Sales Coordinator Templates

Sales Coordinator Templates

There is a huge number of templates that someone in the Sales Coordinator 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 Coordinator. 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 Proposal
5. Sales Order Form
6. Sales Contract
7. Sales Performance Dashboard
8. Sales Territory Plan
9. Sales Meeting Agenda
10. Sales Training Manual

Reports

Reports are often prepared by a Sales Coordinator 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. Sales Territory Analysis Report
6. Product Performance Report
7. Competitor Analysis Report
8. Sales Funnel Report
9. Sales Conversion Report
10. Sales Team Performance 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 Coordinator does and how they do it.

1. Sales Order Processing Template
2. Customer Inquiry Response Template
3. Sales Meeting Agenda Template
4. Sales Report Template
5. Sales Forecast Template
6. Sales Training Manual Template
7. Sales Territory Management Template
8. Sales Performance Evaluation Template
9. Sales Promotion Template
10. Sales Contract Template

Presentations

Sales Coordinator 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. Sales Forecast Presentation
3. New Product Launch Presentation
4. Client Account Review Presentation
5. Sales Training Workshop Presentation

Legal Docs

There are several key times when a Sales Coordinator 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 Proposal Template
4. Purchase Order Template
5. Sales Report Template

Health & Safety Templates

Health & Safety templates for a Sales Coordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Sales Calendar
2. Team Meeting Calendar
3. Client Follow-up Calendar
4. Sales Target Calendar
5. Marketing Campaign Calendar

Invoice Templates

Several types of Sales Coordinator 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 sales team.
2. Commission Invoice: This template is used to calculate and invoice commissions earned by the sales team based on their sales performance.
3. Expense Invoice: This template is used to track and invoice reimbursable expenses incurred by the sales team during their sales activities.
4. Proforma Invoice: This template is used to provide a preliminary invoice to customers before the actual goods or services are delivered.
5. Credit Memo: This template is used to issue credit notes to customers for returned or faulty products, or for any other adjustments to their invoices

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Sales Performance Survey
4. Market Research Survey
5. Lead Generation Survey

Meeting Agendas

Having premade Sales Coordinator 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 Meeting
5. Sales Forecasting Meeting

Budget Templates

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

1. Sales Forecast Budget Template
2. Marketing and Advertising Budget Template
3. Travel and Entertainment Budget Template
4. Sales Team Compensation Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Customer Acquisition Dashboard
4. Sales Funnel Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Sales Coordinator 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 Forecast Proposal
2. New Product Launch Proposal
3. Client Retention Strategy Proposal
4. Sales Training and Development Proposal
5. Market Research and Analysis 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 Coordinator 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.