Sales Team Weekly Review Checklist ( SALESANDMARKETING )

This checklist guides the sales team through a structured weekly review process to analyze performance, address challenges, and set goals for the upcoming week. It ensures that all team members are aligned and aware of their targets and areas for improvement.

• Review Weekly Sales Metrics

  Analyze the sales figures from the past week, including total sales, number of deals closed, and comparison to previous weeks.

• Identify Challenges and Roadblocks

  Discuss any challenges faced during the week that impacted sales performance, including obstacles in client acquisition or deal closures.

• Set Goals for the Upcoming Week

  Establish clear and achievable sales targets for the following week based on the insights gathered from the review.

• Share Best Practices and Success Stories

  Encourage team members to share strategies that worked well for them, fostering a collaborative learning environment.

• Assign Action Items

  Determine specific action items and responsibilities for each team member to focus on for the next week.