Annual Sales Planning Worksheet

Templates and Tools

Member Benefit

Annual Sales Planning Worksheet

Your team can use this worksheet to help them visualize different performance scenarios and plan accordingly based on their compensation plan, sales pipeline, and past performance. You can edit the worksheet in Adobe Acrobat.

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About the Authors

Roxy Torres

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).