5+ Sales Flowchart Templates

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A sales flowchart can present the flow of sales processes, information, and interactions, and workloads. If you want to make your own sales flowchart, we got you covered as we put together downloadable and printable simple flow chart templates used in the sales industry below.

318+ Sales Templates in PDF, Word, Excel, PSD, Google Docs, PowerPoint, InDesign, Apple Pages, Google Sheets, Publisher, Apple Numbers, Illustrator, Apple Keynote, Google Slides, HTML5 - START DOWNLOADING

5 Steps to Create an Efficient Sales Flowchart

With the help of a sales flowchart, businesses can identify whether their current sales procedures and protocols are still at par with the performance that they need to attain success and achieve set goals. Here are the steps that can help you create an efficient sales flowchart.

Step 1: Brainstorm the Sales Flowchart’s Design

The flow chart templates sample that you will use to develop the design of your own sales flowchart must be based on the reason for the tool’s creation. Think of the reasons on why you need to develop a sales flowchart so that you can be well-guided when selecting its layout.

Step 2: Identify the Sales-Related Variables That You Will Use

Know the flowchart variables that you would like to see on your output. It is essential for the items that you will include in the sales flowchart to mirror the items that you work on or the people that you work with. Ensure that all sales-related variables are aligned with your decision-making processes, operational procedures, and sales undertaking.

Step 3: Develop a Flow of Processes or Information

Think of a sales flowchart as a representation of a step-by-step process. Some sales flowcharts present options based on desired results while some are directly showcasing how particular actions must be done. Be organized, systematic, and tactical when developing the information process that can be observed in your company’s sales flowchart.

Step 4: Use a Template to Format the Sales Flowchart

Use document guides and other types of reference. The best option that you can rely on is a sales flowchart template. Using a template can help you identify the proper format to use and the best content placement to execute. Hence, a sales flowchart template can make it easier for you to develop the best sales flowchart for your organization.

Step 5: Test and/or Review the Sales Flowchart

Incorporate the usage of the sales flowchart to your actual operations or to any activities where you first decided to use the specified tool. Testing the sales flowchart and/or reviewing its content can help you identify the items that you still need to change, add, or remove. Having an updated sales flowchart can provide you with the results that you need or want.

5+ Sales Flowchart Templates

1. Sales Flowchart Template

sales flowchart template
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File Format
  • Google Docs
  • Word
  • Pages
  • PDF

Size: A4, US

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Using a sales flow chart can improve your internal sales operations. Presenting updated flow chart templates to selected stakeholders can make the interactions within the business more understandable and transparent. It can also make the workforce know the reasons why providing their deliverable in a timely manner is important not only to the operations of the business but also to its potential sales.

2. Sales Process Flowchart

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  • PDF

Size: 205 KB

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If you can make a comprehensive sales process flowchart, you can experience the advantages that having this tool can provide your company with. Aside from ensuring that your sales thought process and current sales procedures are well-maintained and carefully plotted, a sales flowchart can also make your planning efforts for the sales department more organized. You have to remember that you need to work with the right people when developing the sales flowchart so you can maintain the accuracy of all the information presented in the document.

3. Sample Sales Flowchart Template

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File Format
  • PDF

Size: 16 KB

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A sales flow chart can help you and the business management create decisions based both on projected and targeted results. Developing sales flow chart templates into a useful business material can help you balance factors and variables that can affect the future of your company. Nowadays, competing within a marketplace filled with strong businesses can be very stressful. For you to win your desired market, ensure that your sales flowchart can help you utilize your strengths while improving your weaknesses.

4. Formal Sales Process Flowchart Template

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File Format
  • PDF

Size: 277 KB

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The sales processes, sales performance, and continuous sales improvement efforts of your company can directly affect your profitability. Your sales flowchart must be formatted and designed appropriately to make sure that you can cover all the sales-related areas that you would like to discuss and/or present within the flowchart. Formal sales process flow charts can make entities take the content of the document more seriously. However; even with the formality injected in the development and presentation of the sales flowchart, you should still make sure that it is understandable for all your target audience.

5. Basic Sales Flowchart Template

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  • PDF

Size: 734 KB

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As a business, you do not need to rush the development of a thorough sales flowchart. You can begin with a basic sales flow chart and develop it as you go through your operations. The sales flowchart of your company must be truly your own. It must be based on actual observations and experiences and not just a copy of the sales flowcharts used by other businesses within the same industry.

6. Sales Flowchart Template Example

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File Format
  • PDF

Size: 1.6 MB

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Not all sales flowcharts are similar. Aside from the fact that these flowcharts can be used for different purposes, they can also target different areas of sales-related processes. With this, you have to use sales flowchart template that best fits the requirements of your company’s current sales condition or of the procedure where you will use the document.

It is very easy to use a free chart template. Since a sales flowchart template is user-friendly, you can easily adjust certain features so that the final output can be suitable for the type of sales flowchart that you need. Download any of our printable templates now and see how these references can help you build a detailed sales flowchart.

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