Sales Manager Templates

Sales Manager Templates

There is a huge number of templates that someone in the Sales 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 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 Pipeline Tracker
7. Sales Meeting Agenda
8. Sales Training Manual
9. Sales Incentive Plan
10. Sales Budget

Reports

Reports are often prepared by a Sales 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. Competitor Analysis Report
8. Sales Team Performance Report
9. Sales Funnel 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 Manager does and how they do it.

1. Sales Forecasting SOP
2. Lead Generation SOP
3. Sales Pipeline Management SOP
4. Sales Training 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 Team Collaboration SOP

Presentations

Sales 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 Report
2. Monthly Sales Forecast
3. Sales Team Performance Review
4. Sales Strategy Update
5. Sales Presentation for Client Meetings

Legal Docs

There are several key times when a Sales 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 Manager 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. Safety Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Sales 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. Client Follow-up Calendar
4. Sales Target Calendar
5. Sales Training Calendar

Invoice Templates

Several types of Sales 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 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. Subscription Invoice: This template is used to bill customers for recurring subscription fees for products or services sold by the sales team.
5. Retainer Invoice: This template is used to invoice customers for upfront retainer fees paid to secure the services of the sales team

Survey Templates

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

1. Customer Satisfaction Survey
2. Sales Performance Survey
3. Market Research Survey
4. Product Feedback Survey
5. Sales Training Needs Assessment Survey

Meeting Agendas

Having premade Sales 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 Meeting Template
2. Sales Performance Review Template
3. Sales Strategy Planning Template
4. Sales Forecasting Template
5. Sales Pipeline Review Template

Budget Templates

To manage finances well, a Sales 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 Commission Budget Template
4. Sales Training Budget Template
5. Sales Incentive Budget Template

Dashboards

Dashboards are a useful way for a Sales Manager 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. Pipeline Management Dashboard
4. Sales Rep Performance Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Sales 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. 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 Manager 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.