Looking for Sales Administrator Templates to download? See the main templates that a Sales Administrator would use in their day-to-day work.
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Sales Administrator Templates
Contents
Sales Administrator Templates
There is a huge number of templates that someone in the Sales Administrator role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Sales Administrator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Sales Forecast
3. Customer Database
4. Sales Order Form
5. Sales Invoice
6. Sales Presentation
7. Sales Performance Dashboard
8. Sales Territory Analysis
9. Sales Meeting Agenda
10. Sales Training Manual
Reports
Reports are often prepared by a Sales Administrator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Performance Report
2. Sales Forecast Report
3. Customer Satisfaction Report
4. Inventory Management Report
5. Sales Conversion Report
6. Sales Territory Analysis Report
7. Sales Pipeline Report
8. Sales Revenue Report
9. Sales Team Performance Report
10. Sales Trend Analysis Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Sales Administrator does and how they do it.
1. Sales Order Processing Template
2. Customer Inquiry Handling Template
3. Sales Report Generation Template
4. Sales Forecasting Template
5. Sales Meeting Agenda Template
6. Sales Training Manual Template
7. Sales Performance Evaluation Template
8. Sales Territory Management Template
9. Sales Database Maintenance Template
10. Sales Communication Template
Presentations
Sales Administrator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Sales Performance Report
2. Monthly Sales Forecast
3. Customer Satisfaction Analysis
4. Sales Team Training Presentation
5. Sales Strategy Review
Legal Docs
There are several key times when a Sales Administrator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Sales Contract Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Invoice Template
5. Sales Report Template
Health & Safety Templates
Health & Safety templates for a Sales Administrator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Sales Administrator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Meeting Schedule Calendar
3. Marketing Campaign Calendar
4. Employee Vacation Calendar
5. Sales Targets Calendar
Invoice Templates
Several types of Sales Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill customers for products or services sold by the company.
2. Purchase Invoice: This template is used to record and track purchases made by the company from suppliers.
3. Expense Invoice: This template is used to document and request reimbursement for business-related expenses incurred by employees.
4. Credit Memo: This template is used to issue credit to customers for returned or faulty products, or for any other reason.
5. Proforma Invoice: This template is used to provide a detailed breakdown of costs and terms for a potential sale, serving as a preliminary invoice
Survey Templates
For a Sales Administrator to get insights related to the work they do, they need to send out Sales Administrator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Sales Performance Survey
3. Product Feedback Survey
4. Market Research Survey
5. Employee Engagement Survey
Meeting Agendas
Having premade Sales Administrator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Sales Team Meeting
2. Sales Performance Review Meeting
3. Sales Strategy Planning Meeting
4. Sales Training and Development Meeting
5. Sales Forecasting and Goal Setting Meeting
Budget Templates
To manage finances well, a Sales Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Sales Expense Budget Template
3. Sales Commission Budget Template
4. Sales Training Budget Template
5. Sales Incentive Budget Template
Dashboards
Dashboards are a useful way for a Sales Administrator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Relationship Management (CRM) Dashboard
3. Lead Generation Dashboard
4. Sales Funnel Dashboard
5. Revenue and Profitability Dashboard
Proposal Templates
For bidding or requesting work, a Sales Administrator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Report Proposal
2. New Client Acquisition Proposal
3. Sales Training and Development Proposal
4. Marketing Campaign Proposal
5. Customer Retention Strategy Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Sales Administrator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
