Sales Task Management and Prioritization Template

More sales templates

Efficient task management is crucial for success in sales. This template uses Priority Matrix to help you manage and prioritize your sales tasks, ensuring that nothing important is missed. Stay organized and handle all tasks efficiently with this step-by-step guide.

By using this template, Vice Presidents of Sales can keep track of multiple tasks, from weekly reports to sales strategy meetings, ensuring every task is completed on time and to a high standard.

Get this template on priority matrix

Sales Task Management and Prioritization for Priority Matrix

Sales Task Management and Prioritization in Priority Matrix

Effectively manage and prioritize sales tasks to ensure no important task is overlooked.

You can start using Sales Task Management and Prioritization 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 Impact, Urgent

  • Weekly Sales Report due in 1 day
    ☐ Collect sales data ☐ Analyze sales data ☐ Prepare report
  • Sales Team One-on-Ones due in 3 days
    ☐ Schedule meetings with each team member ☐ Prepare feedback ☐ Conduct meetings
  • Customer Feedback Analysis due in 5 days
    ☐ Collect customer feedback ☐ Analyze feedback ☐ Prepare action plan

High Impact, Not Urgent

  • Sales Funnel Review due in 2 weeks
    ☐ Review current sales funnel ☐ Identify areas of improvement ☐ Implement changes
  • Monthly Sales Strategy Meeting due in 2 weeks
    ☐ Review current sales strategy ☐ Identify areas of improvement ☐ Prepare for meeting
  • Budget Planning for Next Quarter due in 1 month
    ☐ Review current budget ☐ Forecast sales ☐ Prepare budget proposal

Low Impact, Urgent

  • Lead Generation Strategy due in 1 week
    ☐ Review current lead generation strategy ☐ Identify new lead generation methods ☐ Implement changes
  • Sales Training Program due in 2 months
    ☐ Identify training needs ☐ Search for training programs ☐ Enroll team in training

Low Impact, Not Urgent

  • Sales Team Performance Evaluation due in 1 month
    ☐ Evaluate sales team performance ☐ Prepare performance reports ☐ Discuss performance with team
  • Sales Forecast for Next Year due in 3 months
    ☐ Analyze current sales trends ☐ Forecast sales for next year ☐ Prepare sales forecast report