Sales Plan Excel Template: A Visual Guide

What is an Excel sales plan template, and why are high-performing sales teams using it more than ever? Structure fuels results. A sales plan Excel template helps teams define targets, align actions, and measure success without delays or confusion.

The gap between hitting and missing quotas often lies in execution. A template helps connect strategy to daily action. It includes your outreach schedules, product focus, and quarterly benchmarks. More importantly, it ties back to measurable sales KPIs like close rates, deal size, and conversion ratios.

Excel remains one of the most trusted platforms for sales planning. Its functions allow teams to create detailed yet flexible plans. Formulas calculate progress. Charts highlight trends – everything is in one place.

A well-built sales plan doesn’t just support your team — it directs them. You can track whether you’re improving or slipping, and why. That insight is gold in competitive markets.

So, whether chasing new revenue targets or refining your pipeline, start with the tool that brings clarity. A brilliant sales plan Excel template sets your goals in motion, with structure, visibility, and results baked in.

Let’s explore how to build one that works and how to connect it to your most critical sales data.

First…

What is a Sales Plan Excel Template?

Definition: A sales plan Excel template is a pre-built spreadsheet designed to organize sales strategies and targets. It outlines goals, timelines, tasks, and responsible team members. You can also track progress using charts and key metrics—many businesses use it to align efforts and boost performance.

This template often includes space to monitor KPIs and analyze sales forecast data. This makes it easier to plan and adjust quickly. The format is simple, straightforward, and easy to update.

Top Charts to Show Sales Plan in Excel

Check out the top charts to analyze your Sales Plan. These charts were created using ChartExpo for clear, impactful insights.

Sankey Chart:

Sentiment Trend Chart:

Comparison Bar Chart:

Multi Axis Line Chart:

Funnel Chart (aka Pyramid Chart):

Why Use a Sales Planning Template in Excel?

A sales plan Excel template brings everything together, so your team doesn’t waste time chasing scattered information. It’s bright, simple, and powerful.

Here’s why you should be using one:

• Streamlined organization: A sales plan Excel template puts your goals, timelines, and responsibilities in one place. It helps you see the whole picture without flipping between tabs or tools.
• Flexibility and customization: Excel enables you to tailor the template to fit your specific process. Add columns for notes, formulas for totals, or charts to visualize your sales KPIs—whatever works best for your team.
• Data analysis and forecasting: Use Excel’s formulas to calculate trends and create a solid sales forecast example. This helps you predict future performance based on actual numbers.
• Collaboration and accessibility: Share the file through OneDrive or Google Drive so everyone’s on the same page. Team members can edit and update it in real time without sending endless versions.
• Cost-effective solution: No need to buy new software—Excel is already on most business computers. A brilliant sales plan Excel template gives you planning power without the extra cost.

What Should Be Included in the Sales Plan Format in Excel?

What turns a blank Excel sheet into a robust sales plan? The right structure. A sales plan Excel template needs more than rows and formulas. It requires purpose, and here’s what to include to make sure your plan drives results:

• Clear goals and targets: Start with the numbers. Set realistic revenue goals, including monthly and gross annual sales – your team knows what they’re working toward.
• Strategy and audience focus: Define your sales approach and who you’re targeting. A focused message works better than casting a wide net.
• Key activities and milestones: List the actions your team needs to take—calls, meetings, follow-ups. Include major deadlines to keep everyone on pace.
• Metrics and budget tracking: Track your sales KPIs and financial limits in one view. You can even link your plan with a price comparison template in Excel to manage cost-versus-revenue insights.
• Action steps and accountability: Break down goals into weekly or monthly tasks. Assign owners so every step has someone responsible.

How Many Types of Sales Action Plan Templates are in Excel?

How many ways can an Excel sheet help you sell more? It’s more than you think. Why? A sales plan Excel template isn’t one-size-fits-all. Different goals need different tools. Whether you’re closing deals or managing leads, the right template keeps you sharp, fast, and focused. Here are five consequential types worth using:

• Sales goal template: This template helps you set and monitor specific sales targets. You can break down annual or monthly goals by product, region, or team member. It’s great for visualizing progress and staying accountable.
• Sales activity tracker: Track every sales move—calls, emails, meetings, and follow-ups. This template shows what actions lead to results. It helps boost productivity and reveals where reps should focus their efforts.
• Lead management template: Manage your leads from the first contact to the final deal. With this template, you can track lead sources, statuses, and follow-up dates. It keeps your pipeline fresh and your follow-ups sharp.
• Sales pipeline template: Visualize your deals from start to close. This will give you a clear snapshot of revenue potential and sales health, perfect for your sales pipeline report.
• Performance tracking template: Use key metrics to measure reps’ progress toward goals. To keep everything connected, you can also tie it into your CRM Template for Excel.

How to Create a Monthly Sales Plan Template in Excel?

You don’t need fancy tools to plan your sales month. Excel has everything you need—if you set it up right. A good sales plan Excel template should guide action, not collect dust. Think of it as your sales playbook, built to be transparent, flexible, and ready to go.

Here’s how to create one that works:

1. Set up columns for key information: Start simple. Add columns for client names, product, deal value, stage, and expected close date. This gives structure to your entire plan.
2. Define sales goals: Set specific monthly targets—total sales, number of deals, or gross annual sales broken into monthly goals. Goals keep everyone focused.
3. Outline activities and milestones: List the tasks that drive results: calls, demos, follow-ups. Add milestone dates to keep your momentum strong.
4. Track performance: Use formulas to calculate totals, conversion rates, or average deal sizes. Integrate sales KPIs to see what’s working and what needs fixing.
5. Review and update regularly: Check the sheet every week. Adjust the plan based on performance, pipeline movement, or team updates.

How to Analyze a Sales Plan Excel Template?

What is a sales plan Excel template? It’s your go-to tool for organizing goals, tracking progress, and keeping sales on point. But let’s be honest—Excel isn’t a visual genius. Sure, it can handle rows, columns, and basic charts. But when is it time to tell a story with your data? It falls flat.

That’s where ChartExpo steps in. It turns dry spreadsheets into stunning, insightful visuals. Suddenly, data analysis makes sense at a glance, and decisions come faster.

How to Install ChartExpo in Excel?

1. Open your Excel application.
2. Open the worksheet and click the “Insert” menu.
3. You’ll see the “My Apps” option.
4. In the Office Add-ins window, click “Store” and search for ChartExpo on my Apps Store.
5. Click the “Add” button to install ChartExpo in your Excel.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTAs to install the tool of your choice and create beautiful visualizations with a few clicks in your favorite tool.

Example

Let’s see how to conduct sales analytics in Excel with ChartExpo using the sample data below.

Sales Source	Sales Owner	Duration	Sale Status	Sales
Website	Website Visit	1-2 Minutes	Qualified	39
Website	Website Visit	1-2 Minutes	New	73
Website	Website Visit	3-4 Minutes	Nurturing	156
Website	Consideration	1-2 Minutes	New	46
Website	Consideration	3-4 Minutes	Qualified	104
Website	Consideration	3-4 Minutes	Nurturing	41
Website	Purchase	1-2 Minutes	Qualified	73
Website	Purchase	1-2 Minutes	Nurturing	46
Website	Purchase	3-4 Minutes	Nurturing	43

• To get started with ChartExpo, install ChartExpo in Excel.
• Now, click on My Apps from the INSERT menu.

• Choose ChartExpo from My Apps, then click Insert.

• Once it loads, choose the “Sankey Chart” from the charts list.

• After clicking on the chart, you will see the Sankey Chart on the screen.

• Click the “Create Chart From Selection” button after selecting the data from the sheet, as shown.

• ChartExpo will generate the visualization below for you.

• If you want to have the chart’s title, click Edit Chart, as shown in the above image.
• Click the pencil icon next to the Chart Header to change the title.
• It will open the properties dialog. Under the Text section, you can add a heading in Line 1 and enable Show.
• Give the appropriate title of your chart and click the Apply button.

• You can disable the percentage button as follows:

• Add the dollar sign with values as follows:

• Add color to the Nodes and set the direction as follows:

• Click the “Save Changes” button to persist the changes.

• Your final chart will appear as follows.

Insights

• “Nurturing” stage leads to the highest sales volume (288 sales).
• “Qualified” stage ranks second with 182 sales.
• “New” leads are most active in the “Website Visit” stage, accounting for 73 visits.
• This data indicates strong engagement early on, with the highest conversions occurring in the nurturing phase.

How to Use the Excel Sales Plan Template in Business?

A sales plan without action is just a wish list. Excel makes it easier to turn those wishes into results. With the right template, you can stay focused, organized, and data-driven. Here’s how to make the most of an Excel sales plan template in your business:

1. Define a clear sales goal: Set measurable monthly, quarterly, or even your full gross annual sales targets. Clear goals keep your team aligned and give every action a purpose.
2. Outline sales strategies: Identify the specific tactics you’ll use to achieve your goals. These could include pricing strategies, outreach methods, or targeting specific customer segments.
3. Set key performance indicators (KPIs): Identify the metrics that matter most, like conversion rates, average deal size, or sales cycle length. These KPIs help you track progress and pinpoint areas for improvement.
4. Monitor and adjust: Check your data regularly to see what’s working and falling behind. Use Excel to visualize trends and quickly tweak your strategy when needed.
5. Review and optimize: At the end of each month, review outcomes against your goals. Use these insights to strengthen next month’s plan or improve your following sales forecasts.

Tips for a Daily Sales Plan Template in Excel

Do you start your day without a plan? That’s how sales fall through the cracks. A daily plan keeps you sharp, focused, and ready to win. Excel makes this easy—if you use it right. Here’s how to make your daily sales plan truly work:

• Set clear daily goals: Decide what must be achieved today—calls made, deals closed, follow-ups sent. Keep the goals realistic and measurable.
• Prioritize key activities: List the most important tasks first. Don’t let busy work distract you from what drives revenue.
• Track progress in real-time: Use checkboxes, color codes, or simple formulas. To see what’s been done and what still needs attention as the day goes by.
• Assign responsibilities: Make sure every task has a name next to it. That way, nothing slips through the cracks.
• Include time slot: Block out time for each activity to stay on track. This keeps your schedule structured and avoids last-minute scrambling.

FAQs

How do you make a sales plan in Excel?

• Open a blank sheet.
• Add columns for client, product, and target.
• Set daily or monthly goals.
• Include deadlines and notes.
• Use formulas to track totals.
• Update progress regularly.

How do I project sales in Excel?

• List past sales data.
• Use the AVERAGE or FORECAST function.
• Create monthly or quarterly trends.
• Add growth rates if needed.
• Build a line chart.
• Review and adjust as needed.

Wrap Up

A sales plan Excel template helps turn goals into action. It organizes targets, timelines, and tasks, giving sales teams clarity and managers visibility—everyone stays on track.

It’s more than a tracker, connecting planning with performance. Moreover, you can link it with your CRM template for Excel. This keeps your contact info, deal stages, and activities in one place.

You can also use it to calculate days’ sales outstanding – add formulas to track how fast payments come in. This helps manage cash flow and spot delays early.

Need to compare offers or pricing strategies? Add a price comparison template in Excel. It helps you see which products, packages, or discounts perform best.

The template should be reviewed regularly. Adjust goals, update metrics, and shift resources as needed. This keeps the plan alive and not forgotten in a folder.

A good sales plan doesn’t have to be complex. With Excel, you already have the tools. Use them smartly. Plan daily, track weekly, review monthly, and sell confidently. Install ChartExpo to visualize your data effortlessly.