Free Business Plan Template
One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .
Business Plan Template
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Create a Business Plan using RocketLawyer.com
License : Private Use (not for distribution or resale)
Authors : Jon Wittwer and Jim Wittwer
Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.
Description
This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.
It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
Using the Business Plan Template
Editing headings and table of contents.
Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.
If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.
To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."
Copy/Paste From Excel to Word
For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.
Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).
If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.
More Related Templates
Resources for Writing a Business Plan
- Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
- YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
- YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
- Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
- Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.
Other Free Business Plan Templates
- Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
- Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.
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Home » Business » Business Plan Template Excel
Business Plan Template Excel
Business Plan Template Excel : A business plan is one of the most vital and important documents for industry. Writing a business plan is considered essential and crucial for the future achievement of a start-up as it assists in describing goals, sets targets & appraises a business idea. Business plans are as well as imperative tools to attract financial support from investors & are often obligatory if a business seeks to fund.
Always keep in mind that our business plan template excel can just provide you a rough direction of what you require to do. Writing a business plan gets a lot of examining, market information, time & effort. By utilizing one of our business plan templates we aid you with the common arrangement of a business plan. But, you still require filling up the business plan template with your own study, information & knowledge. You may also like Business Startup Budget Template .
Table of Contents
Business Plan Templates Excel Free Download
Having a business budget is necessary for any size business. A business budget aids you make a decision whether you can produce your business, provide yourself a move up, purchase extra inventory & assets and whether you may be capable of keeping away from bankruptcy. You should also check the Business Contact List Template .
Additional Reading: What Is a Business Plan? ( link )
It’s probable to change a personal budget spreadsheet to apply to a business, however, if you are utilizing our Income Statement Template, you’ll like to make use of the business plan spreadsheet so that you can make a budget that is similar to your income statement. Download this business plan template excel free of cost and we make sure it will be helpful and useful for you. You may also see Business Report Template .
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18+ Free Business Plan Templates
A business plan acts as a blueprint of your company and covers all the important aspects of your business, thereby also hinting how your business can successfully grow. If the business planning isn’t done properly, it can lead to quite expensive corrective measures later on. Not only internally, but business plan templates are also used externally. They are indispensable during fundraising. They help to jump-start your business and maximize your chances of raising capital.
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Business Plan Templates (40-Page MS Word + 10 Free Excel Spreadsheets)
Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets to write your next business plan. Includes sample guidelines and interactive spreadsheets.
Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.
Download Now for only $19.99 – Buy Here!
Business Plan Template: Blue Theme
Business plan template: red theme.
You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.
NB: Let me know if you need any help with this.
Executive Summary
Products and Services
Customer Demographics
Competitive Analysis
SWOT Analysis
Sales Forecast
Operational Plan
12 Month Profit & Loss Projection
Projected Cash Flow
Balance Sheet
Break-even Analysis
Business Plan: Free Excel Templates
Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.
Table of Contents
1 Executive Summary 2 Company Description 2.1 Mission Statement 2.2 History 2.3 Markets and Products 2.4 Objectives 2.5 Current Situation
3 Products and Services 3.1 Description of Products/Services 3.2 Production Process 3.3 Distribution/Service Delivery 3.4 New Products
4 Marketing Plan 4.1 Market Analysis 4.1.1 Research Findings 4.1.2 Growth Projections 4.2 Market Trends 4.3 Product 4.4 Customer Demographics 4.5 Competition 4.6 SWOT Analysis 4.7 Marketing Strategy 4.7.1 Positioning 4.7.2 Promotion 4.8 Price Comparison 4.9 Customer Service Plans 4.9.1 Retaining Customers 4.9.2 Customer Complaint Handling 4.10 Sales Forecast
5 Development Plan 5.1 Current Status 5.2 Development Plans 5.3 Development Timetable 5.4 Development Risks
6 Operational Plan 6.1 Current Premises 6.2 Current Premises Financial Details 6.3 Equipment, Vehicles & Fittings 6.4 Insurance Details 6.5 Production 6.6 Future Location 6.7 Legal Environment 6.8 Personnel 6.9 Inventory 6.10 Suppliers
7 Management and Organization 7.1 Professional and Advisory Support 7.2 Key People Details 7.2.1 Key Person 7.2.2 Key Person 7.2.3 Total Salary Costs 7.2.4 Number of Employees
8 Personal Financial Statement 8.1 Methods of Bank Finance 8.2 Assets as Security 8.3 Repayment for Borrowings
9 Financial Plan 9.1 12-Month Profit and Loss Projection 9.2 Projected Cash Flow 9.3 Opening Day Balance Sheet 9.4 Break-Even Analysis 9.5 Exit Strategy
10 Appendices 10.1 Glossary of Terms
Business Plan Template: Contents & Format
The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).
The template pack includes the following documents:
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- All our financial model templates are built and customised for specific businesses and industries. They are Excel spreadsheets designed for entrepreneurs to create financial projections for their business, either for budgeting or fundraising
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Our break-even point report allows you to answer questions like:
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Play with the sources and uses of your business plan to understand who funds and what
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Business Plan Template
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- Excel 2003 (.xls)
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Free Business Plan Template
One can define the business plan template as the blueprint of your business plan on the Excel template. It includes all your business objectives to be achieved and a detailed plan of how you are going to achieve them. You will be required to present the business plan template to the investors if you need to secure funds for your business.
Anyone wishing to start a new business must create a business plan. It can be created with an excel template, considered the smartest way to create a business plan. It is a handy and straightforward tool that consolidates all the required information to create a business plan. It could prove whether a business will work and whether the market exists for its products or services.
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Table of contents
About the business plan template, key elements, recommended articles.
- It is an Excel-based document that includes a detailed business plan with desired objectives to be achieved and strategies. It is of considerable use to you, including the investors who will invest their money in your business. It includes every step of how the business will operate, financial planning, and whether the business is sustainable in the future. It will generally have stated objectives, strategies, finance, sales, and marketing.
- It includes all the relevant information required to present to the investors. It presents the information in a way that makes the investors invest in the business. Once investors decide to invest money in the business, the business owners can initiate business according to the plan written in the template.
- The owner should make sure that they should strictly follow this template. There should not be any diversion. If the business plan is required to change, one can easily customize the template to insert the required changes. It should cover all aspects of the business that considerably impact the business.
This template is very critical in the following circumstances:
- If you want to start your new venture or business;
- If you need to restructure your existing business;
- To set the desired objective, which one can achieve.
- To raise a fund to start a new business from the investors.
- This template presents the plan in a structured way, which makes the idea clear behind the business.
- It helps in achieving the objectives step by step and solving the issues that come in the way towards achieving the stated objectives simultaneously.
- It provides strategies with the help of which business will proceed.
- Such a template is often a regulatory requirement if you are supposed to secure external business finance.
- With this template, you can monitor business and achieve the stated objectives in a disciplined way.
- It ensures that all the concerned persons work towards the same objective and goals.
- The template also lets you plan your future course of action.
It must include all the critical information concerning the business and how it will proceed to convey the message to the investors and analysts that the business will sustain itself in the future. The business plan template elements could make you secure business finance from investors.
The following are the significant elements to be considered while creating a business plan template:
#1 – Nature of Business
It starts with the nature of your business. In this section, you need to describe your business’s products and services to potential clients.
#2 – Business Objectives
At the very outset, you should ensure that the business plan template has clear objectives that are achievable and sustainable from the business perspective. It should also specify the period when one shall achieve the objectives.
#3 – Skillset and Relevant Experience
It should have a section where you should include your skills and relevant experience to run the business. It is very critical for the success of the business.
#4 – Target Clients and Customers
We all know that the customers and clients are the ultimate users of the goods and services a business produces. Therefore, this should define the clients and customers for producing the goods and services.
#5 – Target Market
The business plan template must include the target market of the business. It should also include how one should create demand in a particular market.
#6 – Sales & Marketing
This section template required the sales and marketing strategies to sell the goods and services to potential clients—the kind of brand and logos used for marketing your product and services, including the prices. In addition to the above, you should describe the quality of products and services in detail so that clients know well about the goods and services.
#7 – Financial Planning & Forecasting
This section requires a template to provide a detailed financial planning Financial Planning Financial planning is a structured approach to understanding your current and future financial goals and then taking the necessary measures to accomplish them. Because this does not begin and end in a specific time frame, it is referred to as an ongoing process. read more & forecasting overview.
- A well-described business plan template demonstrates the ability of the business to understand its target customers or clients and how to create the demands for its products and services. Furthermore, a well-explained business plan template can easily secure investors’ finances as it includes all the relevant information, which is vital for the very foundation of the business under consideration.
- It also explains how you and your business differ from your competitors and how your business will attract potential clients and customers. One should present it with facts which could include a survey of its goods and service, clients’ views on the quality of products, statistics figures, etc.
- It should also be defined the risk business will face during the ordinary course of business so that investors are well informed about the risk in advance and the ability of the management to manage the risk to make a profit in the long run.
- Lastly, a business plan should not be confused by giving detailed information about everything. Instead, it should include the information in a manner that is important for the investors and lenders to understand the fundamental objective and its strategies in a concise format.
This article has been a guide to Business Plan Templates. Here we provide you with a free business plan template that defines a blueprint of the business along with elements and benefits. Also, you can download and use this template in Google Sheets, PDF, or ODS format.
You can also take a look at our other useful articles: –
- Template of Simple Receipt
- Template for Yearly Budget
- Template of Business Budget
- Template of Sales Invoice
- Personal Budget Template
- Fishbone Diagram Template
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All about Sales Plans: Definitions, Tips, and Free Templates
Smartsheet Contributor Kate Eby
July 27, 2018
In this article, you’ll learn everything you need to know about sales plans: how they relate to sales forecasting and sales pipelines, as well as benefits, challenges, and tips for getting the most out of your sales plans.
Included on this page, you’ll find over 8 free sales plan templates , learn the difference between sales forecasting and sales planning , and find best practices for writing a sales plan .
Free Sales Plan Templates
In this section, you’ll find over 15 free sales planning templates in Microsoft Excel and Word formats.
Sales Plan Template
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This template allows you to plan your sales goals with the flexibility and functionality of an Excel spreadsheet. This sales plan template is divided into 12 months and separate product lines. The template includes columns for the previous year’s performance, current sales goals, and outcome. Create a yearly sales plan, and compare data over time and across products.
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Sales Leads Template
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If you want to keep track of sales leads, but don’t need the full functionality of customer relationship management (CRM) software, this spreadsheet may be adequate for your business. The template has columns for detailed information about each sales lead, including contact dates and status — this allows you to keep track of communications with each customer, plan future contacts and follow-ups, and evaluate potential sales. You can also indicate lead sources on the spreadsheet to monitor your marketing efforts and track how customers are referred to your business.
Sales Tracker Template
This sales tracker template makes it easy to keep track of items sold, along with profit per item and total earned income. You can also track costs, including shipping charges and returns. This template is especially useful for a new business, online retail sales, or any small business that wants to track sales and profits.
Sales Pipeline Template
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This sales pipeline template is an alternative to CRM software and is designed with small businesses in mind, use it to keep track of contacts and estimated sales. It also provides a quarterly sales forecast, along with space to record deal status, projected closing date, and further actions. This simple template is easy to edit and serves as a management tool for your sales pipeline.
Sales and Marketing Plan Template
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Creating an effective sales and marketing plan may involve market research and analysis, evaluating your competition, looking at your sales history, examining future sales projections, and more. Once you have adequate information to develop a sales plan, a template can help you organize the plan into steps that will drive sales. This sales and marketing plan template provides space for identifying your sales goal, target customers, strategies for attracting those customers, marketing tactics and messages, scheduled action steps, and results.
Sales Funnel Template
Download Sales Funnel Template - Excel
This sales funnel template provides a visual representation of the sales process, along with whatever sales data you choose to include. The template can be used as a scorecard to evaluate sales progress, and the funnel makes it easy to visualize the steps in your sales process. This free template is a simple but effective tool for reaching sales and business goals.
Sales Report Template
Download Sales Report Template
Track monthly, quarterly, and yearly sales activity with this free sales report template. Customize the template or use the existing columns to keep track of sales and pertinent data. This sales report template also includes a monthly forecast showing sales history and projections. Use this template to track progress, plan future goals, and create a sales report with pleasing visual design.
Sales Action Plan Template
Download Sales Action Plan Template
Create a sales plan with actionable steps and a scheduled timeline. This template features sections for listing clearly defined goals, methods for measuring success, action steps, ownership for each step, and deadlines. These are all important components of a sales action plan for reducing risk and increasing the probability that you will reach your sales goals.
Using a Sales Plan Template
Finding the right sales template provides easy organization and efficiency, which frees up resources and time that can go toward reaching business goals. A template can also be a powerful communication tool for sales and marketing teams to develop and track their progress against sales targets. Depending on the nature and scope of your company, some templates can be a component of an effective business plan.
The Basics of a Sales Plan
A sales plan outlines sale goals for a cycle, as well as the steps you will take to hit those targets. The sales plan document also defines tools, high-level tactics, target customers, competitors, obstacles, among other details. A strong plan will communicate company goals to the sales team, keep everyone focused on strategy, and delineate priorities.
What Is the Difference Between Sales Forecasting and Sales Planning?
While many people confuse the two terms, sales forecasting and sales planning are distinct concepts. A sales forecast is a future projection of sales based on business and environmental conditions, while a sales plan defines the concrete steps needed to achieve the sales forecast. You can create a sales forecast for your entire business or for a particular initiative over any period of time (examples include an economic forecast; an industry forecast; a company forecast; and a short-, medium-, or long-term forecast).
Sales plans are helpful tools when budgeting for advertising or travel costs, identifying new sales markets, planning for staffing needs, and creating a timeline to reach milestones. But a sales plan is just one piece of the business planning and management — and it relies on accurate sales forecasting. You can get free sales forecasting templates here .
Large organizations, small businesses, and startups can all equally benefit from sales planning. Sales forecasts and plans are most often used by the sales team, although marketers, executives, and even customers may interact with the documents as well.
What Is a Sales Pipeline?
A sales pipeline is a visual representation of where prospective buyers are in the sales process. A sales pipeline can quickly identify a prospect’s position in the buying journey; use that information to support them and respond to their needs appropriately.
While a specific buyer’s journey will vary based on the industry and type of products or services sold, there are three general phases of any sales pipeline:
A prospect initiates contact with a company and explains its needs.
A salesperson provides the prospect with a quote (including the product or service and price).
The prospect purchases a product or service (and thereby becomes a customer).
Use the targeted sales pipeline templates above to track potential customers’ journeys through the process.
What Is the Sales Funnel?
The sales funnel is a visual representation of the average conversion rate of potential customers and qualified leads move through the sales process. Sales teams can use the sales funnel to help understand the volume of sales, as well as the percentage of each sale that has passed through each sales process stage.
The sales pipeline represents what the seller is doing during the sales process; the sales funnel shows the sales process conversion rates. The sales funnel feeds the sales pipeline; once a lead is converted into a prospect, they move into the sales pipeline.
Benefits of Using a Sales Plan
A high-quality sales plan is one of the key parts of the sales forecasting process as well as the operational plan and the marketing strategy. When done right, a sales plan can provide the following benefits:
- Guide and contribute to business growth.
- Communicate company sales goals, objectives, and strategic direction for the sales team and leadership.
- Expose new angles based on the research performed to fill out the items on the template.
- Define needed actions during the sales cycle.
- Provide easy monitoring of sales team progress as linked to goals.
- Provide a high-level view of expenses, finances, and risks, as well as the competition and target customers.
- Improve and track performance by keeping the team focused on the strategy, priorities and achieving shared milestones.
- Inspire and motivate stakeholders.
- Help keep customers and potential customers as the focus.
- Clarify team capabilities.
- Aid in comparison of targets and results.
Best Practices for Writing a Sales Plan
While creating the sales plan, take the following steps in order to create a quality and realistic plan:
- Perform a SWOT analysis.
- Review prior periods’ performance to gather data.
- Base the targets and goals on market research and historical data.
- Verify facts and data being used.
- Break down data by different sales groups (inside sales, outside sales, etc.).
- Make sure the sales team buys in to the plan.
- Identify patterns that can help reach target customers.
- Pick a time period that makes sense for your industry.
- Ensure that the budget is supported by the research.
- Ensure that sales objectives are linked to sales goals, and that sales goals are linked to business goals.
- Break down estimated expenses to meet sales goals into groups (commissions, sales training, sales tools and resources, contest prizes, team building, travel costs, food, etc.).
- Use the SMART goals model (specific, measurable, achievable, relevant, and time-bound).
- Measure what you want to manage.
- Keep the plan updated throughout the sales cycle — it’s a living document.
- Keep the plan as simple as possible.
- Look for untapped market segments to target.
- Define the value proposition for potential customers.
- Map out the ideal customer journey.
Sales Plans Challenges
While a sales plan is a valuable tool, creating one does pose some challenges:
- Creating a sales plan can be very time consuming.
- Inaccurate data will skew forecasts — verify your numbers before you finalize the plan.
- It’s difficult to predict changing tastes, so forecasts may not be met.
- Rapid growth may increase the workload of the sales team, and throw off forecasts.
- Be careful not to move goalposts mid-cycle.
- Wishful thinking is easy to do, so be realistic and don’t ignore your own assumptions.
- Neglecting to consult with the sales team may prevent them from buying into the plan.
- Neglecting to get feedback from other groups can have a negative impact on the plan.
What Is Included in a Sales Plan?
The sales plan contains numerous sections that provide information to readers, and help guide decisions that will contribute to meeting sales goals.
- Mission and Executive Summary: Include a short history of the business for background.
- Team Structure: Provide a breakdown of the team by sales team, including each person’s role and capabilities. Also include plans for any future hiring.
- Target Customers: Break down the customer list into segments by products or product lines. Build a prospect list that includes referrals, renewals, upsells, and any new segments, and make sure to leverage existing customer relationships.
- Tools, Software, and Other Resources: Include a list of CRM packages or other sales tools (including training tools), and provide any relevant documentation.
- Positioning: Include competitor data, including a comparison of your products with theirs. Anticipate how market trends may impact your business.
- Marketing Strategy: Include pricing information, promotions, and any actions you have planned to increase brand awareness.
- Prospecting Strategy: List criteria for qualifying leads generated by marketing strategy.
- Action Plan: Include a list of steps needed to hit revenue and sales goals.
- Revenue and Sales Goals: Include measurable, realistic goals that support the overall business. Additionally, supply information on how performance will be measured and monitored, and be sure to base projections off historical data.
- Budget: Include estimated costs (including training, sales tools and resources, team building activities, travel, food, contest prizes, etc.). Make a case for the budget you present.
- Schedule: Provide a timeline that addresses the length of the sales cycle covered by the plan (annual, quarterly, month, etc.).
- Other Items: Consider including a performance review of the prior sales cycle, as well as market and industry conditions that may impact sales.
Improve Sales Planning with Smartsheet for Sales
Sales planning is an activitiy to gain and retain customers, meet changing market demands, and ultimately, ensure business success. While premade templates can help you get started developing your plan, you need a tool to manage all of your sales processes and operations that is accessible to your team in real time and allows you to collaborate and track sales activity across multiple reps.
Smartsheet is a work execution platform that enables enterprises and teams to get from idea to impact - fast. Top performing sales organizations rely on Smartsheet to stay on top of leads, accelerate productivity, and exceed every quota.
Use Smartsheet to build a strong opportunity pipeline, reduce risks and identify blockers, and refine your sales forecast. Improve transparency to process and procedure, optimize operations with cross-department collaboration, and accelerate team output.
Discover how Smartsheet can help maximize your sales efforts, today.
Try Smartsheet for Sales
Additional Resources
Sales operations 101: roles, duties, headaches, and pro tips.
Learn the basics of sales operations and how roles are evolving. Hear from the pros and find tips to remedy sales ops headaches.
Nov 18, 2021
Get the most out of your sales planning efforts with Smartsheet for Sales.
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This template allows you to plan your sales goals with the flexibility and functionality of an Excel spreadsheet. This sales plan template is divided into 12 months and separate product lines. The template includes columns for the previous year's performance, current sales goals, and outcome.