Sales Associate Templates

Sales Associate Templates

There is a huge number of templates that someone in the Sales Associate 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 Associate. 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 Feedback Form
3. Inventory Spreadsheet
4. Sales Forecast
5. Product Price List
6. Sales Presentation
7. Sales Order Form
8. Sales Performance Dashboard
9. Sales Target Tracker
10. Sales Commission Calculator

Reports

Reports are often prepared by a Sales Associate 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 by Product Category Report
2. Sales by Store Location Report
3. Sales by Customer Demographics Report
4. Inventory Turnover Report
5. Sales Forecast Report
6. Sales by Employee Report
7. Sales by Promotion Report
8. Sales by Time of Day Report
9. Sales by Payment Method Report
10. Sales by Region 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 Associate does and how they do it.

1. Sales Report Template
2. Customer Complaint Resolution Template
3. Inventory Management Template
4. Product Knowledge Training Template
5. Sales Target Tracking Template
6. Visual Merchandising Template
7. Sales Meeting Agenda Template
8. Customer Follow-up Template
9. Sales Performance Evaluation Template
10. Sales Promotion Template

Presentations

Sales Associate 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 Associate 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 Associate ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Kit Checklist Template
5. Training Attendance Record Template

Calendars

Setting up Sales Associate 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 Associate 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. Commission Invoice: This invoice is used to calculate and bill the sales associate’s commission based on their sales performance.
3. Return Invoice: This invoice is used when customers return products to the retail store, and it reflects the refund or credit amount.
4. Wholesale Invoice: This invoice is used when the retail store sells products in bulk to other businesses or retailers at wholesale prices.
5. Credit Memo: This invoice is used to issue credits or refunds to customers for various reasons, such as price adjustments or product defects

Survey Templates

For a Sales Associate to get insights related to the work they do, they need to send out Sales Associate 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 Associate 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. Weekly Sales Strategy Meeting
4. Monthly Sales Forecast Meeting
5. Customer Feedback and Satisfaction Meeting

Budget Templates

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

1. Sales Revenue Budget
2. Operating Expense Budget
3. Sales Commission Budget
4. Inventory Budget
5. Marketing and Advertising Budget

Dashboards

Dashboards are a useful way for a Sales Associate 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. Inventory Management Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Sales Associate 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. Marketing Campaign 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 Associate 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.