Sales Planning Template

Grow your business with a comprehensive plan to reach your sales goals. Create a roadmap to success with our effective Sales Planning Template!
Or import into an existing account
Sales Planning Template

What is Sales Planning?

Sales Planning is the process of creating a plan to meet your organization's sales goals. This plan typically includes the objectives, initiatives, and projects necessary to reach those goals. A sales planning template is a tool that helps businesses of all sizes and industries create a thorough and effective plan that outlines the steps they need to take to reach their goals.

What's included in this Sales Planning template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Sales Planning template for?

This sales planning template is suitable for businesses of all sizes and industries. It is designed to help you create an effective plan to meet your sales goals, whether it's to increase leads, improve customer retention, or increase sales team efficiency. The template is organized into focus areas, objectives, key performance indicators, projects, and measurements that can help you create a roadmap to success.

1. Define clear examples of your focus areas

Your focus areas are the general topics that your objectives should relate to and help you achieve. Examples of focus areas could include increasing sales, improving customer retention, or increasing sales team efficiency. These focus areas should be tailored to your specific business and goals.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals and actions that you want to take to reach the overall focus area. For example, under the focus area of increasing sales, you could have objectives to increase leads and increase conversion rate. Each objective should be specific, measurable, and achievable.

3. Set measurable targets (KPIs) to tackle the objective

Key performance indicators (KPIs) are the measurable targets that help you track the progress of your objectives. For example, to measure the progress of the objective to increase leads, you could set a KPI to increase lead generation by 20%. KPI targets should be set to a specific, achievable value.

4. Implement related projects to achieve the KPIs

Projects, also known as action items, are the initiatives that you need to take to achieve your objectives. These can vary depending on the focus area. For example, to achieve the objective of increasing leads, you could utilize digital advertising or increase lead nurturing efforts. Projects should be specific and achievable.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps businesses create and manage their sales plans. Cascade makes it easy to track the progress of objectives and KPIs in real-time, giving you visibility into performance and allowing you to quickly adapt your strategy. With Cascade, you can achieve faster results from your sales strategy.

Getting started with your
Sales Planning Template
only takes 20 seconds.
Or import into an existing account