SALES

PLANNING
2023
 01
GOALS & TARGETS
 SALES PLAN BENEFITS

● Strong Business Foundation

● Achieving the Business’s Revenue Target
● Improved Collaboration
● Increased Productivity
● Great Customer Service
 MEASURING PERFORMANCE

Primary metrics Secondary metrics

 MISSION & POSITIONING

Mission Competition Values

INFORMATION FOR YOUR TEAM

Structure Roles

Salary Timeline
 CUSTOMER INSIGHTS

Profile Demographics Attributes

Challenges Goals How we help

 02
TARGET
AUDIENCE
 TEAM ACTIVITY TARGETS

50:100
5 Follow-up mails sent
per day

25 Sales appointments
made a day

Calling
 SALES PERCENTAGES

15% 20% 25% 40%

Target 1 Target 2 Target 3 Target 4
3 6 9 12
03
FUTURE
PLANS
 EXECUTION PLAN

Key milestones

Strategize goals
HOW TO MEASURE
PERFORMANCE
Your reps will turn to a streamlined sales plan as a go-
to resource. It aids individuals in better
comprehending their role, duties, objectives, tactics,
and approaches. When done correctly, it allows your
reps to perform at their best. Your reps can refer back
to it for continuous help because it's jam-packed with
detailed techniques and best practices
 SALES PLANNING
5.Executive SOP Decisions and plan

4.Pre-SOP Recommendations

3.Capacity planning Capacity limits

The management’s / edited

2.Sales planning forecasts

1.Collection of data Automated statistical forecast

 SALES PLAN OBJECTIVE
Idea

Evaluate Analyze
Planning
Implement process Forecast

Develop
 OUR TRAINING SCHEDULE

Mon Tue Wed Thu Fri

Test 1 8:30 9:30 8:30 9:30 8:30

Test 2 10:30 11:30 10:30 11:30 10:30

Test 3 12:30 13:30 12:30 13:30 12:30

 FINAL THOUGHTS

Strategy Targets

Metrics Processes