Sales Task and Deadline Management Template

More sales templates

Manage your sales tasks and deadlines effectively with this template designed for Sales Managers in the Lubricants industry. From client follow-ups to monthly reports, this template helps you stay organized and ensures that no critical tasks fall through the cracks.

Utilize the Priority Matrix to visualize and track deadlines, ensuring timely completions and improved sales performance.

Get this template on priority matrix

Sales Task and Deadline Management for Priority Matrix

Sales Task and Deadline Management in Priority Matrix

Keep track of all sales tasks and deadlines to ensure timely follow-ups and report submissions.

You can start using Sales Task and Deadline Management or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Urgency, High Importance

  • Client Follow-up 1 - due in 1 day
    ☐ Send email ☐ Make call ☐ Update CRM
  • Client Follow-up 2 - due in 2 days
    ☐ Send email ☐ Make call ☐ Update CRM
  • Team Meeting - due in 2 days
    ☐ Prepare agenda ☐ Send invites
  • Client Feedback Review - due in 3 days
    ☐ Collect feedback ☐ Analyse feedback
  • Sales Strategy Meeting - due in 3 days
    ☐ Prepare agenda ☐ Send invites
  • Client Proposal - due in 1 week
    ☐ Prepare proposal ☐ Review with team ☐ Send to client
  • Contract Renewal - due in 2 weeks
    ☐ Review contract terms ☐ Contact client
  • Client Visit - due in 2 weeks
    ☐ Prepare for visit ☐ Schedule meeting

Low Urgency, High Importance

  • Monthly Sales Report - due in 1 week
    ☐ Gather sales data ☐ Analyse data ☐ Prepare report
  • Team Performance Report - due in 1 week
    ☐ Gather performance data ☐ Prepare report
  • Supplier Negotiation - due in 2 weeks
    ☐ Prepare negotiation points ☐ Coordinate meeting
  • Sales Forecast - due in 2 weeks
    ☐ Gather market data ☐ Prepare forecast
  • Training Session - due in 3 weeks
    ☐ Prepare materials ☐ Coordinate with trainer
  • Sales Training - due in 3 weeks
    ☐ Prepare materials ☐ Coordinate with trainer
  • Market Research - due in 3 weeks
    ☐ Prepare research plan ☐ Coordinate with research team
  • Product Training - due in 1 month
    ☐ Coordinate with product team ☐ Prepare training schedule
  • Budget Planning - due in 1 month
    ☐ Prepare budget proposal ☐ Review with finance team
  • Performance Review - due in 1 month
    ☐ Prepare performance data ☐ Schedule review meeting
  • New Product Launch - due in 1 month
    ☐ Coordinate with marketing ☐ Prepare sales strategy

High Urgency, Low Importance

  • Team Building Activity - due in 1 month
    ☐ Plan activity ☐ Coordinate with HR