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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.
Enter product names, customer groups, or other categories relevant to your business into the first column, and then add your projected monthly sales, taking seasonal or other fluctuations into consideration.
The template will calculate the total sales volume for the year.
This basic forecast spreadsheet can be an important tool for planning your budget, inventory, and staffing needs.
Download Excel Template Try Smartsheet Template Use this invoice template for any services provided to a client.
Sales forecasts and plans are most often used by the sales team, although marketers, executives, and even customers may interact with the documents as well.
is a visual representation of where prospective buyers are in the sales process.
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.
Learn More about Smartsheet for Sales Teams Finding the right sales template provides easy organization and efficiency, which frees up resources and time that can go toward reaching business goals.
A template can also be a powerful communication tool for sales and marketing teams to develop and track their progress against sales targets.