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The title slide and first slides of the Annual Sales Review Deck template

Annual Sales Review Deck

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Price
Free
Slides
10
Difficulty
Beginner
Updated
November 6, 2026

Every slide (10)

Overview

Boards and sales directors want one answer first: did the team hit the number, and if not, why. This deck leads with the headline, then the results against plan, the wins and losses, the lessons, and the plan for next year. Each slide carries one message, and each loss is traced to a reason the team can act on.

The sample is the annual review for Inkberry Trading, which booked $41.6M against a $44.0M target, 95% attainment, and names the two quarters where the gap opened. Every name, figure and deal is fictional. Replace the bookings, target and deal lists with your CRM export, recompute coverage with your own stage probabilities, and write the commentary yourself.

Useful for

  • A sales director presenting the year to the board in a fifteen-minute slot
  • A CRO checking the loss reasons before agreeing the plan for the next year
  • A finance partner reviewing bookings and attainment before the board pack is final

What's included

  • Headline: the year's bookings against target, with the gap in dollars
  • Results: a scorecard with six KPIs, each marked on, watch or off track
  • Wins and losses: one customer quote, then lost value by reason
  • Lessons: three columns on pricing, timing and coverage, with actions
  • Next year: a swimlane plan by quarter with hiring, pipeline and renewals
  • Make it yours: numbered steps for replacing the export, probabilities and deals

How to use it

  1. 1

    Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Set the reporting period, then replace the target and bookings with your CRM export.

  3. 3

    Recompute coverage and the forecast using your own stage probabilities, not the sample ones.

  4. 4

    Choose the three deals that matter, and write a one-line risk and next step for each.

  5. 5

    Delete the guide slide, then share the deck with the board pack or present it to the leadership team.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

  • Google Slides
  • Microsoft PowerPoint (File → Download → .pptx)

Questions

Are the company, people and figures fictional?

Yes. Inkberry Trading, Dana Whitfield, the deals, the customers and every target and bookings figure are fictional. Replace them with your own CRM numbers before the board sees the deck.

Should bookings and the forecast be shown together?

Keep them separate. Closed-won bookings are fact, while commit and best case are estimates. Mixing them into one total hides how much of the number is still uncertain.

How do I stop one large deal hiding the trend?

Show the top ten deals on their own, and report the average with the median beside it. A single large win can lift the average and mask a weak quarter underneath.

  • #sales-review
  • #annual-sales-review
  • #sales-report
  • #board-report
  • #sales-forecast
  • #pipeline-review
  • #google-slides

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