Sales Assistant Templates

Sales Assistant Templates

There is a huge number of templates that someone in the Sales Assistant 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 Assistant. 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. Customer Database
3. Sales Forecast
4. Inventory Spreadsheet
5. Purchase Order
6. Sales Presentation
7. Sales Invoice
8. Sales Performance Tracker
9. Sales Target Tracker
10. Sales Meeting Agenda

Reports

Reports are often prepared by a Sales Assistant 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. Inventory Report
3. Customer Satisfaction Report
4. Sales by Product Category Report
5. Sales by Store Location Report
6. Sales by Salesperson Report
7. Sales by Customer Segment Report
8. Sales by Promotion Report
9. Sales by Time of Day Report
10. Sales Forecast 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 Assistant does and how they do it.

1. Sales Report Template
2. Customer Complaint Resolution Template
3. Inventory Management Template
4. Product Return and Exchange Template
5. Sales Training Template
6. Visual Merchandising Template
7. Sales Target Tracking Template
8. Customer Feedback Template
9. Sales Promotion Template
10. Sales Forecasting Template

Presentations

Sales Assistant 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. Monthly Sales Performance Report
2. Product Launch Presentation
3. Customer Satisfaction Analysis
4. Competitive Analysis Presentation
5. Sales Training Workshop

Legal Docs

There are several key times when a Sales Assistant 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. Purchase Order Template
4. Sales Invoice Template
5. Return and Refund Policy Template

Health & Safety Templates

Health & Safety templates for a Sales Assistant 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Sales Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Promotional Calendar
3. Inventory Calendar
4. Staff Schedule Calendar
5. Marketing Campaign Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased from the retail store.
2. Purchase Invoice: This invoice is used to record and track the purchases made by the retail store from suppliers or vendors.
3. Credit Invoice: This invoice is used to issue credit to customers for returns, refunds, or any other adjustments made to their accounts.
4. Proforma Invoice: This invoice is used to provide customers with a detailed breakdown of the costs associated with a potential purchase before it is finalized.
5. Intercompany Invoice: This invoice is used to bill other branches or divisions within the retail company for any intercompany transactions or services provided

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Store Experience Survey
4. Sales Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Sales Assistant 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. Team Training and Development Meeting
3. Sales Strategy Planning Meeting
4. Customer Feedback and Satisfaction Meeting
5. Product Launch and Promotion Meeting

Budget Templates

To manage finances well, a Sales Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Forecast Template
2. Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Engagement Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Sales Assistant 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 Promotion Proposal
2. New Product Launch Proposal
3. Customer Loyalty Program Proposal
4. Store Layout and Merchandising Proposal
5. Sales Training and Development 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 Assistant 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.