of success. This marketing sales strategy template PowerPoint is an exceptional mix of modern and innovative designs that will surely stun your audience.

Making an informative and sophisticated presentation seems like a difficult task. But its isn’t as complicated as you assume when you use these top sales plan PowerPoint template.

Finger crossed; we hope this blog helped you to find the best sales plan PowerPoint template . However, these slides and features could be less as compared to a premium version. But these free themes will be best to give your presentation a great start.

If you wish to stand out and create a creative presentation without reaching your wallet, then you should definitely check out these Top sales plan PowerPoint template.

Find the most suited sales plan PowerPoint template you like and draft a presentation highly converting sales presentation. 

Looking out for more freebies? Then check out our few recommendations: 

• Best Free Investment PowerPoint Templates    
• Most Download Cyber Security PowerPoint Template
• Top 10 Free Customer Service PowerPoint Template

About The Author

Priyanshu Bharat

Priyanshu is a copywriter who loves to tune into what makes people tick. He believes in presenting his ideas with flair and wit, which has made him an expert at standing on stage and charming the pants off of any audience he's faced with. Priyanshu lives for learning as much as he can, so if you ever need help understanding something - just ask!

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20+ Best Sales PowerPoint Templates (Sales PPT Pitches)

Learning to craft successful and better-looking sales presentations is one of the key skills you should master as a marketer or sales rep.

In this digital era, being able to deliver great presentations is not enough. You also need to be able to design attractive and beautiful slides that engage with your audience while adding more context to your speech.

The good news is that you don’t have to be a designer or take courses to design such effective PowerPoint presentations. All you need is the right PowerPoint template.

In this post, we bring you a collection of PowerPoint sales presentation templates to help you find the right designs for your sales plan, proposal, and pitch slide decks. Be sure to save these templates for future events and meetings.

How Does Unlimited PowerPoint Templates Sound?

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

Ciri Template

Pitch Deck Templates

Startup pitch deck.

BeMind Minimal Template

Explore PowerPoint Templates

Business Sales PowerPoint Presentation Template

Sales presentations don’t always have to be all stats and data, they can be beautiful too. This PowerPoint template allows you to design more effective slideshows with modern layouts with creative animations. There are more than 50 unique slide designs included in this template. You can easily edit and customize them to your preference.

Sales Strategy Powerpoint Template

If you want to make your sales strategy presentations more effective, you should consider creating a slideshow with more visual elements. This PowerPoint template will help you get that job done. It includes 30 unique slides you can use to present your sales plan and strategy in a step-by-step approach.

Sales Pitch PowerPoint Template

A great pitch deck goes a long way to make sure your sales pitch stays on point. It will also help convince your audience of your skills and knowledge on the topic. Be sure to use this PowerPoint template to design such a killer slide deck for your sales pitch presentations. It includes 20 master slide layouts with fully customizable layouts.

Marketing & Sales Strategy PowerPoint Template

There are many different types of charts, graphs, and infographics you need to use in your sales presentations to visualize data and key points. This PowerPoint template includes 30 unique slides you can use to add some of the most popular charts and graphs to your presentations. There are slides for sales cycles, planning, strategy model, B2C and B2B strategy plans, and much more.

B2B Marketing and Sales PowerPoint Template

Whether you’re working on a smart strategy for your B2B marketing approach or creating a master plan to beat your competitors, this B2B marketing PowerPoint template will help you create the best presentation to showcase your plan. It includes a total of 60 slide layouts that can be used to create both marketing and sales presentations.

Sales Meeting – Free PowerPoint Template

This is a free PowerPoint template that comes with a set of slides you can create professional slide decks for sales meetings. It features 30 unique slides with modern designs and fully customizable layouts.

Free Sales Planning Process PowerPoint Template

With this free PowerPoint template, you can create visual presentations for your sales process presentations. There are 35 different slides included in this template that you can edit and customize to change colors, fonts, and images.

Sales – Marketing PowerPoint Presentation

This professional PowerPoint sales presentation template uses a beautiful color scheme to create a consistent look across all its slides. The template lets you choose from 40 different slide designs to create slideshows for all kinds of sales and marketing presentations. The template includes master slides as well.

Sales Funnel PowerPoint Template

Sales funnels are an important part of creating an effective sales strategy. With this PowerPoint template, you can create a presentation to showcase your plan for sales funnels with lots of visual elements. There are 20 unique master slide layouts included in this template that feature important charts, graphs, and infographics for sales funnel presentations.

Sales Proposal PowerPoint Template

With this PowerPoint presentation, you can create professional slideshows for presenting your sales proposals. The template comes with some of the most important slides for sales slide decks, including slides for showcasing your marketing plan and business strategy. Each slide comes in 5 pre-made color schemes as well.

Anasalez – Sales Analysis PowerPoint Presentation

You can make a complete visual analysis of your sales process or plans using this useful PowerPoint template. It comes with more than 50 unique slides that are designed specifically for sales presentations. Each slide is available in both light and dark color themes as well as 10 pre-made color schemes.

Sales and Digital Funnel PowerPoint Templates

This professional PowerPoint template allows you to create more effective slides for showcasing your sales funnels. There are 20 different styles of sales funnel designs included in this template. Each slide can be customized to your preference to change colors, fonts, and images.

Free Creative Sales Strategy Presentation Template

Another free PowerPoint template for creating sales strategy presentations. This template has over 30 unique slides with very creative designs. It features colorful shapes, illustrations, and graphs as well.

Free Sales Process PowerPoint Infographic Slides

Grab this free PowerPoint template to design effective presentations for outlining your sales process. It includes 32 unique slides with many different styles of sales infographic designs.

Dashi – Sales Report PowerPoint Presentation

Dashi is a PowerPoint template made just for professional marketers. You can use it to design visual and beautiful slideshows for presenting your sales dashboards and reports. The template has 10 slides featuring more than 30 character positions, over 2000 vector icons, and 30 business concepts. Each slide is available in light and dark color themes as well as 30 pre-made color schemes.

Sales Pitch Presentation PowerPoint Template

This is a multipurpose PowerPoint template for making all kinds of pitch proposals. Whether it’s a sales pitch, marketing pitch, or even startup pitch decks, this template can handle them all. There are more than 120 unique slides in this template with 6 different color schemes to choose from, making it a total of over 800 slides.

Sales Playbook PowerPoint Template

Creating an attractive slideshow for your sales and marketing campaigns will get much easier when you have this PowerPoint template at your side. It features over 35 unique slide layouts with professional designs. Everything in each slide design, including the colors, fonts, shapes, and images are fully customizable as well.

Sales Process PowerPoint Presentation Template

Use this PowerPoint template to create slides with visual diagrams and graphs for presenting your sales process in a professional way. There are 40 unique slides in this template with useful sales process designs. Each slide is available in 10 different pre-made color schemes, which makes it a total of 400 slides to choose from.

Kanigara – Marketing & Sales PowerPoint Template

Kanigara is another multipurpose PowerPoint template that comes with modern and stylish slides for making all kinds of sales presentations. The template features over 40 slides with beautiful layouts. There are lots of creative graphs, charts, and graphics included in this presentation.

Felicia – Free Sales Presentation PowerPoint Template

This PowerPoint template comes with lots of colorful and creative slide designs for making sales presentations that will surely leave your mark. It includes more than 20 unique slides. And it comes in both PowerPoint and Google Slides versions.

Ardall – Free Sales Presentation Template

Ardall is another free PowerPoint template that’s also available in Google Slides format. This template features a set of modern and professional slides for making sales and marketing presentations. There are 20 slide layouts included in the template.

B2B and B2C Digital Marketing & Sales Presentation

This PowerPoint template works perfectly for creating presentations for both B2B and B2C marketing slideshows. The template includes over 35 unique slides and you can choose from 5 pre-made color schemes as well. The slides are easily customizable to your preference.

Real Estate Marketing & Sales PowerPoint Template

If you’re working on a marketing presentation for a real estate agency, this PowerPoint template will come in handy. It includes 50 unique slides that are designed with property and real estate marketing presentations in mind. They are available in 7 different color schemes.

3D Stairs Diagram for Sales Process Presentation

The stairs diagram is commonly used in marketing and sales presentations to showcase various stats and reports. This PowerPoint template will help you add such diagrams to your presentations with ease. It includes 6 unique slides with 3D-like stair diagram designs.

Ozone – Sales & Marketing Portrait PowerPoint Template

Ozone is a creative PowerPoint template that comes in portrait-style slide designs. There are 50 unique slides included in the template with over 60 master slide layouts to choose from. It features transition animations and infographics as well.

For more great presentation templates, check out our best professional PowerPoint templates collection.

What is Sales Planning? How to Create a Sales Plan

Published: December 06, 2023

Sales planning is a fundamental component of sound selling. After all, you can‘t structure an effective sales effort if you don’t have, well, structure . Everyone — from the top to the bottom of a sales org — benefits from having solid, actionable, thoughtfully organized sales plans in place.

This kind of planning offers clarity and direction for your sales team — covering everything from the prospects you‘re trying to reach to the goals you’re trying to hit to the insight you're trying to deliver on.

But putting together one of these plans isn‘t always straightforward, so to help you out, I’ve compiled this detailed guide to sales planning — including expert-backed insight and examples — that will ensure your next sales plan is fundamentally sound and effective.

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In this post, we'll cover:

What is a sales plan?

Sales planning process.

• What goes in a sales plan template?

How to Write a Sales Plan

Tips for creating an effective sales plan, sales plan examples, strategic sales plan examples.

A sales plan lays out your objectives, high-level tactics, target audience, and potential obstacles. It's like a traditional business plan but focuses specifically on your sales strategy. A business plan lays out your goals — a sales plan describes exactly how you'll make those happen.

Sales plans often include information about the business's target customers, revenue goals, team structure, and the strategies and resources necessary for achieving its targets.

Free Sales Plan Template

Outline your company's sales strategy in one simple, coherent sales plan.

• Target Market
• Prospecting Strategy

You're all set!

Click this link to access this resource at any time.

What are the goals of an effective sales plan?

And if (or more likely when ) those goals change over time, you need to regularly communicate those shifts and the strategic adjustments that come with them to your team.

Your sales strategy keeps your sales process productive — it offers the actionable steps your reps can take to deliver on your vision and realize the goals you set. So naturally, you need to communicate it effectively. A sales plan offers a solid resource for that.

For instance, your sales org might notice that your SDRs are posting lackluster cold call conversion rates. In turn, you might want to have them focus primarily on email outreach, or you could experiment with new sales messaging on calls.

Regardless of how you want to approach the situation, a thoughtfully structured sales plan will give both you and your reps a high-level perspective that would inform more cohesive, effective efforts across the team.

An effective sales org is a machine — one where each part has a specific function that serves a specific purpose that needs to be executed in a specific fashion. That's why everyone who comprises that org needs to have a clear understanding of how they specifically play into the company's broader sales strategy.

Outlining roles and responsibilities while sales planning lends itself to more efficient task delegation, improved collaboration, overlap reduction, and increased accountability. All of which amount to more streamlined, smooth, successful sales efforts.

Sales planning can set the framework for gauging how well your team is delivering on your sales strategy. It can inform the benchmarks and milestones reps can use to see how their performance stacks up against your goals and expectations.

It also gives sales leadership a holistic view of how well a sales org is functioning as a whole — giving them the necessary perspective to understand whether they have the right people and tools in place to be as successful as possible.

Sales planning isn‘t (and shouldn’t) be limited to the actual sales plan document it produces. If that document is going to have any substance or practical value, it needs to be the byproduct of a thorough, well-informed, high-level strategy.

When sales planning, you have some key steps you need to cover — including:

• Gather sales data and search for trends.
• Define your objectives.
• Determine metrics for success.
• Assess the current situation.
• Start sales forecasting.
• Identify gaps.
• Ideate new initiatives.
• Involve stakeholders.
• Outline action items.

When putting this list together, I consulted  Zach Drollinger — Senior Director of Sales at edtech provider Coursedog — to ensure the examples detailed below are sound and accurate.

Step 1: Gather sales data and search for trends.

To plan for the present and future, your company needs to look to the past. What did sales look like during the previous year? What about the last five years? Using this information can help you identify trends in your industry. While it's not foolproof, it helps establish a foundation for your sales planning process.

For the sake of example, let‘s say that I’m a new sales director for an edtech company that sells curriculum planning software to higher education institutions. My vertical is community colleges, and my territory is the East Coast.

Once I assume this new role, I‘m going to want to gather as much context as possible about my vertical and how my company has approached it historically. I would pull information about how we’ve sold to this vertical.

How much new business have we closed within it in the past five years? How does that compare to how we perform with other kinds of institutions? Are we seeing significant churn from these customers?

I would also want to get context about the general needs, interests, and pain points of the kinds of institutions I‘m selling to. I’d look for insight into figures like degree velocity, staff retention, and enrollment.

Ultimately, I would get a comprehensive perspective on my sales process — a thorough understanding of where I stand and what my prospects are dealing with. That will ensure that I can deliver on the next step as effectively as possible.

Step 2: Define your objectives.

How do you know your business is doing well if you have no goals? As you can tell from its placement on this list, defining your goals and objectives is one of the first steps you should take in your sales planning process. Once you have them defined, you can move forward with executing them.

To extend the example from the previous step, I would leverage the context I gathered through the research I conducted about both my and my prospect's circumstances. I would start setting both broader goals and more granular operational objectives .

For instance, I might want to set a goal of increasing sales revenue from my vertical. From there, I would start putting together the kind of specific objectives that will facilitate that process — like connecting with administrators from at least 30 community colleges, booking demos with at least 10 schools, and successfully closing at least five institutions.

Obviously, those steps represent a streamlined (and unrealistically straightforward) sales process, but you get the idea — I would set a concrete goal, supplemented by SMART objectives , that will serve as a solid reference point for my org's efforts as the sales process progresses.

Step 3: Determine metrics for success.

Every business is different. One thing we can all agree on is that you need metrics for success. These metrics are key performance indicators (KPIs). What are you going to use to determine if your business is successful? KPIs differ based on your medium, but standard metrics are gross profit margins, return on investment (ROI), daily web traffic users, conversion rate, and more.

I kind of covered this step in the previous example, but it still warrants a bit more elaboration. The “M” in SMART goals (“measurable”) is there for a reason. You can‘t tell if your efforts were successful if you don’t know what “successful” actually means.

The edtech sales example I‘ve been running with revolves mostly around me assuming ownership of an existing vertical and getting more out of it. So it’s fair to assume that sales growth rate — the increase or decrease of sales revenue in a given period, typically expressed as a percentage — would be an effective way to gauge success.

I might want to structure my goals and objectives around a sales growth rate of 20% Y/Y within my vertical. I would make sure my org was familiar with that figure and offer some context about what it would take to reach it — namely, how many institutions we would need to close and retain.

Step 4: Assess the current situation.

How is your business fairing right now? This information is relevant to determining how your current situation holds up to the goals and objectives you set during step two. What are your roadblocks? What are your strengths? Create a list of the obstacles hindering your success. Identify the assets you can use as an advantage. These factors will guide you as you build your sales plan.

Continuing the edtech example, I would use the historical context I gathered and the objectives I set to frame how I look at my current circumstances. I might start by considering my goal of increasing revenue by 20% Y/Y. In that case, I would look at the company's retention figures — ideally, that would give me a sense of whether that needs to be a major area of focus.

I would also try to pin down trends in the colleges that we've already closed — are there any pain points we consistently sell on? I might take a closer look at how we demo to see if we might be glossing over key elements of our value proposition. Maybe, I would use conversation intelligence to get a better sense of how reps are handling their calls.

Ultimately, I would try to identify why we're performing the way we are, the inefficiencies that might be resulting from our current strategy, and how we can best set ourselves up to sell as effectively as possible.

Step 5: Start sales forecasting.

Sales forecasting is an in-depth report that predicts what a salesperson, team, or company will sell weekly, monthly, quarterly, or annually. While it is finicky, it can help your company make better decisions when hiring, budgeting, prospecting, and setting goals.

After the COVID-19 pandemic, economics has become less predictable. Claire Fenton , the owner of StrActGro — a professional training and coaching company — states, “Many economic forecasters won't predict beyond three months at a time.” This makes sales forecasting difficult. However, there are tools at your disposal to create accurate sales forecasts .

In our edtech example, I would approach this step by trying to estimate how my sales org is going to fare with the specific vertical we‘re pursuing in the time window we’ve allotted.

The method I decide to go with will depend on factors like how many concrete opportunities we have lined up — in addition to elements like the kind of historical data we have handy, how the reps working these deals tend to perform, and the degree of insight we have about our potential customers.

Let's say I consider those factors and decide to run something called a multivariable analysis. In that case, I could start by taking stock of the opportunities my reps have lined up. Then, I could look at the reps working those deals, their typical win rates, and the time they have to close — among other factors.

For instance, I might calculate that a rep working with a particularly large institution has a 50% chance of closing within the window we‘ve allotted. Using that insight, we could attribute 50% of the potential deal size to our forecast — we’d repeat that process with all of the opportunities in question and ideally get a solid sense of the revenue we can expect to generate in this window.

Step 6: Identify gaps.

When identifying gaps in your business, consider what your company needs now and what you might need in the future. First, identify the skills you feel your employees need to reach your goal. Second, evaluate the skills of your current employees. Once you have this information, you can train employees or hire new ones to fill the gaps.

Continuing the edtech example, let‘s say my forecast turned up results that weren’t in keeping with what we need to reach our goals. If that were the case, I would take a holistic look at our process, operations, and resources to pin down inefficiencies or areas for improvement.

In my search, I find that our sales content and marketing collateral are dated — with case studies that don‘t cover our product’s newest and most relevant features. I also might see that our reps don‘t seem to have too much trouble booking demos, but the demos themselves aren’t converting due to a lack of training and inconsistent messaging.

And finally, I find that a lack of alignment with marketing has prospects focusing on unrealistic outcomes our sales team can‘t deliver on. Once I’ve identified those gaps, I would start to hone in on ways to remedy those issues and improve those elements.

Step 7: Ideate new initiatives.

Many industry trends are cyclical. They phase in and out of “style.” As you build your sales plan, ideate new initiatives based on opportunities you may have passed on in previous years.

If your business exclusively focused on word-of-mouth and social media marketing in the past, consider adding webinars or special promotions to your plan.

In the edtech example we've been running with, I would likely ideate initiatives based on the gaps I identified in the previous step. I would start a push to ensure that our sales content and marketing collateral are up-to-date and impressive.

I would also consider new training programs to ensure that our coaching infrastructure is prioritizing how to conduct effective demos. Finally, I would start to work on a plan with marketing to ensure our messaging is aligned with theirs — so we can make sure prospects' expectations are realistic and effective.

One way or another, I would take the gaps I found and find concrete, actionable ways to fill them. I would make sure that these initiatives aren't abstract. Just saying, " We're going to be better at demos," isn‘t a plan — it’s a sentiment, and sentiments don't translate to hard sales.

Step 8: Involve stakeholders.

Stakeholders are individuals, groups, or organizations with a vested interest in your company. They are typically investors, employees, or customers and often have deciding power in your business. Towards the end of your sales planning process, involve stakeholders from departments that affect your outcomes, such as marketing and product. It leads to an efficient and actionable sales planning process.

This step is sort of an extension of the previous two — once I‘ve identified the key issues and roadblocks obstructing my edtech startup’s sales org, I would start identifying the right people to fulfill the necessary initiatives I've put together.

In this example, I would tap some stakeholders in charge of our sales content and marketing collateral to produce newer, more relevant case studies and whitepapers we can pass along to the institutions we're working with.

I would also go to middle management and either offer more direction for coaching on demos or bring in a third-party training service to offer more focused, professional insight on the issue.

Finally, I would connect with marketing leadership to align on the benefits and outcomes we generally stress when pitching the schools we sell to. That way, we can ensure that the institutions we're connecting with have realistic expectations of our product or service that we can speak to more clearly and effectively.

Step 9: Outline action items.

Once you have implemented this strategy to create your sales planning process, the final step is outlining your action items. Using your company's capacity and quota numbers, build a list of steps that take you through the sales process. Examples of action items are writing a sales call script, identifying industry competitors, or strategizing new incentives or perks.

In our edtech example, some key action items might be:

• Revamp our prospecting strategy via more involved coaching and re-tooled sales messaging.
• Revamp administrator and college dean buyer personas.
• Conduct new trainings on demoing our software.
• See our new prospecting strategy from ideation to execution.
• Align with our sales enablement stakeholders for new, more relevant case studies and whitepapers.

Obviously, that list isn‘t exhaustive — but those are still the kinds of steps we would need to clarify and take to structure a more effective high-level strategy to produce different (ideally much better) results than we’ve been seeing.

One thing to keep in mind is that sales planning shouldn't end with creating the document.

You‘ll want to reiterate this process every year to maintain your organization's sales excellence.

Now that you‘re committed to the sales planning process, let's dive into the written execution component of sales planning.

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Sales Plan Template

AI generated Pitch Deck 🤖

So you’ve got it: a good product, an efficient team, and a cozy and beautiful office. What’s missing? A Sales Plan! This is core to achieve lasting growth for your company.

Take a look at our Sales Plan Template which will be helpful to establish your team’s strategy to achieve your sales goals.

What is a Sales Plan?

A sales plan defines an estimate of how much you want to sell and how to get there. You should include past sales, your potential or current customers (who they are and how to reach them), your company’s place within the market, and any possible obstacles you may face in the selling race.

In some cases a Sales Plan can be used for budget approvals, in other cases, it can be a handy tool to learn from the company’s past performance and align your team’s objectives towards a new sales goal.

The first thing that needs to be decided is your goal. After choosing your metric (either sales or quantity of customers), your goal is next: how many customers you'd like to reach, what percentage of growth would you want to achieve in the upcoming months, etc. Always keep your feet on the ground and be realistic. Optimism is good but don’t forget to take into account other goals in your company, the size of the market you are in, and your available resources.

It’s a good practice to look for feedback and advice from an expert: an experienced salesperson, an accountant or someone you trust in the matter. Do it!

What should a sales plan template include?

A sales plan should foresee the upcoming yearly events in your company (regarding sales, that is). This may end up in a very overwhelming piece of information for you and your team. A good idea to avoid this feeling is to set clear deadlines from week to week, or month to month.   Small milestones will look less intimidating and more reachable for your sales or marketing team.

You should also recognize your place in the market. Who your customers are and how you are going to reach them. Don’t ever try to be a product or service for everybody. This doesn’t work. Invest time in learning who would need your product and how to win their hearts over. Now, attack!

Take into consideration how your customers will get to your product and what may happen after they purchase it. In other words, learn about your customer’s journey and map it: start from when your customer didn’t even know about your service or product until they are a loyal customer recommending your company to their friends and family.

Which information about my company should be included in a Sales Plan?

Make sure to detail your competitive advantage in a clear and simple way. If it’s taking too much time or words to explain why your product is better, rephrase it. What will your product do for your potential customers? Keep it short and sweet!

• Think about your strategies and tactics for capturing new customers. Maximize your potential while being realistic.
• List the tools that you will need to support the implementation of your sales plan.
• Key metrics (Conversion rates, for example)
• Your budget. List the costs necessary to achieve your goals: Team salaries, subscription to online tools, travel expenses, general office costs, etc.)
• Strategic partners: these are group or individuals in your same industry that offers a product or service that complements yours. Growing together is easier than growing alone. Create a community and complement each other, when possible.

As you may imagine, there’s not a template that works for every company. It should be adapted to your own needs, resources and goals. In some cases, the sales plan is enclosed to the company’s Business plan, but it makes sense to create a separate document for your sales plan. A company’s revenue is what keeps it alive, and it requires your team’s attention and care. Remember to review your sales plan as the year goes by constantly. It may need updates from time to time as your revenue, expenses, and conditions change. It will also help your team to make sure that your actions are well directed towards your goal.

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10 Free Sales Plan Templates for an Effective Sales Strategy

Praburam Srinivasan

Growth Marketing Manager

February 15, 2024

Every sales team wants to win more leads and close more deals. But how do you make that happen? With a solid sales plan, of course! 

A sales plan gives your team a way to focus on your goals while taking only the necessary steps to get there. It has everything you need to win, which means it’s often a comprehensive guide—and that takes time.

And we’re guessing you’re already pressed for time. ⏲️

Fortunately, creating a plan doesn’t have to be complicated—with the right template, you can simplify the process.

That’s why we’re sharing this list of the best sales plan templates. Not only are these sales strategy templates absolutely free but they’ll also save you time so you can start closing those deals faster. ⚡

What Is a Sales Plan and Why Create One?

1. clickup sales plan template, 2. clickup sales and marketing plan template, 3. clickup sales strategy guide template, 4. clickup sales pipeline template, 5. clickup sales kpi template, 6. clickup b2b sales strategy template, 7. clickup sales calls template, 8. word sales plan template by business news daily, 9. word sales plan template by templatelab, 10. excel sales plan template by spreadsheet.com.

A sales plan is your roadmap for how to make sales effectively. Think of it in the same way that a business plan guides the strategy for your company or a marketing plan sets out how you’ll find, reach, and serve your ideal customers. 

A good sales plan sets out your sales goals , objectives, and sales activities. It considers your target audience, brand, products, services, and needs—and covers which sales tactics and strategies you’ll use to close deals, as well as which metrics you’ll use to measure success. 

Your sales plan is a practical plan that outlines who’s responsible for what, the resources you’ll need, and the overall goals you’re working toward. Without one, your sales team will feel lost and struggle to connect with your customer base.

With a strategic sales plan, though, the sales manager and the entire team will know exactly what you’re trying to achieve and the steps needed to get there. 📚

How to choose the best sales plan template

There are so many different sales plan templates out there. Some are designed for specific niche audiences, while others are more generic and easier to customize. How do you know which is the right template for you?

When you’re thinking about using a sales plan template, consider the following: 

• Ease of use: Is the template easy to use? Will everyone in the team structure and sales planning process be able to understand it fully?
• Customization: Can I personalize the template to match my sales goals?

• Collaboration: Can my sales team work on this template together?
• Integrations: When I create a sales plan, can I integrate this template with other aspects of my sales pipeline or workflow, like task management?
• Artificial intelligence: Can I use a built-in AI writing tool or copywriting tool to help me complete the template? Are there automation features that speed up the process?
• Platform: Which sales app is this template for? Do I have it already, or should I invest in it? What’s the pricing like?

Asking yourself these questions will help you figure out what your needs are, so you can then choose a template to match. 

10 Sales Plan Templates to Help You Close Your Next Deal

Now that you have a better idea of what you’re looking for, let’s explore what’s out there. Take a look at our hand-picked selection of the best sales plan templates available today for Microsoft Word and sales enablement tools like ClickUp.

Smart sales teams use a sales plan to map out their route to success. The best sales teams use the Sales Plan Template by ClickUp to simplify the process and ensure they don’t leave anything out.

This template is designed with all the structure you need to create a comprehensive sales plan that can drive results. Use this template to set SMART (specific, measurable, achievable, relevant, and time-bound) business goals; plan strategies and tactics; and organize all your sales ideas in one place.

The list-style template is split into sections that cover the executive summary all the way through to specific tactics and strategies. Beneath this, you can arrange tasks and subtasks, and see the progress at a glance. View task titles, deadlines, who’s responsible, approval status, and a visual progress bar.

Use this template if you want to consolidate all your sales tasks and initiatives in one area. Add your sales tasks and tactics, then tag team members so you can see what’s happening and hold everyone accountable. ✅

While sales and marketing teams often work independently, sometimes it’s useful to collaborate on shared goals. With the Sales and Marketing Plan Template by ClickUp , you can organize and run your sales and marketing operations from one location.

Our collaborative template makes it easy to set sales and marketing goals and objectives, visualize your tasks, work together on sales and marketing campaigns, and track your results in real-time. View the status of your sales and marketing projects, adjust your plans, and monitor your key performance indicators (KPIs)—all from one view.

This sales and marketing plan template allows you to split your tasks into sections. The examples in the template include revenue goals, competitive analysis, and action items, but you can customize these to match your needs exactly.

View tasks beneath these categories to see at a glance whether there are any roadblocks when a task is due, and who is responsible for it.

Add this template to your collection if you want to work more collaboratively with your marketing team—especially on preparing assets for sales calls or outreach programs. 📞

Before you can plan your sales tactics, you first need to decide what your overall goals are. The Sales Strategy Guide Template by ClickUp is your go-to resource for determining your approach.

This sales process template explains the benefits of having a well-defined approach and gives you a central place to create, review, and store your own. Everyone on your team can then access your sales strategy guide to help them understand what to do when prospecting and closing deals.

Our sales goals and strategy guide template is presented in a document format. Some sections and headings allow you to split your guide into different areas, making it easier to read and understand.

Use the prompts to fill out your own strategy guide details like your target market, sales strategies, and how you’ll monitor progress.

Use this sales strategy guide template to create a resource for your team. Make it the only destination for everything your sales reps need to know to execute an effective sales plan. 📝

Sales strategies are a must-have for any great sales team, but beyond that, you need a way to record and monitor specific tasks or initiatives. That’s where the Sales Pipeline Template by ClickUp comes in handy whether you need a visual into sales forecasting or your specific sales goals.

This sales pipeline template gives you one place to store all your daily sales-related tasks. With this template, it’s easy to work toward your sales goals, track leads, map out each step of the sales process, and organize all your tasks in one place.

You can view a task’s title, assignee, status, due date, complexity level, start date, and department—or customize the experience with your own custom fields. 

With ClickUp’s Sales KPI Template , you and your team can create and manage goals surrounding your sales initiatives. See instantly what’s in progress and when it’s due, alongside the task’s impact level.

This allows you to identify high-priority tasks to focus on and to react quickly if it looks like there’s a roadblock.

This sales KPI template includes:

• Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each KPI
• Custom Fields: Utilize 15 different custom attributes such as Upsell Attempts, Value of Quotes, Product Cost, No of Quotes by Unit, Repeat Sales Revenue, to save vital KPI information and easily visualize performance data
• Custom Views: Open 4 different views in different ClickUp configurations, such as the Weekly Report, Monthly Report, Revenue Board per Month, and Getting Started Guide so that all the information is easy to access and organized
• Project Management: Improve KPI tracking with tagging, dependency warnings, emails, and more

This template gives you a simple way to see which tasks are complete or in progress, so you can monitor the progress of your project and crush your sales KPIs. 📈

While there’s not a huge difference in the way we market to business-to-business (B2B) or business-to-consumer (B2C) customers these days, it’s still useful to have specific templates for niche needs. If you’re driving sales in the B2B space, you need the B2B Sales Strategy Template by ClickUp .

Like our first sales plan template, this one gives you space to communicate your sales objectives and revenue targets, but it also introduces other areas—like market research, stakeholder analysis, customer relationships, buyer persona, and customer pain points. 

This document-style template is highly customizable so you can make it match your brand style and sales approach. Fill in each section and use the supplied prompts to complete your B2B sales strategy document even faster. 

Add this template to your collection if you’re working in B2B sales and want to approach your process in a more organized way. Use the template to build a strong sales strategy, then share it with the rest of your sales team so they know how to execute against your sales and company goals. 🎯

ClickUp’s Sales Calls Template is designed to streamline the sales process, from tracking contacts and calls to managing sales opportunities.

The template includes custom statuses for creating unique workflows, ensuring that every call and client interaction is accounted for. It also provides an easy-to-use Sales CRM to manage and track leads, visualize sales opportunities in the sales funnel, and keep all contacts organized.

With additional features like the Sales Phone Calls SOP Template, sales professionals can empower their teams to make every call count and close more deals. ClickUp’s Sales Calls Template is a versatile solution for sales teams, aiding in everything from daily calls to long-term sales forecasting.

We’re big advocates of using ClickUp as the go-to place to store everything about your sales workflow, but if you’re limited to using Microsoft Word or Google Docs, then this template is a great option.

This sales business plan template has sections for your executive summary, mission statement, target customers, sales targets, benchmarks, and more. Each section has useful prompts to guide you on completing your new sales plan.

Use this template if you’re tied to using Microsoft Word and want a comprehensive guide on how to create your own sales plan or sales strategy. 📄

If you want a free sales plan template or want to choose from a variety of options, this collection of Word templates by TemplateLab is a good place to do that.

There’s a wide range of options available including sales process plans, lead generation plans, sales action plans, and sales report templates . Each template works with Microsoft Word, and you can customize the look and feel to match your brand or your sales goals.

Use this resource if you prefer to see a range of templates on one page, or if you’re not sure exactly what you’re looking for until you see it. You can easily set your sales goals and the action steps needed to achieve them. 📃

Successful sales strategies need to be integrated with other teams—like your marketing department—to ensure your sales objectives are clear and possibly align with the overall marketing strategy too. Choose your specific sales goals, set revenue targets, and describe everything in detail with these Word sales planning and sales process templates.

The Excel Sales Plan Template by Spreadsheet.com is a comprehensive and user-friendly tool designed to assist businesses in developing effective sales strategies and managing their sales activities.

T his template is crafted with the aim of providing a structured framework for sales planning, enabling organizations to set clear objectives, track performance, and optimize their sales processes.

Reach Sales Goals With Free Sales Plan Templates

A strategic sales plan makes it easier to achieve your goals. Give your team the guidance and support they need with the help of a well-crafted free sales plan template.

If you’re considering making even more improvements in how you work, try ClickUp for free . We don’t just have incredible sales process templates: Our range of features and AI tools for sales make it easy for you to optimize and run your entire sales funnel and CRM system from one place. ✨

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Pastel Weekly Schedule

Dive into organizing your academic life with our Vibrant Weekly Planner, a perfect fusion of 3D aesthetics and a spectrum of colors, designed specifically for students. Whether you’re mapping out study sessions, tracking assignments, or scheduling extracurricular activities, this PPT template and Google Slides theme offers an engaging way to keep everything in check. Embrace the ease of planning with a template that stands out. Get started now and transform your weekly scheduling into an enjoyable task. Ideal for those seeking a dynamic and visually appealing method to stay on top of their academic commitments. Unlock the potential of your week today!

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Boosting sales, attracting new customers, expanding the market... All of these are goals that businesses want to achieve. Aim high in your next presentation for your business plan, especially if you put your trust in this free template by Slidesgo.

Elegant Workplan

Developing a successful business plan can be challenging, but with the right tools at your disposal, it becomes much simpler. This template is a comprehensive document that allows you to outline your business goals, strategies, and financial projections in a professional and aesthetically pleasing way. The full suite of resources...

Residential Real Estate Business Plan

Download the Residential Real Estate Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any...

Business Plan: Minimalist Aesthetics

A set of slides with a minimalist design, some watercolor details and a variety of layouts for presenting a lot of interesting data: market share, competitor analysis, sales and distribution, etc. That's a great business plan presentation, and this template has all these features. You'll be customizing it easily in...

Automotive Industry Business Plan

Download the Automotive Industry Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential...

Sales Account MK Plan

Download the Sales Account MK Plan presentation for PowerPoint or Google Slides. This incredible template is designed to help you create your own marketing plan that is sure to impress your entire team. Using this amazing tool, you'll be able to analyze your target audience, assess your competitors, map out...

Cool Startup Business Plan

Testing the waters with your startup? It's going to be a great business and everyone will see it! To get off on the right foot, try devising a business plan that makes sense and translate it into a presentation so it's more visual and potential investors understand your ideas. The...

Sales Forecast Business Plan

These new slides are optimal for presenting a sales forecast in a professional way. The white backgrounds allow you to lay out your contents without any distractions. We also used some photos to highlight something very important when it comes to achieving objectives: the employees and their work. There are...

7 Steps Of Risk Management Process Business Plan

Download the 7 Steps Of Risk Management Process Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise...

Investment Company Business Plan

A business plan sets the strategy, resources, goals and plans for your company. If you focus on using money to fund new projects, get huge returns, make ideas possible and getting new forms of income, this template for investment companies is the one that best will reflect your ideals! With...

Business Action Plan

As an entrepreneur, there's no doubt that you have a vision for your business. However, without an action plan, achieving that vision can be a tedious and frustrating task. You can relate? Well, if you use our template, you can either give a speech about how your vision turned a...

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