Sales plan

To ensure the organization has a documented sales plan, use this template to set up sales representative, territory, and market segment plans and quotas.



This template may only include one simple List view, but this is all you need to create and save your sales plan of record. The template includes many custom task fields such as quarterly targets, annual targets, territory, and more, to help you break your plan down in several very common ways

Use Template

Template details

Task types

Task

Custom fields

QA type Annual target Territory Notes Q1 Q2 Q3 Q4

Statuses

NOT STARTED IN PROGRESS REVIEW ON HOLD ARCHIVED