But a sales plan is just one piece of the puzzle when it comes to business planning and management — and it relies on accurate sales forecasting.
Large organizations, small businesses, and startups can all equally benefit from strong sales planning activities.
You can create a sales forecast for your entire business or a particular initiative over any period of time (examples include an economic forecast; an industry forecast; a company forecast; and a short-, medium-, or long-term forecast).
Sales plans are helpful tools when budgeting for advertising or travel costs, identifying new sales markets, planning for staffing needs, and creating a timeline to reach milestones.
In today’s competitive business landscape, no organization will succeed without a thorough, adaptable, strategic sales plan.
To gain and retain customers, all businesses rely on their strategic sales teams to understand the market’s changing demands — and to meet these needs.Engage Intelligently, Close with Precision, and Crush Every Goal Top performing sales leaders are always on.They rely on work management tools like Smartsheet to give them powerful insights into opportunities, and nuances to close each sale.This sales plan template is divided into 12 months and separate product lines.The template includes columns for the previous year’s performance, current sales goals, and outcome.You can also indicate lead sources on the spreadsheet to monitor your marketing efforts and track how customers are referred to your business. Download Excel Template Try Smartsheet Template This free template provides a 12-month sales forecast and sales history for previous years, but you can customize it to display six months, 14 months, 36 months, 48 months, five years, or any other length of time that matches a project or initiative. Download Sales Funnel Template While many people conflate the two terms, sales forecasting and sales planning are distinct concepts.A sales forecast is a future projection of organizational sales based on certain business and environmental conditions, and a sales plan defines the concrete steps taken to achieve the sales forecast.Create a yearly sales plan, and compare data over time and across products. Download Excel Template Try Smartsheet Template If you want to keep track of sales leads but don’t need the full functionality of CRM software, this spreadsheet may be adequate for your business.