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Sales Goal Setting Checklist


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Sales Goal Setting Checklist Realization of your goals in sales depends upon your ability to identify and describe these goals in clear terms and to commit to the goals with full effort. This Sales Goal Setting Checklist will explain you how to set and plan clear and winning sales goals.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

1. Discover Sales Destination.

  • Think about what targets you want to hit by selling products/services
  • Identify the values you want to achieve
  • Be sure you have a strong passion to achieve your values by sales
  • Make a list of ultimate dreams linked to sales
  • Quantify your targets, values and dreams
  • Think about how your expectations (targets, values and dreams) can be realized by sales
  • Outline sales goals that support the expectations
  • Use the S.M.A.R.T. technique to make your goals correct and comprehensive
  • Think about how much time you can dedicate to the goals
  • Make a list of key performance indicators (KPIs) you will use in goal tracking. Examples: Number of Products Sold, Sales Conversion Rate, New Leads Generated
  • Assess expected risks and obstacles and think of possible solutions that can be implemented before you start selling

2. Identify Resources.

  • Evaluate your current level of commitment and determine how much effort you are ready to sacrifice in order to meet your sales objectives
  • Define types of resources you will need to accomplish your goals
  • Check if you need to collaborate and partner with other sales agents and representatives
  • Figure out what company resources will be helpful for your sales activity
  • Talk to your sales manager to agree on use of the resources
  • Estimate the costs of running various promotional events
  • Determine your budget and check if it covers the costs

3. Find Customers.

  • Identify what products or services you are going to sell
  • Define the ideal customer of your products/services
  • Make a leads generation plan that describes a course of action for attracting the ideal customer
  • List organizations and individuals that could be interested in your products/services
  • Analyze the market in which you sell your products/services
  • Review your competitors and identify what features of the products/services are unique
  • Determine if the products/services are in great demand currently
  • Develop an ad strategy that promotes your products/services

4. Decide How to Track.

  • Create a goal tracking ritual that is about reviewing the status of your sales goals every day
  • Break your larger annual objectives into smaller quarter goals for easier monitoring and control
  • Make notes about any event that makes the goals move forward or backward
  • Review your notes every evening for analysis and issue tracking
  • Focus on the most critical and prioritized issues
  • Monitor current state of risks that surround your sales goals
  • Make rational decisions about sales-related .....


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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