Module 3: Creating Annual and Monthly Sales Goals


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In Module 3, we'll finalize the process of setting your sales goals and begin creating your actual tracking spreadsheets. Hang in there!

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Introduction to Module 3
Open to view video.
Open to view video. In this video, Manny & Clara give you a brief introduction to creating your annual & monthly sales goals
Tips and Traps of Goal Setting
Open to download resource.
Open to download resource. This component details the importance of proper goal setting
Creating Your Annual Sales Goals: Rough and Final Sales Goals
Open to view video.
Open to view video. In this video, Manny guides you through the process of creating your rough & final sales goals.
Blank Annual Sales Spread & Goals
Open to download resource.
Open to download resource. Download & save your Blank Annual Sales Spread & Goals Spreadsheet
Sales Goals Instructions
Open to download resource.
Open to download resource. Download & save your Blank Annual Sales Spread & Goals Spreadsheet
Creating Your Final Sales Goal and Actual Tracking Sheet
Open to view video.
Open to view video. In this video, Manny will guide you through the Actual Tracking Sheet which you'll be updating on a monthly basis.
Blank Sales Goals and Actuals - Excel
Open to download resource.
Open to download resource. Download & save your Blank Sales Goals & Actuals Spreadsheet
Goals and Actuals Tracking Instructions
Open to download resource.
Open to download resource. Here we provide you with written, step by step instructions to accompany Manny's video on Actuals Tracking
Module 3 Conclusion
Open to view video.
Open to view video. In this video, Clara concludes Module 3 and sets you up for Creating Your Monthly Forecast in Module 4