Sales Plan template for PowerPoint
Sales plays by segment over the half, with kickoff and quarter closes as milestones.
Download (.pptx, 14 KB) Fill it from your notes in PowerPoint
The download is the slide above, made of native PowerPoint shapes you can edit. No sign-up. To draw it from your own dates in the browser, use the free timeline maker. PMO Pilot, the PowerPoint add-in, fills it from notes or a spreadsheet and is free to install.
When to use it
Sales plays and enablement by segment for the half or the year.
How to make it in PMO Pilot
- Use the segment or team (Enterprise, Mid-market, Partners) as the Workstream.
- Pick Sales Plan — chevrons over months, a lane per segment.
- Add kickoff and quarter closes as milestones.
Best for
Sales leaders, Revenue operations, Account teams.
Bring your data from…
- ExcelExcel to PowerPoint timeline
- Microsoft ProjectMS Project to PowerPoint Gantt chart in a few minutes
- JiraJira to PowerPoint roadmap
- SmartsheetSmartsheet to PowerPoint timeline with baselines and dependencies
- AsanaAsana to PowerPoint timeline
Column names are matched as each tool exports them: no mapping step.
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