Top 8 Paid Sales Plan Templates in Notion

Having a Sales Plan is crucial as it provides a structured approach to identifying goals, strategies, and tactics to increase sales and grow a business. It helps in forecasting, budgeting, and allocating resources efficiently. A Sales Plan template in Notion can streamline the planning process, ensuring that all critical components are considered and organized effectively.

Before you dive into creating your own Sales Plan, take a look at these Notion templates to make the process smoother and more efficient.

1Sales Account Plan

There isn’t one rinse-and-repeat sales strategy that works for every single client. That’s where this sales account planning template comes in. It includes all of the important details of a prospective or existing account. That way, you’re armed with the information you need to close more deals and keep your current clients happy.

A template preview for Sales Account Plan

2Mutual Action plan template

This template is designed to help improve the buying experience, make more accurate sales predictions, and complete deals on schedule. Its goal is to streamline the sales process and make it smoother for both the buyer and seller.

A template preview for Mutual Action plan template

3Sales OS

Transform your sales operations with our Sales Operations Notion template. It's designed to simplify lead management, automate routine tasks, and provide in-depth analytics. Customize it to suit your team's unique needs and boost your sales performance.

4Sales Dashboard

Keep track of sales pipeline and sales forecast.

Take note of your appointments in the calendar and meeting notes.

Have a overview of your sales and product performance.

5SalesOS: Sales, Marketing and Orderbooks

SalesOS's AI customer persona allow you to create customer profiles from interview notes. Then, track your sales funnels to see where they are leaking- and improve them! Figure out which platforms to run ads on with ad ROAS tracking. Track customer conversion with ConnectOS integration and tag orders to inbuilt product catalog and orderbooks.

A template preview for SalesOS: Sales, Marketing and Orderbooks

6SalesMate

Simple sales funnel management for any freelancer, service or b2b business.

With SalesMate, you can easily track and manage your leads, and get a view on the probability adjusted pipeline value. You can also set adjustable commissions for your network of affiliates and get an overview of payable commissions. Additionally, our visual calendar allows you to keep track of your follow-ups and never miss an opportunity.

7Sales Pipeline

Keep track of all your clients and view filtered lists of deals In Progress, Won and Lost. You can also view your contacts in a pipeline-style Kanban Board.

8Sales & Revenue Dashboard

This template is for freelancers, creators and companies. You can identify core offers, build relationships, sign new clients, manage clients perfectly, and track sales performance all in a single Notion dashboard. All databases include templates with built-in prompts to ensure you are guided through the entire process from start to finish.