Sales Task and Deadline Tracker Template

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Manage your sales activities effectively with the Sales Task and Deadline Tracker template. Designed for sales reps in the construction and infrastructure industry, this template helps you visualize and allocate time to your most pressing tasks using Priority Matrix.

With this template, you can ensure that every task and client gets the attention they require, increasing your sales efficiency and outcomes. Stay on top of client meetings, follow-ups, sales reports, and more with ease.

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Sales Task and Deadline Tracker for Priority Matrix

Sales Task and Deadline Tracker in Priority Matrix

Visualize and prioritize sales tasks to improve efficiency and ensure no opportunities are 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

Critical and Immediate

  • Task 17: Sales Call due in 1 day
    ☐ Review Client Information ☐ Prepare Call Points
  • Task 15: Client Feedback due in 2 days
    ☐ Contact Client for Feedback ☐ Document Feedback
  • Task 1: Client Meeting due in 2 days
    ☐ Prepare Presentation ☐ Research Client Needs ☐ Coordinate with Team
  • Task 11: Product Training due in 3 days
    ☐ Understand Product Features ☐ Practice Product Demo
  • Task 7: Team Meeting due in 3 days
    ☐ Prepare Agenda ☐ Coordinate with Team
  • Task 2: Follow up with Potential Client due in 1 week
    ☐ Review Previous Conversation ☐ Prepare Follow-up Points

Critical but not Immediate

  • Task 12: Sales Forecast due in 2 weeks
    ☐ Collect and Analyze Sales Data ☐ Prepare Sales Forecast
  • Task 19: Sales Target Review due in 2 weeks
    ☐ Review Sales Targets ☐ Identify Areas of Improvement
  • Task 3: Sales Report due in 3 weeks
    ☐ Collect Sales Data ☐ Analyze Sales Trends ☐ Prepare Report
  • Task 16: Team Performance Review due in 3 weeks
    ☐ Collect and Analyze Team Performance Data ☐ Prepare Review Report
  • Task 4: Client Proposal due in 1 month
    ☐ Understand Client Requirements ☐ Prepare Draft Proposal ☐ Review and Finalize Proposal
  • Task 9: Review Sales Strategy due in 1 month
    ☐ Collect and Analyze Sales Data ☐ Identify Areas of Improvement

Not Critical but Immediate

  • Task 6: Update CRM due in 1 day
    ☐ Review and Update Client Information ☐ Check for Inconsistencies or Errors
  • Task 13: Update Sales Funnel due in 1 week
    ☐ Review Sales Process ☐ Identify Areas of Improvement
  • Task 18: Prospect List Update due in 1 week
    ☐ Review and Update Prospect List ☐ Identify New Prospects
  • Task 20: Client Onboarding due in 1 month
    ☐ Prepare Onboarding Plan ☐ Coordinate with Client
  • Task 5: Industry Conference in 2 months
    ☐ Register for Conference ☐ Plan Travel and Accommodation ☐ Prepare for Networking

Not Critical or Immediate

  • Task 8: Sales Training due in 2 weeks
    ☐ Register for Training ☐ Prepare for Training
  • Task 14: Email Campaign due in 1 month
    ☐ Prepare Email Content ☐ Coordinate with Marketing Team
  • Task 10: Market Research due in 2 months
    ☐ Identify Target Market ☐ Collect and Analyze Market Data