Sales Executive Templates

Sales Executive Templates

There is a huge number of templates that someone in the Sales Executive 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 Executive. 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 Contract
6. Sales Territory Plan
7. Sales Performance Dashboard
8. Sales Meeting Agenda
9. Sales Call Log
10. Sales Pipeline Tracker

Reports

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

1. Sales Call SOP
2. Lead Generation SOP
3. Sales Meeting SOP
4. Sales Presentation SOP
5. Sales Follow-up SOP
6. Sales Negotiation SOP
7. Sales Closing SOP
8. Sales Forecasting SOP
9. Sales Reporting SOP
10. Sales Training SOP

Presentations

Sales Executive 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 Report
2. Monthly Sales Forecast
3. Client Presentation
4. Sales Strategy Review
5. Product Launch Presentation

Legal Docs

There are several key times when a Sales Executive 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. Sales Contract Template
5. Sales Report Template

Health & Safety Templates

Health & Safety templates for a Sales Executive 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Sales Executive 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 Executive 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 executive.
2. Commission Invoice: This template is used to calculate and invoice the commission earned by the sales executive on sales made.
3. Expense Invoice: This template is used to record and invoice any expenses incurred by the sales executive during the month.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid to the sales executive for ongoing services.
5. Reimbursement Invoice: This template is used to invoice clients for any expenses that were reimbursed to the sales executive on their behalf

Survey Templates

For a Sales Executive to get insights related to the work they do, they need to send out Sales Executive 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. Lead Generation Survey

Meeting Agendas

Having premade Sales Executive 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 Executive 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 Commission Budget Template
4. Sales Incentive Budget Template
5. Sales Training Budget Template

Dashboards

Dashboards are a useful way for a Sales Executive 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 Executive 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 Executive 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.