Sales Strategy Plan Template

Reach your sales goals with this easy-to-follow template. Create an effective sales strategy plan to ensure success!
Or import into an existing account
Sales Strategy Plan Template

What is a Sales Strategy Plan?

A sales strategy plan outlines the steps a sales team should take to achieve their goals. It includes what methods and tactics to use, how to measure success, and how to adjust plans in order to ensure that success. It is an essential tool for sales teams to create a plan to achieve and exceed their sales goals and contribute to overall organizational growth.

What's included in this Sales Strategy Plan 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 Strategy Plan template for?

This sales strategy plan template is designed to help sales teams create a plan that outlines the steps necessary to achieve and exceed their sales goals. The template is broken down into focus areas, each of which provides clear strategic priorities to the sales strategy plan. From defining focus areas to implementing projects, this template will help sales teams create a plan that will guarantee success.

1. Define clear examples of your focus areas

Focus areas are the broad categories that your sales team will focus on in order to reach their goals. Examples of focus areas could be increasing sales conversion, improving customer retention, and increasing efficiency. Each focus area should include objectives, measurable targets (KPIs), and projects (actions) to tackle the objectives.

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

Objectives are the goals that must be achieved in order to meet the focus area. They should be specific and measurable, as they will be used to set KPIs and track progress. Examples of objectives could be increasing lead conversion, increasing average order value, and increasing customer retention rate.

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

KPIs are the measurable targets that will be used to track progress towards the objectives. They should be specific, measurable, and have an initial and target value. For example, a KPI for increasing lead conversion could be “Increase Lead Conversion Rate from 10% to 20%”.

4. Implement related projects to achieve the KPIs

Projects (actions) are the steps that will be taken to achieve the KPIs. They should be specific and measurable, and should align with the objectives. Examples of projects could be increasing lead nurturing, increasing cross-selling, and leveraging digital marketing.

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

Cascade is a strategy execution platform that helps sales teams track, measure, and improve their sales strategy plan. It provides real-time data and insights, so teams can quickly identify what’s working and what’s not. With Cascade, sales teams can easily monitor their progress and adjust their plans in order to ensure success.

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Sales Strategy Plan Template
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Or import into an existing account