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Every business makes its transactions in a legal and formal manner using contracts; these are deals. From hiring a developer for your tech company to scheduling collaborations that result in multi-billion dollar partnerships, every business is eyeing to close a deal to move forward and beat the competition.
It is crucial to showcase the workings of your business and how the deal is going to be beneficial for the other party. This way the fundraising party also understands why giving your business the contract is going to help them as well.
To properly outline the responsibilities of both parties, the cost they need to chip in, and the terms of the deal that both parties must clearly understand, we have curated a list of the seven best customizable Deal Templates. With these 100% editable pre-designed PPTs, you can showcase different stats, deadlines, and other important things to both your team and investors with ease. So let’s explore the various use cases of these slides and how they can come in handy in your business.
Template 1: Pitchbook For Investment Bank Underwriting Deal PPT Template
The investment banking pitchbook is a set of PPT slides that are made specifically to lock the deal with a new client. These slides explain why the bank in question should be considered as the best option for doing business, which ultimately leads to two parties coming together and making the transaction of funds possible. From these PPT slides, you get to showcase a list of businesses with whom you have been working with over the past few years. Likewise, if you are an MNC, you can use the built-in world map to show the number of offices, clients, and customers you have worldwide. One of the slides in this PPT template allows you to put a spotlight on previous mergers, acquisitions, and major investment banking deals over the course of time. Download these slides from the link given below and make your investor build trust in your business.
Template 2: Team Sales Projection and Deal Conversion Report
With the implementation of team sales projection, you can set the target for sales revenue in the near future. The probability of sales percentage and deal conversion are estimated based on the history of the sales team. By analyzing the deal conversion report of the sales team, your business is able to set realistic goals and track down the progress of each individual who is responsible for making sales. In this PPT template, you will get a table by which you can showcase sales progress, projected sales, upcoming sales in the pipeline, and closed sales of each team member. In addition to this, you can even add their photos, so other employees who are not part of the sales team can recognize who is churning out the best sales numbers for the business. Download this template from the link below to start analyzing the performance of your sales team.
Template 3: Deal-Based Monthly Sales Forecast Table
The monthly sales forecast is used to predict the number of sales that need to be done for the upcoming month. In addition to this, with the use of monthly sales forecasts, businesses can find out how many new customers, subscriptions, and product sales need to be done to make a profit. In this PPT Slide, you are getting a monthly sales forecast, which is defined by deal names. After that, you can add up the contact name, sales rep, expected date of close, sales phase, probability of sales percentage, and other metrics. Download this slide from the link below and assess your business health to pre-plan the sales strategy for your upcoming month.
Template 4: Quarterly Deal-Based Sales Budget Forecast
A quarterly deal-based sales forecast makes it easier for a business to make informed decisions. With the sales budget forecast, you can improve as well as improvise on budgeting, risk management, and planning for the upcoming 4 months. Besides this, the sales forecast gives the sales team a target that they need to achieve in the coming months, and it also helps identify early warnings and requirements for course corrections before they start impacting the sales number. In this slide, you can represent the sales performance of individuals on the basics of real name, contact name, deal size, deal stage, and other crucial criteria. Using this PPT Layout, managers can clearly define the sales process so that the organization doesn’t operate in the dark. Likewise, this PPT Template makes it possible for sales managers to think about other areas of operations, such as redefining the sales pipeline. Use the link given below to download this PPT template now to come up with accurate sales forecasting.
Template 5: Project Deal Summary With Budget Overview
This template works like an executive summary that defines crucial points of project planning, which makes it possible for team members to get a bird's-eye view of the project and create successful business offers. This deal summary PPT saves tons of time while giving you a proper layout of presenting complex information in such a way that everyone can understand it with ease. Here, you will see a table and a set of different lists that showcase benefits, budget, success factors, and risks associated with the project. You can use this slide to present a project summary for software upgrades, adding new patches to the application, uploading new pages on the website, and more. With just one click, you can download this PPT from the link below to give a brief yet comprehensive description of the project.
Template 6: Sales Pipeline Analysis To Monitor Deal Size Sales Automation Procedure For Better Deal Management
The sales pipeline is one of those business strategies by which managers can monitor and check if every deal that the sales team is involved in gets closed. In addition to this, the pipeline analysis also helps sales representatives find out the necessary steps that allow them to move from lead to transactions. With this slide, you get to share the vital sales information of each team member in a comprehensive manner by bringing all the sales data in one sheet. Here, you can provide stats such as deal size, expected close data, and next steps in the sales pipeline, along with other similar elements. Download this PPT template from the link below to sort out your sales pipeline to boost your marketing.
Template 7: Deal Summary With Regional Deals And Outbound
With outbound sales, your business reaches out to potential customers via cold calling, meeting them in person, or sending them an email. Lots of your regional deals will be coming from outbound leads if your sales team is able to find customers at the right time and at the right place in the buyer's journey. Thus, with the help of our PPT template, you can keep track of these sales and make sure that the team is working at its optimal level. Here, you will be getting a proper, easy-to-read table in which you can represent the data such as deal volume and deal value in dollars for inbound, outbound, domestic, and regional deals that are completed in the given year. Besides this, you can also provide stats for Private Equity and Venture Capital, Total M&A, PE & VC. Use the link given below to download this slide and use it according to your requirements.
Template 8: Deal Summary With Pie Chart And Sales
With a sales summary, you get some of the most mission-critical information about your business. With proper usage, you get to see real-time insights into your team's efforts, giving you a clear picture of which individual is performing best and which ones require more sales training. Besides this, with the sales summary, you get to find out which of the industries is yielding more sales than others and should be given priority when it comes to marketing. In our deal summary PPT template, you get two pie charts in which you can add industries in which your company is working. Apart from this, you will also get two column charts where you can showcase the number of deals and additional information that makes the deal unique. Download this slide template from the given link below.
Template 9: Strategies Used In Sales Deal Closing
It is important for every member of the sales team to have a basic understanding of how to close a deal in the shortest time possible. Using this PPT template, your business can get benefits in a myriad of ways. You can provide information along with tips and tricks on on-call planning, how to find qualifying leads, how to identify customer needs, how to overcome customer objections, how to create a sense of urgency, finding out vital information about the competition, and lots of other things. You can download this template from the given link.
Wrapping Up
So, these were the nine customizable templates that you can use for presenting enhanced analytics of your previous deals or to showcase upcoming sales that the team needs to complete for the quarter. With these templates, use cases are enormous. All you have to do is find the right way to use them.
Before you go, make sure to check out business plan templates and real estate deal sheets to find out how you can move ahead with your business in a more streamlined manner.
