Sales Director Templates

Sales Director Templates

There is a huge number of templates that someone in the Sales Director 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 Director. 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 Contract
10. Sales Incentive Plan

Reports

Reports are often prepared by a Sales Director 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. Revenue Analysis Report
3. Customer Acquisition Report
4. Sales Forecast Report
5. Territory Performance Report
6. Product Performance Report
7. Sales Conversion Report
8. Sales Funnel Analysis Report
9. Competitor Analysis 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 Director does and how they do it.

1. Sales Forecasting SOP
2. Lead Generation SOP
3. Sales Pipeline Management SOP
4. Sales Training and Development SOP
5. Sales Performance Evaluation SOP
6. Customer Relationship Management SOP
7. Sales Territory Management SOP
8. Sales Reporting SOP
9. Sales Incentive Program SOP
10. Sales Strategy Development SOP

Presentations

Sales Director 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 Review
2. Quarterly Sales Forecast
3. New Product Launch
4. Sales Training and Development
5. Competitive Analysis and Market Trends

Legal Docs

There are several key times when a Sales Director 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. Employment Contract Template
4. Sales Proposal Template
5. Client Service Agreement Template

Health & Safety Templates

Health & Safety templates for a Sales Director 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 Director 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 Engagement Calendar
4. Sales Target Calendar
5. Marketing Campaign Calendar

Invoice Templates

Several types of Sales Director 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 clients 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 performance.
3. Expense Invoice: This template is used to track and bill clients for any expenses incurred during the sales process, such as travel or marketing expenses.
4. Retainer Invoice: This template is used to invoice clients for retainers or upfront payments for ongoing sales management services.
5. Subscription Invoice: This template is used to bill clients for recurring subscription fees for sales management software or other subscription-based services

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Sales Director 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 Pipeline Review Meeting

Budget Templates

To manage finances well, a Sales Director 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 Director 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. Customer Acquisition Dashboard
4. Sales Funnel Dashboard
5. Sales Team Performance Dashboard

Proposal Templates

For bidding or requesting work, a Sales Director 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 Expansion 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 Director 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.