Free Sales Plan Templates for Excel and Word

A sales plan can help you set sales goals and define strategies and actions for reaching those goals. 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. But a sales plan is just one piece of the puzzle when it comes to business planning and management. 

To cover many bases at once, we’re providing multiple Microsoft Excel and Word sales templates below that be downloaded for free. In addition to a sales action plan template, you’ll find a funnel template to help visualize the sales process, a sales forecast template for creating projections, sales tracker and report templates for collecting important data, a pipeline for tracking contacts, and more. We’ve also included sales email templates to enhance communication with leads. All of these free templates are customizable, so they can be edited to more effectively meet your business needs.

Using a sales template provides easy organization and efficiency, freeing up resources and time that can be used toward reaching business goals. A template can also be an effective communication tool for sales and marketing teams when developing and working toward sales targets. Depending on the nature and scope of your business, some templates can also be included as part of an effective business plan.

Sales Plan Excel Template

This template allows you to plan your sales goals with the flexibility and functionality of an Excel spreadsheet. This sales plan template is divided into 12 months and separate product lines. Columns are included for the previous year’s performance, current sales goals, and outcome. Create a yearly sales plan, and compare data over time and across products.

Download Sales Plan Excel Template

Sales Tracker Excel Template

This sales tracker template makes it easy to keep track of items sold along with profit per item and total earned income. You can also track costs, including shipping charges, and returns. This template would be especially useful for a new business, online retail sales, or any small business wanting to track sales and profits.

Download Sales Tracker Template

Sales Leads Excel 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. The template has columns for detailed information about each sales lead, including contact dates and status. This allows you to keep track of communications with each customer, plan future contacts and follow-ups, and evaluate potential sales. You can also indicate lead sources on the spreadsheet to monitor your marketing efforts and track how customers are being referred to your business.

Download Sales Leads Excel Template

Sales Pipeline Excel Template

Another alternative to CRM software, designed with small businesses in mind, this sales pipeline template keeps track of contacts and estimated sales, and provides a quarterly sales forecast. This simple template is easy to edit and can help you manage and close the deals in your pipeline.

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Sales Funnel Excel Template

This sales funnel template provides a visual representation of the sales process along with whatever sales data you choose to include. The template can be used as a scorecard to evaluate sales progress, and the funnel makes it easy to visualize the steps in your sales process. This free template is a simple but effective tool for reaching sales and business goals.

Download Sales Funnel Template

Sales Report Excel Template

Track monthly, quarterly, and yearly sales activity with this free sales report template. Customize the template or use the existing columns to keep track of sales and pertinent data. This sales report template also includes a monthly forecast showing sales history and projections. Use this template to track progress, plan future goals, and create a sales report with pleasing visual design.

Download Sales Report Template

Sales Forecast Excel Template

This free template provides a 12-month sales forecast and sales history for previous years. Enter product names, customer groups, or other categories relevant to your business into the first column. 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 Sales Forecast Template

Sales Action Plan Template for Word

Create a sales plan with actionable steps and a scheduled timeline. This template features sections for listing clearly defined goals, methods for measuring success, action steps, ownership for each step, and deadlines. These are all important components of a sales action plan for reducing risk and increasing the probability that you will reach your sales goals.

Download Sales Action Plan Template

Sales and Marketing Plan Template for Word

Creating an effective sales and marketing plan may involve market research and analysis, evaluating your competition, looking at your sales history, examining future sales projections, and more. Once you have adequate information to develop a sales plan, a template can help you organize the plan into steps that will drive sales. This sales and marketing plan template provides space for identifying your sales goal, target customers, strategies for attracting those customers, marketing tactics and messages, scheduled action steps, and results.

Download Sales and Marketing Plan Template

Cold Email Template for Word

Emailing a cold prospect requires finesse, brevity, and an emphasis on what value you have to offer. If you can solve a problem for the prospect, it may increase your chances of getting a positive response from that cold email. Copy and paste this sales email template into your email provider to save time, or use it to spark your own ideas for how to effectively email new leads.

Download Cold Email Template

Researched Sales Email Template for Word

This sales email template is intended for researched prospects. It’s short and sweet, personal yet professional, and highlights the value that your business has to offer. Email prospecting may be a key part of your sales plan for connecting with potential customers, but the outcome will only be as effective as your messages.

Download Researched Sales Email Template

Sales Follow-up Email Template for Word

Follow up is a vital part of email prospecting and building customer relationships. This sales follow-up email template keeps the message simple and to the point. It provides a reason for the customer to stay engaged as well as a reminder of a future meeting. Your time is just as important as your clients’, and using a sales email template can help streamline communications.

Download Sales Follow-up Email Template

Discover a More Collaborative Sales Territory Plan Template in Smartsheet

Smartsheet is a spreadsheet-inspired work management tool with powerful collaboration and communication features. Its pre-built sales templates makes it even easier to track leads, manage customer information, monitor status of potential deals, and keep all the details organized.

Assign specific accounts to individual salespeople, to ensure no opportunity is missed. Use symbols like RYG balls and flags to show status and identify account importance. Leverage formulas and conditional formatting to automatically update information as changes are made.

You can easily switch between Grid, Gantt, Calendar and Card views with team members or external collaborators, without emailing static spreadsheets back and forth. And, with Smartsheet’s powerful collaboration features like comments, reminders, and attachments, you can store all documentation in one place for everyone to view, access, and make changes in real time. Try Smartsheet for free for 30 days.

Try Smartsheet for Free

Make Better Decisions, Faster with Sales Dashboards in Smartsheet

Sales dashboards can help visualize, summarize, and share important aspects of work such as pipeline status and whether your team is on target. Finding the right dashboarding tool that connects all of your data, in real-time, is essential for sales leaders to identify risk and make data-driven business decisions. 

One such tool is Smartsheet, an enterprise work management platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 70,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and report on work.

With dashboards in Smartsheet, you’ll have real-time visibility into work progress to make better decisions and keep your teams on the same page every step of the way. The configurable, widget-driven dashboards enable users to highlight the information that’s most relevant to their business - without the need for technical support. Know the status of your business at a glance, gain insights, and accelerate your team’s innovation all in one platform.

Discover how Smartsheet dashboards will help your team make better-informed decisions, fast.


Learn More about Smartsheet Dashboards

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