Sales Task and Deadline Tracker Template

Sales Task and Deadline Tracker in Priority Matrix

Keep track of your sales tasks and deadlines efficiently using this Priority Matrix template.

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
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

Critical and Immediate

• Task 2: Follow-up call with potential client due in 1 day
  ☐ Review client's concerns ☐ Prepare for possible objections ☐ Plan for next steps after the call
• Task 1: Prepare sales proposal due in 2 days
  ☐ Research client's background ☐ Identify potential solutions ☐ Construct proposal draft ☐ Review and finalize proposal
• Task 4: Prepare for sales meeting due in 3 days
  ☐ Review meeting agenda ☐ Prepare necessary materials ☐ Practice presentation

Critical but Not Immediate

• Task 3: Submit monthly sales report due in 1 week
  ☐ Gather sales data ☐ Analyze and interpret data ☐ Write report ☐ Review and submit report
• Task 5: Update client database due in 2 weeks
  ☐ Review and verify client information ☐ Update client records ☐ Check for any missing data
• Task 11: Update sales strategy due in 4 weeks
  ☐ Review current strategy ☐ Identify areas for improvement ☐ Implement changes
• Task 20: Update sales targets for next quarter due in 1 month
  ☐ Review sales performance this quarter ☐ Set realistic targets for next quarter ☐ Communicate new targets to team
• Task 9: Plan for quarterly sales review due in 2 months
  ☐ Collect and analyze sales data for the quarter ☐ Prepare presentation ☐ Practice presentation
• Task 17: Plan for end-of-year sales push due in 2 months
  ☐ Identify key products/services for promotion ☐ Develop promotional strategy ☐ Coordinate with marketing team
• Task 14: Prepare for annual sales audit due in 3 months
  ☐ Collect all necessary sales records ☐ Review records for accuracy ☐ Prepare for auditor's visit

Not Critical but Immediate

• Task 12: Write weekly sales update due in 1 week
  ☐ Collect weekly sales data ☐ Write update ☐ Review and submit update
• Task 18: Submit expense report due in 1 week
  ☐ Gather all expense receipts ☐ Complete expense report ☐ Review and submit report
• Task 16: Review competitor sales strategies due in 2 weeks
  ☐ Research competitors ☐ Analyze their sales strategies ☐ Identify potential improvements for our strategy
• Task 10: Conduct client satisfaction survey due in 3 weeks
  ☐ Design survey ☐ Distribute survey to clients ☐ Analyze survey results
• Task 19: Schedule performance review meetings due in 3 weeks
  ☐ Identify reviewees ☐ Schedule meetings ☐ Prepare for each review
• Task 8: Renew sales software subscription due in 1 month
  ☐ Review current subscription details ☐ Compare other options if necessary ☐ Complete renewal process
• Task 15: Update sales training materials due in 1 month
  ☐ Review current materials ☐ Identify outdated information ☐ Update materials

Not Critical or Immediate

• Task 6: Attend networking event due in 1 month
  ☐ Prepare business cards ☐ Plan networking strategy ☐ Follow-up with connections after the event
• Task 13: Organize client appreciation event due in 2 months
  ☐ Plan event details ☐ Send out invitations ☐ Coordinate with event venue and caterers
• Task 7: Complete sales training course due in 3 months
  ☐ Register for course ☐ Attend all classes ☐ Review and implement new techniques