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.

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  • 1. Name

  • 2. Team Members

Sales Preparation and Onboarding

Sales team prep needed.

  • 1. Required Sales team training

  • 2. Documents

  • 3. Who can help?

Demos & Presentations

The portfolio of presentations at the sales team disposal.

  • 1. Presentation Portfolio

  • 2. Demo/Presentation Procedure

  • 3. Required Equipment

  • 4. Required Software

  • 5. Required Documents

Issues and Support

Issues that need solving should be mentioned here.

  • 1. Are there any issues?

    • Yes
    • No
  • 2. Issues & Issue Description

  • 3. Is this an issue specific to an individual?

    • Anyone who might have a particular question that needs addressing.
  • 4. Possible Solution

  • 5. Who can help solving this issue?

  • 6. Issue Status

Sales Teams Comissions & Quotas

Here are the quotas established for the sales team

  • 1. Total Revenue Quota Goal

  • 2. Sales' deals

  • 3. Quotas must be achieved by:

    • This quota's due date.

Sales Teams in Action - Current Status

Ready and active sales teams.

  • 1. Current Revenue

  • 2. Percentage of Revenue Quota reached

    • 0%
    • 25%
    • 50%
    • 75%
    • 90%
    • 100%
  • 3. Number of sales deals

  • 4. Percentage of Sales Quota reached

    • 0%
    • 25%
    • 50%
    • 75%
    • 90%
    • 100%
  • 5. Any feedback or observations?

  • 6. 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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