sales_territory_plan.xlsx

	A	B	C	D	E	F	G	H	I	J
1	SALES TERRITORY PLAN

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3	Rep Name	Territory	Region / Segment	Period	Manager	Date	Revenue Target ($)	New Logo Target	Win Rate Target (%)	Pipeline Coverage
4	[ Rep Name ]	[ Territory ]	[ Region / Segment ]	[ Period ]	[ Manager ]	[ Date ]	[ $X,000 ]	[ X ]	[ X% ]	[ X× quota ]
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6	A \| TERRITORY OVERVIEW
7	ICP — Industry / Vertical	[ Fill in ]				Market Context
8	Company size	[ Fill in ]				Total addressable accounts	[ Fill in ]
9	Geography covered	[ Fill in ]				Currently in CRM	[ Fill in ]
10	Key buying persona	[ Fill in ]				Whitespace / uncovered	[ Fill in ]
11	Common buying trigger	[ Fill in ]				Key competitors in territory	[ Fill in ]
12	Excluded accounts	[ Fill in ]				Territory growth rate / trend	[ Fill in ]
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14	B \| ACCOUNT SEGMENTATION — Tier your accounts so effort matches opportunity
15	Tier	Account Name	Industry	Est. Revenue ($)	Current Stage	Key Contact	Relationship Status	Priority Action	Close Target	Owner
16	Tier 1 — Strategic
17	Tier 1 — Strategic
18	Tier 1 — Strategic
19	Tier 2 — Growth
20	Tier 2 — Growth
21	Tier 2 — Growth
22	Tier 3 — Nurture
23	Tier 3 — Nurture
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25	C \| REVENUE TARGETS — Break the annual number into manageable pieces
26	Source	Q1 Target	Q1 Actual	Q2 Target	Q2 Actual	Q3 Target	Q3 Actual	Q4 Target	Q4 Actual	Full Year
27	New Business
28	Expansion / Upsell
29	Renewals
30	Partner-sourced
31	TOTAL	$0	$0	$0	$0	$0	$0	$0	$0	$0
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33	D \| PROSPECTING STRATEGY — Where pipeline will come from and how
34	Channel	Approach	Weekly Volume Target	Monthly Pipeline Goal ($)	Owner	Tool / Platform	Notes
35	Outbound cold email
36	Cold calling
37	LinkedIn outreach
38	Referrals / warm intros
39	Marketing inbound
40	Partner / channel
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42	E \| WEEKLY ACTIVITY TARGETS — The inputs that drive pipeline
43	Activity	Weekly Target	Mon	Tue	Wed	Thu	Fri	Week Total	vs Target	Status
44	Calls made							0
45	Emails sent							0
46	LinkedIn touches							0
47	Meetings booked							0
48	Demos completed							0
49	Proposals sent							0
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51	F \| TOP 5 OPPORTUNITIES — Deals to focus and close this period
52	Account	Deal Value ($)	Stage	Close Date	Decision Maker	Key Blocker	Next Step	Support Needed	Probability %	Weighted ($)
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59	G \| SUCCESS METRICS — How you will know the territory plan is working
60	Metric	Target	Current	Attainment	Review Frequency	RAG Status	Notes
61	Revenue attainment				Weekly
62	Pipeline created ($)				Weekly
63	Meetings booked				Weekly
64	Win rate (%)				Monthly
65	Average deal size ($)				Monthly
66	Pipeline coverage ratio				Monthly
67	New logos				Quarterly
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69	Free resource from Paperflite \| paperflite.com \| Yellow cells = input fields
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