Sales Team Tasks and Progress Tracking Template

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Effectively manage your sales team by assigning tasks, tracking progress, and ensuring deadlines are met with this comprehensive template. It includes steps for task allocation, progress meetings, performance tracking, and more.

Using this template will help you maintain clear communication and organization within your team, ultimately boosting performance and achieving your sales goals.

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Sales Team Tasks and Progress Tracking for Priority Matrix

Sales Team Tasks and Progress Tracking in Priority Matrix

Manage and track your sales team's tasks and progress to ensure deadlines are met and performance is optimized.

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Proposed Tasks

High Priority, Immediate

  • Task 1: Assign tasks to team members
    ☐ Identify tasks ☐ Allocate tasks based on team members' expertise ☐ Communicate tasks and deadlines clearly
  • Task 2: Weekly progress meeting
    ☐ Schedule weekly meeting ☐ Prepare agenda ☐ Discuss progress and hurdles

High Priority, Long Term

  • Task 3: Develop a performance tracking system
    ☐ Identify key performance indicators ☐ Create a tracking system ☐ Introduce system to team
  • Task 4: Monthly performance review
    ☐ Collect performance data ☐ Analyse performance ☐ Give constructive feedback

Low Priority, Immediate

  • Task 5: Provide training to underperforming team members
    ☐ Identify underperforming members ☐ Arrange for training ☐ Monitor improvement
  • Task 6: Create a reward system
    ☐ Identify rewarding criteria ☐ Design rewards ☐ Communicate reward system to team

Low Priority, Long Term

  • Task 7: Regular team building activities
    ☐ Plan activities ☐ Organise activities ☐ Monitor team morale
  • Task 8: Yearly performance review
    ☐ Collect yearly performance data ☐ Analyse performance ☐ Give constructive feedback