Tools & Templates

S ales Productivity Metrics (daily) – Use this tool to capture daily sales productivity metrics for each individual sales representative. Transfer...
Sales Presentation Template – Use this Sales Presentation template to create a standardized presentation deck.
Sales Opportunity Pipeline – Use this Sales Opportunity Pipeline tool to track opportunities, identify sales cycle stages, and predict future...
Sales Growth Team Charter - Use Demand Metric’s Sales Growth Team Charter template to set the mandate and outline key responsibilities for this new...
Sales Forecasting Tool – Use this tool to prioritize and manage sales opportunities, and chart the following: Total vs. Expected Revenue,...
Sales Effectiveness Strategy Scorecard - Use this Sales Effectiveness Scorecard to document sales-based objectives, initiatives, measures, and...
Sales Call Reporting Tool - The purpose of this tool is to assist you with reporting on sales call results. This tool can be used in conjunction with...
Sales Analysis Tool – Use this tool to analyze product/service sales, channel sales, sales by representative, market segments, and sales team goals.
Risk Mitigation Checklist – Use this checklist to learn best practices for mitigating risks facing your project or program.
Risk Assessment Tool – Use this tool to document risks, assess their impact and probability, and develop risk mitigation plans.

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