5+ Sales Planner Examples & Templates


A sales plan is a collection of steps where the sales department of a company puts forward its sales goals and targets and lays down well-defined steps to achieve them. A right amount of sales are significant in any and every company or enterprise to be able to function as a competitive entity. Therefore, each company has to have a strong sales department in which the planning and strategies are planned ahead.

Every company has a sales manager/supervisor who is appointed to take over the tasks of the sales, and he is in charge of the product and services sales of the company. He assigns sales representatives or other members of the staff to certain sales roles which include classification of job roles as in who will sell what product or service, the improvement of its monthly sales, etc. for which assigned salespersons have to be responsible. Here are 5+ Sales Planner Example and Templates for your benefit in that regard.

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Sales Planner Examples & Templates

1. Free Sales Planner Template

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  • Photoshop

Size: 8.27×11.69

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This template provides an example of a Sales Plan document. If you are looking for ways to plan out your sales, this can come in handy. It chalks out a sample sales planner in which you can categorize items for sale, and also the budget allocated to facilitate the sales. You can make a checklist of the sale items, to not miss out on anything important; this category will help you retool the items for sale. You can also mention other key tools and other resources that are likely to be used in the process. Along with this, there is a section for you to jot down the other important matters regarding the product you will be selling. This helps you to avoid anything crucial to go amiss.

2. Free Direct Sales Planner Template

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  • Illustrator
  • Photoshop

Size: 8.27×11.69

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Are you looking for methods to do direct sales planning? Then this template is for you. It is a sample direct sales planner that provides you with ways to plan to sell directly to your customers. According to this planner, you are required to plan out the items you will be selling, their budget, and the direct sales made from the items mentioned. The tasks you are required to meet in the sales process can be listed in one column to implement those tasks accordingly. And in case, if your team comes up with a novel sales strategy, then that can be put under a similar title to help guide you to your sales target with ease.

3. Basic Sales Planner Sample

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Size: 174 KB

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This template is a sample of a basic sales planner of Alex Goldfayn’s company. It will help guide you through the ways of planning your sales in a refined and structured manner. It lists out the various actions and tasks assigned to the sales team on particular days of the week from Monday to Friday, along with the results from each sale item as in the action-taken, customer-response and the outcome of the sales pitch. There is also a proactivity tally column that can be used to count the sales team’s proactive index, i.e., to determine the steps taken by the sales executives to convert potential customers into actual customers. The list of revenues estimated, collected and sold is very important in every sales planner. And, this has also been reflected in this planner, thus making it a very comprehensive planner. 

​4. Simple Sales Planner

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Size: 66 KB

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If you are planning on writing an annual or a half-yearly sales planner and are confused, then you can take the help of this sample sales planner which will guide you on how to put down one with perfection. This is an example of the half-yearly sales plan by the company Mayo Sligo Co-Op Livestock Mart Ltd. In it, the sales from the month of January 2019 to June 2019 are given in perfect accordance with important days on which the sales of products are expected to take place for various categories. This planner can give an excellent idea to anyone looking to pen down a simple sales target chart for a certain time-frame for their company.

5. Sales Planner in PDF

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Size: 4 MB

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This template is a sample sales planner of Million Dollar Media, which is a media event company. In it is a Baseball Brainstorm Idea List where an overview of various baseball contest ideas for the audience is provided under which top baseball competition ideas, in-game ideas, on-site events, etc., promotional items are mentioned. Under each promotion, there are various promotional services provided. These promotions will help increase sales and activate sponsorship deals, generate various beneficial deals, create brand promotions, develop customer databases, and achieve almost any sales strategy or objective. This sample can help you get a gist of a very effective sales planner and also give you new ideas related to your industry sales.

6. Sales Planner Format

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Size: 696 KB

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This is a sales planner article by Clyde T. Norman titled Superintendent ‘Sales Planner’. If you are a superintendent of a company, and without a speck of doubt, your modus operandi is a class-apart salesman. However, you can only do as much as your budget allows you to do. So if you do not know how to go about convincing the finance department about the budget, then this sample article can be of great help to you; as it provides you the plan to make your job easier. You may know the techniques and products but you do not have a plan to go with it. The writer suggests a “program” called ‘Sales Call Planner’ which means to “call” for the purpose of making a “sale”. As a superintendent you need to follow around eight interlocking subjects which will make the deal yours; they are stated in the article.

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