Templates

Monthly Sales Meeting Agenda Mind Map

Make sure you’ve covered all the bases with this template

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1. Status of actions 
 
    1.1. Completed
 
    1.2. Progressing to plan
 
    1.3. Late to plan
 
2. Sales revenue review
 
    2.1. Actual -v-planned for last month
 
    2.2. Year to date performance
 
3. Product sales profile
 
    3.1. By product/service type
 
    3.2. Year to date performance
 
4. Cost of Sales
 
    4.1. Actual -v- planned for last month
 
    4.2. Year to date performance
 
5. Sales Funnel Status
 
    5.1. Major new opportunities
 
        5.1.1. New business
 
        5.1.2. Emerging markets
 
        5.1.3. Repeat business
 
        5.1.4. Value
 
        5.1.5. Challenges
 
    5.2. Major dead opportunities
 
    5.3. Movement through sales funnel stages
 
6. Threats
 
    6.1. Competition
 
    6.2. Marketplace trends
 
    6.3. Internal
 
        6.3.1. Organisation
 
        6.3.2. Skills
 
7. Actions
 
    7.1. Carried over actions
 
    7.2. New actions
 
    7.3. Notice of next meeting