Preparing to sell

Create your sales plan

Guidance

In a business, your ultimate goal is to make money. A sales plan helps you achieve this by setting out how you will sell your products or services.

A sales plan describes and quantifies over a period of time how sales of your products or services will be made and to whom.

A sales plan explains, over a defined period, how much you expect to sell, what you will sell, and who your customers are.

A successful sales plan is practical, measurable, and includes a way to evaluate results once the plan period ends.

You would normally create your own sales plan, often with the input of employees.

See our page on create a sales plan from a sales forecast.