business sales plan presentation

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

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Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

• UpstartWorks
• Attention Media
• Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

Download Now: Free Elevator Pitch Templates

E-pitch templates to better sell your product, fund your business, or network.

• 4 Fundraising Pitch Templates
• 2 Networking Pitch Templates
• 2 Sales Pitch Templates

Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. Whenever a prospect interrupts you – either with a verbal remark or subtle shift in their facial expression or posture – stop immediately.

Acknowledge the interruption, and welcome the opportunity to explore it with the prospect. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

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How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

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Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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How to create a sales plan in 7 Steps

A sales plan is the first step toward defining your sales strategy , sales goals and how you’ll reach them.

A refined sales plan is a go-to resource for your reps. It helps them better understand their role, responsibilities, targets, tactics and methods. When done right, it gives your reps all the information they need to perform at their highest level.

In this article, we outline what a sales plan is and why it’s important to create one. We also offer a step-by-step guide on how to make a sales plan with examples of each step.

What is a sales plan and why create one?

Your sales plan is a roadmap that outlines how you’ll hit your revenue targets, who your target market is, the activities needed to achieve your goals and any roadblocks you may need to overcome.

Many business leaders see their sales plan as an extension of the traditional business plan. The business plan contains strategic and revenue goals across the organization, while the sales plan lays out how to achieve them.

The benefits of a sales plan

A successful sales plan will keep all your reps focused on the right activities and ensure they’re working toward the same outcome. It will also address your company's specific needs. For example, you might choose to write a 30- , 60- or 90-day sales plan depending on your current goals and the nature of your business.

Say your ultimate goal for the next quarter is $250,000 in new business. A sales plan will outline the objective, the strategies that will help you get there and how you’ll execute and measure those strategies. It will allow your whole team to collaborate and ensure you achieve it together.

Many salespeople are driven by action and sometimes long-term sales planning gets neglected in favor of short-term results.

While this may help them hit their quota, the downside is the lack of systems in place. Instead, treat sales processes as a system with steps you can improve. If reps are doing wildly different things, it’s hard to uncover what’s working and what’s not. A strategic sales plan can optimize your team’s performance and keep them on track using repeatable systems.

With this in mind, let’s explore the seven components of an effective sales plan

1. Company mission and positioning

To work toward the same company goals, everyone in your organization must understand what your organization is trying to achieve and where in the market you position yourself.

To help define your mission and positioning, involve your sales leaders in all areas of the business strategy. Collaborating and working toward the same goals is impossible if those goals are determined by only a select group of stakeholders.

Recommended reading

How to set sales goals that improve team performance (with examples)

To get a handle on the company’s mission and positioning, take the following steps:

Collaborate with marketing: Your marketing teams live and breathe the positioning of your company. Take the time to talk to each function within the department, from demand generation to performance marketing to learn what they know.

Interview customer success teams: Customer support reps speak with your existing customers every day. Interview them to find common questions and pain points.

Talk to your customers: Customer insights are a foundational part of any positioning strategy. Speak directly with existing and new customers to find out what they love about your product or service.

Read your company blog: Those in charge of content production have a strong understanding of customer needs. Check out blog articles and ebooks to familiarize yourself with customer language and common themes.

Look for mentions around the web: How are other people talking about your organization? Look for press mentions, social media posts, articles and features that mention your products and services.

These insights can provide context around how your company is currently positioned in the market.

Finally, speak with the team in charge of defining the company’s positioning. Have a list of questions and use the time to find out why they made certain decisions. Here are some examples:

What important insights from the original target audience research made you create our positioning statement?

What competitor research led us to position ourselves in this way? Does this significantly differentiate us from the crowd? How?

What core ideals and values drove us to make these promises in our positioning statement? Have they shifted in any way since we launched? If so, what motivates these promises now?

How to communicate mission and positioning

In this section of the sales plan, include the following information:

Company mission : Why your company exists and the value you’re determined to bring to the market.

Competition: Who your direct competitors (those who offer similar products and services) and indirect competitors (brands who solve the same problem in different ways) are.

Value propositions: The features, benefits and solutions your product delivers.

What is brand positioning: The ultimate guide with 4 examples

2. Goals and targets

Define your revenue goals and the other targets sales are responsible for.

As mentioned earlier, sales goals are usually aligned with business goals. Your boardroom members typically establish the company’s revenue goals and it’s your job to achieve them.

Revenue goals will shape your sales strategy. Use them to reverse engineer quotas, sales activity and the staff you need to execute them.

Break your big-picture revenue goal down further into sales targets and activity targets for your team. Activities are the specific actions you and your reps can control, while sales targets are the results provided by those activities.

9 steps to creating the perfect sales strategy (with free template)

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10 predictable revenue hacks to grow your sales

Use data on sales activity and performance from previous years to calculate sales targets. You should break this down by pipeline stage and activity conducted by reps across all functions.

For example, how many cold emails does it take to generate a deal? What is the average lifetime value (LTV) of your customer?

Breaking down these numbers allows you to accurately forecast what it will take to achieve your new revenue goal.

This part of your sales plan might include setting goals like the following:

200 total cold emails sent per day

200 total cold calls made per day

25 demos conducted per day

5 new sales appointments made a day

100 follow-up emails sent per day

Breaking down your goals into specific activities will also reveal the expertise needed for each activity and any required changes to your organizational structure, which will come into play in the next step.

How to communicate goals and targets

Within this section of the sales plan, include the following information:

Revenue goals : Reverse engineer the boardroom revenue goals to identify achievable sales goals and the number of staff needed to reach them. Sales targets : Use data on sales activity and past performance to define quotas and metrics for each stage of the sales pipeline.

Expertise needed for each activity: What qualities and attributes do your staff need to achieve these predefined activities? How much experience do they need vs. what can be learned on the job?

3. Sales organization and team structure

Identify the talent and expertise you need to achieve your goals.

For example, a marketing agency that depends on strong relationships will benefit more from a business development executive than a sales development representative (SDR) .

Use the targets established in the previous section to identify who you need to hire for your team. For example, if the average sales development rep can send 20 cold emails a day and you need to send 200 to achieve your goals, you’ll need around ten reps to hit your targets.

Include the information for each team member in a table in your sales plan. Here is an example.

Visualizing each role helps all stakeholders understand who they’re hiring and the people they’re responsible for. It allows them to collaborate on the plan and identify the critical responsibilities and qualities of their ideal candidates.

You want to avoid micromanaging , but now is a good time to ask your existing teams to report on the time spent on certain activities. Keeping a timesheet will give you an accurate forecast of how long certain activities take and the capacity of each rep.

How to communicate your sales organization and team structure

Team structure: These are the functions that make up your overall sales organization. The roles of SDR, business development and account teams must be well-defined.

Roles and responsibilities: These are the roles you need to hire, along with the tasks they’re responsible for. This will help you produce job descriptions that attract great talent.

Salary and compensation: How will the company remunerate your teams? Having competitive salaries, compensation schemes and sales incentives will attract top performers and keep them motivated.

Timeline: Attempting to hire dozens of people at once is tough. Prioritize hiring based on how critical each role is for executing your plan. Take a phased hiring approach to onboard new reps with the attention they deserve.

Building a sales team: How to set your group up for success

4. Target audience and customer segments

A sales plan is useless without knowing who to sell to. Having clearly defined customer personas and ideal customer profiles will help you tailor your selling techniques to companies and buyers.

Whether you’re looking to break into a new market or expand your reach in your current one, start by clearly defining which companies you’re looking to attract. Include the following criteria:

Industries: Which markets and niches do you serve? Are there certain sub-segments of those industries that you specialize in?

Headcount: How many employees do your best accounts have within their organization?

Funding: Have they secured one or several rounds of funding?

Find out as much as you can about their organizational challenges. This may include growth hurdles, hiring bottlenecks and even barriers created by legislation.

Learn about your buyers within those target accounts, learn about your buyers. Understanding your buyers and personalizing your sales tactics for them will help you strengthen your customer relationships.

These insights will change as your business grows. Enterprise companies may wish to revisit their personas as they move upmarket. For small businesses and startups, your target audience will evolve as you find product-market fit.

It’s important to constantly revisit this part of your sales plan. Even if your goals and methodologies are the same, always have your finger on the pulse of your customer’s priorities.

How to communicate target audience and customer segments

Profile: Include basic information about their role, what their career journey looks like and the common priorities within their personal lives.

Demographics : Add more information about their age, income and living situation. Demographic information can help tailor your message to align with the language used across different generations.

Attributes: Assess their personality. Are they calm or assertive? Do they handle direct communication themselves or have an assistant? Use these identifying attributes to communicate effectively.

Challenges: Think about the hurdles this persona is trying to overcome. How does it affect their work and what’s the impact on them personally?

Goals: Analyze how these challenges are preventing them from achieving their goals. Why are these goals important to them?

Support: Use this insight to define how your product or service will help these people overcome challenges and achieve their goals.

Behavioral segmentation: What is it and how can it drive engagement and loyalty

5. Sales strategies and methodologies

Define your sales approach. This includes the strategies, techniques and methodologies you’ll use to get your offering out to market.

This part of your sales plan may end up being the largest. It will outline every practical area of your sales strategy: your sales stages, methodologies and playbooks.

Start by mapping out each stage of your sales process. What are the steps needed to guide a prospect through your deal flow?

9 essential sales stages

Traditionally, a sales process has nine sales stages :

Prospecting and lead generation : Your marketing strategy should deliver leads, but sales reps should boost this volume with their own prospecting efforts.

Qualification: Measure those leads against your target account criteria and customer personas. Ensure they’re a good fit, prioritizing your time on high-value relationships.

Reaching out to new leads : Initiate emails to your target customers to guide new leads into the sales funnel. This outreach activity includes cold calling and direct mail.

Appointment setting: Schedule a demo, discovery call or consultation.

Defining needs: After the initial meeting, you’ll understand your prospect’s problems and how your product or service can solve them.

Presentation: Reveal the solution. This can be in the form of a proposal, custom service packages or a face-to-face sales pitch .

Negotiation: Dedicate this stage to overcoming any objections your prospect may have.

Winning the deal: Turn your prospects into customers by closing deals and signing contracts.

Referrals : Fostering loyalty is an organization-wide activity. Delight your customers and encourage them to refer their friends.

Not all of these stages will be relevant to your organization. For example, a SaaS company that relies on inbound leads may do much of the heavy lifting during the initial meeting and sales demo . On the other hand, an exclusive club whose members must meet certain criteria (say, a minimum net worth) would focus much of their sales activity on referrals.

Map out your sales process to identify the stages you use. Your sales process should look something like this:

To determine your sales methodologies, break each sales stage down into separate activities, along with the stakeholder responsible for them.

With your sales activities laid out, you can do in-depth research into the techniques and methodologies you need to execute them. For example, if you sell a complex product with lengthy sales cycles , you could adopt a SPIN selling methodology to identify pain points and craft the best solution for leads.

Finally, use these stages and methodologies to form your sales playbooks . This will help you structure your sales training plan and create playbooks your reps can go back to for guidance.

How to communicate sales strategies and methodologies

Within this section of the sales plan, include the following:

Sales stages: The different steps required to convert prospects into paying customers.

Sales methodologies: The different practices and approaches you’ll adopt to shape your sales strategy.

Sales playbooks: The tactics, techniques and sales strategy templates needed to guide contacts throughout each stage of the sales process.

6. Sales action plan

You have the “who” and the “what”. Now you must figure out “when” to execute your sales plan.

A well-structured sales action plan communicates when the team will achieve key milestones. It outlines timeframes for when they’ll complete certain projects and activities, as well as the recruitment timelines for each quarter.

The order in which you implement your sales action plan depends on your priorities. Many sales organizations prefer to front-load the activity that will make a bigger impact on the bottom line.

For example, when analyzing your current sales process and strategy, you may find your existing customers are a rich source of qualified leads . Therefore, it would make sense to nurture more of these relationships using a structured referral program.

You must also consider how recruitment will affect the workload in your team. Hire too quickly and you may end up spending more time training new reps and neglecting your existing team. However, taking too long to recruit could overload your existing team. Either can make a big impact on culture and deal flow.

To complete your sales action plan, get all stakeholders involved in deciding timelines. When applying this to your sales plan, use GANTT charts and tables to visualize projects and key milestones.

A GANTT chart shows you the main activities, their completion dates and if there are any overlaps. Here is an example:

By prioritizing each activity and goal, you can create a plan that balances short-term results with long-term investment.

How to communicate your sales action plan

Key milestones : When do you aim to complete your projects, activities and recruitment efforts? You can map them out by week, month, quarter or all of the above. Let your revenue goals and priorities lead your schedule.

Short- and long-term goal schedules: With a high-level schedule mapped out, you can see when you will achieve your goals. From here, you can shape your schedule so that it balances both short- and long-term goals.

7. Performance and results measurement

Finally, your plan must detail how you measure performance. Outline your most important sales metrics and activities, how you’ll track them and what technology you’ll need to track them.

Structure this part of your plan by breaking down each sales stage. Within these sections, list out the metrics you’ll need to ensure you’re running a healthy sales pipeline.

Performance metrics can indicate the effectiveness of your entire sales process. Your chosen metrics typically fall into two categories:

Primary metrics act as your “true north” guide. This is commonly new business revenue generated.

Secondary metrics are those that indicate how well specific areas of your sales process are performing. These include lead response time and average purchase value.

The metrics you select must closely align with your goals and sales activities. For example, at the appointment setting stage, you might measure the number of demos conducted.

Each team also needs its own sales dashboard to ensure reps are hitting their targets. Sales development reps will have different priorities from account executives, so it’s critical they have the sales tools to focus on what’s important to them.

Finally, research and evaluate the technology you’ll need to accurately measure these metrics. Good CRM software is the best system to use for bringing your data together.

How to communicate sales performance metrics

Sales stage metrics : Identify the metrics for each specific sales stage and make sure they align with your KPIs.

Chosen sales dashboard: Explain why you chose your sales dashboard technology and exactly how it works.

Performance measurement: Outline exactly how and what tech you will use to measure your team’s activities and metrics.

How to track, measure and improve your team’s sales performance

Developing a sales plan involves conducting market research, assessing current sales performance , identifying sales opportunities and challenges, setting measurable goals, creating a sales strategy, allocating resources and establishing a monitoring and evaluation framework.

To write a sales business plan, include:

An executive summary

A company overview

A market analysis

A target market description

Sales strategies and tactics

Financial projections

A budget and timeline

Make sure that you clearly articulate your value proposition, competitive advantage and growth strategies.

Final thoughts

An effective sales plan is an invaluable asset for your sales team . Although you now know how to create a sales plan, you should remember to make one that works for your team. Writing one helps with your sales strategy planning and aids you in defining targets, metrics and processes. Distributing the sales plan helps your reps understand what you expect of them and how they can reach their goals.

Providing supportive, comprehensive resources is the best way to motivate your team and inspire hard work. When you do the work to build a solid foundation, you equip your reps with everything they need to succeed.

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7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

• Title slide: Company name, topic, tagline
• The “Before” picture: No more than three slides with relevant statistics and graphics.
• The “After” picture: How life looks with your product. Use happy faces.
• Company introduction: Who you are and what you do (as it applies to them).
• The “Bridge” slide: Short outcome statements with icons in circles.
• Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
• “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

• Before → Here’s your world…
• After → Imagine what it would be like if…
• Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

They then drive home the Before-After-Bridge Formula further with case studies:

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

• This is about giving them the end picture, not making a sale
• The end of the presentation doesn’t mean the end of the conversation
• Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.

Zuora tells a story by:

• Laying out the reality (the “Before” part of the Before-After-Bridge formula).
• Asking you a question that you want to answer (the “After”)
• Giving you hints to help you connect the dots
• Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:

You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:

Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

• What are your ICP’s pain points?
• What end picture resonates with them?
• How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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Blog Business How to Create a Sales Plan: Strategy, Examples and Templates

How to Create a Sales Plan: Strategy, Examples and Templates

Written by: Aditya Rana Mar 25, 2024

The difference between a company struggling to drive sales and one that’s hitting home runs often boils down to a well-crafted sales plan.

Without knowing how to write a sales plan , your sales reps will lack vision, not understand the market, and be ineffective at engaging potential customers.

Most businesses fail in sales planning because they don’t focus on their unique value. If you’re struggling with sales, here’s what you need to do: define your goal(s), create customer personas, and create an action plan for success.

One of the best ways to organize this information in one place is to use sales planning templates . In this post, I’ll show you how to write a sales plan (…with plenty of template examples included of course!).

Click to jump ahead:

What is a sales plan?

Benefits of a sales plan, how to create a sales plan, sales plan example, sales plan templates.

A sales plan is a strategic document that outlines how a business plans to convert leads into sales. It typically details the target market, customer profile, and actionable steps that must be taken to achieve revenue targets.

Here’s a great example of a sales plan that includes all these elements neatly packed into one document.

Every company needs a sales plan, but have you ever wondered why?

Why should businesses invest time and resources in creating sales plan when they could…well…be focusing on sales?

Sales plans are worth it because they tell sales employees what to do.

Without a sales plan, your sales efforts will end up becoming a disorganized mess. Let’s explore the benefits of sales plans in detail.

Help you identify and target the right market

A sales plan helps you figure out the target market that’s most likely to be responsive to your messaging.

I mean do you really want to waste your time trying to sell to someone who has no need for your product or isn’t interested in your offering?

But if you know who your customer is, you can target their pain points.

Help you set goals

All great sales plans require you to set goals that are actually attainable and budgeted for.

Without goals, your sales team essentially operates in the dark unsure of what success looks like and how to achieve it.

One of the best ways to set goals is by conducting a SWOT analysis (strengths, weaknesses, opportunities, and threats) to understand the market landscape.

Help you forecast sales

Since sales plans require you to study historical sales data , you have the ability to understand trends, seasonality, and customer buying patterns.

This information can be used to accurately forecast future sales performance.

And when you chart it out visually like in this example, you can make data-driven decisions to optimize your sales strategy.

Help you identify risks

Because sales plans require you to study the market, you’ll be able to uncover risks such as market saturation, competitors, and shifting customer needs.

With this knowledge, you have the ability to be flexible in your approach.

Besides market risks, sales plans also help you pinpoint risks within your company such as a lack of qualified leads or unclear communication between departments.

Improve customer service

It may sound counterintuitive but creating a sales plan also actually improves your customer service.

Researching and trying to understand customer needs means new insights that you can share with the customer service team which allows them to tailor their approach.

You’ll also be able to train sales service reps to anticipate questions and concerns so that they can communicate effectively.

Increases sales efficiency

Sales plans help standardize sales tactics and ensure sales reps follow the same best practices to reduce inconsistencies and improve effectiveness.

One of the best ways to standardize practices is to use a flowchart like in this example to make sure everyone knows what to do when facing a decision.

Increases your profits

Sales plans generally guarantee a boost in profits because it allows sales team to laser-focus on high-value opportunities instead of being headless chickens.

Reducing wasted effort and a higher frequency of closed deals is a win in my book any day.

One of the best ways to measure changes in profits is to use a simple template to review performance like in this example.

Help you understand customer needs

Contrary to what you might think, sales plans aren’t just about selling but also about understanding customers at a deeper level.

The process of creating a plan forces you to analyze customer data, buying habits, and pain points, all of which will help you understand what makes your customers tick and build trust and loyalty.

Here’s a great example of a customer persona you can edit to include in your sales plan.

A sales plan is a document that helps you maximize profitability by identifying valuable segments and outlining strategies to influence customer behavior.

Common elements most sales plans include:

• Sales goals : Information on revenue, market share, and more.
• Sales strategy: Information on how to reach potential customers and convert them.
• Target audience: Information on ideal customers and their needs.
• Metrics : Methods to track progress.
• Resources :  Tools, budget, and personnel needed to achieve sales goals.

Let’s take an in-depth look at how to create a sales plan.

( Note : You don’t need to include each of these points in your sales plan but I recommend you cover most of them to build a plan that’s well-rounded).

Define your business mission and positioning

Before you jump into tactics, build a strong foundation by defining your company’s mission and positioning.

Here’s why this step is a must-do:

• Your mission statement defines your company’s purpose and values and gives your sales team and customers something to relate to.
• Your positioning statement defines how your product or service meets a specific need and sets you apart from the competition.

Trying to sell without any alignment to company values will lead to inconsistent messaging and damage your brand reputation.

Here’s a great example of a sales plan template you can customize with your own brand’s mission and positioning statements.

Define your target market

Unless you think you can sell to every person possible, you’ll need to define your ideal target market.

Study your customer base and ask questions like: do most of the customers belong to a specific industry? Or do they all face the same pain point?

Also, keep in mind that target market can change over time due to changes in your product, pricing, or factors out of your control, so it’s important to review and update your target market frequently.

Understand your target customers

This step often gets mixed with the previous one, so pay close attention.

Your target customers are those who your business wants to target because they’re most likely to make a purchase.

You can figure out who your target customers are by creating customer profiles by breaking down your target market into smaller groups based on geography, behavior, demography, and more.

Here’s a great sales plan template where you can edit in your own customer persona.

When making your buyer personas, make sure you answer the following questions.

• Motivations and challenges:  What are customer pain points? What drives purchasing decisions?
• Behaviors and preferences:  How do customers research products? What communication channels do they prefer?
• Goals and aspirations:  What are your prospective customers trying to achieve? How can your product or service help them get there?

Define sales objectives and goals

Setting clear, measurable goals gives you a method to measure performance of your sales strategies.

More importantly though, they give your sales team targets to aim for which then allows them to work in a structured and focused manner.

Your sale goals should be specific, measurable, achievable, relevant, and time-bound (SMART). This is to make sure they’re realistically achievable within a set timeframe.

Here’s a comparison of good sales goal setting vs a bad one.

• ✅Drive $100,000 in sales of product X by Y date using Z tactics
• ❌ Increase overall sales in each product line

You can organize this information using a template like in this example, especially if you have multiple product lines.

Define your value proposition

Your value proposition is a concise statement that explains why a customer should choose your product or service over the competition.

Here’s an example of a value statement:

“For busy small business owners, we provide a user-friendly accounting software that saves you time and money, allowing you to focus on growing your business.”

Here are some tips on defining your value proposition:

• Identify customer needs:  What are the core challenges and pain points your ideal customer faces? Understanding their needs allows you to position your offering as the solution.
• Highlight your unique benefits:  What sets your product or service apart? Focus on benefits you deliver that address the customer’s needs.
• Quantify the value:  When possible, quantify the value you offer. Can you demonstrate a cost savings, increased efficiency, or improved outcomes?

Map out the customer journey

Unless you’re extremely lucky, no one is going to purchase from you during the first interaction.

That’s why it’s crucial for you to know the steps a customer takes from initial awareness to purchase. Mapping out their journey allows you to personalize messaging and influence behavior.

Here are some tips on how to create a customer journey map :

• Identify the stages:  Break down the journey into distinct stages, such as awareness, consideration, decision, and post-purchase.
• Define touchpoints: Pinpoint the different touchpoints where your customer interacts with your brand (example: website, social media, customer reviews).
• Understand customer needs at each stage: What information are they looking for at each stage? What are their concerns and motivations?
• Identify opportunities to engage:  Identify opportunities to engage with your potential customers and move them along the buying journey.

Want some help creating customer journeys?

This customer journey map template is an excellent way to bring customer journeys to life.

Gather existing sales data

This step involves collecting and analyzing all available data on past sales performance.

This data is critical in helping you spot trends, patterns, and areas for improvement in your sales operations.

Perform sales forecasting

Sales forecasting is the practice of estimating future sales which can be presented as a report highlighting expected sales volume weekly, monthly, quarterly, or annually.

Though not always 100% accurate, sales forecasting is key to writing sales plans because it’ll provide you with a clear picture of the ground reality which leads to better decisions on budgeting.

Here’s a template you can use to perform sales forecasting to makes the sales planning process effective.

Define your sales KPIs

KPIs are a fancy way of saying that you need to set metrics to track effectiveness of your sales strategy and team’s performance.

Some example KPIs you can include in sales plans are:

• Number of sales
• Sales revenue
• Average deal size

This sales report template is a great example of how you can include KPIs in your meetings to test performance and adjust strategy.

Identify gaps in the sales process

This step is all about analyzing your current sales process to figure out gaps and/or potential obstacles preventing you from achieving goals.

When you identify a gap, brainstorm potential solutions so that you can create a specific action plan.

Understand the sales stages

When writing a sales plan, make sure you cover each stage of the sales cycle. If you’re unsure of what the sales stages are, here’s a quick recap.

Prospecting

This is the foundation of the sales process where you identify potential customers who might be a good fit for your product or service.

Preparation

Once you have a list of prospects, you need to research their needs, challenges, and buying habits.

This is all about how you contact and communicate with prospects.

Presentation

This section is your opportunity to showcase the value proposition of your product or service. Tailor your presentation to address the prospect’s specific needs and demonstrate how your offering can solve their problems.

Handling objections

Identify common objections your sales team might encounter related to price, features, competition, or need. Develop clear and concise responses to address these concerns proactively.

Equip your sales team with effective closing techniques to secure commitments from prospects who are interested but might hesitate.

Plan your follow-up strategy based on the prospect’s decision timeline and the stage of the sales cycle. For longer timelines, periodic updates and information sharing through digital sales rooms can maintain engagement and provide valuable resources conveniently.

Organize the sales team

Organizing the sales team entails defining roles and responsibilities clearly to cover all aspects of the sales process effectively.

This might involve segmenting the team based on product lines, customer segments, or territories.

Here’s an example of how it might look:

Sarah — Sales Director — will lead the sales team, set overall strategy, goals and direction. Michael and Jessica — Business Development Executives — will focus on prospecting new leads. They will research potential customers, identify those who might be a good fit for the product, and qualify leads by gathering information and assessing their needs. William — Sales Development Manager — will manage the business development executives and ensuring they follow best practices. Chris and Lisa — Account Executives — will handle qualified leads. They build relationships with potential customers, present product demos, address objections, and close deals.

Using an org chart like in this example is a great way to visualize this information.

Outline the use of sales tools

Sales tools play a crucial role in streamlining the sales process and enhancing productivity.

Make sure you outline the tools your team will use, how they fit into different stages of the sales process, and any training required to maximize their utility.

This ensures that your team has the resources needed to engage effectively with prospects and customers.

Set the budget

Setting the budget involves allocating resources efficiently across various sales activities to achieve your objectives without overspending.

This includes expenses related to personnel, marketing initiatives, customer entertainment, and tools like CRM software, automation, cybersecurity solutions, and even a corporate travel platform .

A well-planned budget balances investment in growth opportunities with the overall financial health of the business.

Create a sales strategy and action plan

Now that you’ve laid the groundwork of what you want to achieve and how you plan to achieve it, it’s time to bring it all together into a single view.

Create an action plan which not includes your strategy but also concrete steps.

Your action plan should outlines specific activities for each stage of the sales funnel from prospecting (lead generation channels) to closing (structured process and follow-up strategy with timelines) and everything in between.

Performance and results measurement

Last but not least, your sales plan should present a clear and quantifiable means to track the effectiveness of sales activities.

How are you going to measure outcomes against predefined targets?

Performance measurement is key because it builds accountability and allows you to always have a pulse on customer behavior, preferences, and trends that’ll help you make decisions based on data.

If you’ve made it this far, give yourself a pat! I’ve covered A LOT on elements that you can include in a sales plan.

However, in most cases, you don’t always need to go that in-depth and instead should aim for brevity so that anyone in your team can stay up-to-date without having to worry about the nitty gritty details.

Here’s a sales plan example that’s brief but highly effective. It includes a summary of all you need in one document, a target market analysis, a customer profile, and an action plan.

Want even more sales plan templates for design inspiration or to customize and make your own?

This 30-60-90 day sales plan provides a great way to organize goals, priorities, performance goals, and metrics of success over three three timeframes: first 30 days, first 60 days, and first 90 days.

This sales plan is structured around key components that drive the sales process: objectives, strategies, tactics, and key metrics. It emphasizes a multi-channel approach to sales,, with a strong focus on measuring performance through metrics.

This sales roadmap is a great way to visualize activities such as defining strategy and generating leads to more advanced steps.

Conclusion: Save time on designing and updating sales plans and focus on growing your business with Venngage templates

Though there’s no secret formula for effective sales plan design, it’s good practice to include the basics or information on the target market, a customer persona, and a strategy on how you plan to sell.

What you definitely shouldn’t do is write a sales plan and then never look at it again.

And trust me, I know how time-consuming and frustrating it can be to edit your sales plan especially if you don’t have design skills. One small change might make the icons or numbers go all out of whack.

That’s why I recommend customizing our sales plan templates instead so that you can focus your energy on strategy.

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Microsoft 365 Life Hacks > Presentations > How to create a sales presentation

How to create a sales presentation

Creating an effective sales presentation involves understanding your audience, delivering clear value propositions, and showcasing your product or service in an engaging way. Use these tips to make a presentation that not only captivates the crowd but also compels them to make a purchase.

What is a sales presentation?

A sales presentation is an important tool used by businesses to explain, promote, and sell their products or services to a client or potential buyers. The presentation usually includes an introduction to the product, a discussion of its features and benefits, and a list of reasons why the audience should buy it. Effective sales presentations are well-structured, tailored to the audience’s needs, and delivered in a confident and persuasive manner.

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What to include in your sales presentation

Your sales presentation should be a blend of information, persuasion, and appeal. Here’s what to include in your upcoming presentation:

• Introduction. Briefly introduce yourself and your company then provide context about the upcoming presentation.
• Identified need. Clearly define the problem or need your product or solution aims to fix.
• Solution overview. Explain how your product or service solves the identified problem.
• Benefits. List the key benefits of your product and illustrate how they align with the audience’s needs.
• Proof points. Provide evidence to support your claims using case studies, testimonials, or data points.
• Pricing and packages. Outline your pricing structure along with any packages or deals you’re offering.
• Call to action. End with a clear call to action by telling your audience what you want them to do after the presentation.

Developing your sales presentation

Creating a persuasive sales presentation requires careful planning and extensive research. Follow these tips while drafting your presentation for a seamless delivery :

• Research your audience. Get to know your audience’s interests, needs, and pain points.
• Outline your presentation. Before you dive into any specifics, create a high-level outline to make sure your points follow a clear and logical structure .
• Design engaging slides. Use visuals to support your message while avoiding clutter and ensuring that any text is easy to read.
• Practice your delivery . Rehearse your presentation multiple times to refine your flow, timing, and cadence.

How long should your sales presentation be?

The length of your sales presentation can vary depending on the complexity of the product and the audience’s engagement level. However, experts recommend keeping presentations between 20 and 30 minutes to cover all your important points without losing your audience’s attention.

Finalizing your sales presentation

After drafting your presentation, remember to review and refine it. Here’s a quick checklist:

• Ensure all technical terms are explained.
• Check that all ideas flow logically.
• Verify that your presentation addresses all potential questions or objections.
• Include a memorable conclusion that reinforces your call to action.

A successful sales presentation includes engaging visuals, persuasive rhetoric, and well-structured information. By using the tips above, you can design a presentation that not only holds the attention of your listeners but also encourages them to take the next step.

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Here is a free business plan sample for a fruit and vegetable store.

Have you ever envisioned owning a bustling fruit and vegetable market that serves as a cornerstone of health in your community? Wondering where to start?

Look no further, as we're about to guide you through a comprehensive business plan tailored for a fruit and vegetable market.

Creating a solid business plan is crucial for any aspiring entrepreneur. It serves as a roadmap, outlining your vision, objectives, and the strategies you'll employ to turn your fresh produce venture into a thriving business.

To jumpstart your planning process with ease and precision, feel free to utilize our fruit and vegetable market business plan template. Our team of experts is also on standby to provide a free review and fine-tuning of your plan.

How to draft a great business plan for your fruit and vegetable store?

A good business plan for a fruit and vegetable market must cater to the unique aspects of this type of retail business.

Initially, it's crucial to provide a comprehensive overview of the market landscape. This includes up-to-date statistics and an exploration of emerging trends within the industry, similar to what we've incorporated in our fruit and vegetable market business plan template .

Your business plan should articulate your vision clearly. Define your target demographic (such as local residents, restaurants, or health-conscious consumers) and establish your market's distinctive features (like offering organic produce, exotic fruits, or locally-sourced vegetables).

Market analysis is the next critical component. This requires a thorough examination of local competitors, market dynamics, and consumer buying patterns.

For a fruit and vegetable market, it's imperative to detail the range of products you intend to sell. Describe your selection of fruits, vegetables, herbs, and any additional items you plan to offer, and discuss how these choices align with the preferences and needs of your customer base.

The operational plan is equally important. It should outline the location of your market, the layout of the retail space, your supply chain for fresh produce, and inventory management practices.

Given the nature of a fruit and vegetable market, it is vital to highlight the freshness and quality of your produce, your relationships with growers and suppliers, and adherence to health and safety standards.

Then, delve into your marketing and sales strategies. How do you plan to attract and keep customers coming back? Consider your approach to promotions, customer loyalty programs, and potential value-added services (like home delivery or a juice bar).

Incorporating digital strategies, such as an online ordering system or a robust social media presence, is also crucial in the modern marketplace.

The financial section is another cornerstone of your business plan. It should encompass the initial investment, projected sales, operating expenses, and the point at which you expect to break even.

With a fruit and vegetable market, managing waste and understanding the shelf life of products are critical, so precise planning and knowledge of your financials are essential. For assistance, consider using our financial forecast for a fruit and vegetable market .

Compared to other business plans, a fruit and vegetable market plan must pay closer attention to the perishability of inventory, the importance of a robust supply chain, and the potential for seasonal fluctuations.

A well-crafted business plan not only helps you to define your strategies and vision but also plays a pivotal role in attracting investors or securing loans.

Lenders and investors are keen on a solid market analysis, realistic financial projections, and a comprehensive understanding of the day-to-day operations of a fruit and vegetable market.

By presenting a thorough and substantiated plan, you showcase your dedication and readiness for the success of your venture.

To achieve these goals while saving time, you are welcome to fill out our fruit and vegetable market business plan template .

A free example of business plan for a fruit and vegetable store

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for a fruit and vegetable market .

Here, we will follow the same structure as in our business plan template.

Market Opportunity

Market data and figures.

The fruit and vegetable market is an essential and robust component of the global food industry.

Recent estimates value the global fruit and vegetable trade at over 1 trillion dollars, with expectations for continued growth as consumers seek healthier eating options. In the United States, the fruit and vegetable industry contributes significantly to the economy, with thousands of markets and stores providing a wide range of produce to meet consumer demand.

These statistics underscore the critical role that fruit and vegetable markets play in not only providing nutritious food options but also in supporting local agriculture and economies.

Current trends in the fruit and vegetable industry indicate a shift towards organic and locally sourced produce, as consumers become more health-conscious and environmentally aware.

There is an increasing demand for organic fruits and vegetables, driven by the perception of better quality and concerns about pesticides and other chemicals. The local food movement is also gaining momentum, with consumers showing a preference for produce that is grown locally to support community farmers and reduce carbon emissions associated with transportation.

Technological advancements are influencing the industry as well, with innovations in vertical farming and hydroponics allowing for more sustainable and space-efficient growing methods.

Online grocery shopping and delivery services are expanding, making it easier for consumers to access fresh produce directly from their homes.

Additionally, the push for transparency in food sourcing continues to grow, with consumers wanting to know more about where their food comes from and how it is grown.

These trends are shaping the future of the fruit and vegetable market, as businesses strive to meet the evolving preferences and values of modern consumers.

Success Factors

Several key factors contribute to the success of a fruit and vegetable market.

Quality and freshness of produce are paramount. Markets that offer a wide variety of fresh, high-quality fruits and vegetables are more likely to build and maintain a dedicated customer base.

Diversity in product offerings, including exotic or hard-to-find produce, can differentiate a market from its competitors.

Location is also vital, as markets that are easily accessible to consumers will naturally attract more foot traffic.

Customer service is another important aspect, with knowledgeable and friendly staff enhancing the shopping experience and encouraging repeat visits.

Effective cost management and the ability to adapt to changing consumer trends, such as the demand for organic and locally grown produce, are crucial for the long-term viability of a fruit and vegetable market.

The Project

Project presentation.

Our fruit and vegetable market project is designed to cater to the increasing consumer demand for fresh, organic, and locally-sourced produce. Situated in a community-focused neighborhood, our market will offer a diverse selection of fruits and vegetables, emphasizing seasonal and organic options. We will partner with local farmers and suppliers to ensure that our customers have access to the freshest produce available, supporting sustainable agricultural practices and reducing our carbon footprint.

We aim to provide not just produce, but a holistic healthy eating experience by offering a range of complementary products such as herbs, spices, and artisanal condiments. Our market will be a hub for health-conscious consumers and those interested in cooking with the finest ingredients.

Our fruit and vegetable market is set to become a cornerstone in the community, promoting healthier lifestyles and fostering connections between local producers and consumers.

Value Proposition

The value proposition of our fruit and vegetable market lies in our commitment to providing the community with the highest quality fresh produce. We understand the importance of nutrition and the role that fruits and vegetables play in maintaining a healthy diet.

Our market will offer a unique shopping experience where customers can enjoy a wide variety of produce, learn about the benefits of incorporating more fruits and vegetables into their diets, and discover new and exotic varieties. We are dedicated to creating a welcoming environment where everyone can find something to enrich their meals and support their well-being.

By focusing on local and organic sourcing, we also contribute to the sustainability of our food systems and the prosperity of local farmers, aligning our business with the values of environmental stewardship and community support.

Project Owner

The project owner is an individual with a profound passion for healthy living and community engagement. With a background in agricultural studies and experience in the food retail industry, they are well-equipped to establish a market that prioritizes quality and freshness.

They bring a wealth of knowledge about the seasonality and sourcing of produce, and are committed to creating a marketplace that reflects the diversity and richness of nature's offerings. Their dedication to health, nutrition, and sustainability drives them to build a market that not only sells fruits and vegetables but also educates and inspires the community to embrace a healthier, more sustainable lifestyle.

Their vision is to create a space where the joy of fresh, wholesome food is accessible to all, and where the market serves as a vibrant gathering place for people to connect with their food and each other.

The Market Study

Market segments.

The market segments for this fruit and vegetable market are diverse and cater to a wide range of consumers.

Firstly, there are health-conscious individuals who prioritize fresh, organic produce in their diets for wellness and nutritional benefits.

Secondly, the market serves customers who are looking for locally-sourced and seasonal produce to support community farmers and reduce their carbon footprint.

Additionally, the market attracts individuals with specific dietary needs, such as vegans, vegetarians, and those with food sensitivities who require a variety of fresh produce options.

Culinary professionals, including chefs and caterers, represent another segment, seeking high-quality ingredients to enhance their dishes.

SWOT Analysis

A SWOT analysis of the fruit and vegetable market project highlights several key factors.

Strengths include a strong focus on fresh, high-quality produce, relationships with local farmers, and a commitment to sustainability and eco-friendly practices.

Weaknesses might involve the perishable nature of inventory, the need for constant supply chain management, and potential seasonal fluctuations in product availability.

Opportunities exist in expanding the market's reach through online sales and delivery services, as well as in educating consumers about the benefits of eating fresh and local produce.

Threats could include competition from larger grocery chains with more buying power, adverse weather affecting crop yields, and potential economic downturns reducing consumer spending on premium produce.

Competitor Analysis

Competitor analysis in the fruit and vegetable market sector indicates a varied landscape.

Direct competitors include other local markets, organic food stores, and large supermarkets with extensive produce sections.

These competitors vie for customers who value convenience, variety, and price.

Potential competitive advantages for our market include superior product freshness, strong community ties, exceptional customer service, and a focus on sustainable and ethical sourcing.

Understanding the strengths and weaknesses of these competitors is crucial for carving out a niche and ensuring customer loyalty.

Competitive Advantages

Our fruit and vegetable market's dedication to offering the freshest and highest quality produce sets us apart from the competition.

We provide a wide array of fruits and vegetables, including rare and exotic items, to cater to the diverse tastes and needs of our customers.

Our commitment to sustainability, through supporting local farmers and minimizing waste, resonates with environmentally conscious consumers.

We also emphasize transparency and education about the source and benefits of our produce, fostering a trusting relationship with our clientele.

You can also read our articles about: - how to open a fruit and vegetable store: a complete guide - the customer segments of a fruit and vegetable store - the competition study for a fruit and vegetable store

The Strategy

Development plan.

Our three-year development plan for the fresh fruit and vegetable market is designed to promote healthy living within the community.

In the first year, our goal is to establish a strong local presence by sourcing a wide variety of high-quality, seasonal produce and building relationships with local farmers and suppliers.

The second year will focus on expanding our reach by setting up additional market locations and possibly introducing mobile market services to access a broader customer base.

In the third year, we plan to diversify our offerings by including organic and exotic fruits and vegetables, as well as implementing educational programs on nutrition and sustainable agriculture.

Throughout this period, we will be committed to sustainability, community engagement, and providing exceptional service to ensure we become a staple in our customers' healthy lifestyles.

Business Model Canvas

The Business Model Canvas for our fruit and vegetable market targets health-conscious consumers and those looking for fresh, local produce.

Our value proposition is centered on offering the freshest, high-quality fruits and vegetables, with a focus on local and organic options, and providing exceptional customer service.

We will sell our products through our physical market locations and consider an online ordering system for customer convenience, utilizing our key resources such as our relationships with local farmers and our knowledgeable staff.

Key activities include sourcing and curating produce, maintaining quality control, and engaging with the community.

Our revenue streams will be generated from the sales of produce, while our costs will be associated with procurement, operations, and marketing efforts.

Access a complete and editable real Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is centered on community engagement and education.

We aim to highlight the health benefits of fresh produce and the environmental advantages of buying locally. Our approach includes community events, cooking demonstrations, and partnerships with local health and wellness organizations.

We will also leverage social media to showcase our daily offerings, share tips on healthy eating, and feature stories from our partner farmers.

Additionally, we plan to offer loyalty programs and seasonal promotions to encourage repeat business and attract new customers.

Risk Policy

The risk policy for our fruit and vegetable market focuses on mitigating risks associated with perishable goods, supply chain management, and market fluctuations.

We will implement strict quality control measures and develop a robust inventory management system to minimize waste and ensure product freshness.

Building strong relationships with a diverse group of suppliers will help us manage supply risks and price volatility.

We will also maintain a conservative financial strategy to manage operational costs effectively and ensure business sustainability.

Insurance coverage will be in place to protect against unforeseen events that could impact our business operations.

Why Our Project is Viable

We believe in the viability of a fruit and vegetable market that prioritizes freshness, quality, and community health.

With a growing trend towards healthy eating and local sourcing, our market is well-positioned to meet consumer demand.

We are committed to creating a shopping experience that supports local agriculture and provides educational value to our customers.

Adaptable to market trends and customer feedback, we are excited about the potential of our fruit and vegetable market to become a cornerstone of healthy living in our community.

You can also read our articles about: - the Business Model Canvas of a fruit and vegetable store - the marketing strategy for a fruit and vegetable store

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for a fruit and vegetable market and our financial plan for a fruit and vegetable market .

Initial expenses for our fruit and vegetable market include costs for securing a retail space in a high-traffic area, purchasing refrigeration units and display equipment to maintain and showcase fresh produce, obtaining necessary permits and licenses, investing in a robust inventory management system, and launching marketing initiatives to attract customers to our location.

Our revenue assumptions are based on an in-depth analysis of the local market demand for fresh, high-quality fruits and vegetables, taking into account the increasing trend towards healthy eating and organic produce.

We expect sales to grow steadily as we establish our market's reputation for offering a wide variety of fresh and locally sourced produce.

The projected income statement outlines expected revenues from the sale of fruits and vegetables, cost of goods sold (including procurement, transportation, and storage), and operating expenses (rent, marketing, salaries, utilities, etc.).

This results in a forecasted net profit that is essential for assessing the long-term viability of our fruit and vegetable market.

The projected balance sheet will reflect assets such as refrigeration and display equipment, inventory of fresh produce, and liabilities including any loans and operational expenses.

It will provide a snapshot of the financial condition of our market at the end of each fiscal period.

Our projected cash flow statement will detail all cash inflows from sales and outflows for expenses, helping us to predict our financial needs and ensure we have sufficient funds to operate smoothly.

The projected financing plan will outline the sources of funding we intend to tap into to cover our initial setup costs and any additional financing needs.

The working capital requirement for our market will be carefully managed to maintain adequate liquidity for day-to-day operations, such as purchasing fresh stock, managing inventory, and covering staff wages.

The break-even analysis will determine the volume of sales we need to achieve to cover all our costs and begin generating a profit, marking the point at which our market becomes financially sustainable.

Key performance indicators we will monitor include the turnover rate of our inventory, the gross margin on produce sales, the current ratio to evaluate our ability to meet short-term obligations, and the return on investment to gauge the profitability of the capital invested in our market.

These metrics will be instrumental in assessing the financial performance and overall success of our fruit and vegetable market.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for a fruit and vegetable store .

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Moscow Method

What do you think of this template.

Product details

At its core, the MoSCoW method is simply a prioritization framework that can be applied to any kind of situation or project, but it works best when a large number of tasks need to be ruthlessly whittled down into a prioritized and achievable to-do list. The core aim of the process is to classify tasks into four buckets; Must, Should, Could and Won’t. As you can probably fathom, Must is the highest priority bucket, and Won’t is the lowest. You can also presumably now see where the funny capitalization in the term ‘MoSCoW’ derives from. One of the primary benefits of a MoSCoW exercise is that it forces hard decisions to be made regarding which direction a digital product project will take. Indeed, the process is usually the first time a client has been asked to really weigh up which functions are absolutely fundamental to the product (Must), which are merely important (Should) and which are just nice-to-haves (Could). This can make the MoSCoW method challenging, but also incredibly rewarding. It’s not uncommon for there to be hundreds of user stories at this stage of a project, as they cover every aspect of what a user or admin will want to do with the digital product. With so many stories to keep track of it helps to group them into sets. For example, you may want to group all the stories surrounding checkout, or onboarding into one group. When we run a MoSCoW process, we use the following definitions. Must – These stories are vital to the function of the digital product. If any of these stories were removed or not completed, the product would not function. Should – These stories make the product better in important ways, but are not vital to the function of the product. We would like to add these stories to the MVP build, but we’ll only start working on them once all the Must stories are complete. Could – These stories would be nice to have, but do not add lots of extra value for users. These stories are often related to styling or ‘finessing’ a product. Won’t – These stories or functions won’t be considered at this stage as they are either out of scope or do not add value.

The first two slides of the template are similar in design and structure. These slides can be used to provide general information to the team about the client’s needs. The slides will be useful for the product owner, development team, and scrum master. The next slide groups user stories into vertical columns. You can also set a progress status for each user story. The last slide gives you the ability to specify the time spent on each user story. After summing up the time for each group, the team can understand how long it will take them to complete each group. All slides in this template are editable based on your needs. The template will be useful to everyone who uses the Agile method in their work.

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[Updated 2023] Top 15 MoSCoW Method Templates to Prioritize Project Requirements

Kritika Saini

Alistair Cockburn said, "The MoSCoW method enables teams to separate the must-haves from the nice-to-haves, ensuring efficient delivery of valuable features."

MoSCoW Method templates help in prioritizing project requirements. They offer a structured approach to ensure efficient resource allocation to focus on essential deliverables. These PPT Templates sort requirements as Must-Have, Should-Have, Could-Have, and Won't-Have, enabling project teams to prioritize tasks based on their importance and urgency. 

• Must-Haves: These requirements are critical and necessary for the project's success. They represent essential features or deliverables that must be included in the final product or solution.
• Should-Haves: These requirements are essential but not critical for immediate implementation. They are prioritized after Must-Have requirements and represent features significantly enhancing the project's value.
• Could-Haves: These requirements are desirable but not essential. They represent additional features or enhancements that can be considered if time and resources allow. They are usually prioritized lower than Must-Have and Should-Have requirements.
• Won't-Haves: These requirements are explicitly excluded from the project's scope. They are deemed non-critical or non-essential and will not be considered for implementation.

These templates allow teams to communicate project priorities effectively, make informed decisions, and align stakeholders' expectations. The MoSCoW Method templates serve as valuable tools to streamline project management, optimize resource utilization, and achieve successful project outcomes by prioritizing project requirements effectively.

The Presets can be adjusted as priorities evolve, ensuring that resources are directed toward the most important and relevant requirements. By visually presenting the prioritization of needs, the templates foster shared understanding and consensus on project priorities among project stakeholders.

The combined set visually represents the prioritization process, ensuring that customer needs and satisfaction are effectively addressed. These editable pre-sets save time and resources by providing a predefined framework to consider priorities. Instead of starting from scratch, MoSCoW methods streamlines the process and make faster, well-informed decisions. 

Check out the list of our 15 MoSCoW Methods templates to prioritize project requirements.

Template 1: MoSCoW Prioritization Technique Overview Increases PPT PowerPoint Presentation Model Show

The PowerPoint Preset adds structure, clarity, and strategic value, making the presentation more impactful and empowering stakeholders to make informed decisions based on priority levels. It highlights the Must Haves, Should Haves, Could Haves, Won't and Would- Haves. Seize the opportunity to harness its complete advantages by downloading it immediately.

Download Now

Template 2: MoSCoW Method PowerPoint PPT Template Bundles

The premium Slide emphasizes the company name, address, contact details, MoSCoW prioritization chart, enlisting task items, priority, and total estimated effort. This presentation highlights key priorities for product prioritization, task prioritization, team efforts, matrix for corporate support, Kanos model of customer satisfaction, prioritization diagram for assessing HR Requirements, enhancing business productivity, etc. Save your energy and deliver an outstanding presentation by downloading it to meet your purpose.

Template 3: MoSCoW Prioritization Technique Matrix Notification PPT Presentation Samples

The thoughtfully designed slides visually represent the status of the MoSCoW prioritization technique matrix as completed, in progress, or not yet started . The MoSCoW Matrix empowers decision-making. Seize the chance to unlock its full potential by obtaining it without delay, as it emphasizes the essential, potential, and non-priority features. Download now.  

Template 4: MoSCoW Technique of Prioritization Training PPT

The collection empowers managers to illustrate the concept of MoSCoW prioritization and Analysis. It also showcases the training curriculum on time management, Company details such as target audience, vision, mission, goal, team members, idea generation, 30-60-90 days plan, timeline, roadmap, and certifications. You may effortlessly convey your idea with maximum impact and efficacy by downloading the presentation preset.

Template 5: MoSCoW Method for Prioritizing Tasks

With utmost dedication, the presentation emphasizes the typification of Must Haves, Should Haves, Could Haves, Won't, and Would Haves while incorporating thorough analysis, percentage of total maximum efforts, a strong business case, and contingency planning. Get it right away and wow your audience.

Template 6: MoSCoW Method Plotted on Kanos Model of Customer Satisfaction

The utilization of the MoSCoW method in conjunction with the Kano model of customer satisfaction within these templates provides a comprehensive framework for analyzing and prioritizing customer requirements. By incorporating these two powerful tools, the templates enable businesses to plot the degree of implementation and customer satisfaction impact. It plots the categories indicating baseline expectations, linear satisfiers, and delighters.   Showcase unwavering commitment to surpassing audience expectations. Get it now.

Template 7: MoSCoW Method Prioritization Diagram for Assessing HR Requirements

By regularly reviewing and reprioritizing HR requirements using the MoSCoW method, HR teams can quickly adapt to changing business needs and market dynamics. This promotes agility in HR planning and ensures that HR efforts remain aligned with the evolving organizational landscape. Don't miss out on the chance to grab it now and deliver a distinct presentation every time.

Template 8: Backlog Prioritization and Sprint Planning with MoSCoW Method

It is an innovative PowerPoint template. It provides a structured approach to prioritize tasks and plan sprints in agile project management. The collection allows for identifying and organizing tasks based on their importance and urgency, ensuring that high-priority items are addressed first. It displays product requirements, status, priority, sprint, story point, and user story. Make it your choice right away.

Template 9: MoSCoW Prioritization Technique Minimum Usable PPT PowerPoint Presentation Guide

By integrating the MoSCoW Method, this template enables teams to prioritize and express the key insights. It also lists the key takeaways which display your recommendation. Enhance audience involvement and understanding through the dissemination of information . Decide to choose it immediately as your preferred option.

Template 10: MoSCoW Prioritization Technique and Major PowerPoint Presentation Gallery Format Ideas

Delivering a credible and compelling presentation by deploying this PPT Deck. It illustrates the requirements such as project goal and scope, milestones and major deliverables, work breakdown structure, etc., in context to the tasks. Get ahold of this priceless toolset right away to successfully impress your audience and succeed with little effort.

Template 11: MoSCoW Prioritization Technique Milestone PPT Presentation Icon Display

Deliver a persuasive and credible presentation by utilizing this PPT Set that provides a clear roadmap for project progress, ensuring that key deliverables and milestones associated with "must-have" requirements are achieved, contributing to project success and stakeholder satisfaction focusing on crucial requirements like project goals and scope, milestones and significant deliverables, and work breakdown structure, budget, etc. Acquire this invaluable toolkit immediately to impress your audience and succeed in your endeavors.

Template 12: MoSCoW Practice of Dynamic System Development Method DSDM Process PPT Styles Graphics Tutorials

The curatively crafted template facilitates business experts with a clear framework to prioritize tasks based on their importance and urgency, enabling effective resource allocation and decision-making within a limited time and resources. Capture the essence of the MoSCoW Practice in dynamic system development through this presentation. Don't overlook the opportunity to acquire it now and consistently deliver impactful presentations that stand out from the crowd.

Template 13: Workload MoSCoW Prioritization Technique Implement Prioritization Techniques to Manage Teams

Harness the power of the MoSCoW Method by integrating it into this template, which conveniently assorts tasks as Must-Haves, Should-Haves, Could-Haves , and Won't-Haves. This enables teams to prioritize effectively and effectively communicate crucial insights. Furthermore, the template offers a comprehensive list of key takeaways, highlighting your recommendations. Make the proactive decision to choose this template immediately as your preferred option.

Template 14: MoSCoW Practice of Dynamic System Development Model

The compilation effectively emphasizes the fundamental classifications of Must-Haves, Should-Haves, Could-Haves , and Won't-Haves, embodying the core principles of the MoSCoW Practice in dynamic systems development. Acquire it immediately and consistently deliver remarkable presentations that leave a lasting impact, setting you apart from competitors.

Template 15: Implement Prioritization Techniques to Manage Teams Workload MoSCoW Prioritization Technique

The collection adeptly embodies the core requirements of the MoSCoW Practice in dynamic systems development, such as Project goal and scope, Milestones and major deliverables, work breakdown structure, budget, etc. It helps managers focus on high-priority items, ensuring efficient project management and goal attainment. Download it now and effortlessly win over your audience.

MoSCoW Method templates enhance project prioritization, streamline resource allocation, foster stakeholder alignment, and improve project outcomes by focusing on the most critical requirements and optimizing project execution.

FAQs on the MoSCoW Method

What is moscow model stands for.

The MoSCoW model stands for Must-Have, Should-Have, Could-Have, and Won't-Have. It is a prioritization technique used to classify the requirements or tasks based on their importance and urgency in projects or product development.

What is the MoSCoW strategy?

The MoSCoW strategy is a prioritization approach in project management and product development. It involves grouping requirements or features into four: Must Have, Should Have, Could Have, and Won't Have. This strategy helps stakeholders and teams determine the essential elements that must be delivered, prioritize additional desirable features, and identify items that will not be included in the current scope.

What is an example of the MoSCoW technique?

An example of the MoSCoW technique is in software development, where requirements are arranged based on their priority. For instance, a Must Have requirement may be a user authentication feature critical for system security. A Should Have requirement could be a user profile customization feature, while a Could Have requirement might be social media integration. A Won't Have condition could be a customization option for the initial release.

What is the MoSCoW method in Agile?

In Agile methodology, the MoSCoW prioritization technique used to determine the importance and urgency of requirements or user stories. It stands for Must Have, Should Have, Could Have, and Won't Have. This method helps Agile teams focus on delivering the most critical and valuable features first while providing flexibility to accommodate lower-priority items based on project constraints and customer needs.

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16 Sales Plan Templates to Plan Your Sales Strategy

Written by: Olujinmi Oluwatoni

Crafting an effective sales plan creates the stage for your sales team to exceed targets and secure those coveted wins.

But let’s face it, it demands hours of meticulous planning. On top of that, time is a luxury that can be hard to find amidst a whirlwind of meetings, pitches and follow-ups in sales.

That’s why sales plan templates come in handy. They streamline your sales planning efforts, enhance productivity and ultimately improve your team’s chances of achieving sales targets.

In this article, we’ve curated a collection of the finest templates out there, designed to rescue you from the time-consuming ordeal of creating your sales plan from scratch.

Let's get to it!

Table of Contents

Benefits of using a sales plan template, 16 sales plan templates you can use.

• How to Create a Sales Plan Template With Visme
• Utilizing a template when creating a sales plan is time-efficient, creates structure and organization, ensures consistency and facilitates communication and alignment.
• To create a sales plan template with Visme, sign up or login to Visme, choose a template, gather all the necessary information you need, customize the template and download or share the document.
• Visme offers a user-friendly interface with a wide range of customizable templates, advanced features and AI-powered tools to help you create stunning sales collaterals, sales enablement content and sales plans that will help you captivate your audience and accelerate your sales growth.

Using a template to jump-start your sales plan creation offers a number of benefits.

Let's take a look at some of the benefits:

• Structure and Organization: A sales plan template provides a structured format, guiding you through essential steps to create a comprehensive sales plan. With a template, you can capture all necessary elements, like setting goals, outlining the target market, sales strategies , timelines and lots more.
• Time Efficiency: Using a template saves time by eliminating the need to create your plan from scratch. You can focus on customizing the template to your specific business needs rather than starting from a blank page.
• Consistency: A standardized sales template ensures consistency across different sales teams or periods. This means you can easily track progress and compare results.
• Communication and Alignment: A well-structured sales plan template aids in communicating goals, strategies and expectations to stakeholders, ensuring everyone is aligned toward common objectives.

Build relationships with customers and drive sales growth

• Reach out to prospects with impressive pitch decks and proposals that convert
• Monitor clients' level of engagement to see what they are most interested in
• Build a winning sales playbook to maximize your sales team's efficiency

Sign up. It’s free.

There are so many ways Visme can help you close more sales . For a start, we've carefully selected these pre-made sales plan templates to jumpstart your process. Each template can be fully tailored to suit your business needs.

Here’s what one of Visme's clients had to say about our templates and service:

Now, let’s get to the templates!

1. Sales Business Plan One Pager

Looking for a way to efficiently communicate the critical information of your sales plan to stakeholders in a concise format without overwhelming details? This sales business plan template is your silver bullet.

It uses a mix of subtle and bold colors to emphasize content, making it visually impactful. You can utilize the template sections to capture your sales tactics, goals, target audience, key performance metrics and more.

Short on time? Try Visme's AI document generator to quickly create your business sales plan or any document. Just input your prompt, offer some context, choose a design and watch it generate your draft in seconds.

2. Sales Employee 30-60-90 Day Plan

Take advantage of this sales employee 30-60-90 day plan for efficient onboarding of your new sales team members. This minimalistic template features a clean white background with black and grey accents. Each page also boasts engaging visuals that complement the content.

Utilize the template’s sections to outline specific objectives, goals and actionable steps for the first 90 days, including growth strategies, sales targets and more.

Make your sales plan engaging by incorporating animations and interactive elements like animated text, graphics, hotspots, pop-ups and hover effects to reveal additional information. With these additions, your team members can go through the plan in a more engaging way.

3. Company Territory Sales Plan

Create a strategy to refine your sales efforts within specific territories with this sales plan. It features sections for defining territories, identifying target customers, setting sales objectives, implementing tactics and evaluating performance.

With a vibrant purple color scheme, impressive fonts, icons and a sleek minimalist layout, this template ensures your sales plan stands out.

Easily leverage Visme's AI Touch-Up Tools to fine-tune your visuals, whether it's sharpening, removing backgrounds, or replacing elements, ensuring your images are perfect for the template.

4. Sales Budget Plan

This sales budget plan template is an indispensable asset for businesses aiming to effectively manage finances while optimizing sales strategies .

The template comprehensively covers vital budgeting aspects, encompassing revenue objectives, cost of goods sold, sales expenses and allocation for marketing and promotional endeavors.

Its structured use of color schemes, typefaces, fonts and design elements ensures a coherent and engaging document.

Avoid the hassle of manually incorporating brand elements repeatedly. With Visme's brand design tool , simply input your website URL and watch as it automatically integrates your brand assets into your brand kit.

5. Business Development Sales Plan

Need to create a business plan that’ll drive business expansion? This template is your sure bet.

It not only employs a stylish fusion of colors but also integrates captivating visuals, icons and data widgets in each slide.

With sections spanning company overview, launch plan, target market, goals, plans, budget and more, this template simplifies sales planning processes.

Engage your team seamlessly through Visme's collaboration tool , fostering commentary, annotations and idea exchange for refining the plan collaboratively. With Visme's workflow feature, you can effortlessly manage roles, tasks, progress and deadlines in a unified platform.

6. Product Market Expansion Sales Plan

Seeking to introduce your products to new markets or expand within existing ones? This product market expansion sales plan template is your best bet.

It features a bold, modern design adorned with vibrant colors, compelling imagery and dynamic graphics, offering a visually engaging way to present your ideas.

This sales planning template features detailed sections covering market analysis, competitive landscape, marketing strategies, distribution channels, sales tactics and performance metrics.

Customize colors and fonts and leverage customizable charts and widgets. You can use Visme’s library of data visualization tools , including charts, graphs, maps, and widgets, to create concise sales presentations.

7. Company Sales SOP Plan

This company sales SOP plan template is an essential asset for businesses seeking to efficiently standardize and streamline their sales procedures.

What sets the template apart is its incorporation of captivating visual elements. The images and graphics elevate the document's visual appeal, while the vibrant color palette sparks emotions and enthusiasm. The layout also ensures a clutter-free presentation and directs focus towards critical aspects of the content.

You can utilize the template’s sections to provide a detailed description of your goals, workflow and protocols for your sales activities.

Leverage Visme’s dynamic fields to effortlessly update information, data and dates across multiple projects with a single click. Dynamic fields enable swift adjustments to company details, results, or sales plan recipients, ideal for distributing multiple proposals to various stakeholders.

8. Consulting Revenue-based Sales Plan

This sales plan example is a specialized framework crafted specifically for consultants and consulting firms seeking to propel revenue growth through strategic sales initiatives.

Designed with a white background, balanced black tones and accents of orange and gray, this template offers a harmonious visual aesthetic that exudes vibrancy.

Dedicated sections within the template focus on client acquisition strategies, service offerings, pricing models, sales pipelines and performance metrics directed towards revenue targets.

Struggling with content creation? Visme's built-in AI writer simplifies the process. This sophisticated tool aids in text creation, modification and proofreading, saving valuable time and energy while ensuring the production of high-quality content. Just input your prompt and watch the tool perform its magic.

9. Sales Cloud Software Sales Plan

Tailored for software sales managers or sales teams in tech companies, this template is your compass for crafting an impactful sales strategy for your company.

The template features a color palette blending a white backdrop with accents of lemon and black tones. It also employs subtle shadows, clean lines and ample open spaces, which improves readability.

Use the template’s sections to highlight your market analysis, target audience identification, competitive positioning, sales strategies, customer acquisition tactics and lots more.

Your sales plan doesn’t have to be boring. Spice it up with visually appealing images and interactive icons. Simply browse through Visme's vast collection of stock photos, icons and more to choose the visual that suits your needs.

If you cannot find the exact you need, then utilize Visme's AI image generator. This feature allows you to craft unique photos, paintings, pencil drawings, 3D graphics, icons, abstract art and beyond. Just input a precise prompt and begin generating your personalized visuals effortlessly.

10. Sales Business Plan Infographic Template

Creating a comprehensive sales plan often entails complex steps, which might pose challenges when presenting to potential stakeholders. This template offers a concise yet thorough way to showcase your plan, emphasizing crucial elements while minimizing excessive text.

Its dynamic presentation, enriched with a captivating fusion of colors and visuals, offers an impactful way to convey information.

The template’s sections allow you to visualize your goals, timelines, market analysis, strategies, performance metrics and more.

You can utilize this template for your sales meetings, strategy sessions, or as a comprehensive reference tool for your sales team.

11. SaaS Product Sales Plan

Craft a high-impact sales approach for SaaS products effortlessly with this template. Whether you're a SaaS startup founder, a product manager, or part of a tech company's sales team, this template will help you create a concise plan.

This template has a sleek white background complemented by shades of green and nude tones. Its design elements, coupled with compelling charts and graphics, also make it a breeze to convey your sales insights.

The template’s section covers essential sections such as market analysis, target audience profiling, competitive assessment, pricing strategies and customer acquisition tactics.

What's more, you can download your design in JPG, PNG, or PDF formats for printing or easy sharing with team members for collaborative efforts.

12. Digital Marketing Agency Sales Plan

Designed for digital agency owners, sales managers, or marketing teams, this template offers a structured approach to craft a robust sales strategy.

With a sleek, contemporary design, user-friendly layout and engaging visuals, this template effectively conveys your vision and offers a detailed roadmap to accomplish your agency's objectives.

It covers sections on market analysis, target audience identification, service offerings, pricing strategies, lead generation tactics and performance metrics. Tailor the template to match your brand's style, ensuring a unified and visually appealing plan.

13. Real Estate Sales Plan

Tailored explicitly for real estate agents, brokers, or agencies, this template is a great tool to outline strategies to proficiently market properties and close deals. It employs captivating fonts, vibrant colors and graphics that’ll engage your sales team members.

You can utilize the template’s sections to outline your executive summary, sales goals and KPIs , revenue targets, target markets, marketing strategy, prospecting strategy, budget and lots more.

14. Marketing Agency Sales Plan

For your marketing agency's success, a well-organized sales plan is pivotal. This marketing agency sales plan is a great tool to craft a robust sales strategy that attracts clients effectively.

The modern design boasting a harmonious color palette, enriched with images and icons gives the plan a great visual appeal. It includes sections to detail your market analysis, target audiences, service offerings, pricing strategies, lead generation tactics, budget allocation and performance metrics.

For added flair, you can animate this annual sales plan template with illustrations, incorporate characters and integrate clickable interactive icons.

15. Health Insurance Sales Plan

This specialized health insurance template is crafted exclusively for insurance professionals aiming to optimize their sales strategies, specifically for health insurance products.

The template provides a refined layout while integrating vibrant and compelling imagery. It covers comprehensive sections on market analysis, identifying target audiences, competitive analysis, pricing strategies, lead generation tactics, regulatory compliance and performance metrics.

Effortlessly incorporate data from platforms such as Google Sheets, Excel and various tools directly into your charts and graphs. Once connected to your data sources, your charts and graphs will dynamically adjust to any changes in the external data, keeping your information organized and up-to-date.

This feature boosts the professional quality of your sales plan while simplifying data handling.

16. Customer Product Sales Plan

This Customer Product Sales Plan template offers a strategic framework designed for businesses seeking to enhance sales by prioritizing the customer's perspective. The striking combination of grey, black, and white gives it a great visual appeal.

From sections like customer segmentation, market analysis, product positioning, sales tactics and more, this template has everything you need to create a comprehensive sales plan.

For detailed tracking of data, leverage Visme analytics . Monitor views, engagement and interactions to gain insights into audience interaction with your visual content. You can easily track your audience’s activities by customizing and saving each document separately with the prospect's name.

How to Create a Sales Plan Template with Visme

With the wide variety of features and templates available in Visme, you can quickly whip up visually appealing and professional sales business plans.

Here’s how to write a sales plan using Visme.

Step 1: Register or Log in to your Visme Account

Create a new Visme account or sign in if you're already a user. Once logged in, you can dive into Visme's impressive array of features and tools.

Step 2: Choose a Suitable Template

Choose a sales plan template that matches your unique needs and objectives. Visme offers an extensive collection of professionally designed templates tailored to your project or initiative.

Step 3: Input Relevant Content

Once you’ve selected your template, the next step is to input relevant information into it. The information you’ll require here depends on the type of sales plan template you’ve chosen.

Simply replace the template’s placeholder content with yours. With Visme's user-friendly editor, you can quickly and easily add, edit, or remove pages and content to suit your needs.

Step 4: Input Your Sales Data By Integrating Visme With Your CRM

A sales plan typically includes various sales data such as target market analysis, sales strategies, product or service details, and lots more.

One of the perks of using Visme to create your sales plans is that it offers seamless integration with CRM tools like Salesforce and HubSpot. This connection enables direct input of your sales data and client information from your CRM into your visual content. This way, you can showcase up-to-date sales data within your sales plan.

The integration also allows easy export of projects created in Visme to your HubSpot or Salesforce storage. When you have all your sales data in one central place, you create a single source of truth for your sales team.

This will aid the effective execution of your sales activities.

Here’s how to set up Visme’s integration with Hubspot or Salesforce:

• Go to the Visme Apps section and click HubSpot or Salesforce
• Log in to your HubSpot or Salesforce account using your credentials to connect your account to Visme.
• Access your HubSpot or Salesforce files within Visme, then select the specific file you want to incorporate into your Visme project.
• When you are done with the project, select the dropdown next to the Download button to export the file directly to your HubSpot or Salesforce storage.

Step 5: Customize the Template

Once you've selected a template and gathered the necessary information for your sales plan, the next step involves crafting the content and personalizing the template to suit your needs.

Simply replace the placeholder content in the template with your own. Visme's user-friendly editor allows you to seamlessly add, edit, or delete content and rearrange design elements across the canvas.

You have the flexibility to modify text by adjusting font size, style, color, alignment and even add animations. Easily tailor section headings, include or exclude sections and ensure the content aligns perfectly with your project or organization.

Earlier, we highlighted several features and design elements within Visme that will assist you in customizing your sales plan templates. Take advantage of these tools and features to craft visually appealing and professional sales plans tailored to your needs.

Step 6: Download and Share

Publish and share the completed sales plan with relevant team members and stakeholders. You can download designs in PDF, JPG, PNG, or HTML5 formats or easily share them via email or a shareable link. Plus, effortlessly publish your content anywhere online by generating a code within the Visme app.

Sales Plan FAQs

Q. what are the 7 steps to creating a sales plan.

Here are 7 steps to create a sales plan:

• Review Sales and Customer Data
• Set Clear Objectives
• Identify Gaps and Opportunities to Improve
• Define Sales Strategies
• Establish KPIs
• Create an Action Plan
• Allocate Budget and Resources:

Q. What Should a Good Sales Plan Include?

A typical sales plan includes the following sections:

• Executive Summary
• Sales Goals
• Target Market
• Competitors Analysis
• Action Plan
• KPIs to Measure
• Team Structure

Q. What Does a Sales Strategy Plan Look Like?

A sales strategy plan typically consists of several key components, including:

• Market Analysis
• Value PropositionTarget Audience
• Sales Objectives
• Sales Channels
• Sales Tactics and Techniques
• Resource Allocation

Q. How Do You Write a Sales Strategy Plan Template?

Follow these steps to write a sales strategy plan template:

• Analyze the Market and Persona
• Define Your Sales Goals
• Analyze Current Position and Opportunities
• Align Sales and Marketing
• Create Sales Strategies
• Define Sales KPIs
• Map Out Your Action Plan
• Evaluate Budget and Resource
• Create a Timeline

Easily Design Captivating & Data-Driven Sales Plans with Visme

A well crafted sales plan will help you focus efforts, allocate resources effectively and adapt to market changes, ultimately contributing to sustainable profitability.

Thanks to Visme, creating your sales plans doesn't have to be overwhelming.

Visme is a comprehensive tool for effortlessly creating engaging and data-driven sales plans. Its broad range of features, customizable options, AI-powered tools, and templates allow for the creation of professional-quality plans.

You can also utilize Visme's real-time collaboration tools and versatile sharing options to seamlessly engage all stakeholders in crafting and conveying your sales plan, irrespective of physical proximity.

Beyond sales plans, Visme can be used to create various business assets, such as sales presentations, infographics, e-books, whitepapers and more.

Ready to level up your company's sales game? Sign up or book a demo to discover how Visme can help your sales team drive tangible results.

Put together stunning sales plans using Visme

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About the Author

Olujinmi is a Content writer for Visme who creates human-first SEO content. She loves helping businesses smash their ROI goals with strategic content development and optimization. When she’s not writing, you’ll find her composing songs.

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MoSCoW Prioritization

What is moscow prioritization.

MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. 

  The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won’t-have, or will not have right now. Some companies also use the “W” in MoSCoW to mean “wish.”

What is the History of the MoSCoW Method?

Software development expert Dai Clegg created the MoSCoW method while working at Oracle. He designed the framework to help his team prioritize tasks during development work on product releases.

You can find a detailed account of using MoSCoW prioritization in the Dynamic System Development Method (DSDM) handbook . But because MoSCoW can prioritize tasks within any time-boxed project, teams have adapted the method for a broad range of uses.

How Does MoSCoW Prioritization Work?

Before running a MoSCoW analysis, a few things need to happen. First, key stakeholders and the product team need to get aligned on objectives and prioritization factors. Then, all participants must agree on which initiatives to prioritize.

At this point, your team should also discuss how they will settle any disagreements in prioritization. If you can establish how to resolve disputes before they come up, you can help prevent those disagreements from holding up progress.

Finally, you’ll also want to reach a consensus on what percentage of resources you’d like to allocate to each category.

With the groundwork complete, you may begin determining which category is most appropriate for each initiative. But, first, let’s further break down each category in the MoSCoW method.

Start prioritizing your roadmap

Moscow prioritization categories.

1. Must-have initiatives

As the name suggests, this category consists of initiatives that are “musts” for your team. They represent non-negotiable needs for the project, product, or release in question. For example, if you’re releasing a healthcare application, a must-have initiative may be security functionalities that help maintain compliance.

The “must-have” category requires the team to complete a mandatory task. If you’re unsure about whether something belongs in this category, ask yourself the following.

If the product won’t work without an initiative, or the release becomes useless without it, the initiative is most likely a “must-have.”

2. Should-have initiatives

Should-have initiatives are just a step below must-haves. They are essential to the product, project, or release, but they are not vital. If left out, the product or project still functions. However, the initiatives may add significant value.

“Should-have” initiatives are different from “must-have” initiatives in that they can get scheduled for a future release without impacting the current one. For example, performance improvements, minor bug fixes, or new functionality may be “should-have” initiatives. Without them, the product still works.

3. Could-have initiatives

Another way of describing “could-have” initiatives is nice-to-haves. “Could-have” initiatives are not necessary to the core function of the product. However, compared with “should-have” initiatives, they have a much smaller impact on the outcome if left out.

So, initiatives placed in the “could-have” category are often the first to be deprioritized if a project in the “should-have” or “must-have” category ends up larger than expected.

4. Will not have (this time)

One benefit of the MoSCoW method is that it places several initiatives in the “will-not-have” category. The category can manage expectations about what the team will not include in a specific release (or another timeframe you’re prioritizing).

Placing initiatives in the “will-not-have” category is one way to help prevent scope creep . If initiatives are in this category, the team knows they are not a priority for this specific time frame. 

Some initiatives in the “will-not-have” group will be prioritized in the future, while others are not likely to happen. Some teams decide to differentiate between those by creating a subcategory within this group.

How Can Development Teams Use MoSCoW?

  Although Dai Clegg developed the approach to help prioritize tasks around his team’s limited time, the MoSCoW method also works when a development team faces limitations other than time. For example: 

Prioritize based on budgetary constraints.

What if a development team’s limiting factor is not a deadline but a tight budget imposed by the company? Working with the product managers, the team can use MoSCoW first to decide on the initiatives that represent must-haves and the should-haves. Then, using the development department’s budget as the guide, the team can figure out which items they can complete. 

Prioritize based on the team’s skillsets.

A cross-functional product team might also find itself constrained by the experience and expertise of its developers. If the product roadmap calls for functionality the team does not have the skills to build, this limiting factor will play into scoring those items in their MoSCoW analysis.

Prioritize based on competing needs at the company.

Cross-functional teams can also find themselves constrained by other company priorities. The team wants to make progress on a new product release, but the executive staff has created tight deadlines for further releases in the same timeframe. In this case, the team can use MoSCoW to determine which aspects of their desired release represent must-haves and temporarily backlog everything else.

What Are the Drawbacks of MoSCoW Prioritization?

  Although many product and development teams have prioritized MoSCoW, the approach has potential pitfalls. Here are a few examples.

1. An inconsistent scoring process can lead to tasks placed in the wrong categories.

  One common criticism against MoSCoW is that it does not include an objective methodology for ranking initiatives against each other. Your team will need to bring this methodology to your analysis. The MoSCoW approach works only to ensure that your team applies a consistent scoring system for all initiatives.

Pro tip: One proven method is weighted scoring, where your team measures each initiative on your backlog against a standard set of cost and benefit criteria. You can use the weighted scoring approach in ProductPlan’s roadmap app .

2. Not including all relevant stakeholders can lead to items placed in the wrong categories.

To know which of your team’s initiatives represent must-haves for your product and which are merely should-haves, you will need as much context as possible.

For example, you might need someone from your sales team to let you know how important (or unimportant) prospective buyers view a proposed new feature.

One pitfall of the MoSCoW method is that you could make poor decisions about where to slot each initiative unless your team receives input from all relevant stakeholders. 

3. Team bias for (or against) initiatives can undermine MoSCoW’s effectiveness.

Because MoSCoW does not include an objective scoring method, your team members can fall victim to their own opinions about certain initiatives. 

One risk of using MoSCoW prioritization is that a team can mistakenly think MoSCoW itself represents an objective way of measuring the items on their list. They discuss an initiative, agree that it is a “should have,” and move on to the next.

But your team will also need an objective and consistent framework for ranking all initiatives. That is the only way to minimize your team’s biases in favor of items or against them.

When Do You Use the MoSCoW Method for Prioritization?

MoSCoW prioritization is effective for teams that want to include representatives from the whole organization in their process. You can capture a broader perspective by involving participants from various functional departments.

Another reason you may want to use MoSCoW prioritization is it allows your team to determine how much effort goes into each category. Therefore, you can ensure you’re delivering a good variety of initiatives in each release.

What Are Best Practices for Using MoSCoW Prioritization?

If you’re considering giving MoSCoW prioritization a try, here are a few steps to keep in mind. Incorporating these into your process will help your team gain more value from the MoSCoW method.

1. Choose an objective ranking or scoring system.

Remember, MoSCoW helps your team group items into the appropriate buckets—from must-have items down to your longer-term wish list. But MoSCoW itself doesn’t help you determine which item belongs in which category.

You will need a separate ranking methodology. You can choose from many, such as:

• Weighted scoring
• Value vs. complexity
• Buy-a-feature
• Opportunity scoring

For help finding the best scoring methodology for your team, check out ProductPlan’s article: 7 strategies to choose the best features for your product .

2. Seek input from all key stakeholders.

To make sure you’re placing each initiative into the right bucket—must-have, should-have, could-have, or won’t-have—your team needs context. 

At the beginning of your MoSCoW method, your team should consider which stakeholders can provide valuable context and insights. Sales? Customer success? The executive staff? Product managers in another area of your business? Include them in your initiative scoring process if you think they can help you see opportunities or threats your team might miss. 

3. Share your MoSCoW process across your organization.

MoSCoW gives your team a tangible way to show your organization prioritizing initiatives for your products or projects. 

The method can help you build company-wide consensus for your work, or at least help you show stakeholders why you made the decisions you did.

Communicating your team’s prioritization strategy also helps you set expectations across the business. When they see your methodology for choosing one initiative over another, stakeholders in other departments will understand that your team has thought through and weighed all decisions you’ve made. 

If any stakeholders have an issue with one of your decisions, they will understand that they can’t simply complain—they’ll need to present you with evidence to alter your course of action.  

Related Terms

2×2 prioritization matrix / Eisenhower matrix / DACI decision-making framework / ICE scoring model / RICE scoring model

Prioritizing your roadmap using our guide

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	unto them who are of the household of faith - ONE (1) Level that pays Commission on every member that joins the Product Certificate Program.  " ... -  No complicated Multi-Level Marketing Plan with many levels. Just ONE (1) Level so YOU get of the income that is due to you for all of the work YOU do.  and how much effort, time and money you are willing to spend to build  business. However, we will tell you this. The opportunity is here if you would like to someday to do this on a Full Time basis. a " ". So develop patience, faith and give yourself enough to build your group. As the Old saying goes " " and neither will you group. So, take your time and watch your business and commission checks grow " " until you get what you want ... " ...   highly successful person says ... -  on any of your member that joins any of these programs an a  Commission on any of your members that jointhe Product Certificate Program. wealth is created. 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Just ONE (1) Level so YOU get of the income that is due to you for all of the work YOU do.  and how much effort, time and money you are willing to spend to build  business. However, we will tell you this. The opportunity is here if you would like to someday to do this on a Full Time basis. a " ". So develop patience, faith and give yourself enough to build your group. As the Old saying goes " " and neither will you group. So, take your time and watch your business and commission checks grow " " until you get what you want ... " ...   highly successful person says ... -  on any of your member that joins any of these programs an a  Commission on any of your members that jointhe Product Certificate Program. wealth is created. We have " Christian Opportunity on the planet ... - "  *Advertising and/or Leads Program. Join any of these program for 1/20 the cost of advertising on your own. Every time a new member responds to one of your ads or leads that person will be automatically added to your group with you as their sponsor and all of their information will be sent to your email address.  you build your group, If you're not adding new members to you group the will you earn a monthly income ... .  - Need help or have any questions, feel free to call us Toll-Free at 844-246-6760 Mon-Fri from 10am to 6pm Eastern Time. After Hours leave a message and we call you back with NO Sales Presentation or Pressure to join. Also you can email us at or use our 24 hour Chat Service by clicking on the below. R news and tutorials contributed by hundreds of R bloggers Introduction to standardization in business reporting. Posted on June 27, 2024 by Numbers around us in R bloggers | 0 Comments Why Standardization Matters Hey there! Thanks for joining me on this exciting journey into the world of International Business Communication Standards (IBCS). Before we dive into the nitty-gritty of the SUCCESS acronym, let’s take a step back and chat about why standardization in business reporting is such a game-changer. If you’ve ever felt overwhelmed by messy reports with inconsistent formatting, you’re not alone. I’ve been there too, staring at a sea of numbers that don’t quite add up. Standardization in business reporting ensures that data is presented in a consistent manner, enhancing comprehensibility and comparability across different reports. Imagine flipping through different reports where each one tells its story in its own unique language — confusing, right? Standardization is like translating all those languages into one that everyone can understand easily. Consistency is Key Think of standardized reports as a well-organized bookshelf. You know exactly where to find what you’re looking for, and every book (or in this case, piece of data) is presented in a way that makes sense. This consistency is crucial for making informed business decisions quickly and accurately. No more wasting time trying to figure out what’s what! I remember a time when I was working on a project that involved analyzing sales data across multiple brands. Each region had its own way of reporting — different formats, different terminologies, and different visualization styles. It was a nightmare to compile all this information into a coherent report. That’s when I discovered the power of standardization. By applying consistent formats and visual styles, the report not only became easier to read but also revealed insights that were previously hidden in the chaos. Time-Saving and Efficiency Let’s be honest, who wouldn’t want to save time? Standardization not only reduces the risk of misinterpretation but also enhances the efficiency of report generation and review processes. Once you have a standardized template, creating new reports becomes a breeze. You can focus more on analyzing the data rather than formatting the report. Understanding IBCS Standards Now that we’ve established why standardization is so important, let’s get to know IBCS. The International Business Communication Standards provide a comprehensive framework for the design of business communication, particularly in the context of reports, presentations, and dashboards. The goal of IBCS is to improve the clarity, efficiency, and effectiveness of business communications. The SUCCESS Formula The heart of IBCS is the SUCCESS formula: SAY : Convey a clear message. UNIFY : Apply consistent semantic notation. CONDENSE : Increase information density. CHECK : Ensure visual integrity. EXPRESS : Choose proper visualization. SIMPLIFY : Avoid clutter. STRUCTURE : Organize content logically. Let’s break down each component briefly: SAY : It’s all about making your key message unmistakably clear. Your audience should be able to grasp the main point at a glance. This involves using clear titles, highlighting key figures, and ensuring that the message is front and center. UNIFY : Consistency is key. This principle ensures that all visual elements (like colors, shapes, and fonts) are used consistently throughout your reports. This helps in creating a familiar look and feel, making it easier for readers to navigate and understand. CONDENSE : More information doesn’t necessarily mean more clutter. This principle focuses on presenting data in a compact and dense format, without overwhelming the reader. Think of using small multiples, sparklines, and condensed tables that pack a lot of information in a small space. CHECK : Accuracy and integrity are paramount. This involves verifying the data, ensuring that scales and labels are accurate, and avoiding any visual misrepresentations. It’s about being honest and precise with your visuals. EXPRESS : Choosing the right type of visualization for your data is crucial. This principle guides you on selecting the most effective chart types to convey your message clearly, whether it’s bar charts, line charts, scatter plots, or more advanced visualizations. SIMPLIFY : Less is more. Avoiding unnecessary elements and focusing on what’s important helps in reducing cognitive load on the reader. This means removing gridlines, reducing colors, and using white space effectively. STRUCTURE : Organize your content logically. This involves structuring your reports in a way that guides the reader through the data naturally. Sections, subsections, and a logical flow of information are essential here. Clarity and Comprehension I’ve been standardizing reports in my previous roles for quite some time. But I only came across IBCS recently, and let me tell you, I’m absolutely loving it as a framework. It has transformed the way I think about presenting data. Suddenly, my reports are not just a collection of numbers but a coherent story that my audience can easily understand and act upon. Each element of the SUCCESS formula plays a critical role in achieving this clarity. Practical Steps to Implement Standardization Alright, let’s get practical. How can you start standardizing your reports? Here’s a step-by-step guide that I’ve found incredibly useful: Evaluate Current Practices : Start by evaluating your current reporting practices. Identify inconsistencies and areas for improvement. Trust me, you’ll find plenty of “aha!” moments here. Educate and Train : Educate your team about the importance of standardization and the principles of IBCS. Knowledge is power, after all. Conduct workshops or training sessions to get everyone on the same page. Develop Templates and Tools : Develop standardized templates and tools that align with IBCS guidelines. This step is crucial for ensuring consistency across all reports. Tools like Quarto can be incredibly helpful here. Monitor and Collect Feedback : Regularly review your reports for compliance with the standards and gather feedback from users. Continuous improvement is the name of the game. Set up a feedback loop where users can suggest improvements and share their experiences. Personal Experience in Implementation In my previous role, we initiated a project to standardize our sales reports. Initially, there was some resistance — change is always hard. But after a few training sessions and some hands-on practice, the team started to see the benefits. The reports were not only easier to produce but also much more impactful. We even started receiving positive feedback from our clients who appreciated the clarity of our presentations. Here’s a personal tip: Start small. Implement standardization in one type of report first. This approach allows you to refine the process and make adjustments before rolling it out across all reports. Challenges and Solutions Of course, it wasn’t all smooth sailing. We faced challenges like getting everyone to adopt the new standards and ensuring consistency across all reports. But with persistent effort and open communication, we overcame these hurdles. The key was to make everyone understand the long-term benefits of standardization. One challenge we faced was with custom reports requested by different departments. These reports often deviated from the standard format. Our solution was to create a flexible template that allowed for some customization while still adhering to the core IBCS principles. This compromise ensured that the reports remained standardized but could still meet the specific needs of each department. Types of Data Analysis Before we dive deeper into reporting, let’s quickly touch on the different types of data analysis. Understanding these will help you tailor your reports to your specific needs. Descriptive Analysis: The What Descriptive analysis is all about summarizing past data to understand what happened. Think of it as the “what” of your data. It’s like looking at your car’s speedometer to see how fast you went. This type of analysis uses statistics like mean, median, and mode to describe the data. For instance, if we look at the nycflights13 R dataset, a descriptive analysis might involve calculating the average delay time for flights, the total number of flights, or the distribution of flight delays across different months. This helps to paint a clear picture of historical performance. Diagnostic Analysis: The Why Diagnostic analysis moves us to the “why.” This type of analysis examines data to understand why something happened. It’s like figuring out why your car’s speed dropped suddenly — maybe there was a traffic jam? Diagnostic analysis involves looking at correlations and potential causal relationships to uncover the reasons behind certain trends or anomalies. In the context of nycflights13, we might investigate why certain flights are delayed more frequently. This could involve examining variables like weather conditions, carrier performance, or airport congestion. Understanding these factors can help pinpoint the causes of delays. Predictive Analysis: The What Might Happen Predictive analysis uses statistical models and forecasting techniques to predict future outcomes based on historical data. It’s like forecasting whether you’ll hit traffic on your next trip based on past experiences. This type of analysis helps in anticipating future trends and making proactive decisions. Using nycflights13, a predictive analysis might involve forecasting future flight delays based on historical delay patterns and upcoming weather forecasts. This can help airlines and passengers plan better and mitigate potential issues. Prescriptive Analysis: The What Should We Do Finally, prescriptive analysis provides recommendations for actions based on predictive analysis. It’s like your GPS suggesting an alternate route to avoid that predicted traffic jam. This type of analysis uses algorithms to suggest various courses of action and their potential outcomes. For nycflights13, prescriptive analysis could recommend optimal flight schedules or routes to minimize delays. It might also suggest operational changes, like adjusting staffing levels during peak hours or implementing new maintenance protocols. Reporting Delivery Platforms Not all reports are created equal, and neither are the platforms we use to deliver them. Let’s break down the different platforms and how they impact standardization: Interactive Dashboards Interactive dashboards are dynamic and allow users to explore data in real-time. Standardization here ensures consistency across various views and interactions. Think of platforms like Power BI or Tableau. These dashboards are great for providing an overview and enabling detailed drill-downs. Using the nycflights13 dataset, an interactive dashboard might include various widgets and filters that allow users to view flight performance by date, carrier, or destination. Ensuring that these elements are standardized makes the dashboard intuitive and user-friendly. Presentations Presentations are typically used for communicating key findings to stakeholders. Standardized slides enhance clarity and ensure that key messages are consistently communicated. PowerPoint or Google Slides are your friends here. Imagine preparing a quarterly review using nycflights13 data. A standardized presentation template would include consistent slide layouts, color schemes, and fonts, making it easier for the audience to follow along and understand the insights. Static Reports Static reports provide a fixed snapshot of data. Standardization in static reports ensures that all necessary information is included and presented clearly. PDF reports or printed documents often fall into this category. For example, a static report using nycflights13 data could be a detailed monthly performance report. Standardized headers, footers, and table formats ensure that the report is easy to read and understand. How Different Types and Delivery Points Affect Standardization Alright, let’s tie it all together. Different types of analysis and delivery platforms influence how you apply standardization: Descriptive Analysis on Dashboards : Ensure that interactive elements are standardized so users can easily compare past performance across different metrics. Diagnostic Analysis in Presentations : Use consistent visuals to explain why certain trends occurred. This helps stakeholders grasp the insights quickly. Predictive Analysis in Static Reports : Present forecasts in a standardized format to make it easier for readers to understand and trust the predictions. Prescriptive Analysis Across Platforms : Whether it’s a dashboard, presentation, or report, standardized recommendations ensure that the suggested actions are clear and actionable. Tools for Standardizing Reports in R In this chapter, we’ll discuss the tools I’ll be using in R to ensure our reports adhere to IBCS standards. Standardizing reports involves a combination of data manipulation, visualization, and documentation tools. Here are the main tools and packages we’ll be using throughout this series: Data Manipulation with dplyr and tidyr To start, we need robust tools for data manipulation. The dplyr and tidyr packages from the tidyverse suite are indispensable for cleaning, transforming, and organizing our data. dplyr : This package is perfect for data wrangling. With functions like select(), filter(), mutate(), summarize(), and arrange(), we can easily manipulate our data frames to get them into the right shape for analysis. tidyr : This package helps in tidying data, ensuring that it follows the tidy data principles. Functions like pivot_longer(), pivot_wider(), unite(), and separate() make it straightforward to reshape data as needed. Data Visualization with ggplot2 Visualization is a cornerstone of effective reporting, and ggplot2 is the go-to package for creating high-quality graphics in R. It follows the grammar of graphics, which makes it highly flexible and powerful. Consistent Themes : We’ll use ggplot2's theming capabilities to apply consistent colors, fonts, and layouts across all our visualizations. This aligns with the UNIFY principle of IBCS. Custom Visuals : We’ll create custom visuals that not only look good but also convey the right message clearly, adhering to the EXPRESS principle. Enhancing ggplot2 with Extensions There are several extensions to ggplot2 that can help enhance its capabilities and ensure our visualizations are both informative and aesthetically pleasing: ggthemes : Provides additional themes and scales that help in standardizing the look and feel of plots. gghighlight : Allows us to highlight specific data points in a plot, making it easier to draw attention to key information. ggrepel : Helps in adding labels to plots without overlapping, ensuring that our visualizations remain clear and readable. patchwork : Facilitates the combination of multiple ggplot2 plots into a single cohesive layout, supporting the CONDENSE principle by increasing information density. Reporting with Quarto For generating and maintaining our reports, we’ll use Quarto, a new, powerful tool for creating dynamic documents in R. Dynamic Reports : Quarto allows for the integration of R code and markdown, enabling us to create reports that are both reproducible and interactive. Standardized Templates : We can create standardized templates that ensure consistency across all reports. Table Formatting with kableExtra Tables are a crucial part of any report, and kableExtra is an excellent package for creating well-formatted tables in R. Enhanced Tables : kableExtra provides functionality to produce beautiful tables within Quarto documents. It supports various table styling options, including striped rows, column alignment, and more. Interactive Tables : This package also supports the creation of interactive tables, making it easier for readers to explore data. Supplementary Tools scales : This package works with ggplot2 to ensure that our scales are appropriately formatted, enhancing readability and accuracy. lubridate : Useful for handling date-time data, ensuring our time series data is properly formatted and easy to manipulate. stringr : Helps with string manipulation, making it easier to clean and prepare text data for reporting. So, there you have it — a comprehensive introduction to the importance of standardization in business reporting and an overview of how IBCS can help you achieve it. In the next episodes, we’ll dive deep into each component of the SUCCESS formula, starting with SAY: Convey a Message . We’ll explore how to clearly and effectively communicate the main message in your reports, using practical examples and the nycflights13 dataset to illustrate these principles in action. Remember, the goal here is to make your reports not just informative but also engaging and easy to understand. Let’s embark on this journey together and transform your business reporting skills! Stay tuned, and happy reporting! Introduction to Standardization in Business Reporting was originally published in Numbers around us on Medium, where people are continuing the conversation by highlighting and responding to this story. Copyright © 2024 | MH Corporate basic by MH Themes Never miss an update! Subscribe to R-bloggers to receive e-mails with the latest R posts. (You will not see this message again.) Election latest: Campaign focuses on veterans on Armed Forces Day - as PM hails 'dedication' of servicepeople Party leaders will be on the election campaign trail on Armed Forces Day discussing defence and support for veterans. But fallout is expected to continue from comments made by campaigners for Reform UK, as party leader Nigel Farage declined to apologise for their actions. Saturday 29 June 2024 06:45, UK General Election 2024 Please use Chrome browser for a more accessible video player Campaign to focus on support for veterans on Armed Forces Day Reform canvasser in PM racism row says he was 'a total fool' Politics at Jack and Sam's : The last weekend Live reporting by Faith Ridler Election essentials Manifesto pledges: Conservatives | Greens | Labour | Lib Dems | Plaid | Reform | SNP Trackers:  Who's leading polls? | Is PM keeping promises? Campaign Heritage:  Memorable moments from elections gone by Follow Sky's politics podcasts:  Electoral Dysfunction | Politics At Jack And Sam's Read more:  Who is standing down? | Key seats to watch | What counts as voter ID? | Check if your constituency is changing | Guide to election lingo How to watch election on Sky News Our live poll tracker collates the results of opinion surveys carried out by all the main polling organisations - and allows you to see how the political parties are performing in the run-up to the general election. With under a week to go, the Tories and Labour have taken a drop, while support for Reform UK and the Liberal Democrats is on the rise. Read more about the tracker  here . By Faye Brown , political reporter A Reform UK canvasser who used a racial slur against Rishi Sunak has called himself a "total fool" and said he has learned his lesson. Footage from an undercover Channel 4 reporter showed Reform campaigner Andrew Parker using a discriminatory term about the prime minister, as well as saying the army should "just shoot" migrants crossing the Channel. Police are now assessing the comments to establish if an offence has been committed, while Mr Sunak said the insult directed at him "hurts and it makes me angry". Mr Parker, who was canvassing in Clacton, where Reform leader Nigel Farage is standing, told Sky News the sting operation had "proper taught me a lesson". Party leaders will be on the election campaign trail on Armed Forces Day discussing defence and support for veterans. Prime Minister Rishi Sunak will hail the "duty, dedication and selfless personal sacrifice" of servicemen and women and claim his is the only party to meet the Help for Heroes Veterans' Pledge. The pledge requires parties to commit to keeping the Office for Veterans' Affairs, commissioning an independent review of the medical discharge process and ensuring veterans get the benefits and compensations they deserve. Mr Sunak said: "It should be the first responsibility of any government to support those who defend us. "It's why it's so important that we get defence spending to 2.5% of GDP by 2030, and also why we must continue our mission to make the UK the best country in the world to be a veteran." Meanwhile, Labour leader Sir Keir Starmer will pledge to introduce a new armed forces commissioner and lead a "government of service" if Labour is elected. The commissioner role will aim to champion those who serve by investigating issues such as substandard housing, faulty kit and poor discharge support, the party said. Sir Keir said: "Labour is deeply proud of our armed forces personnel, veterans, and their families for the contribution they make to our country. "Theirs is the ultimate public service - and their professionalism and bravery is rightly respected across the world." And Liberal Democrat leader Sir Ed Davey has reiterated their manifesto pledge to reverse cuts to numbers in the armed forces and their "ambition" to increase defence spending to 2.5% of GDP. Good morning! Welcome back to the Politics Hub for the last Saturday of the general election campaign. There is less than a week to go until polls open across the country for voters to select the next government on 4 July. There's still plenty that could happen between now and next Thursday, however. Here's what you need to know today: Party leaders will be on the election campaign trail on Armed Forces Day discussing defence and support for veterans;  Rishi Sunak will hail the "duty, dedication and selfless personal sacrifice" of servicemen and women and claim his is the only party to meet the Help for Heroes Veterans' Pledge; Meanwhile, Labour leader Sir Keir Starmer will pledge to introduce a new armed forces commissioner and lead a "government of service" if Labour is elected; And  Liberal Democrat leader Sir Ed Davey has reiterated their manifesto pledge to reverse cuts to numbers in the armed forces and their "ambition" to increase defence spending to 2.5% of GDP; And fallout is expected to continue from comments made by campaigners for Reform UK , as party leader Nigel Farage declined to apologise for their actions; Despite this, a Reform UK canvasser who used a racial slur against Mr Sunak has called himself a "total fool" and said he has learned his lesson. We'll be discussing all of that and more with: Security minister Tom Tugendhat at 7.15am; John Healey , shadow defence secretary, at 8.15am. Follow along for the very latest in the general election campaign. Thank you for joining us in the Politics Hub for live coverage of today's events in the general election campaign. Polls open in 5 days and 8 hours - and the politicians will be spending every last moment fighting for your vote. Scroll down for all of today's developments - and join us from 6am for live coverage of the last weekend of the campaign. Education Secretary Gillian Keegan has joked about needing a new job next week as she faces being one of the Tories' most high-profile election casualties. The cabinet minister is projected to lose her Chichester seat in West Sussex to the Lib Dems, who are aiming to smash the so-called "blue wall" in southern England. During a visit to a school in her constituency, Ms Keegan was asked by pupils what job she would do if she was not an MP. "I might have to answer that question next Friday", she said. Ms Keegan later told the PA news agency that the polls were "all over the place" and "I have never taken anything in my whole life for granted". But her initial answer reflects the defeatist mood of some Tories as multiple polls suggest Britain's political landscape is about to be fundamentally re-drawn, with Labour  on course for a historic majority. Ms Keegan is one of more than a dozen senior figures at risk of having a so-called "Portillo moment" - a reference to Michael Portillo, the Conservative minister who was famously unseated as Tony Blair swept to power in 1997. Read more here: We've got six days to go until the election - and today has been slightly quieter than some of the other days on the campaign trail. Here's everything you need to know this evening: Rishi Sunak has said the reported use of the slur "P***" by a Reform UK campaigner to describe him "hurts" and makes him "angry"; Labour leader Sir Keir Starmer described the comments as "racist" - but did not apply that label to Nigel Farage ; Although the Reform UK leader described the comments as "very prejudiced, very wrong", he claimed that the undercover reporting by Channel 4 was a "stitch up" - something the broadcaster completely rejects; The campaigner who made the comment, Andrew Parker, called himself a "total fool" and said he has learned his lesson; However, Essex Police said they are "urgently assessing" whether any offences were committed by Mr Parker and another canvasser who made homophobic comments. A new MRP poll  predicted the Tories will crash to just 85 seats - with Labour winning a whopping 470 seats and becoming the largest party in Scotland for the first time in over a decade; Data from the Electoral Commission  showed that the unions finally opened their chequebooks to Labour, giving nearly £2m in week three of the campaign (£3.3m in total) - while the Tories raised just £275,000; Junior doctors in Wales  have accepted a pay offer from the Welsh administration there; Rylan Clark revealed the changes he would make to the political system; Education Secretary Gillian Keegan admitted no poll was showing a good outcome for the Conservatives; And Conservative candidate and former defence secretary Sir Liam Fox  refused to rule out putting himself forward as caretaker Tory leader after the election if the Tories lose and Rishi Sunak resigns. Follow along for the very latest from the campaign trail with less than a week until polling day. Parliament "always has the opportunity" to re-examine the rules on betting for politicians, Rishi Sunak has said, following calls for a ban similar to that for footballers. The prime minister said gambling on elections was "not something I would do" as he argued the immediate priority was to establish any wrongdoing. He also repeated his threat to "boot" people out of the Conservative Party found to have broken the rules. Mr Sunak made his comments in response to the ongoing gambling scandal that has engulfed the Tory campaign and added to his election woes. Five Conservatives have so far been caught up in the inquiry  by the Gambling Commission, although reports suggest the figure could be 15 parliamentary candidates and officials, although the watchdog has not confirmed the numbers involved. At least seven Metropolitan Police officers are also being investigated. He said: "There's lots of old people like me who are sick to death of this woke agenda… but on that particular day, I was set up and set up good and proper. "It's proper taught me a lesson - I was a total fool." Nigel Farage was challenged on BBC Question Time on why he has not suspended candidates who are widely reported to have made racist or other offensive comments. The Reform UK leader blamed a vetting company, but host Fiona Bruce stopped him and said the comments are in the public domain, in newspapers and on the internet. He replied that he "inherited a start-up party" and that "most" candidates reported to have made offensive comments "have been disowned". Asked why some of those accused ended up as candidates in the first place, he replied that he has "no idea" - to laughter from the audience. He repeated that he inherited the party, meaning he was not the leader when many of these candidates were selected. He was then asked by an audience member if he will take responsibility, "stop making excuses", and apologise. "I'm not going to apologise," Mr Farage replied, to a smattering of applause, and repeated that the racist comments reported to have been made by an activist in his office was a "set up". Be the first to get Breaking News Install the Sky News app for free 275 IMAGES Sales Plan and Strategy Presentation Template Get Sales Plan Presentation PPT template And Google slides Sales Planning Process: Steps, Tips, And Tools Sales Presentation: Ideas, Examples and Templates to Present Like a Pro How to Create a Business Plan Presentation [Plus Templates] Sales Planning Powerpoint Slide Presentation Examples VIDEO Business Plan Presentation Part About Discussion || Types Of Business Plan Presentation|| Business Plan Presentation Part About Discussion || Types Of Business Plan Presentation|| Sensex Trading || 19 May Business Plan Presentation Part About Discussion || Types Of Business Plan Presentation|| 10 Tips For Preparing A Business Sales Plan Business Plan Presentation Part About Discussion || Types Of Business Plan Presentation|| COMMENTS How to Create a Winning Sales Plan Presentation 2. Use Graphs, Charts, and Infographics. Sales plan presentations often include data-heavy information that visuals can convey more effectively than words alone. For example, you can use a bar chart to compare revenue growth over quarters or a pie chart to showcase the percentage distribution of customer segments. How to Create a Business Plan Presentation [Plus Templates] Pick and choose any and all of the slides you need to use in your business plan presentation. You can also bring in slides that you've previously saved to your slide library to help customize your presentation even further. 3. Customize the Template. Lastly, customize your template's font and color. How to Make a Killer Business Plan Presentation (+Templates) 11 essential slides of a business plan presentation: Opening slide: Set the tone with an engaging first impression. Your Unique Selling Proposition (USP): Define what sets your business apart. Business overview: Offer a concise snapshot of your company. What is Sales Planning? How to Create a Sales Plan Step 5: Start sales forecasting. Sales forecasting is an in-depth report that predicts what a salesperson, team, or company will sell weekly, monthly, quarterly, or annually. While it is finicky, it can help your company make better decisions when hiring, budgeting, prospecting, and setting goals. Free Sales Plan Presentation Template Show your business has potential and traction with this free business plan presentation template. Use this free business proposal presentation template to create a strong deck that impresses your potential clients. Download our sales plan presentation template to easily share sales targets and tactics with your company leadership and team. 10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips] In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers. 9. Leadgeeks.io Sales Deck by Paweł Mikołajek. Sometimes, the best way to explain a concept is through a series of process maps and timelines. How To Craft & Deliver a Business Plan Presentation (Quick Guide) Use This Template. 5. Business Plan PowerPoint Templates. If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech. Use This Template. How To Write a Sales Plan That Converts (+ Templates) Sales plans are often considered the foundation of any successful business plan. A sales plan outlines an organization's goals for its future operations and steers the sales team in the right direction. ... This template fits perfectly into a presentation slide deck. There aren't heavy visuals in this template. The layout is clean and ... The Easy Guide to Making a Business Plan Presentation Clarity and Communication. A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured ... Free and customizable sales presentation templates Skip to start of list. 430 templates. Create a blank Sales Presentation. Green Simple Shampoo Product Sales Strategy Project Presentation. Presentation by Din Studio. Product Launch Presentation With Mockups. Presentation by Zamora Design. Training and Development Presentation. Presentation by Canva Creative Studio. Sales Plan Guide with Examples & Ideas Many business leaders see their sales plan as an extension of the traditional business plan. The business plan contains strategic and revenue goals across the organization, while the sales plan lays out how to achieve them. ... Presentation: Reveal the solution. This can be in the form of a proposal, custom service packages or a face-to-face ... 7 Amazing Sales Presentation Examples (& How to Copy Them) 7 Types of Slides to Include In Your Sales Presentation. The "Before" picture: No more than three slides with relevant statistics and graphics. The "After" picture: How life looks with your product. Use happy faces. Company introduction: Who you are and what you do (as it applies to them). Top 30 Free Sales Plan PowerPoint Templates to Design a ... Click Here to Get this Agenda Free PowerPoint Template. The above-shown template can be used for revealing the agenda of the business sales plan meeting. Devise sales strategies and jot down the points to be discussed in the next sales meeting. The PPT slide is completely customizable and can be altered as per your needs. How to Create a Sales Plan That Converts [ + Templates] Step 7: Create an Action Pan. Once you know your destination, you need to find a way to get there. This section is where you must outline the sales activities, deadlines, timeline and milestones that will take place throughout the sales process. Create action plans according to your sales goals and objectives. How to Create a Sales Plan: Strategy, Examples and Templates A sales plan is a strategic document that outlines how a business plans to convert leads into sales. It typically details the target market, customer profile, and actionable steps that must be taken to achieve revenue targets. Here's a great example of a sales plan that includes all these elements neatly packed into one document. How to Create a Sales Plan in 10 Steps (+ Free Template) Download as Word Doc. Download as Google Doc. 1. Establish Your Mission Statement. A mission statement summarizing why you're in business should be part of your action plan for sales. It should include a broad overview of your business' products or services and your brand's unique selling proposition. Top 10 Sales Business Plan Templates with Examples and Samples The best business plan ppt are 100% editable and customizable. Change the images, colors, and text to match your company's branding. You can also add or remove slides as needed. If your requirement is to create a great sales business plan, then a sales business plan template is the perfect solution. 9 Stunning Sales Business Plan Templates to Close Deals A sales business plan—sales plan for short—is a document or presentation that defines the strategies your team will undertake to close deals, retain clients and bring in new leads. With a business plan, sales are contrastingly better overall. Each section defines the steps toward hitting milestones and achieving goals. How to Create a Sales Plan 5 tips for optimizing your sales plan. Sales planning only delivers the desired success if companies come up with the right plan for their specific business and goals. Without a plan that works for your specific organization, you are not likely to see the expected results. How to create a sales presentation A sales presentation is an important tool used by businesses to explain, promote, and sell their products or services to a client or potential buyers. The presentation usually includes an introduction to the product, a discussion of its features and benefits, and a list of reasons why the audience should buy it. Fruit & Vegetable Store Business Plan Example (Free) A free example of business plan for a fruit and vegetable store. Here, we will provide a concise and illustrative example of a business plan for a specific project. This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. Moscow Method Product details. At its core, the MoSCoW method is simply a prioritization framework that can be applied to any kind of situation or project, but it works best when a large number of tasks need to be ruthlessly whittled down into a prioritized and achievable to-do list. The core aim of the process is to classify tasks into four buckets; Must ... [Updated 2023] Top 15 MoSCoW Method Templates to Prioritize ... MoSCoW Method templates help in prioritizing project requirements. They offer a structured approach to ensure efficient resource allocation to focus on essential deliverables. These PPT Templates sort requirements as Must-Have, Should-Have, Could-Have, and Won't-Have, enabling project teams to prioritize tasks based on their importance and ... 16 Sales Plan Templates to Plan Your Sales Strategy Try Visme's AI document generator to quickly create your business sales plan or any document. Just input your prompt, offer some context, choose a design and watch it generate your draft in seconds. 2. Sales Employee 30-60-90 Day Plan. Customize this template and make it your own! What is MoSCoW Prioritization? MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won't-have, or will not have right now. Some companies also use the "W" in MoSCoW to mean "wish.". Exclusive-Trump Handed Plan to Halt US Military Aid to Kyiv Unless It Under the plan drawn up by Kellogg and Fred Fleitz, who both served as chiefs of staff in Trump's National Security Council during his 2017-2021 presidency, there would be a ceasefire based on ... window.purechatApi = { l: [], t: [], on: function () { this.l.push IT DOESN'T GET ANY EASIER THAN THIS! 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