Sales Opportunity Prioritization Project Template

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Leverage the Sales Opportunity Prioritization template to effectively manage your sales pipeline using a Priority Matrix. This template helps Sales Managers organize and prioritize opportunities based on value and closing dates, ensuring that high-value deals are not overlooked and low-value opportunities are appropriately managed.

By following the tasks outlined in this template, you can systematically identify, track, and close sales opportunities, leading to improved sales performance and revenue growth.

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Sales Opportunity Prioritization Project for Priority Matrix

Sales Opportunity Prioritization Project in Priority Matrix

Efficiently manage and prioritize your sales opportunities to ensure no deals are missed.

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Proposed Tasks

Low Value, Far Closing Date

  • Task 5: Evaluate Low Value Opportunities due in 2 days
    ☐ Evaluate if low value opportunities are worth pursuing ☐ Consider potential for upselling or long-term value
  • Task 3: Follow Up on Near Closing Date Opportunities due in 3 days
    ☐ Follow up with potential clients with near closing dates ☐ Address any concerns or questions ☐ Attempt to close sales
  • Task 6: Delegate Low Value Opportunities due in 3 days
    ☐ Assign low value opportunities to junior sales staff ☐ Ensure they have necessary resources and information
  • Task 1: Identify High Value Opportunities due in 1 week
    ☐ Identify high value sales opportunities ☐ Estimate closing dates ☐ Rank opportunities based on value and closing date
  • Task 7: Review Sales Pipeline due in 1 week
    ☐ Review overall sales pipeline ☐ Identify any bottlenecks or issues ☐ Adjust strategy as necessary
  • Task 10: Provide Sales Training due in 1 week
    ☐ Provide training to sales team on new strategies or techniques ☐ Ensure they have necessary skills and knowledge
  • Task 2: Track Progress of High Value Opportunities due in 2 weeks
    ☐ Monitor progress of high value opportunities ☐ Update closing dates as necessary ☐ Re-prioritize opportunities if needed
  • Task 8: Analyze Sales Data due in 2 weeks
    ☐ Analyze sales data for insights ☐ Identify trends and patterns ☐ Use data to inform sales strategy
  • Task 4: Nurture Far Closing Date Opportunities due in 1 month
    ☐ Engage with potential clients with far closing dates ☐ Provide necessary information and updates ☐ Keep opportunities warm
  • Task 9: Conduct Sales Team Meeting due in 1 month
    ☐ Conduct meeting with sales team ☐ Discuss progress and challenges ☐ Provide guidance and support