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The Sales Planning Solution for Successful Teams

Level up your sales team with the perfect sales plan templates and a range of customizable sales assets in one easy-to-use online solution.

Design Template
Pete Dziedzic

“This is an industry that’s conservative and old-fashioned. We used Venngage to create marketing materials that looked clean, modern and fresh, and that really attracted attention. It made us stand out from our competitors.”

Pete Dziedzic, COO and General Counsel at LISG

Learn how Pete Dziedzic was able to double the revenue for his consultancy using Venngage Read the Full Case Study

Clear and effective sales planning

Create a sales plan that has easy-to-understand, clear, impactful business goals and objectives for your team. Whether it’s a long-term sales strategy plan, a 30-60-90 sales plan, or a simple sales action plan you’ll find the right sales plan template on Venngage. Go one step further and apply your company’s branding to every sales planning asset you create easily with My Brand Kit.

Increased sales with professional presentations

Help your sales team close more often with improved product demos and client presentations. With the right chart widgets, diagramming features and infographic templates just a click away, your sales team will demonstrate expertise, build trust and establish long-term relationships. To make things even easier you can export your Venngage presentation designs and visualizations to PPTX and present straight from PowerPoint.

Improved sales reporting and performance tracking

Improve sales performances with clear insights into trends and data-driven decision making. Provide the clearest insights into what’s working, what’s not and new opportunities for growth with impressive data visuals. Provide clarity on which products sell best, the customer segments that convert the most, the average length of a sales cycle and more.

Branded sales enablement assets

Present a strong, professional brand to your clients at every stage to build trust and authority as a company. Easily design stunning case studies, product overviews, brochures, infographic guides and plenty more. Reduce graphic design turnaround times without compromising on design quality.

Click to get started with one of our easy-to-use sales plan templates


What is sales planning?

Sales planning is the process of determining the different activities an organization needs to do in order to achieve their big business goals, including aligning sales teams to customer use cases, preparing the materials needed for closing deals and forecasting sales cycles.

What are the seven steps for sales planning?

When it comes to sales and operations planning, you should cover these 7 areas.

  1. The vision
  2. Business goals and revenue targets
  3. Previous period’s performance analysis
  4. Industry and market overview
  5. Your customer segments
  6. Description of strategies and tactics
  7. Budgets

How do I create a sales plan?

The easiest way to get started with sales planning is by using a professional sales plan template. A professional sales plan template will provide you with the framework to create your own sales plan, whether it’s a 30-60-90 sales plan, a simple sales action plan or a long-term sales strategy plan. Venngage’s sales plan templates are made with an expert designer’s touch, making you look good in the process.

Find out what other sales professionals think about Venngage


“I discovered Venngage when I was in need of custom infographics. The editor is simple and very user friendly. Definitely the enormous amount of templates available to build on is helpful. My team has already used over 150+ designs in a short period of time.”


“For a non-designer that needs easy design solutions, this is the top product! It helps with easy customization options, branding toolkits, and great options for sharing designs. Easy interface, pretty intuitive design and user experience. Love features available and responsiveness of customer service.”

Venngage for Sales Planning

Create effective sales plans

See more sales plans

Effective sales planning can be challenging, even for experienced sales professionals. Using Venngage’s sales plan templates helps you get started right away. You can also find sales plan examples in the blog for inspiration and direction. With the use of diagrams, charts, illustrations and other visuals, you can effectively guide your sales team and improve execution.

Get started with these sales plans:

Product roadmap Advent co Project planning

Create insightful sales reports

See more reports

Provide your sales team with the critical insights they need to drive results. Visualize sales trends, customer segments, competitor analyses and other types of reports to inform their sales processes, customer engagements, and how often they close. Choose from a variety of sales report templates to get started.

Get started with these reports:

Monthly-sales-report Quarterly results Monthly

Create professional presentation decks

See more presentations

From product demos to closing sales, a professional pitch deck makes all the difference. Use professional stock photos, impressive icons and modern illustrations, along with customizable charts and graphs for presentation designs that sell! Help your sales teams look their best, and feel their most confident, with branded presentation decks that are engaging and memorable.

Get started with these presentations:

Title goes here Ubercab Sales funnel

Create helpful sales enablement visuals

See more templates

Design engaging content that helps your sales team win over customers. Create professional case studies, industry reports, product infographics, process infographics and more assets that demonstrate your sales team’s expertise, and help them to win over clients.

Get started with these templates:

Study buddy Case study Dos and dont

Venngage Sales Resources

Venngage Sales Resources

Creating effective sales plans can be difficult for even the most experienced sales leaders. Pulling a plan together in a spreadsheet can easily lead to a lack of clarity around expectations, processes, and the road to success. Find impressive sales plan examples, sales plan templates, and a variety of sales report templates you can customize right now.

Venngage Sales Resources

Check out our top resources for sales teams:

See All Posts
Sales infographic 9 Sales Infographics to Guide Strategy and Increase Sales

Infographics are the optimal way to communicate complex ideas, strategies, processes and more. They help simplify information, are far more engaging than plain text, easier to retain and very accessible as reference materials. Elevate your sales team’s performance with clear communication and visual assets that inspire them.

Read more >
Progress 30+ Project Plan Templates & Examples to Visualize Your Strategy

A strong sales planning template will help you hit the ground running, and keep visual communication top of mind. Put away the spreadsheets and outdated presentation templates. Communicate big ideas in ways that are clear, effective and support the performance of your sales team.

Read more >
Best pitch decks 30+ Best Pitch Deck Examples, Tips & Templates

Equip your team with engaging presentation templates and expert advice to help them close deals more often. Check out 30+ presentation templates and examples to inspire and guide members on your team. Take advantage of our Export to PPTX option as an added convenience, so you can still access our modern templates but stick with a platform your team is familiar with.

Read more >

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