Sales territory plan template

A well-structured sales territory plan is the key to ensuring your team focuses on the right prospects, prioritizes high-value accounts, and meets their sales quotas.

Our sales territory plan template gives you the framework to effectively manage your sales efforts across different regions, industries, or segments, driving focused results and smarter prospecting.

What's inside the template?

The template has been designed to help sales teams strategically plan and allocate resources across defined territories to maximize their performance.

By breaking down sales goals, pipeline metrics, and top accounts, it provides the clarity and focus your team needs to succeed. Key sections include:

• Territory summary: Outline key figures such as your annual quota, closed deals year-to-date, and pipeline gaps to help assess performance and areas for improvement.
• Top accounts: Identify your top accounts and provide a rationale for why they are essential to your sales efforts.
• Metrics and decision criteria: Track critical details like the economic buyer, decision-making process, and potential competition for each deal.
• Prospecting strategy: Map out specific prospecting tactics, expected outcomes, and the resources you need to achieve your goals.

How to use it

• Set clear goals: Start by entering your annual sales targets, pipeline data, and current progress to highlight your territory’s performance and any gaps.
• Identify key accounts: Use the template to focus on high-value accounts, ensuring your team prioritizes the prospects that matter most for revenue growth.
• Detail your strategy: Define the prospecting strategies that will help you close the gap between your current performance and sales goals, including necessary resources and expected outcomes.
• Track and measure progress: Continuously update your sales territory plan as deals progress, tracking key decision-makers, competition, and other factors to ensure you stay on course.

Download your sales territory plan template

Sales territory plan template

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