Sales Task and Deadline Tracker Template

Sales Task and Deadline Tracker in Priority Matrix

Effectively allocate time to critical sales tasks and ensure deadlines are never missed.

You can start using Sales Task and Deadline Tracker 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
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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 Impact, Urgent

• Task 1: Update Client Database due in 1 day
  ☐ Review existing client information ☐ Update client contact details if necessary ☐ Add new clients to the database
• Task 2: Send Weekly Sales Report due in 3 days
  ☐ Collect sales data for the week ☐ Analyze data and create report ☐ Send report to management
• Task 3: Follow up on Pending Deals due in 1 week
  ☐ Review pending deals ☐ Contact clients to discuss progress ☐ Update deal status in the system

High Impact, Not Urgent

• Task 4: Prepare for Monthly Sales Meeting due in 2 weeks
  ☐ Prepare sales presentation ☐ Collect necessary documents ☐ Practice presentation
• Task 5: Conduct Market Research due in 1 month
  ☐ Identify market trends ☐ Analyze competitor strategies ☐ Create report on findings
• Task 6: Update Sales Strategy due in 1.5 months
  ☐ Review current sales strategy ☐ Identify areas for improvement ☐ Update strategy and communicate changes to team

Low Impact, Urgent

• Task 7: Plan Client Outreach due in 1 day
  ☐ Identify potential clients ☐ Plan outreach strategy ☐ Prepare outreach materials
• Task 8: Review Sales Targets due in 3 days
  ☐ Review current sales targets ☐ Compare targets with actual sales ☐ Adjust targets if necessary
• Task 9: Update Product Knowledge due in 1 week
  ☐ Review product updates ☐ Participate in product training ☐ Update product information in sales materials
• Task 10: Prepare for Client Meeting due in 2 weeks
  ☐ Review client information ☐ Prepare meeting agenda ☐ Practice presentation

Low Impact, Not Urgent

• Task 11: Update Sales Materials due in 1 month
  ☐ Review current sales materials ☐ Update information and design ☐ Print new materials
• Task 12: Plan Sales Training due in 1.5 months
  ☐ Identify training needs ☐ Plan training content ☐ Arrange training schedule
• Task 13: Review Sales Process due in 2 months
  ☐ Review current sales process ☐ Identify areas for improvement ☐ Implement changes
• Task 14: Analyze Client Feedback due in 2.5 months
  ☐ Collect client feedback ☐ Analyze feedback ☐ Implement changes based on feedback
• Task 15: Plan Sales Incentives due in 3 months
  ☐ Review current sales incentives ☐ Plan new incentives ☐ Communicate new incentives to team
• Task 16: Review Client Contracts due in 3.5 months
  ☐ Review existing client contracts ☐ Identify contracts due for renewal ☐ Renegotiate contracts if necessary
• Task 17: Plan Client Appreciation Event due in 4 months
  ☐ Plan event details ☐ Arrange event logistics ☐ Invite clients
• Task 18: Update Sales Forecast due in 4.5 months
  ☐ Review current sales forecast ☐ Update forecast based on recent sales data ☐ Communicate updated forecast to team
• Task 19: Review Sales Metrics due in 5 months
  ☐ Collect sales data ☐ Analyze sales metrics ☐ Adjust sales strategy based on metrics
• Task 20: Plan Sales Team Building Activity due in 5.5 months
  ☐ Plan activity details ☐ Arrange activity logistics ☐ Invite team members