![\"Sales](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Sales-Plans-Templates-scaled.jpg\")
<\/figure>\n\n\n\nWhat is a sales plan?<\/h2>\n\n\n\n
A sales plan is a document that outlines your sales goals and other relevant data that will help you achieve them, such as target customers, expected revenues, KPIs (key performance indicators), role distribution in the team, resources, etc.<\/p>\n\n\n\n
How to write a sales plan \u2014 a step-by-step guide<\/h2>\n\n\n\n
The trick to writing a high-quality sales plan is to make it clear and succinct, but at the same time detailed enough that everyone has all the information they need.<\/p>\n\n\n\n
Sounds difficult, but it really isn\u2019t \u2014 just follow the steps we outlined here, and you\u2019ll manage it without a problem! <\/p>\n\n\n\n
#1 Determine sales goals <\/h3>\n\n\n\n
The first step is to determine your sales goals \u2014 what you hope to achieve. Make sure your goals are S.M.A.R.T.<\/a>, aka specific, measurable, achievable, relevant, and time-bound. <\/p>\n\n\n\n For example, your goal might be: \u201cIncrease revenue by 15% by the end of the year.\u201d<\/em> In this case you know exactly what you need to achieve (increase revenue), how much (15%), and by when (the end of the year). Moreover, increasing your revenue is highly important in sales, and the 15% increase is a realistic and achievable goal.<\/p>\n\n\n\n Don\u2019t fall into the trap of attempting to reach a broad audience \u2014 you\u2019ll just fail on all fronts.<\/p>\n\n\n\n Instead, create an ICP (ideal customer profile) so that your team has a clear understanding of who they are trying to reach. Fine-tune your sales strategies to your ICP, and you\u2019ll have a much higher chance of success.<\/p>\n\n\n\n This ideal customer profile should be as detailed as possible and contain information such as the industry they\u2019re in, business size, and the pain points your product\/service could resolve. <\/p>\n\n\n\n For example, if you\u2019re a finance consultant company, your ICP might be a startup business with 50\u2013100 employees that struggles with budgeting and resource management. <\/p>\n\n\n\n When creating a sales plan, consider the current state of the market and who your main competitors are. Then, research the competition as thoroughly as you can. To put it more dramatically \u2014 know thy enemy.<\/p>\n\n\n\n You have to pay attention to what your competitors are working on so you know what you\u2019re up against. This way, you can outperform them and offer more value to potential customers. <\/p>\n\n\n\n Make a detailed list of the resources you need. These resources may refer to the budget you need, additional team members, office space, a new CRM tool, etc. \u2014 whatever you require to meet the sales goals you set.<\/p>\n\n\n\n The finances are always a touchy subject in any business, so make sure you have your resource requirements approved before you embark on your sales journey.<\/p>\n\n\n\n Before you start, make sure everyone knows what their role is. So, decide who\u2019s going to:<\/p>\n\n\n\n This will ensure your sales team works like a well-oiled machine.<\/p>\n\n\n\n Assign roles to tasks in Plaky by CAKE.com<\/a>\u00a0<\/p>\n\n\n\n You need clear metrics in order to accurately track sales progress from start to finish. That\u2019s why you must decide on the KPIs in the planning stage of the sales process. <\/p>\n\n\n\n The most important KPIs to include are: <\/p>\n\n\n\n But, you can track various other KPIs depending on the type of the sales plan, such as the number of referrals you get from current customers, the number of cold calls and demos, etc. <\/p>\n\n\n\n Track KPIs with ease in Plaky by CAKE.com<\/a><\/p>\n\n\n\n Once you\u2019ve finished with your sales plan, organize a meeting with all the stakeholders and present your plan to them. In case they have suggestions or requests, make the changes to the plan. It\u2019s best to get everyone on board at the very beginning, instead of being forced to make changes as you go. <\/p>\n\n\n\n \ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n Interested to find out how sales teams organize their workflows? We have just the article for you:<\/p>\n\n\n\n Here are 7 templates to help you create clear and functional sales plans every time.<\/p>\n\n\n\n In the images, you will see an example of how you can fill out each of the templates. <\/p>\n\n\n\n Get Plaky sales deals template<\/a><\/p>\n\n\n\n In this template, you can organize your entire sales funnel and plan all your sales deals.<\/p>\n\n\n\n The template consists of prospects divided into 2 sections: <\/p>\n\n\n\n You can add any information you need about the prospects, thanks to the custom fields<\/a>, including:<\/p>\n\n\n\n But, you can add more information \u2014 for example, you can add a link field where you can include all relevant URLs (prospect\u2019s web page, email address, etc.), or a text field for instructions or more details.<\/p>\n\n\n\n The best thing about this template is that it\u2019s created within a project management tool \u2014 Plaky<\/a> by CAKE.com<\/a>. Having a sales plan in a PM tool brings many benefits:\u00a0<\/p>\n\n\n\n \ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n Sales plans are just one aspect of a sales team\u2019s daily business. Luckily, Plaky has a whole arsenal of templates to help a sales team breathe easier. Check them out:<\/p>\n\n\n\n Get our simple sales plan template<\/a><\/p>\n\n\n\n If you don\u2019t need the highly customizable and functional sales plan template as the one above, but are instead looking for something more basic, we have a simple sales plan template for you. <\/p>\n\n\n\n In this template, you can plan your:<\/p>\n\n\n\n The simple sales plan template serves as your go-to sales plan for teams of all sizes and in any industry.<\/p>\n\n\n\n Get our annual sales plan template<\/a><\/p>\n\n\n\n The annual sales plan template helps you plan out your sales processes across the entire year. <\/p>\n\n\n\n The main part of this template is a table where you plan sales goals for the upcoming year and assign a member of your team to them. There\u2019s also space to add a due date for each goal \u2014 a year is a long time in the business world, and you may reach your goals at different points throughout the year. <\/p>\n\n\n\n Besides this table, there\u2019s also:<\/p>\n\n\n\n Get our SLA template<\/a><\/p>\n\n\n\n Sales and marketing teams often need to collaborate to achieve the best results possible. <\/p>\n\n\n\n The SLA (Service Level Agreement) serves as a contract between the sales and marketing teams that helps them define common goals, allocate resources, and agree on KPIs and tracking systems. <\/p>\n\n\n\n Besides this, our SLA template defines the responsibilities of both teams, so there\u2019s no confusion or overlap between them.<\/p>\n\n\n\n It also specifies the communication channels \u2014 so everyone knows who to ask for assistance and who to keep posted on their progress.<\/p>\n\n\n\n Get our sales forecasting template<\/a><\/p>\n\n\n\n You can use this sales forecasting template to predict how many customers you\u2019ll get and how much revenue you’ll generate.<\/p>\n\n\n\n It covers the span of a year divided into months. For each month, you can forecast:<\/p>\n\n\n\n The increase in the number of customers and revenue will be calculated automatically and expressed in percentages. <\/p>\n\n\n\n Get our 30-60-90 sales plan template<\/a><\/p>\n\n\n\n The 30-60-90 sales template serves as a guideline for new employees in the sales team through the first 90 days on the job. It lists exactly what is expected of them in the first, second, and third month.<\/p>\n\n\n\n The template includes general information about the new employee: name, date of employment, their mentor, and the manager of the sales team they have been placed into. <\/p>\n\n\n\n There\u2019s also a table for each month where you should list the goals you have for the employee and the KPIs used to measure if the goals have been achieved. <\/p>\n\n\n\n Get our territory sales plan template<\/a><\/p>\n\n\n\n This sales plan template focuses on your team\u2019s plan for an expansion to a new territory. This territory may be geographical (e.g., expanding to the European market) or more abstract (e.g., pursuing SMB companies or educational institutions).<\/p>\n\n\n\n In the template, you should write:<\/p>\n\n\n\n Here are some of the most frequent questions sales managers have when it comes to creating sales plans. <\/p>\n\n\n\n The basic sales plan should include:<\/p>\n\n\n\n Of course, there might be additional information you need to include, depending on the type of the sales plan, such as the prediction of sales rates or the territory you want to cover. <\/p>\n\n\n\n Unlike the sales plan, which focuses on sales goals and how to achieve them, the business plan is broader and includes general company goals and strategies. <\/p>\n\n\n\n A sales playbook, on the other hand, serves as a guide to sales team members. It documents the sales team\u2019s strategies, processes, and best practices. <\/p>\n\n\n\n The 30-60-90 rule in sales refers to the 3-month-long onboarding of a new sales team employee. It divides the onboarding process into 3 phases, each lasting 30 days. <\/p>\n\n\n\n The 10-3-1 rule in sales is a general rule of thumb that states that for every 10 leads, 3 will move on to the meeting stage, and 1 of them will end up as a closed deal or sale. <\/p>\n\n\n\n You\u2019ve already seen how you can adopt Plaky\u2019s sales template to simplify your work. But, that\u2019s just the tip of the iceberg as far as Plaky\u2019s functionality\u2019s concerned. <\/p>\n\n\n\n Plaky by CAKE.com is a project management tool<\/a> organized on the basis of boards<\/a> filled with items. You can create a board for all types of sales projects \u2014 pipeline, client data, tracking revenue, you name it.<\/p>\n\n\n\n Each item card<\/a> on the board is a vault of information, where you can: <\/p>\n\n\n\n Plaky\u2019s creators know that not everyone is a technical mastermind, so this PM tool is created to be highly intuitive and user-friendly no matter your skill level. But, if you do find yourself needing help, contact Plaky\u2019s support \u2014 its customer support agents are available 24\/7 via phone, chat, or email. <\/p>\n\n\n\n Most importantly, all of your data is kept secure thanks to Plaky\u2019s high safety levels. <\/p>\n\n\n Finally, Plaky by CAKE.com offers A LOT of functionality for an affordable price. It has 3 pricing options<\/a>:<\/p>\n\n\n\n#2 Define target customers <\/h3>\n\n\n\n
#3 Analyze the market and competition <\/h3>\n\n\n\n
#4 List the necessary resources<\/h3>\n\n\n\n
#5 Assign roles for the sales team<\/h3>\n\n\n\n
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#6 Choose the KPIs to track results<\/h3>\n\n\n\n
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#7 Submit your plan to the stakeholders<\/h3>\n\n\n\n
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7 sales plan templates (+ examples)<\/h2>\n\n\n\n
Plaky sales deals template<\/h3>\n\n\n
![\"CRM](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Plaky-deals-template.png\")
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Simple sales plan template <\/h3>\n\n\n
![\"Simple](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Simple-sales-plan.png\")
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Annual sales plan template<\/h3>\n\n\n
![\"Annual](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Annual-sales-plan-template.png\")
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Marketing and sales SLA template<\/h3>\n\n\n
![\"Marketing](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/The-SLA-template.png\")
<\/figure>\n<\/div>\n\n\nSales forecasting template<\/h3>\n\n\n
![\"Sales](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Sales-forecasting-template.png\")
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30-60-90 sales plan template<\/h3>\n\n\n
![\"30-60-90](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/30-60-90-sales-plan-template.png\")
<\/figure>\n<\/div>\n\n\nTerritory sales plan template<\/h3>\n\n\n
![\"Territory](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Territory-sales-plan.png\")
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FAQ<\/h2>\n\n\n\n
What should be included in the sales plan?<\/h3>\n\n\n\n
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What\u2019s the difference between a sales plan, a business plan, and a sales playbook?<\/h3>\n\n\n\n
What is the 30-60-90 rule in sales?<\/h3>\n\n\n\n
What is the 10-3-1 rule in sales?<\/h3>\n\n\n\n
Boost your sales with Plaky by CAKE.com<\/h2>\n\n\n\n
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![\"Item](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Plakys-item-card-is-a-rich-source-of-information.png\")
![\"Plaky's](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/11\/Plaky-has-the-relevant-security-certifications-that-guarantee-high-level-of-data-safety.png\")
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