<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

<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 Plan

<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

Quarter Estimated Actual

Q1
Q2 Q3 Q4

$ xx M
$ xx M $ xx M $ xx M

$ xx M
$ xx M $ xx M $ xx M

Total

$ xx M

$ xx M
<year> Sales Plan

<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

<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

<year> Sales Plan

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

Quarter Estimated

Q1
Q2 Q3 Q4 Total

$ xx M
$ xx M $ xx M $ xx M $ xx M
<year> Sales Plan

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

Quarter Estimated

Q1
Q2 Q3 Q4 Total

$ xx M
$ xx M $ xx M $ xx M $ xx M
<year> Sales Plan

Timeline

<year> Sales Plan

Timeline: Details
Initiative Start Finish

<year> Sales Plan

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