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Sales & Marketing Audit Checklist

This sales and marketing audit checklist is based on a top down process that starts with the corporate goals and objectives.  The process then seeks to audit how well the Sales and Marketing Operations support the realisation of these corporate goals and objectives. Go to Sales & Marketing Audit Checklist.

Competitive Analysis Index Calculator

This Excel-based Competitive Analysis template, which you can download, allows you to calculate and graph your competitiveness score for a number of factors and calculate an overall competitiveness index against up to 5 competitors. Click Competitive Analysis Template Download.

Sales Pipeline/Funnel Planner

This Excel-based Sales Pipeline or Sales Funnel Planner provides metrics and visibility on all stages of the Sales Pipeline/Funnel. It calculates the value and number of New Business Opportunities required at each Stage of the Pipeline, each month, to achieve the Revenue target. The Sales Pipeline/Funnel can be fully customised. The number of new Leads that should be put into the Pipeline/Funnel each month, to achieve future months' Revenue Plan, is also calculated. Click on Sales Pipeline Template Download  .

Marketing Plan Template

To be added.  Check back soon.

Sales Leads Generation Plan & Budget MS-Excel Template

The Excel-based Lead Generation Plan & Budget Template allows the user to quickly generate a Lead Generation Plan and Budget.  Up to 10 Lead Generation Sources or Categories, typically email, telemarketing, advertising, tradeshows, etc. can be defined.  Within each category the user can have up to 10 individual campaigns.  Each campaign can be run for a single month, over several months, or an ongoing basis. The average cost per lead for each campaign and each source/category is calculated and graphed by month. Click  Sales Leads Generation Plan & Budget MS-Excel Template.

Sales Revenue Plan/Budgets Template

Sales Planner Plus+ is an Ms-Excel-based application that allows you to develop a monthly sales revenue plan for up to three years. The sales plan incorporates features such as product or market groups with revenue subtotals, an unlimited number of products within each group and up to 20 seasonal sales patterns that can be customised and applied individually to each product/revenue line. Direct sales costs can be applied to the revenue plan to calculate gross margin and percentage gross margin for each month. Sales Planner Plus+ also incorporates a sensitivity analysis feature whereby "What If" analysis can be done on scenarios where a particular revenue stream (product or market) is, say, 20% less, while another revenue stream is, say, 5% higher. For detailed description click Sales Revenue Plan/Budgets Template

Marketing Channel Partner Evaluation & Selection Checklist

How to evaluate marketing channel members is a common problem when seeking to enter new markets.

The Distributor/Marketing Channel Partner Evaluation & Selection Checklist addresses the problem at a  number of levels.

Using the checklist, one can quickly identify, clarify and prioritise the relevant attributes and profile the ideal marketing channel partner.

Click Marketing Channel Partner Evaluation & Selection Checklist.





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