How To Draft A Yearly Sale Plan With Sample Templates To Boost Your Annual Sales! [Free PDF Attached]

A regular guy starts year planning with important days like birthdays, anniversaries, festivals, and holidays but a sales manager starts it with annual or yearly sales planning. It is easy to close one, two, or ten sales with skill (and a little luck), but you need a successful sales plan for consistent roof-breaking numbers.

 

What Is a Sales Plan?

 

A sales plan is a document containing statistics, insights, tactics, and best practices to boost sales for a specific time. It is not an official document like sales reports and proposals and requires no submission or approval from any authority/management. The sole purpose of creating a sales plan is to use it as a reference document during the execution process.

 

Here's a complete PPT Bundle on Sales Plan you should have:

 

Building an Actionable Sales Plan PPT Set

The PowerPoint Bundle provides a comprehensive framework for crafting a robust sales strategy. Encompassing key elements such as competitor analysis, distribution channel evaluation, and marketing strategy development, the template guides users through a systematic approach to understanding customer and market dynamics. The inclusion of a detailed channel marketing plan, launch strategy, and exploration of the buyer's journey ensures a holistic view of the sales process. Additionally, the template digs deep into effective lead-generation processes and activities, equipping users with the tools needed to drive successful sales outcomes. Download now!

 

 

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How to Create A Yearly Sales Plan

 

Sales plans can be created and divided based on the requirement. For example, based on the objective duration, it can be a weekly, monthly, 30-60-90 day plan, quarterly, annual, or yearly sales plan. Based on the type of targets, plans can be sales training, budget, or territory plan. 

 

Whatever the type of sales plan, it must cover business elements like revenue, metrics, targeted audience (TA), selling tactics, etc. The nine core elements a sales plan must include are given below. We have added one sample template with each element for improved efficiency. At the end of this blog, we have also shared four major components that form the complete sales plan.

 

Let’s start with the core elements and corresponding pre-designed sample templates: 

 

1. Executive summary: It provides a brief overview of the sales plan. The executive summary section covers objectives, strategies, the scope of the plan, phases, and duration. 

 

Executive Summary Yearly Sales Plan Sample Template

 

The given sample executive summary layout for the annual sales plan will help you explore more in this context. This design has pre-designed space for the company’s vision, mission, background, capabilities, accreditations, promoters & shareholdings, and financial highlights. As the design is customizable, you can add text or relevant images and make your sales presentation shine.

 

 

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2. Business and revenue targets: Generating more revenue is the ultimate goal of a sales strategy. This section establishes a clear understanding of revenue targets (for a given period) and how those goals will be achieved through business process improvements. 

 

Tip: Classify revenue targets based on categories like territory, quarter, market segment, etc., to set more clear objectives.

 

Business Goals With Revenue Targets Sample Template For Sales Plan

 

This sample PPT Design will help you set clear business goals with attached revenue targets for your sales team. It will help you classify priorities, define short-term goals, estimate costs, and strategize expenditures to drive maximum revenue. Get this design today!

 

 

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3. Prior Performance Review: You will grow faster if you start learning from your mistakes. Writing this section in your sales plan will give you an opportunity to look into your mistakes in past strategies and turn these into a learning guide. 

 

Previous Year Performance Review Template For Annual Sales Plan

 

This performance review sample template will help you draft a more reliable and successful sales strategy with insights into the previous year’s performance. It has seven pre-designed charts to showcase data on sales performance in an eye-catching manner. This slide is compatible with data-harnessing tools like MS Excel, Tableau, etc. 

 

 

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4. Market Analysis: Strong research on market trends, customer choices, and other latest aspects will form the backbone of your sales strategy. This section will comprise all this research and factors that affect sales.

 

Market Analysis Report Yearly Sales Plan Template

 

This PowerPoint set will help you present your market research findings in a comprehensive manner. It has the right set of graphs and charts to present your theoretical data in an analytical manner. With this presentation slide, you will be able to present data on global industry revenue, competitors and their market percentage, major segments, periodic and regional trends, and the CAGR. Get it today!

 

 

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5. Sales Tactics: A true sales manager is like a magician. He/she has a lot of technique under his sleeves. This part of sales strategy is a chance to teach your peers about best sales techniques, tried and tested sales methodologies, and tactics.

 

Tip: You can add sales playbooks, case studies, and guides in this section.

 

Five-Step Effective Sales Strategy Sample Template

 

This sales strategy sample design will help you in creating an effective sales plan. It covers five-step techniques: identifying the target audience and needs, forming a connection, developing team skills, testing sales channels, and closing sales. Grab this PPT Slide today!

 

 

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6. Selling opportunities and segments: The more you are able to identify your sales opportunities at the beginning of a sales cycle, the more you can use these to generate exponential revenue. This section includes potential sales opportunities like renewals, upsells, cross-sells, referrals, etc. It also includes information on existing and new customer segments.

 

Cross-sell And Upsell Opportunity Techniques Sample Presentation Design

 

This template will help you identify and enlist selling opportunities for your annual sales plan. You can use this PPT Graphic to analyze and illustrate important components of your selling tactics. Get this slide now by clicking on the download link below!

 

 

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Four Quadrant Customer Segment Matrix Template For Yearly Sales Plan

 

Use this sample matrix design to create and explore customer segments for your upcoming sales strategy. This template segments customers into categories like VIPs, core & non-core customers, and potential customers. You can edit or create new segments based on your requirements using this editable sample layout.

 

 

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7. Gap Analysis: The first step towards your goal is to know your current position. In this section, comprehend your team capabilities, resources (tools and workforce), and existing state in sales target achievement.

 

Gap Analysis Template For Yearly Sales Plan Execution

 

This sample template will enable you to analyze your current position in the sales process and adjust your strategy to achieve the target. It will help you carry out true analysis considering facts, problems, impact, root cause, and emotion. Use this PPT Design to focus on solutions and the desirable state of your sales process.

 

 

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Action Plan: You are all done with homework; it is time to form an action plan. Here, a sales manager will assign tasks and responsibilities to teams or individuals. These tasks will be direct sales oriented, like prospecting, demos, and meetings.

 

Team Action Plan Sample Template For Annual Sales Strategy

 

Use this PowerPoint graphic to form a solid action plan and drive excellent sales throughout the year. It will help you provide clear information on assigned activities with a pre-designed space for information on team members, goals, objectives, and strategies. Get this PPT slide now!

 

 

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9. Performance Monitoring: Continuous monitoring of sales strategy is a necessity to define its success and improvement. Benchmarking the correct performance metrics is the beginning of the monitoring process.

 

Sales Team Performance Metrics Template For Yearly Sales Plan

 

This sample dashboard design will help you define metrics and monitor sales team performance in an easy way. Our designers curate it after extensive research, and all metrics added in this template are well-researched. In this PPT Slide, you will find performance indicators like total sales, revenue, profit, churn, increment sales, up/cross-sell, and accumulated revenue.

 

 

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Four Selling Points of A Sales Plan

 

A sales plan talks about your idea and strategy to boost sales. It should be written in straightforward language to be easy to understand and execute. While it should cover all the above nine elements, it can be written to address these four major pieces:

 

1. Goals: Define and set clear objectives for your team and sales plan. Do not focus solely on numbers; otherwise, it will be a failure. Choose goals setting methods like SMART — Specific, Measurable, Attainable, Relevant, and Timed.
2. Analysis: A sales plan needs not just market analysis but internal sales team analysis as well. You can use analysis techniques like SWOT — strengths, weakness, opportunities, and threats. 
3. Strategy: This is the protein sap of your sales plan. Define a competitive strategy to position your product or service higher in the market and use it to meet your customer needs at every stage of the funnel.
4. Tactics: To draft an actionable sales plan, you must enlist ideas backed up with data, insights, or historical evidence. Taking risks is good, but do not exaggerate. Keep your tactics simple, specific, and realistic.

 

Designing a sales plan is never easy. It takes immense effort, knowledge, research, data, and unique ideas to capture the market. To help you, we are providing these plug-and-play (yearly) sales plan sample templates that can give you a head-start in this process. Download these designs with simple clicks, start drafting a yearly sales plan, and streamline the revenue flow.

 

FAQs on Yearly Sales Plan

 

1. How do you write a yearly sales plan?

 

A yearly sales plan must be written with precision and include strategic decisions backed up with data to ensure success. You can follow the steps below to write it:

 

1. Define your sales team goal for the year.
2. Do market research for the latest trends and customer requirements.
3. Analyze your current position, resources, and capabilities.
4. Gather insights and data on the previous year’s sales plan.
5. Adopt effective techniques from other sales strategies. 
6. Introduce or suggest new sales tactics, methodologies, and techniques.
7. Make an execution plan for these sales techniques.
8. Set benchmarks for measuring success.
9. Monitor the execution process and update, if necessary.

 

2. What are the objectives of sales planning?

 

The objective of sales planning depends on the type of strategy. If you design a territory sales plan, its purpose is to target sales of a particular region. Sales training plans aim to train the sales team in advanced skills. Sales planning aims to increase sales, organization growth, and revenue for the desired period, region, or skill.

 

3. What are four sales strategies?

 

Four basic sales strategies salespersons use are

 

1. Script-based selling or canned selling: Salespersons use pre-written scripts to sell standard products.
2. Need-satisfaction selling: The salesperson asks relevant questions to understand customers’ needs and sells the product using a customized script by showing them how it will satisfy their needs. It is a more advanced version of script-based selling.
3. Consultative selling or need-based selling: Salespersons work more as advisors or consultants and provide customized solutions to clients based on demands. The products here are not standardized but created with the vision of delighting customers. 
4. Strategic-partner selling: A selling partnership between seller and buyer where both parties invest their resources to drive profits. Mostly seen in a joint venture.

 

4. What makes a good sales strategy?

 

An excellent sales strategy must:

 

1. Align your sales goals with organizational goals, vision, and mission.
2. Be crafted after a complete analysis of the targeted audience (TA), market demands, and buyer’s personas.
3. It must strengthen your go-to-market positioning, sales motions, channels, and existing methodologies.
4. Most importantly, a good sales strategy not just generates/increases sales and revenue but also helps you understand customer pain points and meet demands.

 

Download the free Yearly Sales Plan Templates PDF.