Sales leaders know that a good sales plan is essential in achieving sales and marketing goals. Illustrating a sales plan on a timeline with clear objectives laid out monthly, quarterly or annually is an excellent tool for staying focused on strategic goals and tracking progress toward them.
The sales plan template was created for sales leaders, marketers and account executives who need to present their business plans to staff, sales teams and management. It can be customized to show campaign plans over days, weeks, months, quarters or years. It presents these plans in a clear way that is easy for audiences to understand. The template can be used as a visual aid to align organizations and management behind the key targets and deadlines of sales campaigns, or it can be used as a scorecard to present a plan’s attainment and progress against its objectives.
The sales plan template is simple to customize because it is built natively in familiar Microsoft PowerPoint. It can easily be shared, edited and re-shared with anyone who has PowerPoint, so team members can quickly collaborate and contribute to the sales plan.
You can edit it in PowerPoint by adding your own data to the slide’s placeholders and by moving the milestones and tasks manually. For quicker editing, you can download Office Timeline, a free timeline maker plug-in for PowerPoint which will update the sales plan template automatically right from inside PowerPoint. Office Timeline will also revise your slide instantly if your plan changes.
Getting the sales plan onto a visual slide is critical for presenting your strategy to management but manually building your sales plan in PowerPoint can take a lot of time. Office Timeline makes this task simple and it creates slides that are easily updated. This means sales and marketing professionals who need to outline important campaigns in an impressive way can do so in minutes, not hours.