Looking for Sales Department Manager Templates to download? See the main templates that a Sales Department Manager would use in their day-to-day work.
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Sales Department Manager Templates
Contents
Sales Department Manager Templates
There is a huge number of templates that someone in the Sales Department Manager 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 Department Manager. 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 Plan
5. Sales Performance Dashboard
6. Sales Meeting Agenda
7. Sales Training Manual
8. Sales Budget
9. Sales Incentive Plan
10. Sales Contract
Reports
Reports are often prepared by a Sales Department Manager 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. Sales Team Performance Report
8. Sales Funnel Analysis Report
9. Competitor Analysis Report
10. Sales Revenue 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 Department Manager does and how they do it.
1. Sales Target Setting SOP
2. Sales Forecasting SOP
3. Sales Team Performance Evaluation SOP
4. Sales Training and Development SOP
5. Sales Territory Management SOP
6. Sales Lead Generation SOP
7. Sales Order Processing SOP
8. Sales Customer Relationship Management SOP
9. Sales Reporting and Analysis SOP
10. Sales Incentive and Commission Calculation SOP
Presentations
Sales Department Manager 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. Monthly Sales Forecast
3. Sales Team Performance Analysis
4. Product Sales Presentation
5. Sales Strategy Update
Legal Docs
There are several key times when a Sales Department Manager 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 Commission Agreement Template
4. Sales Proposal Template
5. Sales Territory Agreement Template
Health & Safety Templates
Health & Safety templates for a Sales Department Manager 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. Safety Inspection Checklist Template
5. Emergency Response Plan Template
Calendars
Setting up Sales Department Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Team Meeting Calendar
3. Sales Target Calendar
4. Client Follow-up Calendar
5. Marketing Campaign Calendar
Invoice Templates
Several types of Sales Department Manager 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 department.
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 any expenses incurred by the sales department, such as travel or marketing expenses.
4. Subscription Invoice: This template is used to bill customers for recurring subscription services offered by the sales department.
5. Credit Memo: This template is used to issue credit notes or refunds to customers for any returns or adjustments made to their sales invoices
Survey Templates
For a Sales Department Manager to get insights related to the work they do, they need to send out Sales Department Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Sales Performance Evaluation Survey
3. Market Research Survey
4. Product Feedback Survey
5. Sales Training Needs Assessment Survey
Meeting Agendas
Having premade Sales Department Manager 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 Performance Review Meeting
2. Monthly Sales Forecast Meeting
3. Sales Strategy Planning Meeting
4. Sales Training and Development Meeting
5. Sales Department Budget Review Meeting
Budget Templates
To manage finances well, a Sales Department Manager 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 Incentive Budget Template
4. Sales Training Budget Template
5. Sales Promotion Budget Template
Dashboards
Dashboards are a useful way for a Sales Department Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Revenue Analysis Dashboard
3. Sales Funnel Dashboard
4. Customer Acquisition Dashboard
5. Sales Team Performance Dashboard
Proposal Templates
For bidding or requesting work, a Sales Department Manager 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. Sales Training and Development Proposal
4. Customer Retention Strategy Proposal
5. Sales Performance Evaluation Proposal
Get Your Template Made
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