Looking for Sales Representative Templates to download? See the main templates that a Sales Representative would use in their day-to-day work.
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Sales Representative Templates
Contents
Sales Representative Templates
There is a huge number of templates that someone in the Sales Representative 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 Representative. 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. Customer Database
4. Sales Presentation
5. Sales Order Form
6. Sales Territory Map
7. Sales Performance Dashboard
8. Sales Call Log
9. Sales Commission Calculator
10. Sales Target Tracker
Reports
Reports are often prepared by a Sales Representative 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. Customer Acquisition Report
3. Sales Forecast Report
4. Territory Analysis Report
5. Product Performance Report
6. Competitor Analysis Report
7. Sales Conversion Report
8. Lead Generation Report
9. Sales Pipeline Report
10. Customer Satisfaction 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 Representative does and how they do it.
1. Sales Call SOP
2. Lead Generation SOP
3. Sales Presentation SOP
4. Negotiation SOP
5. Closing the Deal SOP
6. Customer Relationship Management SOP
7. Sales Reporting SOP
8. Sales Training SOP
9. Territory Management SOP
10. Sales Forecasting SOP
Presentations
Sales Representative 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. Product Presentation
4. Competitive Analysis
5. Sales Training Workshop
Legal Docs
There are several key times when a Sales Representative 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 Contract Template
Health & Safety Templates
Health & Safety templates for a Sales Representative ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Sales Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Sales Target Calendar
4. Follow-up and Reminder Calendar
5. Sales Training Calendar
Invoice Templates
Several types of Sales Representative 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 representative.
2. Commission Invoice: This template is used to calculate and invoice the commission earned by the sales representative on sales made.
3. Expense Invoice: This template is used to request reimbursement for any business-related expenses incurred by the sales representative.
4. Monthly Sales Report Invoice: This template is used to provide a detailed report of the sales made by the sales representative during a specific month.
5. Sales Target Achievement Invoice: This template is used to recognize and reward the sales representative for achieving or exceeding their sales targets for the month
Survey Templates
For a Sales Representative to get insights related to the work they do, they need to send out Sales Representative 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 Representative 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. Monthly Sales Review Meeting
3. Sales Strategy Planning Meeting
4. Client Relationship Meeting
5. Sales Training Session
Budget Templates
To manage finances well, a Sales Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Sales Commission Budget Template
3. Travel and Entertainment Budget Template
4. Marketing and Advertising Budget Template
5. Sales Expense Budget Template
Dashboards
Dashboards are a useful way for a Sales Representative 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. Territory Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Sales Representative 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 Representative 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.
