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Top 10 Sales Review Templates with Samples and Examples (Free PDF Attached)

Sapna Singh

Selling is no longer a numbers game – it has become a performance game. The truism is an accurate reflection of the how the business world has changed, globally. In the high-pressure world of making a sale today, worn-out and obsolete methods or techniques have become outcastes and STRICT NO-GO zones.

The best answer to carry out this fundamental business revamp in the most effective and efficient way has been to design a Sales Review . Over time, this Sales Review has transformed into a process, and a tool, that ensures sales efforts are productive as well, and helps businesses progress fundamentally, not just in sales numbers. In essence, sales must cost little and earn more; this is the fundamental approach that guides a sales performance review.

Sales Performance Review

Sales performance review involves discussing productivity, performance, goals, and career development in a business. These monthly, quarterly, or annual meetings between the sales manager, his/her team, and individual sales representatives help in keeping track. This also helps in real-time course-correction if found necessary, of sales procedures, team productivity, and individual growth.

Such sales reviews flesh out clear performance criteria that eliminate any room for subjectivity and ambiguity, shifting the focus to target customers and the creation of unique value that businesses offer.

This blog assists you with this most important process of sales review. SlideTeam also provides you with the right metrics KPIs to understand and gauge the performance of your sales team in terms of tangible numbers. These review presentation templates also assist you in directing the process of sales performance evaluation. Learn how to make decisions, based on data, to handle all problems/issues related to sales.

The blog is essential reading for any sales manager attempting to monitor, forecast, and reduce risk in his/her core domain of competence. With the use of a standardized and structured sales review process that our presentation templates offers, you can act in a scientific manner and be certain of what works and what doesn't.

Continue reading to learn more about the advantages of using SlideTeam's Sales Review PPT Templates for your company. Choose from our exclusive collection of templates to build a successful sales review process.

Take your sales process to the next level with our Sales Strategy Secrets and Tips   guide .

Download Your Guide to Measure Sales Performance now

Template 1: Sales Review PPT Deck

Sales Management is an important function of any business as most of the profit is derived from selling. Use our predesigned sales review slides to analyze your sales strategy. This PPT Presentation's design includes sections on quarterly business review, sales performance, hitting sales goals, net profit, revenue, and other sales-related topics. This template also includes material on reviewing the sales pipeline, managing sales, reviewing performance, and evaluating sales. Use these professional presentation templates to dig deep into a review of your sales; these templates are a must-have for salespeople, organizations, and marketers. Download this complete deck right away to define your company's sales strategy and emphasize ways to boost revenue.

Download Now!

Template 2: Business Sales Review PPT Deck

Use our PPT deck organize and showcase your sales efforts. Encourage good work by using our business analysis PowerPoint slideshow to reflect your sales team's compensation plan. Our trade analysis presentation lets you convey key insights on sales, thanks to the strategically-placed design elements. This fully editable deck is packed with visualization tools, such as graphs and diagrams, to make complex information pleasing and understandable, as well as a professional color scheme to emphasize visual appeal. To ace your next review presentation, click the download button.

Template 3: Door-to-Door Sales Review PPT

Door-to-door marketing is still one of the most efficient ways to increase your customer base, and build strong and long-lasting relationships. To assess your company's sales objectives and present product details, use this content-ready deck and showcase sales activities in a tabular format, such as client visits, planned conventions, follow-ups, etc. The presentation templates are self-explanatory, such as sales by region, competitor analysis, competitive advantage, training evaluation, quick tips for door-to-door selling, sales evaluation, and others, to help you identify your clients based on psychographic, behavioral, demographic, and geographic segmentation. To save time and effort, use these persuasive personal selling graphics. You also get an idea of timelines and the training required to achieve sales targets. Download it now!

Template 4: Quarterly Sales Performance Review PPT

Use this PPT deck at your quarterly sales performance review meetings to make a lasting impression. Conduct this data-based review thorough performance management, performance reviews, or performance evaluations to ensure future success. This marketing presentation deck includes contrasts and graphic tables to ensure achievement of goals. The best part about this is that you can use our PowerPoint Template to illustrate how sales are related to cost and reduce expenses for operational ease. Our innovative designs for weekly/quarterly sales summaries, quarterly pipeline summaries, quarter track records, and sales cycles help you address key ideas related to an operational review meeting. Download this special presentation template to ensure that your quarterly performance review is flawless.

Template 5: Annual Planned Goals Vs Achievement Graph for Sales Review

Regular sales analysis improves your bottom line by establishing accountability, revealing insights about your customers and characteristics of top-performing sales representatives. Use our professionally designed set of slides to bring everything together in a sales dashboard. Here, have all of your objectives and the progress you’ve made toward these in a single slide. This template aids in the transformation of plain sales charts into inventive and manageable on-your-fingertips information. The PPT's graph or chart is connected to Excel and updates automatically as data changes. Use this PPT to demonstrate how you can set goals and track your progress toward these!

Template 6: Year-in-Review KPI Matrix and Product Sales

KPIs are metrics used to track how well a business or department is performing in relation to objectives. Use our KPI matrix to study sales growth. You can use this template to assess the sales performance of your company. With our content-ready slide, you can avoid jerks and confusion while talking about the process’ essential components, namely Year-In-Review, Year Highlights, and Countdowns. Download it now.

Template 7: Quarterly Sales Summary Review PPT

Sales are crucial for lead conversions, customer retention and business growth and regular reviews ensure that sales performance stays on an even, upward-moving keel. Use our professional PPT Template to discuss previous quarter’s performance with the team. This template aids in locating, compiling, and comprehending fundamental reasons behind accomplishments and shortcomings. Download this 100% editable slide to channel a quarter’s results into forecasts and actions for the future.

Template 8: Monthly Business Performance Review PPT

The Monthly Business Review (MBR) process is intended to make sure that an organization's strategic and operational plan is always on track. Use this pre-made review template to assess performance, spot issues and opportunities, and adjust the business plan for your company as needed. This expert template establishes a practical framework that blends seamlessly into the operational rhythm of any organization. To conduct a high-value monthly business review, download the PPT now.

Template 9: Sales and OPS Planning Review Guide

To succeed in a fiercely competitive global business environment, you need an effective sales and operation planning process. Use our ready-to-use guide to support value-based management and ensure the company’s growth. This template improves efficiency and unifies development plans to focus key organizational resources on meeting customer needs, while maintaining profitability. Download it right away to improve your decision-making and increase your profits.

Template 10: One-Page Sales Employee Performance

Regular employee appraisals are essential to enhancing employee performance. Use this one-page A4 document to highlight each employee’s performance and encourage professional growth. This infographic Template is completely editable provides information about the reviewer, the evaluation criteria, the development opportunities, the employee scoring by the manager, and the goals that employees have achieved. This template can also be modified to suit requirements of the review process. Get this one-page template right away.

Bonus tip: Reflect, Realize, Revamp

Regardless of the sector you are in, every sales team member receives a sales performance review. A well-structured report, sales evaluation, positive feedback, and performance improvement plans help employees gain confidence and perform even better. You can determine what worked and what didn't, as well as how to improve, by understanding the underlying causes of your team's successes and failures. Use these presentation templates to ensure that the recommendations from your sales performance reviews meetings are actionable. Now, that you’ve covered what all it takes to have an effective sales review, let's get down to business and improve your performance asap.

Don’t miss out an opportunity to change your sales game. Use our exclusive sales pitch decks  to create a stellar sales pitch.

PS. Create actionable strategies with the help of our powerful sales report before the management or the internal sales team.

FAQs ON SALES REVIEW

What is a sales funnel.

It is an illustration of all current sales activities and interactions between a prospect and a company. It is an hypothesis that describes the path that a customer takes to make a purchase. Using a sales funnel can help you better understand how potential customers think and behave at points during the buying process. These insights help you invest in the best marketing initiatives and distribution methods, develop the most effective messaging for each stage, and convert more prospects into paying clients.

Interested in knowing more about sales funnel? Check out our amazing collection of Sales Funnel .

What are some of the tips to improve your performance reviews?

Sales performance reviews are crucial because they give sales managers the chance to advise, applaud, and motivate sales representatives—all crucial actions when trying to increase your business's sales figures.

Click here to get help on Employee Development Tactics   to improve business performance.

Here are some tips to improve your sales performance reviews:

• To evaluate each member of your team, use a consistent set of standards. To evaluate the entire team in a fair and efficient manner, use a professional performance review template.
• Examine both the results and the sales processes. Don’t just concentrate on the numerical aspect of sales. Recognize the importance of results-based evaluation in delivering a distinctive customer sales experience. Therefore, pinpoint the issues with your sales processes and resolve them.
• Sales performance reviews should be actionable.

Take a tour of our expert curated actionable sales review  to get a deeper insight. Try your best to provide them with realistic goals that complement company and your strategies. Take into account the unique career aspirations of each representative.

Download the free Sales Review Templates PDF .

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• [Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder
• [Updated 2023] Top 10 Sales and Marketing Google Slides Templates for Sure Shot Business Success

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The Sales Manager's Guide to Performance Reviews [Free Template]

Coaching and giving sales performance reviews can be hard. Make it easier with these example phrases, plus a quarterly review template.

DOWNLOAD THE FREE SALES PERFORMANCE REVIEW TEMPLATE

Evaluate your reps' performance to goal, quarterly improvement, and areas of improvement to focus on.

Updated: 11/23/22

Published: 11/23/22

Sales performance review examples can be tough to read. There's often a stark contrast between what managers say and what sales reps want and need.

27% of surveyed sales professionals say that clear goals and expectations set sales teams up for success. Another 27% say the secret is trust between sales reps and management.

Sales performance reviews present an opportunity to meet these needs and more. They can be a space for recognition, motivation, and actionable feedback. It all depends on how you approach it.

Keep reading to create the best sales review experience for your team, or jump ahead to one of the topics below.

Sales Performance Review

Why a sales performance evaluation is important, how to lead a sales associate performance review, sales performance review examples, sales performance review self-assessment examples, sales performance evaluation template.

Sales Performance Review Template

• A metric-based template for tracking achievement to goal for revenue, deals, etc.
• A manager-evaluation and self-evaluation for essential soft skills on the job.
• An action items section to outline areas of improvement for each quarter.

You're all set!

Click this link to access this resource at any time.

Tell us a little about yourself below to access the resource:

A sales performance review is an annual evaluation conducted by sales managers to gauge individual sales reps' performance, goals, productivity, and career development.

According to 2022 Gallup research, only 21% of employees are engaged at work. Low engagement has an estimated cost of $7.8 trillion for the global economy. Engagement can also impact performance outcomes.

Sales performance reviews give leaders a chance to challenge and compliment the team. That's important because it can improve engagement, which can also improve:

• Effectiveness
• Performance

Performance reviews can also help you see how your sales strategies are working. This process can pinpoint how your marketing or pricing impacts sales. Reviews give you time to figure out how sales management , goal-setting , or competition impacts the team as a whole.

• Prepare for Sales Performance Reviews
• Begin Each Review With Job Expectations
• Discuss Sales Performance
• Review Sales Evaluation Outcomes and Learning

1. Prepare for Sales Performance Reviews

It can be tempting to jump into a performance review with your ideas. But these are complex conversations that can have long-term impacts. So, do some preparation before every review.

Analyze current roles and responsibilities.

Your company may have useful forms or job descriptions that you can use as a starting point for your review. If one of your salespeople has taken on extra tasks or responsibilities, be sure to add those in.

Complete a written review on your own. List out strengths and areas for improvement based on the job description. Then, add any other observations you have to add about sales training or performance. Remember, measurable specifics are more useful than general observations.

Get self-assessments from the sales team.

Next, ask each member of your sales team to write a self-assessment. Set clear expectations for self-assessments.

Offer a short and simple set of questions to cover:

• Day-to-day tasks, like managing a sales pipeline
• Sales goals, like deals closed and won
• Other opportunities, like working on cross-departmental projects

It's also useful to ask them about how they feel they're performing and where they feel they can improve.

Be sure to offer examples that can help guide salespeople who are evaluating themselves for the first time.

Collect feedback from stakeholders.

Another way to prepare for sales reviews is to gather feedback from other employees. You can collect their insights with casual conversations, email, or online chat.

If it fits your company culture, online surveys can also help you gather insights on performance. Be sure to ask clear and specific questions to get the best feedback.

Review the performance of each member of your team.

Once you've got the information you need, put your review in writing. This may seem like an extra step, but putting your review on paper before the review can help you remember key details during your conversation.

Your completed performance reviews might include:

• Examples to support your feedback
• Quotes from the self-assessment or stakeholders
• An outline of SMART goals to work on

If the review is a challenging one, this step can also help you give a positive and learning-centered tone to critical feedback.

Ideally, there won't be any surprises in the review for members of your sales team. This means that each review can focus on how to improve in the future.

2. Begin Each Review With Job Expectations

Starting performance review talks can be awkward sometimes. So, instead of starting with what went well and what needs work, set expectations. Beginning with the job description can lessen the stress and confusion that can come up during reviews.

Another strategy is to talk about employee performance in your company or department. This can help each sales associate understand where they fit and how they can improve.

Review sales performance standards.

Next, talk about sales standards. These often tie to the sales metrics your department uses to measure performance like:

• Call volume
• Sales cycle length
• Time spent working with sales tools
• Number of new leads or opportunities
• Upsell and cross-sell rates
• Number of deals closed

Each review should cover these metrics within a set time period, so you may want to compare this review period's numbers to the previous period.

Make each sales review a learning opportunity.

As you start the review, be sure to highlight that reviews are a chance for both of you to grow. The focus is often on the feedback that you are offering to each salesperson as their manager.

But it's also important to share that you are also collecting feedback that can help you improve processes and strategy.

This is a positive experience where everyone gets something valuable. Be sure to set that tone from the start and each review should go smoothly. If you're looking for tips on how to get the most from a review, this podcast from Gallup has some useful tips.

3. Discuss Sales Performance

Once you've covered expectations and set a positive mood, it's time to dig into the sales performance review.

You're already offering consistent feedback. So, this time should offer each salesperson useful and specific feedback and learning.

What Went Well

Start with what they're good at. Take the time to call out how they've mastered different processes and how they make the most of opportunities.

For example, don't just compliment salespeople on their ability to meet call volume . Instead, share that you notice blockers that they move past to make those calls, like doing extra research to find a working number for a lead.

Positive Sales Performance Review Phrase Examples

• "Effective cross-selling skills with clients making purchases beyond the most popular products."
• "Shows strong time management, with a calendar that has a good balance between closing deals and contacting new leads."
• "Contributes to company business goals by helping the marketing team improve sales materials."
• "Hits daily sales activity goals with strong organization and LinkedIn research skills."
• "Manages high-stress situations like client complaints, effectively. Their efforts made a huge impact during the most recent feature release."

These performance review example phrases show appreciation for sales skills. They also outline the specific ways that the salesperson is putting those skills into action. This helps them understand what they are doing right and inspires them to continue those habits in the future.

What Needs Improvement

Once they understand the value they're bringing to their role, it's time to engage your salespeople with areas for improvement. It's best to approach these areas from a goal-setting perspective.

Being objective can help shift the conversation away from personal critique and toward working together to improve. You might also find value in connecting each area for improvement to a team or company priority .

For example, say a member of your sales team often shows up late to team meetings. If one of your team values is respect, you can talk about how tardiness in general is disrespectful to the team.

Another strategy is to approach areas for improvement as questions. For example, asking "Which listening skills are you best at, and which could you improve?" gives a sales rep a chance to share where they excel. It also gives them a chance to let you know whether you both see an area where they could improve.

Negative Performance Review Phrase Examples

• "The ratio of leads to deals is lower this quarter than it was last quarter. What do you think could be causing this shift?"
• "Some clients have mentioned feeling confused about the latest product features. Once you've had a chance to do more training I think you'll be able to help them effectively."
• "It looks like you're making more calls than you've recorded in the CRM. Let's plan a time to talk about some shortcuts you can use in the system."
• "It looks like you've missed your new leads target this quarter, but you're doing great on closing deals. What skills do you use most when you close? Could any of those help with new leads?"
• "I know that upselling in this industry can be tough. I had a hard time with it until I learned this tip from my mentor."
• "It was tough when that client changed their mind at the last minute. The same thing happened to me a couple of years ago. This is what I took away from the experience."

Finish your feedback on a positive note.

Sales performance reviews can be mentally and emotionally taxing. Instead of moving right into future planning, make sure to close the review with more positive feedback. Show your salespeople how their work supports the company and the team.

If you have a mission-driven organization , talk about how their individual work supports that vision. Show them how they're making an impact with their role. Make it clear that there is a community that values their work.

4. Review Sales Evaluation Outcomes and Learning

Finally, close out each sales performance review by making a plan for what needs to happen next. Whether you're recommending business coaching or an improvement plan, that work should begin right away.

Create a plan for improvement.

If you talked about specific improvement in soft skills or metrics, set a date to follow up and measure progress. If the goals you discussed were more open-ended, ask them to create some SMART goals around those ideas. If you don’t have a lot of experience with this type of goal-setting, this SMART template can help. Then, set a time to check in.

These review examples help any sales manager write performance reviews supported by a numerical score. This can help you explain what each sales rep is doing well and what they can improve.

Does Not Meet Expectations

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This sales rep has low-scoring reviews on most rating factors, resulting in average ratings beneath two. This shows that they’re not meeting the expectations of their position or it could be a rep going through difficult times . It might also be an indicator that the employee needs more support.

"Rep seems to be struggling to grasp and adapt to the requirements and expectations of their role. They need further training and mentoring support to help them build up their skills and capabilities."

As you complete performance reviews for performance that doesn't meet expectations, consider what habits and challenges are impacting their performance.

Use these phrases to communicate why they're receiving a rating of "Does not meet expectations."

• "Has a hard time communicating the core product offerings of the company"
• "Conducts little or no research on a prospect before a call"
• "Adds limited data or insights in the CRM"
• "Does not show interest in practicing to improve their presentation skills"

Needs Improvement

The review above shows ratings with an average above two and lower than three points. This is an employee with sales performance that has room for improvement.

"There is room for improvement to meet the requirements of this role. We are making a plan to invest in training exercises that can help them make sure their work meets our high standard."

This sales rep might be close to meeting expectations but still has some aspects of their job that they need to work on. Maybe they're a new rep who's close to hitting their quota but is just shy each month. Or they're a more tenured rep struggling to apply a new sales approach to their workflow.

Identifying these areas for improvement in the performance review will give points to work on during any coaching or training after the performance review.

These phrases can help you communicate a need for growth while motivating your team:

• "Overcoming objections is a challenge in sales. Let's revisit the company's techniques for this skill."
• "Develop confidence for negotiations by practicing independently and during team sessions."
• "Test other sales strategies, not just discounts, to close a sale. Discounting can mean lower margins and strategies like storytelling can be more effective."
• "Your prospecting and presentation skills are improving. Keep working on projection and urgency."

Meets Expectations

This sales performance review is for a rep with an average rating above three and lower than four. This means they are performing their job as outlined in their job description. They are meeting their quota but not going beyond those expectations.

"Rep has successfully executed their deliverables on a consistent basis, demonstrating their time management and trustworthiness."

This employee checks all the boxes and consistently performs at or above the expected performance level. They consistently hit their goals each month.

Here are some positive phrases you can use to let them know they're doing an excellent job:

• "Sets reasonable goals and hits those goals each month. Is up-front about blockers and removes them before they impact performance."
• "Takes extra care to understand the prospect's challenges and priorities fully and offers them a holistic solution."
• "Consistently meets their sales goals with enthusiasm."
• "Enters prospect and deal information into the CRM on time and includes thorough notes so the deal's status is clear to the team and management."

Occasionally Exceeds Expectations

In the review above, the average rating is between three and three and a half. This means the sales rep is occasionally exceeding expectations. They've gone past their quota and are showing that they're responsible and can tackle more tasks.

"Rep has demonstrated the value they add to the team. They go above expectations in all aspects of job performance by proactively seeking opportunities to grow and learn new skills."

A rep might be exceeding quota more and more often. But at the same time, they may fall short of your top performers and don't yet have the confidence to be a leader on the team. This individual has a lot of potential and needs some coaching to perform even better:

• "Rep's performance was X% above the target [X period, quarter]."
• "Exceeded goal X out of X sales by X% by conducting original research to add to client presentations, closing X deals."
• "Shows initiative and is eager to learn and apply new sales techniques, like using social media to find new leads."

Consistently Exceeds Expectations

The review above shows an average rating beyond three and a half for all ranking factors. This sales rep is consistently exceeding expectations.

As a manager, it's important to recognize top performers , and to review them for a merit-based raise, incentive, or promotion.

"Rep has responded admirably to changing and sometimes challenging situations, always showing adaptability and problem-solving skills even under rigid deadlines. Their attention to detail and work are at an exceptional standard. Rep is a strong team player and brings energy and innovative thinking to the table."

Sales associates who exceed expectations go above and beyond the requirements of their day-to-day role. They might take on extra projects, train other reps, or tackle their team's reporting .

If your rep consistently exceeds expectations, give clear feedback so they know they're doing outstanding work.

• "Introduced a new approach for pipeline management that was X% more effective than the previous process."
• "Goes above and beyond to handle objections and offer value on each call by creating spreadsheets with key client details."
• "Is a leader on the team and helps fellow sales reps with call shadowing and feedback sessions."
• "Consistently exceeds their quota, and was X% above the target in [X period, quarter]."

As mentioned above, it’s a good idea to have each sales rep write up a self-assessment. It allows the rep to reflect on their performance in their own words, giving you insight into how they think about their role, their place on the team, and their accomplishments/challenges. You might also look to see how aligned your perspectives are as a manager with those of the rep, which could clue you into your alignment in a broader sense.

A good self-assessment includes:

• Specific examples of accomplishments and contributions to the team
• Performance outlined in concrete numbers
• An explanation of the "why" they performed the way they did
• Details on how they see themselves growing

These items will show how conscientious the rep is of their performance and whether their approach is working. It will also give you context around how to coach them toward success.

Here are some sample answers from a self-assessment that might show you when a salesperson is "occasionally exceeding expectations":

1. Quantitative approach to self-assessment.

"As a new BDR on the team, my role is to generate qualified leads for our pipeline with a goal of 5-7 SQLs per month. In my first quarter on the team, I've met and exceeded this threshold with an average of 9 SQLs per month at a 25% lower number of touches per prospect than the team-wide average.

I am pleased with this performance, especially in the context of the closing ratio that these SQLs maintained. This tells me that I am prospecting effectively, targeting the right opportunities, and managing my time well throughout the process.

I'm interested in increasing my performance in line with company expectations for the coming year."

This employee measured themselves against team-wide benchmarks and the duties described in their job description.

2. Using the STAR method for self-assessment.

"During my performance review last quarter, we identified a lackadaisical approach to the CRM being one of my biggest limiting habits. I heard that feedback loud and clear and re-operationalized my use of our CRM, which is one of the reasons why I was able to meet and exceed my personal revenue targets by 11% with a closing rate higher than the team-wide average.

With thorough organization and note-taking, I was able to shorten my time to close, a big contributor to my higher performance since last quarter. In addition, I was able to disseminate some of my new processes to other SDRs, increasing better CRM adoption across the wider team.

With that said, I am still not among our highest performers and I could improve my attention to detail and response times."

This employee used the STAR method to describe some of their accomplishments on the way to achieving a certain result.

3. Skills-based approach to self-assessment.

"Ever since implementing more rigorous training to improve my communication skills, I have met and exceeded new hire expectations for sales performance. For the first quarter of the year I was under monthly revenue targets and knew I had to engage in continued education to improve my ability to make a lasting impression with prospects.

Since completing additional training, I’ve been able to meet and exceed my personal revenue target in the most recent quarter, selling 107% of my target in June, 111% in May and 105% of my sales target in April.

The biggest factor in my success has been my improved pitch, and more consistent responsiveness throughout the sales process. My timely responses and attention to detail have resulted in a higher closing rate for new customer inquiries and enabled me to exceed my sales targets."

This employee measured their growth and improvement based on vital soft skills that helped them succeed in achieving sales targets.

HubSpot and InsideSales.com have created this sales performance review and coaching template to help managers measure and coach their inside sales reps to consistently improve performance each quarter.

The template includes:

• A template for manager review and rep self-review
• The key activities/skills of top sales reps
• A template to track areas of focus for the next review

Grab your copy of this template and start coaching your reps towards higher output and revenue for your business today. If you choose to download this free resource, you’ll be able to record goals and soft skills assessments for your team, we’ll walk through the function of each below.

Goals Assessment

In the goals assessment template, you’ll be able to track your reps’ ability to hit quota. Each row and column is fully customizable to fit the metrics your company values most.

Record their progress for each quarter of the year to gauge their progress based on the percentage achieved. Then use the information collected in tandem with the attached soft skills assessment template.

Soft Skills Assessment

This template gauges the qualitative side of a rep’s performance. It also looks at other essential functions of the job description:

• Time management
• Discovery and forecasting skills

Conducting Specific, Actionable Performance Reviews for Your Team

Performance reviews are a personal process and should be conducted as such. Use this guide and template to customize your performance review process. This will ensure your reps have everything they need to succeed (and help you succeed, too).

Use each sales performance review to give unbiased, actionable advice to your team. Set clear expectations, use a template, and build trust with your team at each step in the process. This can set your team up for lasting sales growth.

Editor's note: This post was originally published in October 2016 and has been updated for comprehensiveness.

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Related articles.

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Sales Excellence: How to Identify & Reward Your Exceptional Reps, According to Sales Leaders

How to Give a Sales Performance Review in an Uncertain Economy

How to Conduct Your Sales Quarterly Business Review (QBR)

How to Write a Performance Review

How to Respond to a Performance Improvement Plan

The 7 Elements of an Effective Performance Plan

Time For Quarter End Reviews: Performance Actions For Every Member of Your Sales Team

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Sales Performance Review Presentation Slide

A sales performance review is a process of evaluating the sales team's effectiveness and efficiency in achieving the company's sales goals. It typically includes an analysis of individual and team performance against targets, identification of areas for improvement, and a discussion of strategies to optimize performance. Sales performance reviews are conducted on a regular basis, typically quarterly or annually, and involve a comprehensive review of sales metrics, such as revenue, profit margins, and customer retention. The review helps identify strengths and weaknesses, providing insight into sales strategy and tactics to drive future success. With our templates, you can create a high-quality presentation that will leave a lasting impression on your audience about sales performance review.

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Sales review presentation: A comprehensive guide

This guide will teach you how to create a sales review presentation that will help you close more deals and grow your business.

Raja Bothra

Building presentations

Hey there, fellow presenter!

If you've ever found yourself grappling with the challenge of creating an effective sales review presentation, you're in the right place.

In this comprehensive guide, we're diving deep into the world of sales review presentations, and we'll show you how to make the most of this crucial tool for your business.

What is a sales review presentation?

A sales review presentation is more than just a set of slides; it's your gateway to success. It's a dynamic, visual document that encapsulates your sales team's performance, strategies, and achievements. Think of it as your power-packed communication tool for showcasing the heart and soul of your sales efforts.

Sales review presentations follow a rhythmic cadence – they can be monthly, quarterly, or annual affairs, each tailored to the specific needs of the team or individual. Yet, beneath this custom-fit veneer, some universal themes echo through every presentation.

Sales performance : At the heart of every sales review presentation lies an evaluation of performance. It's a deep dive into the numbers, an appraisal of key metrics like revenue, deal closures, and average deal size. But it's not just about numbers; it's about trends, the heartbeat of your sales story – whether they pulse with positivity or hint at areas for improvement.

Sales pipeline : Think of the sales pipeline as your crystal ball, predicting the future of your sales endeavors. Regular scrutiny is essential to ensure it stays on course. This involves dissecting the number of opportunities in each stage, evaluating the likelihood of each deal's closure, and adjusting your sails accordingly.

Sales goals : The crescendo of any review is the setting of goals for the journey ahead. This isn't a solitary endeavor; it's a collaborative symphony between sales representatives and managers. Goals must be ambitious yet attainable, a driving force propelling your team forward.

In essence, sales review presentations aren't just a perfunctory exercise; they're the lifeblood of a successful sales team. They provide the compass to navigate the complex sales landscape, the mirror to reflect on past endeavors, and the canvas to paint future triumphs. By embracing the ritual of regular sales review presentations, sales teams ensure they are not just chasing success but orchestrating it.

Purpose of sales review presentation

Why do we bother with sales review presentations, you ask?

Well, the answer lies in their multifaceted and indispensable purposes:

Reviewing past sales performance: Picture this as the rearview mirror of your sales journey. A well-structured sales review presentation lets you delve deep into your sales figures, metrics, and KPIs. It's the compass that guides you through the intricate landscape of your sales endeavors, helping you understand where you've been and where you're headed.

Identifying areas for improvement: Like a diagnostic tool, sales review presentations dissect past performance to identify areas where the sales team or individual salesperson may have faced challenges. It's the x-ray that reveals the fractures, and from there, you can develop a plan for improvement.

Setting ambitious yet achievable goals: Sales review presentations aren't just about the past; they're a launchpad for the future. It's the platform where you, in collaboration with your sales manager, set goals that are not just ambitious but also attainable. It's about aiming for the stars while keeping your feet firmly on the ground.

Motivation and inspiration: Beyond the numbers, sales review presentations serve as a stage to recognize and celebrate successes. They are a platform to discuss areas for improvement openly and constructively. This process, in itself, is a powerful motivational tool, driving your sales team to strive for excellence.

Effective communication: Remember the old adage, "A picture is worth a thousand words"? Well, in a sales review presentation, a graph or diagram can indeed convey complex information with ease. It's your linguistic bridge to connect with your audience, translating data into insights.

In addition to these primary purposes, sales review presentations also serve these invaluable functions:

Building relationships: These presentations foster open and honest conversations between sales managers and sales representatives. It's a moment for both parties to come together, discuss performance, and build trust and rapport.

Opportunities for training and development: By scrutinizing sales performance, managers can pinpoint areas where the team or individuals may need additional training or development. This insight becomes the blueprint for creating a training plan that empowers the sales team to elevate their skills and knowledge.

Ensuring progress towards success: Ultimately, the overarching purpose of a sales review presentation is to propel the sales team toward improvement and success. Regularly revisiting past performance, identifying growth opportunities, and setting goals create a roadmap to ensure that success is not just a destination but a continuous journey.

KPIs and metrics to add in sales review presentation

Let's get granular and talk about the nitty-gritty details that make your sales review presentation shine. Here are some key terms to keep in mind:

• Sales performance metrics : Dive into sales figures, quarterly sales, and monthly sales to get a 360-degree view of your performance.
• Pipeline analysis : Evaluate your sales pipeline to spot bottlenecks and opportunities.
• Sales growth : Explore the growth trajectory of your sales over time.
• Customer retention : Assess customer retention and its impact on business growth.
• Competitor analysis : Know thy enemy! Analyze your competitors to fine-tune your sales strategy.
• KPIs (key performance indicators) : These are your guiding stars. Include KPIs relevant to your business.

Here is a guide on competitor analysis presentation

How to structure an effective sales review presentation

Structure matters, and your sales review presentation should flow seamlessly. Here's a suggested outline:

• Introduction : Set the stage with a brief overview of what the presentation will cover.
• Sales performance : Dive into the numbers. Highlight successes and areas for improvement.
• Sales strategy : Explain your sales strategy and how it aligns with your goals.
• Competitor analysis : Share insights on your competitors.
• Prospects and leads : Discuss your prospects and leads and how you plan to convert them into closed deals.
• KPIs and metrics : Showcase your key performance indicators and metrics.
• Conclusion : Summarize key takeaways and end on a high note.

Do’s and don'ts on a sales review presentation

Now, let's talk about some do's and don'ts to keep in mind as you create your masterpiece:

• Customize : Make it yours. Tailor the presentation to your brand and audience.
• Visuals : Incorporate graphs, charts, and visuals to make complex information digestible.
• Be persuasive : Your presentation should leave a lasting impression. Be persuasive in your storytelling.

Don'ts:

• Avoid wordiness : Keep it concise. Avoid long-winded sentences and jargon.
• Don't overload slides : Each slide should have a clear focus. Avoid clutter.
• Stay on brand : Don't deviate from your brand's style guide.

Summarizing key takeaways

• Sales review presentations are powerful tools for showcasing performance and setting goals.
• Their purposes include performance evaluation, goal setting, motivation, communication, and more.
• Key metrics to include are sales performance, pipeline analysis, and relevant KPIs.
• Structure your presentation with introduction, sales performance, strategy, competitor analysis, prospects, KPIs, and conclusion.
• Do: Customize, use visuals, be persuasive.
• Don't: Be wordy, overload slides, stray from brand guidelines.

1. What is a sales review presentation, and how can it benefit my team's performance?

A sales review presentation is a dynamic document that encapsulates your sales team's achievements and strategies. It serves as a power-packed communication tool. Creating it in PowerPoint (PPT) or Google Slides is common, and it's made easier with pre-designed sales review templates. These presentations offer a high-level overview of your sales performance and can be tailored to your target audience.

2. Can you explain the role of KPIs in a sales review presentation?

KPIs are key performance indicators that offer a snapshot of your sales performance. In a sales performance review , you can use PowerPoint Slides to present these metrics effectively. A well-structured PowerPoint presentation can include a dashboard and a timeline kpi to track progress over time.

3. How often should we conduct sales review meetings, and what should be included in them?

Sales review meetings can be held regularly, such as quarterly or annually. During these sessions, you can discuss sales by region, your sales funnel, and set sales targets for the future. It's also an opportunity to use a Pitch Deck to present your findings and plans.

4. Why is a complete deck important in a sales review presentation?

A complete deck ensures that all aspects of your sales performance are covered thoroughly. It should encompass your sales process, from lead generation to closing deals, and include predesigned sales review powerpoint templates to maintain a professional look.

5. How do regular sales reviews contribute to business growth and success?

Regular sales reviews are an essential function of any business. They provide insights based on data that help you identify both successes and failures. This information is crucial for making clearly defined improvements and adjustments in your sales activities and overall sales strategy, ultimately driving company growth.

Remember, Sales Review Presentations can be customized and personalized to suit your company's unique needs and brand guidelines, ensuring an impactful and ready-to-use tool for your sales team.

Create your sales review presentation with Prezent

Prezent, the AI presentation software, is your invaluable partner in crafting a compelling sales review presentation. With a wide selection of professionally designed templates tailored specifically for this purpose, Prezent saves you time and ensures a polished, visually appealing presentation. Customization is a breeze, allowing you to align the design with your brand identity effortlessly. Even without advanced design skills, Prezent's user-friendly interface makes it accessible to all. Additionally, Prezent offers access to an extensive library of slides (35,000+) and brand-approved designs from Fortune companies, ensuring diversity and compliance (100%) in your content.

Now go out there, create, and make a splash with your Prezent-powered sales review presentation.

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Sales Review

Download and customize this and 500+ other business templates

Start here ⬇️

Voila! You can now download this Presentation

Sales are crucial for lead conversions, customer retention and business growth and regular reviews ensure that your venture's sales performance is in check. With our Sales Review presentation, you can summarize findings from the year's performance and lay out the blueprint for a more productive and fruitful year ahead. An important thing to remember during this process is that, as Nelson Mandela put it, you never lose, you either win or learn.

25 questions and answers

What are some other ways to motivate a sales team apart from a review presentation?

Apart from review presentations, other ways to motivate a sales team can include setting clear and achievable goals, providing regular feedback and recognition, offering competitive compensation and incentives, providing opportunities for professional development and training, fostering a positive and supportive team culture, and ensuring that the team has the necessary tools and resources to succeed.

How can the lessons learned from a sales review be applied in the next year?

The lessons learned from a sales review can be applied in the next year by using them to create a blueprint for improvement. This could involve identifying areas of weakness, setting new goals, and developing strategies to achieve them. It's important to remember that there's no such thing as failure, only learning opportunities.

What are some other strategies to ensure customer retention?

Some strategies to ensure customer retention include providing excellent customer service, offering loyalty programs, maintaining regular communication with customers, personalizing customer experiences, and constantly improving your products or services based on customer feedback.

Slide highlights

Use this slide to go over your company's or department's sales performance. To prep for this step, keep organized track of leads and deals, automatically generate the sales analytics reports and work closely with your sales team.

With this slide, discuss your key sales performance metrics. These may include monthly sales growth, average profit margin, sales target and opportunities, monthly calls and emails, customer lifetime value and other KPIs.

Go over prospects and new opportunities, using this slide. Some tips for sales prospecting are: create an ideal prospect profile; find ways to meet your ideal prospects; actively work on your call lists and focus on personalization.

What are some other metrics that can be used to measure the effectiveness of a sales team?

Some other metrics that can be used to measure the effectiveness of a sales team include conversion rate, average deal size, sales cycle length, customer acquisition cost, customer churn rate, and customer satisfaction score. These metrics provide a comprehensive view of the sales team's performance, from how well they convert leads into customers, to how satisfied those customers are with their experience.

What are some other ways to improve sales target achievement?

Some other ways to improve sales target achievement include: setting realistic and achievable goals, providing regular training and development opportunities for the sales team, implementing a robust CRM system to track leads and deals, using data analytics to understand customer behavior and trends, focusing on customer retention and upselling, and incentivizing the sales team with rewards and recognition for meeting or exceeding targets.

What are some other strategies to increase customer lifetime value?

Some strategies to increase customer lifetime value include improving the product or service quality, offering excellent customer service, implementing a customer loyalty program, personalizing customer experiences, and upselling or cross-selling relevant products or services.

Application

Customer Relationship Management (CRM) platform, Pipedrive, offers an eight-step guide to conducting a sales review:

• Frame the retrospective as a positive event – remind your team that this review is about learning, not blaming; it's about the past and the future; this review is a safe haven where everyone involved can speak their mind without negative repercussions.
• Discuss what went well – participants should be pushed to think beyond generalities and pin down specifics. Rather than settle for statements like "I made my quotas" or "I closed a big deal," encourage yourself and your team to dig deeper, the Pipedrive team says.
• Discuss what went poorly – things don't always go our way, people make mistakes, and teams don't always meet their goals. The experts say: "Those that don't learn from history are doomed to repeat it, so make sure the history is accurately chronicled."
• Cover all your bases – ask more prompting questions, like "In what industry were your biggest wins?" "In what industry were your biggest losses?" "How long did it take to separate the deals from the duds?" "What percentage of your monthly prospects led to won deals?" "What percentage went nowhere?" "Was your follow-up process as efficient as it could have been?"
• Consolidate the answers – after discussing the successes and failures, consolidate everyone's answers and organize them hierarchically. Then decide which areas are in most and least need of improvement.
• Turn the "What? into "Why?" – the first step toward improvement is to identify the root cause of any given gain or failure.
• Establish what was learned – by now, the experts say, you and your team should be looking at a massive whiteboard filled with successes, failures and the root causes of those gains and failures. To fully establish what was learned, engage in a little linguistic rearranging.
• Make an improvement plan – when the learnings are established, identify the actions people can take to improve their shortcomings. "If your team learned that by developing a more holistic understanding of the customer's needs during the initial conversation, they can increase the likelihood of obtaining a face-to-face meeting. One action they can take is to practice active listening," the Pipedrive team says.

What are some ways to ensure that the history of a sales team's performance is accurately chronicled during a review?

To ensure that the history of a sales team's performance is accurately chronicled during a review, it's important to frame the retrospective as a positive event focused on learning. Encourage team members to discuss both successes and failures in detail, rather than settling for general statements. Ask prompting questions to cover all aspects of performance, such as the industries where the team had the biggest wins and losses, the time it took to separate successful deals from unsuccessful ones, and so on. Remember, the goal is to learn from the past to improve future performance.

How can a sales review help in improving the team's performance in the upcoming year?

A sales review can help in improving the team's performance in the upcoming year by providing a platform to learn from past experiences. It allows the team to discuss what went well and what went poorly, enabling them to identify specific areas of success and failure. This retrospective analysis helps in understanding the patterns of wins and losses, the time taken to separate deals from duds, and other crucial aspects. By learning from the past, the team can strategize better for the future, avoid repeating mistakes, and capitalize on successful practices.

What are some ways to ensure that a sales review is a safe haven for open discussions?

To ensure a sales review is a safe haven for open discussions, it's important to frame the review as a positive, learning-focused event. Encourage participants to speak their mind without fear of negative repercussions. Discuss both the successes and failures, pushing for specifics rather than generalities. Ask prompting questions to cover all aspects of the sales process. Remember, the goal is to learn from the past to improve future performance.

Expert advice

HubSpot picked over 500 selling experts' brains clean on selling tactics and practices. Here is what the sales gurus say:

Sean McPheat, CEO of MTD Training Group

"It doesn't matter what you think you're selling that counts. It only matters what the client thinks they are buying. In other words, see the whole sales transaction through their eyes and match what you offer to their wants, lifestyle, and their view of the world."

Zhelinrentice Scott, the SEO Queen

"Never sell with the goal of getting the money, sell with the intention of solving the problem or making the prospect's pain go away."

Steve Eungblut, Managig Director at Sterling Chase Associates

"Always sell to a compelling event and make sure that compelling event is a) the buyer's compelling event, b) fits with your timeline; and c) is not within the control of the buyer to ignore or change. Then plan the sale backward from the compelling event with the help of the buyer."

Steve Farmer, Associate Broker at Marc Austin Highfill Team, Exit First Realty

"Never make statements, always ask questions – preferably questions you know the answer to. This leads clients to draw their own conclusions and sell themselves, as opposed to being sold. Even when you're asked a question and you're unsure why they asked, it's better to clarify by saying, 'That's an interesting question; why is that important to you?' rather than diving in and flubbing the whole process."

19 questions and answers

How can this strategy be used to motivate a sales team?

This strategy can be used to motivate a sales team by encouraging them to engage more with their clients. By asking questions instead of making statements, salespeople can lead their clients to draw their own conclusions and sell themselves. This approach can make the sales process more interactive and engaging, which can motivate the sales team to improve their performance.

What are some other techniques to avoid flubbing the sales process?

Some other techniques to avoid flubbing the sales process include: understanding your product or service thoroughly, knowing your target audience, practicing active listening, being honest and transparent, handling objections effectively, and following up with potential customers. It's also important to maintain a positive attitude, be patient, and not rush the sales process.

How can this approach help in laying out the blueprint for a more productive year?

This approach can help in laying out the blueprint for a more productive year by encouraging self-reflection and strategic thinking. By asking questions instead of making statements, you're prompting yourself to think critically about your goals, strategies, and actions. This can lead to more effective decision-making and planning, which can ultimately increase productivity.

Maria May, Licensed Real Estate & Life Insurance Agent In South Carolina Hilton Head Island Area

"Nobody cares how much you know until they know how much you care."

Bonnie Brown – President, BBI Marketing

"There are four levels of competency in sales. Level one is 'unconsciously incompetent.' At first, you don't even know what you don't know. Level two is 'consciously incompetent.' You become aware of your shortcomings and address them. Level three is 'consciously competent.' With careful consideration and thoughtfulness, you can be confident in your abilities to sell. Level four is 'unconsciously competent.' You reach a level where talking about the sale becomes second nature."

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Sales PowerPoint Templates & Sales Presentation Slides

Download creative sales PowerPoint templates and e-commerce presentation designs that you can use to prepare reports in PowerPoint, innovative dashboards, and presentations to impress your audience and make the job easier for sales managers.

Our easy-to-edit Sales PowerPoint Templates ease the stress of creating designs from scratch. After downloading, you can customize any of these templates to suit your brand or personal needs.

With our Sales Presentation Templates for PowerPoint and Google Slides, all you need to do is to replace all our placeholder texts with your sales content. It will save you time, energy, and cost. Whether you’re creating a report on your company’s latest sales figures or presenting a new product to potential clients or stakeholders, our templates will help you achieve your sales goals.

Value Chain Analysis PowerPoint Template

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Sales Dashboard Template for PowerPoint

MEDDPICC Model PowerPoint Template

Gift Certificate Template for PowerPoint

Conclusion Slide Template for PowerPoint

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6-Item Sales Goals PowerPoint Template

Sales Action Plan PowerPoint Template

Sales Pipeline Slide Template for PowerPoint

GPCT PowerPoint Template

A Sales Presentation is used to inform potential customers about the benefits and features of your product or service. Sales managers and business development professionals often use it to showcase their products or services to their stakeholders and potential customers to generate interest and leads.

An effective Sales Presentation must be able to introduce the product or service and sell it. Many people view Sales Presentations as showcasing the product or service, but you can use them to reach a broader audience and take them through their buyer journey from leads to sales.

Using Sales Templates is crucial for your business growth as they provide a consistent visual look for your presentations. They also help to save time and resources by providing pre-designed layouts, charts, and graphics that you can easily customize to fit the specific needs of your presentation. Hence, it helps you focus on the content of the presentation and the message you want to convey rather than spending time creating design elements from scratch.

Sales Templates can also improve your presentation effectiveness by providing a visual guide for the audience. Using charts, graphics, and other design elements can make complex information understandable and provide a more engaging experience for your audience. It ultimately leads to more leads, sales, and better communication with potential customers, which is the ultimate goal of any sales presentation.

What is a Sales Presentation?

A Sales Presentation is a formal or informal template used to inform and persuade potential customers about a product or service. It is used to inform potential customers about the benefits and features of your product or service. Sales managers use it, and business development professionals showcase their products or services to potential customers, generating interest and leads.

What is the difference between a Sales Presentation and a Sales Pitch?

The major difference between a Sales Presentation and a Sales Pitch is the scope and duration of the presentation.

A Sales Presentation is a more detailed and comprehensive presentation that provides in-depth information about the product or service. At the same time, a Sales Pitch is a shorter, more focused presentation designed to persuade the customer to purchase or take a specific action.

What are the 7 steps to making a good sales pitch?

The seven steps to making a good sales pitch include:

• Identifying the target audience.
• Researching the product or service.
• Creating a clear and compelling message.
• Tailoring the pitch to the audience.
• Building rapport with the customer.
• Addressing objections and concerns.
• Closing the sale.

What should be in a sales presentation?

A Sales Presentation should include the following:

• An introduction of the product or service.
• Detailed information about the features and benefits of the product or service.
• Testimonials or case studies from satisfied customers.
• Comparison of the product or service to competitors.
• Information about the company and its history.
• A call to action.
• A Q&A session.

You consider using accurate graphical visual design elements such as charts, graphs, and images to help illustrate the information and make the presentation more engaging.

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Sales Templates

Elevate your sales pitch with great design. Whether you're doing a product demo or presenting on your sales pipeline, these professional slide decks will help your content hit home.

Sales Process Onboarding Template

Bring employees onboard with this colorful template. The bright and energetic design will grab their attention and communicate your company's values.

Product Overview Template

This vibrant, energetic template will highlight your products and your strategy for success. These modern slides are sure to make your pitch pop.

Sales Case Study Template

Shades of purple and pink give this modern presentation a pop. Demonstrate your grasp of the industry with vibrant accents that will drive your analysis home.

Quarterly Sales Performance Template

Demonstrate your sales successes with this modern, minimalist template. The subtle geometric pattern will help keep your audience focused on your key points.

Sustainability Report Template

Detail your sustainability efforts with this structured template. Give your analysis visual impact, while highlighting your achievements.

Lead Generation & Conversion Report Template

This clean, professional template features geometric accents in combination with vivid yellows and blues. Map your growth plans and increase buy-in with these polished slides.

Competitive Analysis Template

Bold splashes of gray and orange make this template stand out from the crowd. Geometric touches add emphasis to vital points, giving these slides a confident, sophisticated feel.

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Updated 2024: List Of Top Sales Presentation Templates You Need

Sales presentation templates are used to create presentations and to support the storytelling you want to convey to your prospects. These templates allow you to easily and quickly put together a presentation, without the hassle of having to worry about design and how to align that with your brand.

There are many online sales presentation templates available for free or for a small fee. Regardless of your choice, a crucial factor to consider is how easily it can be customized with the tools you already know. 

Why Use A Pre-made Sales Presentation Template?

In addition, sales presentation templates also help you improve your sales content. When you create and track tailored presentations for your buyers, you are able to see which content resonates with them the most and which doesn’t.

Aside from making your presentations visually appealing, pre-made templates also saves you a lot of time. 

Sales presentation templates allow you to quickly switch those out to other content that would resonate with your buyers more. 

How To Choose The Right Sales Presentation Templates

In choosing a sales presentation template, there are more factors to consider than just the design. It’s important to remember who this presentation is for- your buyers. And their needs and pain points come first.

Choosing the right template is essential to delivering an effective and engaging presentation. 

1. Understand your audience and goals

First, clearly identify your audience and establish your objectives. Consider the demographics, preferences, and interests of your audience when choosing a template.

Different presentation templates are designed for different purposes, so it's important to choose a template that aligns with your objectives. Setting your audience and objectives will guide you when you’re creating the structure of your sales presentation.

2. Set a clear structure for your sales presentation

Create a framework as to how you want to guide your audience through your presentation. Make sure that your presentation follows a structure that is easy to follow and piece together. You don’t want any irrelevant points that will only confuse your buyers.

Each element that goes in your presentation should have a place in the story you’re telling. A prime example is from HubSpot and they call this structure “ the best sales presentation structure of all ”: the SCR structure. SCR stands for Situation, Complication, and Resolution.

A simple storytelling structure takes your buyers on a journey that builds tension, which causes them to be more attentive and more eager for a solution. This structure also allows for your content to flow and conclude in a natural manner. 

3. Find the template design that fits your brand and needs

Lastly, pick a template design that closely matches your brand and meets your needs. Choose a template that has a clean and professional look, with a color scheme and typography that is easy on the eyes.

Thoughtful placements and the use of images and graphics can help enhance your message. You might also want to take into consideration how easily customizable it is, as these templates’ objective is to help you save time and effort. 

Where To Find Free Sales Presentation Templates

There are plenty of online resources where you can find sales presentation templates. Here are the top favorites and popular options when you can find templates for sales presentations:

Canva is a graphic design platform that offers a wide range of templates you can use in your organization, including sales presentation templates. All templates are offered for free, but some premium content and design elements can only be accessed with a paid subscription plan. You can easily customize these templates with your own content and branding, and even download them as PowerPoint or PDF files.

Envato Elements is a subscription-based platform that offers a range of digital assets. They have sales presentation templates that can be downloaded and customized in PowerPoint or Keynote.

3. Microsoft PowerPoint

PowerPoint is a widely used presentation software that comes with a range of built-in templates, including sales presentation templates. You can access them by opening a new presentation and selecting "Sales" under the "Available Templates and Themes" section.

4. Slidesgo

Slidesgo is a website that provides free, professionally-designed sales presentation templates for Google Slides and PowerPoint presentations. The templates are fully editable, allowing users to customize the designs to suit their needs. Slidesgo also offers premium templates and resources for a fee.

PowerPoint - Top 5 Free PowerPoint Sales Presentation Templates To Use

If you mainly use PowerPoint as your presentation software, we’ve gathered these easy-to-customize templates you can download and customize from PowerPoint.

1. Creativa - Startup Powerpoint Template (Evanto Elements)

A clean and modern template with 30 unique slides you can fully customize. Simply download and edit from PowerPoint.

2. Business Sales - Clever Sales Pitch PPT Template (Evanto Elements)

A bright and fresh template with more than 15 customizable slides for your next sales presentation.

3. Product Vision Pitch Deck Presentation - Free (Slidesgo)

4. blue pink creative business presentation pitch deck (canva).

A colorful template that includes 17 fully editable slides from Canva.

5. Modern Pitch Deck Presentation Template (Canva Pro)

If you’re looking for a minimalistic style, this template has 10 fully editable slides with a simple yet professional look.

Google Slides - Top 5 Free Google Slides Sales Presentation Template

Here you’ll find several options for sales presentation templates you can download and customize from Google slides. These templates are not only visually appealing but also easy to customize to your needs. 

1. Sales Kickoff Meeting - Free (Slidesgo)

Modern, simple style template with 26 slides to impress your audience. 

2. Blue and Gold Pitch Deck Presentation - Free (Slidesgo)

This template in blue and gold offers customizable slides to explain key pain points, values, and competition. You can edit diagrams, images, and graphics for to drive key points.

3. Easy & Professional Pitch Deck (Slidesgo)

A sleek presentation template with 34 different slides to choose from. All of the slides can be easily customized and edited.

4. Monthly Sales Review Meeting - Free (Slidesgo)

This template includes gradients, winding shapes, photos in black and white, and editable visual data representations to deliver important points. All of the slides are easy to modify and customize. 

5. Sales Target Achievement Consulting Toolkit (Slidesgo)

With more than 50 different slides to choose from, this template also contains easy-to-edit graphics such as graphs, maps, tables, timelines, and mockups.

Canva - Top 5 Free Canva Sales Presentation Template

Canva offers some of the most visually appealing cost-free templates in the market and some premium content at a very affordable price. All of the templates are customizable from the platform and for real-time team collaboration.

1. Green Abstract Curve New Business Pitch Deck Presentation

If you want to create a clean, well-structured presentation, this template has simple diagrams and is easy to use.

2. Purple and Orange Creative Illustrated Sales Report Presentation

This template includes fun and colorful graphics that will surely capture your audience’s attention. It has the simple structure you need for a sales report.

3. Blue Yellow Modern Sales Strategy Presentation (Canva Pro)

This fully customizable presentation template is perfect for your next sales strategy meeting. This template has comprehensive slides you can leverage to deliver a clear and impactful presentation.

4. Dark Modern Corporate App Development Startup Pitch Deck Presentation (Canva Pro)

For a modern feel and sleek design, this template is perfect to pair with a product launch or development presentation. Designed to make the product stand out, this template also includes fully editable slides.

5. Minimalist Blue Simple Start-Up Pitch Deck Presentation (Canva Pro)

For a minimalist style and fresh feel, this template is best to deliver important points without distractions. All slides are fully customizable to help you capture key points.

Keynote - Top 5 Free Keynote Sales Presentation Templates

1. Sales Proposal Keynote Template (Evanto Elements)

In this sales offer presentation template, sellers can easily demonstrate how they can serve the needs of buyers by showing the key benefits of their products or services.

2. Business Sales Infographic Keynote Template (Evanto Elements)

This template is great for accompanying every stage of your business development with holistic brand touchpoints, from embarking on a new project, building recognition among competitors, and finishing it with an improved goal proposition.

3. Pitch Deck Keynote Template (Evanto Elements)

This presentation template, with 30 editable slides and adjustable images and graphics, can be used for pitch decks or business portfolios. 

4. Hope - Sales Strategy Presentation Keynote (Evanto Elements)

This item contains 30 unique slides with amazing colors as well as wide acceptability features. A solid template for sales strategy to make your presentation look professional.

5. Kamaya Sales Presentation Template - Keynote (Envato Elements)

This sales presentation template can also be used and is suitable for any purpose, especially for automotive, technology, and creative. 

Top 5 FREE Sales Presentation Templates

Customizability, design, and structure are factors to consider when looking for a template. Based on these factors, here are the top free sales presentations you can use for your next sales meeting.

1. Motion Graphics App Pitch Deck (Slidesgo)

For a unique and colorful presentation, this template has animated 3D shapes floating over the soft slides will make your pitch deck look very modern and exciting. 

2. Sales Target Business Plan (Slidesgo)

With this template, you'll have the flexibility to edit it on the fly and track progress along the way. Plus, everyone involved will get clarity on what they need to do to reach their objectives.

3. Professional Gradient Pitch Deck Business Presentation (Canva)

A bright and fresh-looking template is all you need to deliver a memorable presentation. This template has a great structure with all the slides you need for a simple yet powerful pitch deck. 

4. Blue Pitch Deck Business Presentation (Canva)

A blue-and-white template that will surely give your next presentation a professional look and feel. This multi-purpose template can be used for any presentation. 

5. Project Proposal Business Presentation Abstract Tech Style (Canva)

For a modern touch, this versatile template has everything you need for a proposal presentation. It also has icons, diagrams, and graphs for a visually appealing presentation.

Why Use a Sales Presentation App to Manage Sales Presentations

Using sales presentation templates in a sales presentation app can have a time-saving impact on your processes. With all of the relevant sales materials at their fingertips and the ability to create tailored presentations in one place, your sales team can be more efficient and effective.

Your salespeople are confident going into a meeting, and you gain peace of mind knowing that the app has everything they need.

A sales presentation app helps to keep your materials organized , consistent, and up-to-date. This way, you can easily deliver content to your teams and your salespeople can easily access content whenever they need it. Equipped with advanced search features, your salespeople can find materials easily to allow quick and easy presentation tailoring.

In addition, sales presentation platforms are designed to allow offline access on any device, to enable salespeople for a meeting whenever and wherever they are. Coupled with tracking and analytics to track how content is being engaged with and consumed, a sales presentation app is a powerful tool in a salesperson’s arsenal.

A sales presentation template helps to streamline your sales process by providing a clear structure for presenting information and highlighting key selling points. 

With sales presentation templates, you can always be sure that every custom presentation that your sales representatives make will be aligned with your company's brand and messaging.

Using pre-made sales presentation templates can have a multitude of benefits for businesses of all sizes. Your salespeople can focus more on the content when the structure is already set for them. It can save time and effort by providing a pre-designed framework for creating professional-looking presentations . It also ensures brand and messaging are consistent across all presentations.

A sales presentation template helps to streamline your sales process by providing a clear structure for presenting information and highlighting key selling points. This can help to keep your buyers engaged and interested in the presentation. Lastly, templates can also help you to easily track and analyze the effectiveness of your sales presentations. By using a consistent template, it’s easier to compare the success of different presentations and make data-driven decisions to improve your overall sales strategy.

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