“I have never worked a day in my life without selling. If I believe in something, I sell it, and I sell it hard,” said famous businesswoman Estée Lauder. But you don’t become one of the most famous entrepreneurs and business people in history without big goals. Show
Fortunately, with this template, the process isn’t as difficult as it may seem. This sales goal template is designed to help you and your entire team align with where you are, where you want to be, and how to get there together. What you get:
SHARE THE TOOL Share on twitter Share on facebook Share on linkedin
Your Name Email Address Your Organization By submitting this form, you agree that ActiveCampaign may send you promotional emails about our products and services. You can unsubscribe at any time, free of charge. View our Privacy Policy. Download (Free)Templates Related automation recipes to close more dealsOutbound SequenceYou have leads. Your sales team should work those leads. But what does this look like? This automation sends a series of 1:1 emails directly from your connected account. When a deal is created, a sequence will kick off automatically, so you can focus on the most engaged deals. Ecommerce Product Sales Email SeriesDo you wish there was a way to automatically promote your ecommerce products to your email subscribers? Use this automation to send a series of ecommerce sales emails and sell your products with email marketing. Accessory Upsell After PurchaseA contact buys from you, maybe multiple times. But you know that there's more to add to their purchases that they would love to have. This automation will send them an automated email to upsell the additional products they could want. Ready to get started?Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle. Start your free trial Please enter a valid email address to continue. Join our webinarHow to Manage Opportunities with a Sales Pipeline100% FREE, one-hour-long strategy training specially designed to teach you what automations you need to manage opportunities and relevant sales data that will help you understand the results of your efforts. What are sales goals?Sales goals are a part of a larger strategy to improve a business’s sales results over a specific time period. With proper sales goals, everyone on the sales team (whether you’re a solopreneur looking to make more sales, or have dozens of salespeople) will be able to focus on the same objectives and execute on them without losing sight of the overall vision. How do you create sales goals?Typically, sales goals include:
The Sales goal planning processPlanning your sales goals out can seem daunting at first, but taking it one step at a time will reduce any overwhelm. Here’s how (also, see the sales goal template for a plug-and-play version of this): 1. Scope / SummaryProvide a summary of what’s inside the sales goal plan and help visualize the value of following this plan. 2. Goals / Outcomes / Revenue TargetsDefine the specific sales revenue targets you’re looking to hit, as well as overall business goals attached to them. In our template, we also touch on the current outcome so that we can measure the projected increase and success metrics we’ll need to achieve to hit the new outcome. 3. Previous Performance ReviewOnce you’ve defined the goals and revenue targets your sales goals will achieve, it’s important to recap the previous period’s performance. Note any mistakes, missed opportunities, or wins that you want to carry through to the new time period. This review process will optimize your new sales plan with better data. It’s recommended to use a “start, stop, keep” framework when analyzing your sales team’s past performance. In this template, you’ll also find sections to analyze:
Tips for creating your sales goals planYour goal with the sales goal planning is to visualize the value of what you’re looking to achieve. Use the following tips to help create sales goals that get adopted and implemented effectively.
Get a free sales goal templateThere’s no single way to create sales goals for you and your team. The best part of this sales goal template is that it can be used to not only kick off your sales goals, but also revisit them monthly and quarterly. You shouldn’t have to reinvent the wheel every time you and your sales team evaluate your current sales goals. What steps would you take to achieve your sales targets answer?Come up with sales targets that are challenging but achievable.. Properly manage sales quota frequency and timeframes.. Clarifying your team's targets makes it easier to achieve retail sales goals.. Talk up your goals throughout the day.. Make those sales targets visible.. Have your team share the store's sales goals.. What are the top 5 sales goals in order of priority?This valuable information can be broken down into 5 types of goals that every sales manager should have:. Team (and Cross-Team) Cultivation Goals.. Personal Development Goals.. “Big Picture” and Vision-Based Goals.. Process and Metrics Improvements.. Customer Satisfaction Goals.. What is important to achieve the target in the sales?In setting sales targets: consider the profit margins each of your sales will achieve (there's little point reaching your sales target figure but shrinking your margin to achieve it) be realistic—your targets must be supported by your marketing plan. keep all your business costs in mind and plan for growth.
|