13+ Best Sales Plan Templates

From Monthly sales plan templates up to annual sales plan samples, there are a variety of sales planning documents that you need to be knowledgeable about so you can ensure the potential of your business to do well when it comes to its projected or desired profitability. Using templates or other types of reference when creating a sales plan can be very helpful as it allows you to further better the document that you will come up with. You may also see Plan Samples.

5 Steps for Developing the Best Sales Plan

Are you planning to create a sales plan for your company? You can follow this easy procedure so you can make sure that you will not forget any important details that can add up to your sales plan’s future successes.

Step 1: Know the Sales Targets of the Business

Align sales plans with business objectives and vision. You have to know what the company wants to achieve in terms of sales. The previous and current sales plans of the business must be reviewed so you can have an idea of the sales direction where the management wants to lead the company to.

Step 2: List All Potential Sales Activities and Programs

Knowing what the business wants can make it easier for you to come up with an effective plan. By using sample sales plan templates, you can easily lay-out all the necessary call-to-actions that are needed to be done for the business to achieve its desired sales. Hence, it is imperative for you to always remember that a sales plan should include a set of action plans.

Step 3: Identify Sales Effort Requirements

You have to be realistic when creating a sales plan. Ensure that the company has the ability to support all the requirements and demands of your sales plan. A few factors that you need to consider include the available workforce of the company, the timeline that you will follow when implementing the sales plan, and the measure that you will use for the effectiveness of the sales plan.

Step 4: Develop a Sales Calendar

As we have mentioned above, it is very important for your sales plan template to be time-bound. If you will create a sales calendar aligned with your targets, it will be easier for you to assess whether you have done your sales action plan accordingly and timely. More so, identifying deadlines and work duration can help the business utilize its resources.

Step 5: Use a Sales Plan Template

It is highly-recommended for you to use sales templates when making a sales plan. Having a formatting guide when making the specified document can highlight the most important parts of your plan. Also, sales templates can make your task of creating a presentable and organized sales plan faster and more efficient.

13+ Best Sales Plan Templates

Monthly Sales Plan Template

monthly-sales-plan-template
Details
File Format
  • Google Docs
  • Word
  • Apple Pages

Size: A4 & US

Download

Real Estate Sales Plan Template

real estate sales plan
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

Retail Sales Plan Template

retail sales plan
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

Sales Business Plan Template

sales-business-plan-template
Details
File Format
  • Google Docs
  • Word
  • Apple Pages

Download

Companies, big or small, can function better if they have sales plans. Free plan templates that are used when creating a sales business plan can be beneficial to entities that look forward to improving sales practices. With a planning document at hand, every sales move can be more business-appropriate and target-focused.

Sales Commission Plan Sample

sales-commission-plan-sample
Details
File Format
  • Google Docs
  • Apple Pages
  • Word

Size: A4 & US

Download

Ensuring that you are on the right track, when it comes to achieving your sales targets, starts by looking into all the monthly details of your sales plan. Do you want to focus on monthly sales developments? The best way to do this is by using a monthly sales plan template that can give you an idea on how to organize the sales priorities that you need to focus on per month.

A sales plan is not only for businesses. Professionals within the field of sales can also benefit from this document. As an example, a sales commission plan can be used as a guide or a reference when tracking sales commission guidelines and policies. This type of sales plan is mostly beneficial to account executives and sales associates.

Sales Compensation Plan Example

sales-compensation-plan-example
Details
File Format
  • Google Docs
  • Apple Pages
  • Word

Size: A4 & US

Download

Free sales plan templates can be used within a wide range of sales document developments. For one, a sales compensation plan can be used by different stakeholders including the management, the sales employees, and the human resource department. With this, it can be concluded that a sales plan is an essential document that can promote understanding an and open-line communication between the people involved in the company’s sales practices and operations.

Sample Sales Plan Template

sample sales plan template
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Sales plan templates must be concise, clear, and direct to the point. Using templates can provide more precision when it comes to presenting the sales message that you would like your target audience to be aware of. If you are asked to write a sales plan, you should consider not only the content of the document but the way you showcase and discuss information as well.

Strategic Sales Plan Template

strategic sales plan template
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

A sales strategy is necessary if you want your business to win new leads and retain current markets. Sales strategy templates can give you an idea on how you can maximize the presence of sales trends and opportunities so you can be ahead of your competition. With a sales plan in the works, you can put together all the strategies that you can implement in various time frames depending on how these can affect your business.

Weekly Sales Plan Template

weekly sales plan template
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

A weekly sales plan is as important as an annual sales plan. No matter the time duration of particular sales activities, ensuring that quotas; targets; and programs are well-documented can give the workforce an easier time to do their responsibilities and provide their deliverable. If you want a weekly overview of the sales activities of your company, then creating a weekly sales plan is just for you.

Free Basic Sales Plan

free-basic-sales-plan
Details
File Format
  • Google Docs
  • Word
  • Apple Pages
  • PDF

Size: A4 & US

Free Download

Having a basic sales plan can be comparable to obtaining weapons when facing a battle. You have to be well-equipped and prepared so you can have higher chances of winning. Maximizing the usage of a sales plan template can give your business an upper-hand when it comes to dealing with threats and other external factors as well as when controlling your own internal sales environment.

Sales Action Plan Template

sales-action-plan-template
Details
File Format
  • Google Docs
  • Apple Pages
  • Word
  • PDF

Size: A4 & US

Free Download

Referring to a sales action plan template is advantageous especially when allocating tasks. Knowing when to execute sales activities, who to contact for particular sales concerns, and what to do when things do not go as planned can help the sales team become more strategic and prepared. More so, a sales action plan can promote owning work responsibilities and having pride towards one’s sales output quality.

Free Personal Sales Plan Template

free-personal-sales-plan-template
Details
File Format
  • Word
  • Apple Pages

Size: A4 & US

Free Download

Since there are numerous work processes in the sales industry, there are also different kinds or types of sales plans. Even if most of us are more familiar with sales plans that are used by company divisions or even larger groups, there are also personal sales plans that are developed to either maintain or improve the sales performance of an individual. Using a personal sales plan can help associates, managers, and executives to be reminded of their sales quotas and other sales-related activities.

Operational Sales plan Template

operational-sales-plan-template
Details
File Format
  • Word
  • Apple Pages
  • PDF

Size: A4 & US

Free Download

Sales serve as the backbone of companies. Without sales, businesses cannot support their continuous operations in the long run. An operational sales plan can merge all business departments together. Being able to achieve camaraderie and operational sales awareness can help stakeholders have an idea of the importance of their contributions when it comes to realizing the sales goals of the company.

Sales Plan for Sales Manager

Details
File Format
  • DOC

Size: 779.6 KB

Download

Usually, it is the head of the sales department who are tasked to develop and present the sales plan that the business will follow for its next operational year. This is the main reason why plan templates are amazing tools for sales managers. Knowing how to make your sales plan presentation visually-appealing and well-thought-of with the help of templates can give you more confidence when convincing the management to trust your suggested sales tactics.

When making a sales plan, make sure to allocate particular areas for every point that you would like to raise towards the proposed sales activities and undertakings of your company. If you want to have the best sales plan for your business, do not hesitate to use any of the templates above as your formatting and content guide.

You may also like

up_arrow

Read More Articles about

Sales Templates