Sales Analyst Templates

Sales Analyst Templates

There is a huge number of templates that someone in the Sales Analyst 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 Analyst. 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. Sales Presentation
4. Sales Territory Analysis
5. Sales Performance Dashboard
6. Sales Pipeline Tracker
7. Sales Target Setting
8. Sales Commission Calculation
9. Sales Meeting Agenda
10. Sales Training Manual

Reports

Reports are often prepared by a Sales Analyst 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 Acquisition Report
4. Customer Retention Report
5. Product Performance Report
6. Market Analysis Report
7. Competitor Analysis Report
8. Sales Territory Report
9. Sales Funnel Report
10. Sales Trend 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 Analyst does and how they do it.

1. Sales Forecasting SOP
2. Sales Performance Analysis SOP
3. Sales Territory Management SOP
4. Sales Pipeline Management SOP
5. Sales Data Reporting SOP
6. Sales Target Setting SOP
7. Sales Trend Analysis SOP
8. Sales Strategy Development SOP
9. Sales Training and Development SOP
10. Sales Process Improvement SOP

Presentations

Sales Analyst 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 Overview
2. Market Analysis and Trends
3. Customer Segmentation and Targeting
4. Competitor Analysis and Benchmarking
5. Sales Forecast and Goal Setting

Legal Docs

There are several key times when a Sales Analyst 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Report Template
4. Sales Forecast Template
5. Sales Territory Agreement Template

Health & Safety Templates

Health & Safety templates for a Sales Analyst 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 Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Sales Team Meeting Calendar
3. Sales Target Calendar
4. Sales Campaign Calendar
5. Sales Performance Calendar

Invoice Templates

Several types of Sales Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Report Invoice
2. Commission Invoice
3. Sales Forecast Invoice
4. Sales Performance Invoice
5. Sales Analysis Invoice

Survey Templates

For a Sales Analyst to get insights related to the work they do, they need to send out Sales Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Sales Performance Survey
4. Product Feedback Survey
5. Sales Training Evaluation Survey

Meeting Agendas

Having premade Sales Analyst 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 Performance Review Meeting
2. Sales Forecasting Meeting
3. Sales Strategy Planning Meeting
4. Sales Team Training Meeting
5. Sales Pipeline Analysis Meeting

Budget Templates

To manage finances well, a Sales Analyst 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 Incentive Budget Template
5. Sales Training Budget Template

Dashboards

Dashboards are a useful way for a Sales Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Sales Funnel Dashboard
4. Territory Analysis Dashboard
5. Product Performance Dashboard

Proposal Templates

For bidding or requesting work, a Sales Analyst 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 Performance Proposal
2. Market Analysis and Competitor Comparison Proposal
3. New Product Launch Proposal
4. Sales Forecast and Budget Proposal
5. Customer Retention and Loyalty 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 Analyst 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.