Sales Operations Prioritization Tool - Use this tool to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.
Sales Operations Strategy Scorecard - Use this tool to document Sales-based objectives, initiatives, measures, and targets, for the next 12-18 months.
Sales Forecasting Chart – Use this tool to create a chart for a 5 year actual and forecasted sales chart.
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 Key Account Plans to strategize and report on new business opportunities with senior management.
Operations Manager Job Description – Use this template to complete an Operations Manager Job description.
