Best Practice Report

Building A Complete Sales Plan

January 1st, 2018
With contributor:


To drive the best outcome, a sales organization must do more than merely agree on revenue targets; it must create a written sales plan that demonstrates alignment to corporate goals and objectives, sets strategies, and outlines activities that can be tracked throughout the year. To facilitate collaboration with other business units, an organization should design a sales plan using a standard template that contains seven elements, including strategy, metrics, and compensation. In this report, we provide the key elements that comprise a complete sales plan and the information such a plan should contain.

Want to read the full report?

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.