10+ Free Sales Plan Templates (Marketing, Development, Report)

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There is no denying that the sales team of a company is one of its most integral wings. After all, if you’re planning to launch a new product or are planning to launch a new campaign for an older product, it is the sales team who has to put in the extra effort. When it comes to sales, there are different things like sales plans, sales charts and other such formal documents that you need to take into account. For that, you can take a look at these templates.

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

Sales Action Plan Template

free sample sales plan template
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File Format
  • DOC
  • Apple Pages

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Set out targets and strategies for businesses in the sales department with the help of the above sales plan, which can be easily downloaded, edited and modified as per your wishes. This sales plan is rather detailed and comes with different subheadings which make the whole process simpler. Also, the textual elements have been neatly arranged in the template as well. Check it out now!

Sales Report Plan Template

free sales report plan template
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File Format
  • DOC

Free Download

The above-mentioned sales plan template contains a structured and presentable format. It starts with a description of the plan before delving into the details. Also, the plan template is fully editable. The template is available for instant download along with standard fonts and licenses. Easily edit using any versions of MS Word. Best of all, download for free now. Since there are many plan templates in Word that are available online which you can use to make the perfect plan needed for your sales department.

Sales Development Plan Template

free sales development plan template
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File Format
  • DOC
  • Apple Pages

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You can create your plan and organize the various details in the form of neat rows and columns on the template. Excel sheet templates are of great help as they make it easier for you to create the right spreadsheets while creating plans for your organization. This sales management plan is neat, organized, compact, tidy, well designed, precise, editable, simple and to the point and also comes with easy customization.

90 Day Sales Management Plan Template

free 90 days sales management plan template
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File Format
  • DOC
  • Apple Pages

Free Download

Provide a solid and well thought out plan for your sales department with this 90-day sales management plan template. This 90-day sales management plan template allows the user to create a scheme for project execution in the timeframe of 90 days. 90-day action plan templates will also be of great help to you in case you need to create the right kind of plan for the next 90 days for your organization.

Sample Sales Plan Template

sample sales plan template
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Size: A4, US

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Are you involved in the business of selling? Before you dive head-first into that world, you need to be certain that you are acting with a plan of action in mind. Help yourself out as you get to use one of the best sales plans in town. This template comes with specific high points including the great degree of customization it affords you and general ease of use that allows even a complete beginner to shine. It contains pointers and tips that must be followed by all the members of the sales team.

Simple Sales Business Plan Template

simple sales business plan template
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Size: A4, US

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Lay down your sales targets for a business, choose sales strategies, and potential hurdles along the way with the help od this sales plan sample template. Specifically targets a business’s sales tactics, this file helps you achieve higher business profit. All you would have to do is download the above template, edit and personalize it to suit your needs. It is not just limited to the computer, but it can be downloaded on any electronic device with ease. Download it now!

Weekly Sales Plan Template

weekly sales plan template
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File Format

Size: A4, US

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Get your sales team into the habit of planning to boost weekly sales. This weekly sales plan template can be a great start for that. Get your team organized and be informed of the best practices to do for them to close those deals. Improve sales team documentation and reports where you can also strategize your next move through market analysis & customer research. This template is fully customizable, can be edited easily and personalized to fit your likes effortlessly.

Sales and Marketing Plan Template

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Creating a Sales Plan in 5 Steps:

Step 1: Goals and Objectives

It is very important that you know why you are creating a sales plan in the first place. This means that you need to have a set of goals and objectives ready for the business to run perfectly. This way, you can reach these aims perfectly. No business is easy to run, so make sure that you have a plan ready for overcoming any kind of situation you might be in.

Step 2: Mention Your Sales Targets

Targets are something that will also encourage your employers to work towards as they provide incentives. Set targets for your sales department that need to be done in a daily, weekly, monthly or annual manner and keep a regular check on it without fail. Make sure that all your employers reach these goals without fail at the end of the time frame you provide for them to reach their targets.

Step 3: List Your Sales Strategies

Make a list of your sales strategies that you will use to achieve your goals. This way, everyone who is involved in the plan will know what to do to reach the goals in the given timeframe. Strategies will give you different ideas and perspectives as to how you can finish a given task with ease and most hard work. Simple sales plan templates that are available online can help you get a better idea of how you can make the perfect plans that are needed for your organization.

Step 4: Sales Tactics and Budget

It is always good to try different tactics to make the work easier as these not only involve fun but also make you think differently than the others. The budget plays a crucial role in the sales plan as it shows what is the income and the expenses you have accordingly. This way, you will have an idea of what you can do to reduce extra expenses and how you can also increase income for the growth of your company.

Step 5: Review

The lat and final step in your sales plan would be to review it so that you make sure you have not missed any details that need to be added in the plan. Make all the necessary changes that are to be made. A basic sales plan can be of great help while creating a plan for your entity. Also, be patient and make sure that you evaluate your plan to see whether or not the plan worked properly. This way, you can make the necessary changes for your plan whenever and wherever needed.

Business Sales Action Plan Template

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Commercial Excellence Sales Plan Template

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Project Sales Plan Template

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How Can You Use the Sales Templates?

When we speak of sales templates, we are basically referring to the different documents that are used by the members of a sales team. For instance, before the team launches a new campaign or a new product, they would have to come up with a solid sales plan beforehand. Real estate plan templates will help you understand what type of pans you can use to make your real estate plans better and easy.

In the sales plan templates, the user can mention the brief outline of the plan and can even state the nitty-gritty that would come in handy later on. The best part is, the format has already been provided for you here. All you have to do is download the template and then edit the various details as per your requirements.

Benefits and Advantages of Sales Templates:

When you are working in a sales team, you have targets to meet and products to market. It would be a shame if you have to further waste time creating a sales plan from scratch. Instead, you can use the templates which come with the following benefits:

  • The templates you see here are 100 % editable and customizable. That means all the elements that you see on the template are subject to customization.
  • Since the templates are easy to use, you can experiment with them any way you please. Check marketing campaign templates for more. The templates come in the easiest of formats.
  • You do not require much technical knowledge to make them your own. Using the above-mentioned template will help you save both time and effort of creating one from scratch.

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