Blog · How-to guides · Sales teams
A hub for the templates on this site: the weekly sales meeting agenda, the pipeline review, the forecast sheet with tested categories, the monthly sales report, the quarterly business review, the one-page account plan, the territory plan, the account handover checklist, the win-loss form and the lost customer review, plus dashboard examples for five readers. Each template is copyable, says which export each figure comes from, and is designed so that the document is mostly filled in before anyone sits down to write it.
Nine working documents, arranged by how often they are used. Each page has a copyable version.
| Template | What it replaces | Page |
|---|---|---|
| Weekly sales meeting agenda | The round-the-table update | Thirty minutes, four lists |
| Pipeline review, one to one | Walking every deal from the top | Six questions per flagged deal |
| Forecast sheet | Categories that mean whatever each rep wants | Commit, best case and pipeline, defined and tested |
| Template | What it replaces | Page |
|---|---|---|
| Monthly sales report | Forty slides of screenshots | Seven sections, four pages |
| Quarterly business review | Slides built the night before | The QBR from computed tables |
| Win-loss form and tables | Price as the reason for everything | Seven fields, four tables |
| Lost customer review | The account owner's explanation | The timeline from the data first |
| Template | What it replaces | Page |
|---|---|---|
| Territory plan | Strategies with no arithmetic | Six tables on one page |
| Account plan | A document written from memory | The one-page account plan |
| Template | When | Page |
|---|---|---|
| Account handover checklist | A rep or account manager leaves | The first thirty days |
| Territory sign-off checks | Before a new territory map goes live | Five checks before sign-off |
| Monthly data refresh checklist | Each time new exports are loaded | The monthly refresh in twenty minutes |
| Template | For | Page |
|---|---|---|
| Dashboard examples | Chief executive, sales director, manager, rep, sales operations | Five readers, five dashboards |
| Data quality scorecard | Sales operations, per rep | Five fields, five checks |
A pre-read computed from exports. The meeting starts from rows, not from recollection.
Exceptions only. Flagged deals, overdue accounts, numbers that moved. What is fine is skipped.
Names, values, owners, dates. Every list row has all four, or it is commentary.
A read-back. Last time's commitments are checked. It is the smallest section in each template and the one that makes the rest work.
A reconciliation line. Where revenue appears, it ties to finance, with the difference explained.
Nearly every template draws on the same handful of computed lists.
| List | Used in |
|---|---|
| Accounts overdue a touch for their tier, by value | Weekly meeting; monthly report; territory plan; handover |
| Accounts past their own order pattern | Weekly meeting; lost customer rules; account plan |
| Valued gaps against similar customers | Territory plan; account plan; QBR |
| Deals aged, quiet, slipped or single-threaded | Pipeline review; weekly meeting; forecast |
| Renewals and contract ends, with trend | Monthly report; account plan; handover |
| Revenue bridge: volume, price, lost, new | Monthly report; QBR |
Build these six once and the nine documents mostly assemble themselves. The Excel guides show how to produce each in a spreadsheet, and the benchmark pages say what the figures in them should look like.
Empty boxes. Filled with adjectives the night before.
Too many. A team with fourteen mandatory documents completes none properly. Start with the weekly agenda.
No source named. Two people fill in the same box from different exports.
Never read back. A plan or a list of actions that is not checked stops being written honestly.
The weekly agenda, then the pipeline review, then the monthly report. Covirage produces the six underlying lists from the CRM and ledger exports each week, with the rule stated on each, so the templates arrive mostly filled in.
Every section names the export its figures come from and the rule that produces them. A template that says list your key risks gets three adjectives. One that says accounts over a stated value with no touch in sixty days gets a list that can be checked. The aim is that the person filling it in supplies judgement, not data entry.
With the weekly meeting agenda. It is the highest-frequency document, it changes behaviour fastest, and the four lists it needs are the same ones the monthly report and the account plans draw on later. Get the weekly rhythm working and the rest are mostly assembly.
No. Each can be run from CRM and ledger exports in a spreadsheet, and the Excel guides on this site give the formulas. The work is in producing the lists reliably every week, which is where a spreadsheet maintained by one person tends to fail after a couple of months.