Sales Progress and Target Tracking Template

More sales templates

Stay on top of your sales goals with our Sales Progress and Target Tracking template. This template helps you monitor the progress of your sales deals and targets, ensuring potential issues are addressed promptly.

Designed for IT sales representatives, this tool enables you to define targets, identify key prospects, develop pitches, conduct meetings, and track your progress. Keep your sales efforts on track and achieve success with Priority Matrix.

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Sales Progress and Target Tracking for Priority Matrix

Sales Progress and Target Tracking in Priority Matrix

Monitor and track your sales progress and targets to ensure timely adjustments and success.

You can start using Sales Progress and Target Tracking or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

High Impact, Urgent

  • Set Sales Targets - due in 1 week
    ☐ Define sales targets for the quarter ☐ Breakdown targets into monthly and weekly goals
  • Identify Key Prospects - due in 2 weeks
    ☐ Research potential clients ☐ Create a list of key prospects
  • Contact Key Prospects - due in 1 month
    ☐ Reach out to key prospects ☐ Schedule meetings
  • Conduct Sales Meetings - due in 5 weeks
    ☐ Conduct sales meetings ☐ Present sales pitch
  • Follow Up on Meetings - due in 6 weeks
    ☐ Follow up with prospects after meetings ☐ Address any questions or concerns
  • Negotiate Deals - due in 2 months
    ☐ Negotiate terms of deals ☐ Close sales

High Impact, Not Urgent

  • Track Sales Progress - ongoing
    ☐ Monitor progress towards sales targets ☐ Update sales data in Priority Matrix
  • Develop Sales Pitch - due in 3 weeks
    ☐ Develop a compelling sales pitch ☐ Customize pitch for key prospects

Low Impact, Urgent

  • Address Issues - ongoing
    ☐ Identify any issues or obstacles ☐ Develop and implement solutions

Low Impact, Not Urgent

  • Client Retention - ongoing
    ☐ Maintain relationships with existing clients ☐ Upsell or cross-sell as appropriate