monday.com logo
PricingContact salesLog in
Download on the App Store Badge US UK RGB blk 092917 1

Sales goals template

Keep track of your contacts, leads, and achieve your sales goals all in one easy-to-use template.

Use template
large Sales Goals Dashboard

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for managing your sales strategy with our template


A lot of components go into creating an effective sales plan, making it difficult for sales managers of large and small businesses alike to reach their sales goals. But with our intuitive template you’ll be able to effectively execute a marketing strategy that aligns with your business goals. Easily track each team member’s roles, responsibilities, and daily progress so you can always stay in control of your revenue goals.
Timeline Views

Visualize progress

Understand where each sales rep’s deals stand at a glance with sales pipelines.
Automations

Save valuable time

Receive real-time notifications when tasks in your sales process are completed so you know where to focus your energy.
Customize

Collaborate with ease

Aggregate all activities across accounts to get a high level understanding of your team’s work.

Key features of a sales goals template

If your team is creating a sales plan, our template will allow you to visualize all aspects of your strategy – from the short term goals, to the long term ones.

  • Store and manage contacts Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.
  • Visual dashboards Gain instant clarity with visual dashboards that help analyze the sales funnel, forecasted and actual revenue, deals by rep, and team capacity.
  • Easy importing leads Share your leads manually, through forms, Excel, Google Sheets or through integrations.
  • SEO LP Collumns drag Updated

    Make your sales goals achievable with monday.com

    Staying on top of your sales goals has never been easier.

    Related templates

    lp seo blog1

    Supporting Sales Materials template

    Frequently Asked Questions

    Questions?
    • The finance department, executive leadership, and the sales team collaborate to set sales and marketing goals that will satisfy the company's broader vision and ambitions for growth. A typical sales goal example could include increasing revenue 25% each year, and boosting customer retention 10%.
    • Set realistic, achievable goals
    • Include what the sales department can accomplish in a given term
    • Leverage sales tools
    • Identify unique circumstances and expectations
    • Support your sales plan with training
  • script-based selling
  • needs-satisfaction selling
  • consultative selling
  • strategic partnering