create a revenue-boosting sales plan with our template | smartsheet template

Create a Revenue-Boosting Sales Plan with Our Template | Smartsheet

Create a robust sales strategy and achieve your business targets. Download our Sales Plan Template in Excel format and track revenue growth with ease. Try now!

bizzlibrary template file type image
.xlsx (0.05 MB)


If you're looking to increase your sales and revenue, having a well-designed sales plan can make all the difference. At, we offer a comprehensive Sales Plan Template to help you create a solution tailored to your specific business needs. Whether you're a small startup or an established enterprise, our template will give you a clear structure to create an effective sales strategy.

The Importance of a Sales Plan

A sales plan serves as a roadmap for your business. It outlines your sales goals, objectives, and strategies, helping you to focus your efforts and stay on track towards success. By creating a sales plan, you can:

  • Set Achievable Goals: A sales plan forces you to set specific, measurable, achievable, relevant, and time-bound (SMART) goals. This allows you to track your progress and make adjustments as needed to achieve your targets.
  • Allocate Resources: A sales plan helps you identify the resources you need to achieve your goals, such as sales staff, marketing materials, and technology tools.
  • Create a Timeline: A sales plan sets out a timeline for achieving your sales goals, ensuring that everyone in your organization is working towards the same end.
  • Monitor Progress: A sales plan allows you to track your progress and identify areas for improvement. You can use metrics such as revenue, sales velocity, conversion rates, and average deal size to measure your success and make data-driven decisions.

Features of Our Sales Plan Template

Our Sales Plan Template is designed to be easily customized to fit your business needs. It comes in XLSX format, making it compatible with popular spreadsheet programs like Microsoft Excel and Google Sheets. Our template includes:

  • Sales Tracker: A sales tracker to help you track your leads, opportunities, and deals.
  • Sales Revenue Breakdown: An overview of your sales performance by region, product, customer, and more.
  • Sales Forecast: A sales forecast for your business for the upcoming year, based on historical data and market trends.
  • Sales Pipeline: A clear visualization of your sales pipeline to give you a better understanding of your sales process and identify areas for improvement.

How to Use Our Sales Plan Template

To use our Sales Plan Template, simply download the XLSX file from our website and open it in your preferred spreadsheet program. Customize the template by entering your own data, such as your sales goals, revenue targets, and product details. Use the sales tracker to monitor your progress and make adjustments as needed to optimize your sales performance.

Visit today to download our Sales Plan Template and other essential business documents. With our expertly crafted templates and software integration features, you can streamline your sales process and take your business to the next level. What are you waiting for? Get started on your sales plan today!

The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained this site constitutes a solicitation, recommendation, endorsement, or offer by Bizzlibrary or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.


Odelia Melton(7/4/2023) - AUS

Keep up the Excellent work, thanks!

Author. Content was provided by:

Harper Williams

Harper is a freelance senior template document and content creator at Bizzlibrary with over 4 years of experience in content creation and developing forms and kits. Harper's previous experience in sales consulting enables him to create value for companies that need help with improving their sales target and optimizing their department. Harper is from Montgomery Alabama and has previously worked at Regions Financial Corporation. He has a major in Communication & Information Sciences (CIS) from the University of Alabama in Tuscaloosa.

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