Sales Deal Prioritization Project Template

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Enhance your sales efficiency by focusing on high-value prospects with the Sales Deal Prioritization template. This project uses the Quadrants method to help you identify and prioritize deals that have the highest potential impact on your company's revenue.

By implementing this structured approach, you can ensure that the most valuable prospects receive the attention they deserve, leading to improved sales outcomes and better resource allocation.

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Sales Deal Prioritization Project for Priority Matrix

Sales Deal Prioritization Project in Priority Matrix

Prioritize your sales deals to maximize impact and improve outcomes in the IT industry.

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Proposed Tasks

Important & Urgent

  • Task 1: Identify High-Value Prospects - due in 2 days
    ☐ Subtask1: Research and identify high-value prospects. ☐ Subtask2: Classify them according to their potential impact on the company’s revenue.
  • Task 5: Weekly Review of Prioritized Deals - due in 1 week
    ☐ Subtask1: Conduct a weekly review of prioritized deals. ☐ Subtask2: Update the prioritization as necessary based on the deals’ progress.
  • Task 3: Implement the Prioritization Strategy - due in 2 weeks
    ☐ Subtask1: Implement the prioritization strategy. ☐ Subtask2: Train the sales team on how to use the system.
  • Task 8: Annual Evaluation of Sales Performance - due in 1 year
    ☐ Subtask1: Conduct an annual evaluation of sales performance. ☐ Subtask2: Use the evaluation to plan for the next year.

Important & Not Urgent

  • Task 2: Develop a Prioritization Strategy - due in 1 week
    ☐ Subtask1: Develop a strategy for prioritizing sales deals based on their potential value. ☐ Subtask2: Set up a system for tracking each deal’s progress.
  • Task 6: Monthly Report on Sales Performance - due in 1 month
    ☐ Subtask1: Prepare a monthly report on sales performance. ☐ Subtask2: Analyze the report to identify areas for improvement.
  • Task 7: Quarterly Review of Prioritization Strategy - due in 3 months
    ☐ Subtask1: Conduct a quarterly review of the prioritization strategy. ☐ Subtask2: Make necessary adjustments based on the review.

Not Important & Urgent

  • Task 9: Update Sales Goals - due in 2 weeks
    ☐ Subtask1: Update sales goals based on the prioritization strategy. ☐ Subtask2: Communicate the updated goals to the sales team.
  • Task 4: Monitor the Strategy’s Effectiveness - due in 1 month
    ☐ Subtask1: Monitor the effectiveness of the prioritization strategy. ☐ Subtask2: Make necessary adjustments to improve its effectiveness.

Not Important & Not Urgent

  • Task 10: Provide Feedback to Sales Team - due in 1 week
    ☐ Subtask1: Provide feedback to the sales team based on their performance. ☐ Subtask2: Use the feedback to improve the prioritization strategy.