Monthly Planner
The Sales Manager's Monthly Planner allows the Sales Manager to focus on sales goals and salesperson performance.
Monthly:
- Sales quotas and Goals [Screen shot]
- Sales Unit Summary [Screen shot]
- Performance by Salesperson by day and month [Screen shot]
- Salesperson Phone Numbers
- Manager's Work Calendar
Daily:
- Sales Meeting Planning [Screen shot]
- Daily Planning Sheets [Screen shot]
- Units Wanted [Screen shot]
- Write-Ups Today [Screen shot]
- Action Lists
The sturdy spiral design allows the Sales Manager to have a monthly summary of all sales activities. It provides the important information to plan weekly schedules and monthly forecasts by salesperson. The Sales Manager's Monthly Planner promotes salesperson accountability.






