Sales Quarterly Review Checklist ( SALESANDMARKETING )

This checklist provides a structured approach to review sales performance for the quarter, helping teams analyze results, understand market trends, and set new objectives.

• Gather Sales Data

  Collect all relevant sales data for the quarter, including total sales, new clients acquired, and lost clients.

• Analyze Sales Performance

  Evaluate sales data against the set targets to assess overall performance and identify trends.

• Review Client Feedback

  Examine feedback received from clients during the quarter to understand their satisfaction and areas for improvement.

• Identify Successful Strategies

  Determine which sales strategies were most effective in driving sales and client engagement.

• Set New Sales Goals

  Based on the analysis, establish new sales goals and objectives for the next quarter.

• Prepare Presentation for Team

  Compile the findings and new sales goals into a presentation to share with the sales team in the upcoming meeting.

• Follow-Up Action Items

  List specific action items that need to be addressed by team members based on the review outcomes.