Choose from 10 editable sales plan templates. Plan an annual target, launch a product, grow key accounts, set outbound activity targets or forecast partner revenue.
Choose a Download
| Template | Format | Preview | Download |
|---|---|---|---|
| Annual Sales Plan Template | Word | View preview | Download Word |
| 30-60-90 Day Sales Plan Template | Word | View preview | Download Word |
| 12-Month Sales Forecast Template | Excel | View preview | Download Excel |
| Sales Territory Plan Template | Excel | View preview | Download Excel |
| Sales Action Plan Template | Excel | View preview | Download Excel |
| New Product Launch Sales Plan | Excel | View preview | Download Excel |
| Key Account Growth Sales Plan | Excel | View preview | Download Excel |
| Outbound Sales Activity Plan | Excel | View preview | Download Excel |
| Channel Partner Sales Plan | Excel | View preview | Download Excel |
| Seasonal Sales Campaign Plan | Excel | View preview | Download Excel |
For the next step, compare company profile templates and executive summary templates.
What Is a Sales Plan?
A sales plan sets out a business’s sales goals and how it will achieve them. It typically covers targets, the customers or markets you will focus on, strategies and tactics, the team and resources needed, the budget and the metrics you will use to track progress. A sales plan can cover a year, a quarter, a territory or a new salesperson’s first months. A sales plan template gives you the structure, so you can concentrate on the decisions rather than the format.
Significance of sales plan template
When your whole business is only about sales, a productive sales plan means a lot for you because without on you will be unable to sell more goods to customers. Sales plan gives you the way to convince existing customers to buy more as well as to generate new customers and clients for the company or business. A detailed sales plan indicates all possible market related issues to the sales people as well as proper guide about how to face or resolve them without losing any single customer. A sales manager with well made sales plan you can make plans for the unforeseen situations so they can be overcome in timely manner to boost up sales volume.
Making a sales plan is process of setting up sales targets for the company or sales force as well as tactics and steps the company or sales force must follow to meet those targets and goals. Making a sales plan sounds like a time consuming task but benefits the company or business a lot in many ways. If there is lack of knowledge and expertise to build up a productive sales plan, then it is advisable for you to get help from sales plan template in this regard.
Free Sales Plan Templates in Word and Excel
The original five downloads cover annual planning, onboarding, forecasting, territories and action plans. Five additional Excel templates cover product launches, key account growth, outbound activity, partner sales and seasonal campaigns.
- Annual Sales Plan Template: Word (.docx), 1 page.
- 30-60-90 Day Sales Plan Template: Word (.docx), 1 page.
- 12-Month Sales Forecast Template: Excel (.xlsx), 1 worksheet, with built-in formulas that calculate automatically.
- Sales Territory Plan Template: Excel (.xlsx), 1 worksheet, with built-in formulas that calculate automatically.
- Sales Action Plan Template: Excel (.xlsx), 1 worksheet, with built-in formulas that calculate automatically.
Use the Word templates to write your plan and the Excel templates to forecast revenue, prioritize accounts and track the actions that turn the plan into results.
What to Include in a Sales Plan
- Executive summary: the plan in a few sentences.
- Sales goals: revenue, units or new customers, with deadlines.
- Target market: ideal customers, segments and territories.
- Strategies and tactics: how you will reach and win customers.
- Team and responsibilities: who does what.
- Forecast: expected sales by month or quarter.
- Budget and resources: tools, marketing and travel.
- KPIs: the metrics you will track and review.
Types of Sales Plans
- Annual sales plan: goals and strategy for the whole year.
- 30-60-90 day plan: a new hire’s learning, contribution and leadership goals.
- Sales forecast: projected units and revenue over time.
- Territory plan: accounts and priorities within a region.
- Sales action plan: the specific tasks, owners and deadlines.
How to Write a Sales Plan
Start by reviewing past results and your current pipeline, so goals are grounded in reality. Set specific, measurable targets and break them down by quarter, month, product or salesperson. Define your ideal customers and decide which segments or accounts deserve the most attention; the territory template helps rank accounts by priority and potential.
Next, choose the strategies and tactics that will reach those customers, from prospecting and referrals to campaigns and partnerships. Assign owners and deadlines in the action plan, build a forecast and agree the KPIs you will review. Revisit the plan monthly or quarterly and adjust as results come in.
Tips for a Practical Sales Plan
- Keep goals ambitious but achievable.
- Involve the sales team when setting targets.
- Focus effort on the highest-potential accounts.
- Review progress regularly, not only at year end.
- Keep the plan short enough that people actually use it.
Downloadable Sales Plan Templates And Formats
Download these original sales plan templates for Word and Excel, from an annual sales plan and 30-60-90 day plan to forecast, territory and action plan workbooks.
Annual Sales Plan Template (Word)
A complete annual sales plan for Word with executive summary, sales goals, target market, strategies and tactics, quarterly targets, budget and KPIs.
30-60-90 Day Sales Plan Template (Word)
A 30-60-90 day plan for new sales hires and interviews with learn, contribute and lead phases, key metrics, support needed and sign-off.
12-Month Sales Forecast Template (Excel)
Forecast units, prices and revenue for each product over twelve months with an adjustable growth rate, automatic totals, cumulative revenue and a line chart.
Sales Territory Plan Template (Excel)
Plan and prioritize accounts in a sales territory with segments, A/B/C priority, current versus potential revenue, growth percentage and next steps.
Sales Action Plan Template (Excel)
A sales action plan tracker listing tasks, owners, start and due dates, status dropdowns, progress bars and automatic counts of completed and overdue actions.
New Product Launch Sales Plan (Excel)
Set launch milestones, demo goals and first-order targets by week.
Key Account Growth Sales Plan (Excel)
Plan upgrades and cross-sells around renewal dates, stakeholders and expansion value.
Outbound Sales Activity Plan (Excel)
Work backward from a meeting target to calculate replies and outreach volume.
Channel Partner Sales Plan (Excel)
Set partner onboarding milestones and estimate revenue from partner pipeline and win rates.
Seasonal Sales Campaign Plan (Excel)
Compare seasonal offers by units, discount, cost and promotion spend.
Frequently Asked Questions
What is a sales plan template?
It is a ready-made document or spreadsheet with the sections of a sales plan, such as goals, target market, strategies, forecast and KPIs, for you to complete.
What is a 30-60-90 day sales plan?
It sets goals for a new salesperson’s first 30, 60 and 90 days, moving from learning to contributing to leading.
How do I forecast sales in Excel?
Use the 12-month sales forecast template: enter units and prices for each product and an adjustable growth rate, and it calculates monthly and cumulative revenue.
How often should a sales plan be reviewed?
Many teams review progress monthly or quarterly and update the plan when results or market conditions change.
What is a sales territory plan?
It lists accounts in a territory with segments, priorities and revenue potential, so salespeople focus on the best opportunities.
You must be logged in to post a comment.