Sales Task Management & Deadline Tracking Template

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Stay on top of your sales tasks and deadlines with this comprehensive template designed for Sales Managers in the Industrial Automation industry. This tool helps you visualize and allocate time to the most pressing tasks, ensuring no deadlines are missed and sales targets are met.

Utilize the Priority Matrix to manage your time effectively, focusing on high-priority tasks like client meetings, sales reports, and strategy reviews. Enhance your productivity and drive better sales performance with this essential sales task management and deadline tracking template.

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Sales Task Management & Deadline Tracking for Priority Matrix

Sales Task Management & Deadline Tracking in Priority Matrix

Effectively manage sales tasks and deadlines to ensure timely completion and achievement of sales targets.

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Proposed Tasks

High Priority - Urgent

  • Task 2: Client Meeting due in 2 days
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up
  • Task 8: Sales Team Meeting due in 2 days
    ☐ Prepare meeting agenda ☐ Conduct meeting ☐ Follow up
  • Task 10: Client Follow-Up due in 3 days
    ☐ Prepare for follow-up ☐ Conduct follow-up
  • Task 1: Prepare Sales Report due in 1 week
    ☐ Collect sales data ☐ Analyze sales trends ☐ Prepare report
  • Task 6: Monthly Sales Forecast due in 1 week
    ☐ Analyze sales data ☐ Prepare forecast
  • Task 9: Sales Pipeline Review due in 1 week
    ☐ Review sales pipeline ☐ Identify bottlenecks
  • Task 11: Prepare Sales Proposal due in 1 week
    ☐ Understand client needs ☐ Prepare proposal

High Priority - Not Urgent

  • Task 5: Review Sales Strategy due in 2 weeks
    ☐ Assess current strategy ☐ Identify areas for improvement
  • Task 12: Update Sales Targets due in 2 weeks
    ☐ Review current targets ☐ Set new targets
  • Task 15: Competitor Analysis due in 2 weeks
    ☐ Identify key competitors ☐ Analyze competitor strategies
  • Task 17: Client Feedback Analysis due in 2 weeks
    ☐ Collect client feedback ☐ Analyze feedback
  • Task 19: Sales Team Performance Review due in 2 weeks
    ☐ Collect performance data ☐ Analyze team performance
  • Task 13: Client Visit due in 3 weeks
    ☐ Prepare for visit ☐ Conduct visit
  • Task 3: Sales Training due in 1 month
    ☐ Plan training ☐ Conduct training ☐ Evaluate effectiveness
  • Task 7: Quarterly Sales Review due in 1 month
    ☐ Collect sales data ☐ Analyze sales performance ☐ Prepare review report
  • Task 14: Sales Presentation due in 1 month
    ☐ Prepare presentation ☐ Deliver presentation
  • Task 18: Sales Process Review due in 1 month
    ☐ Review current sales process ☐ Identify areas for improvement
  • Task 20: Annual Sales Planning due in 1 month
    ☐ Review past performance ☐ Set goals for next year

Low Priority - Urgent

  • Task 4: Update CRM due in 3 days
    ☐ Review client details ☐ Update records
  • Task 16: Update Sales Collateral due in 1 week
    ☐ Review current collateral ☐ Update as needed