Sales Plan (Annual) – Sales Force

Template for creating an Annual Sales Plan and Budget for a company with subsidiaries or sales teams (up to 10, which can be increased).

Practical and very simple to use

It is very easy to use, and contains lots of explanations.

Each subsidiary, area or team has its own sales plan with budget, objectives and bonus. Each one of these sheets:

Automatically calculates annual and monthly objectives by zone or sales person (6 already included, and it’s easy to increase them) according to assigned quotas. It also calculates, in accordance with the ratios you fill in, sales by origin and possible billing. 4 graphs: Sales, Comparative billing, objectives and quotas. Very good presentation.

There is also a very good consolidated summary with analysis graphs.

Contents

Professional Spreadsheet: 14 linked spreadsheets for Excel®.

1- Configuration Sheet.

2- Summary-consolidated and analysis.

3- 10 linked spreadsheets, each one has:

Annual Sales Plan. 

Sales Budget (billing).

Global Objective and objectives by area or sales person. Up to three levels of objectives and bonus. Automatic Assignment of monthly objectives by area or sales person according to the assigned quota. 6 areas or sales persons included (easy to increase).

Recommendations

Specially recommended for:

1/ Companies with subsidiaries, franchises or multiple sales teams.

2/ Companies with sales people that need a detailed sales plan for each one of them.

3/ Companies with multiple sales areas that need a detailed sales plan for each of them.

NOTICE: Template included in the Sales Planner Pack.

Differences to other Sales Plans on our website

1-      It generates forecasts for each sales person, area or subsidiary.

2-      It works on sales within each area (not on products).

Warranty 

If, for whatever reason, you are not entirely satisfied with your purchase, choose another spreadsheet from our website and we will send it to you, totally free…

(the price of the spreadsheet(s) you choose should not exceed the amount already paid: Kindly read the detailed terms of warranty on the website)

Invoking the warranty is quick and easy: Simply send an email to totalwarranty@e.ditor.com stating the invoice number, purchase date and the product(s) you want and we will send them at once.

Please note

About this product and all other templates and systems in general distributed by e.ditor:

A template is a structure designed to aid the creation of plans and calculations. It is not a Plan in and of itself nor shall the results or calculation method be considered apt for all countries and circumstances. It is the user himself who must correctly include the data and contents appropriate to his plan and have technical knowledge and the information to do it. When purchasing a template distributed by e.ditor, you are only paying for the time and knowledge that the author has invested in the creation of the template and is provided without any right to consulting or assistance for the development of the Plan, nor for the adaptation of the template to the specific requirements of the user or to the legislation of the country. These services are available on our website with an additional previous payment and may be requested by e-mail at clientservice@e.ditor.com. The general terms of sale and use are detailed on the website (available from any page of the website) and are accepted by the user before the purchase.