Sales Team Resources
Template
Pipefy´s Sales Team Resources Template is useful for structuring and managing a sales team, tracking its progress, and effectively taking care of the team´s resources. With this template, it becomes easier and more practical to organize sales teams.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start Form
- Name
- Team Members
Sales Preparation and Onboarding
Sales Team prep. needed.
- Required Sales team training
- Documents
- Who can help?
Demos & Presentations
The portfolio of presentations at the sales team disposal.
Issues and Support
Issues that need solving should mentioned here.
- Are there any issues?
- Yes
- No
- Issues & Issue Description
- Is this an issue specific to an individual?
- Anyone who might have a particular question that needs addressing.
- Possible Solution
- Who can help solving this issue?
- Issue Status
Sales Teams Comissions & Quotas
Here are the quotas established for the sales team
Sales Teams in Action – Current Status
Ready and active sales teams.
- Current Revenue
- Percentage of Revenue Quota reached
- 0%
- 25%
- 50%
- 75%
- 90%
- 100%
- Number of sales deals
- Percentage of Sales Quota reached
- 0%
- 25%
- 50%
- 75%
- 90%
- 100%
- Any feedback or observations?
- If both percentages hit 100% in the due time, the card goes to ”Reached Quota”. If not, it goes to “Unreached Quota”
Reached Quotas
Unreached Quotas
Inactive Teams
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