Goal Setting - Sales Plan Worksheet

Goal Setting - Sales Plan Worksheet

Posted by MA on Apr 7th 2022

Use the worksheet to define your sales goals and how you will achieve them.

What are your sales goals for this year and how will you achieve them.  Use our template to track goals and actual sales volume, keep track month-to-month or year to date.  You may find you are right on track or that you need to add in some sales opportunities to reach your goal.

Excel File:

  • Programmed to do all of the calculations for you.
  • Add rows to add more sales opportunities.
  • Sheet one: instructions.  Sheet two: blank worksheet.
  • Automatically downloads when you click the link, check your "downloads" file to open document.

Click here to download the EXCEL workbook.

PDF File:

  • Great if you prefer pen and paper.
  • You will have to do your own calculations.

Click here to download the PDF worksheet.