Sales Task Management and Deadline Tracking Template

More sales templates

Maximize your sales efficiency with this template designed to help you manage tasks and track deadlines effectively. By prioritizing crucial tasks and ensuring no deadlines are missed, you can close deals more successfully.

Use this template to define sales objectives, identify key customers, develop pitches, arrange meetings, follow up on leads, review performance, train your team, update CRM systems, prepare reports, and conduct market research.

Get this template on priority matrix

Sales Task Management and Deadline Tracking for Priority Matrix

Sales Task Management and Deadline Tracking in Priority Matrix

Effectively manage sales tasks and track deadlines to ensure timely deal closures.

You can start using Sales Task Management and Deadline Tracking 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 & Immediate

  • Task 1: Define Sales Objectives (due in 1 day)
    ☐ Identify key sales targets ☐ Establish sales strategies ☐ Set timeline for achieving objectives
  • Task 2: Identify Key Customers (due in 3 days)
    ☐ Profile existing customers ☐ Identify potential new customers ☐ Develop customer engagement plan
  • Task 5: Follow-up on Leads (due in 3 weeks)
    ☐ Track lead responses ☐ Send follow-up emails ☐ Schedule follow-up calls

Critical & Not Immediate

  • Task 3: Develop Sales Pitch (due in 1 week)
    ☐ Understand customer needs ☐ Highlight product benefits ☐ Prepare presentation
  • Task 6: Review Sales Performance (due in 1 month)
    ☐ Analyze sales data ☐ Identify successful strategies ☐ Adjust sales plan as needed
  • Task 7: Train Sales Team (due in 6 weeks)
    ☐ Identify training needs ☐ Arrange training sessions ☐ Monitor team performance
  • Task 10: Conduct Market Research (due in 3 months)
    ☐ Identify market trends ☐ Study competitor strategies ☐ Analyze customer feedback

Not Critical & Immediate

  • Task 4: Arrange Client Meetings (due in 2 weeks)
    ☐ Identify key decision-makers ☐ Schedule meetings ☐ Prepare meeting agenda
  • Task 9: Prepare Sales Reports (due in 10 weeks)
    ☐ Collect sales data ☐ Analyze sales trends ☐ Prepare report for management

Not Critical & Not Immediate

  • Task 8: Update CRM System (due in 2 months)
    ☐ Enter new customer data ☐ Update existing customer records ☐ Review CRM system for accuracy