Sales Operations Strategy Scorecard

Resource Overview

A template to document your sales operations objectives, initiatives, measures, and targets for the next 12-18 months.


Related Resources

Your Problem

You need to briefly outline your sales operations strategy. You are required to outline the actions you will take in order to achieve your objectives, as well as to clearly state your key performance indicators and your target timeframe.

Our Solution

We have designed a one page sales operations plan template to document your branding objectives, initiatives, measures, and targets for the upcoming 12-18 months. This plan template will provide your company with the tools needed to track and to organize your current strategy.

This customizable sales operations plan will provide you with the option to organize your company´s sales operations objectives in the order to consider which is most appropriate. Using our scorecard you can communicate your company high-level objectives, as well as the actions you will undertake to achieve these.

Key Benefits

  • easy to use Excel format
  • provides example objectives
  • facilitates communication with executives
  • clearly outlines sales operations strategy
  • save 2 hours on formatting


Microsoft Excel Spreadsheet

Estimated Time Required: 2 Hours

Skills Required: Excel (Basic)