<Company name>
<Sales team name>
<year> Sales Plan
Agenda
Introduction
Sales Situation
Strategic Positioning
Sales Objectives
Sales Forecast
Sales Model
Sales Budget
Timeline
Key Success Factors
Next Steps
Questions
<year> Sales Plan
Introduction
<year> Sales Plan
Introduction:
Sales Team Mission
<Add mission statement
here.>
<year> Sales Plan
Introduction:
Sales Team Organization
<year> Sales Plan
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
[
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
]
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<Name>
<Title>
<year> Sales Situation
<year> Sales Plan
<year> Sales Situation:
Sales Highlights
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
<year> Sales Situation:
Sales Lowlights
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
<year> Sales Situation:
Combined Results
<year> Sales Plan
Quarter Estimated Actual
Q1 $ xx M $ xx M
Q2 $ xx M $ xx M
Q3 $ xx M $ xx M
Q4 $ xx M $ xx M
Total $ xx M $ xx M
<year> Sales Situation:
Problem Statement
<Include sales risks and
weaknesses during year.>
<year> Sales Plan
<year> Sales Situation:
Opportunity Statement
<Include sales strengths and
opportunities during year.>
<year> Sales Plan
Strategic Positioning
<year> Sales Plan
Strategic Positioning:
Market Opportunity
<year> Sales Plan
Strategic Positioning:
Competitive Advantage
<year> Sales Plan
<Competitor 1>
<Company> can gain competitive
share over <competitor 1> by…
<Competitor 2>
<Company> can gain competitive
share over <competitor 2> by…
<Competitor 3>
<Company> can gain competitive
share over <competitor 3> by…
<Competitor 4>
<Company> can gain competitive
share over <competitor 4> by…
Strategic Positioning:
Target Audience
<year> Sales Plan
Strategic Positioning:
Strategies for Competition
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Strategic Positioning:
Audience Profile
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Strategic Positioning:
Company Positioning
Key differentiators:
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Strategic Positioning:
Market Opportunity Summary
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Sales Objectives
<year> Sales Plan
Sales Objectives:
Details
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Sales Objectives:
Details (continued)
<Item 4>
<Item 5>
<Item 6>
<year> Sales Plan
<year> Sales Forecast
<year> Sales Plan
<year> Sales Forecast:
Details
<year> Sales Plan
Quarter Estimated
Q1 $ xx M
Q2 $ xx M
Q3 $ xx M
Q4 $ xx M
Total $ xx M
Sales Model
<year> Sales Plan
Sales Model:
Outbound Sales
<year> Sales Plan
Sales Model:
Sales Channels
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
<year> Sales Budget
<year> Sales Plan
<year> Sales Budget:
Details
<year> Sales Plan
Quarter Estimated
Q1 $ xx M
Q2 $ xx M
Q3 $ xx M
Q4 $ xx M
Total $ xx M
Timeline
<year> Sales Plan
Timeline:
Details
<year> Sales Plan
Initiative Start Finish
Key Success Factors
<year> Sales Plan
Key Success Factors:
Details
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Key Success Factors:
Details (continued)
<Item 4>
<Item 5>
<Item 6>
<year> Sales Plan
Next Steps
<year> Sales Plan
Next Steps:
Details
<Item 1>
<Item 2>
<Item 3>
<year> Sales Plan
Next Steps:
Details (continued)
<Item 4>
<Item 5>
<Item 6>
<year> Sales Plan
Questions
<year> Sales Plan

sales plan