
Sales Performance Review Deck
Slides + PowerPoint11 slides
Free
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.
Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.
Set the reporting period, then replace the target and bookings with your CRM export.
Recompute coverage and the forecast using your own stage probabilities, not the sample ones.
Choose the three deals that matter, and write a one-line risk and next step for each.
Delete the guide slide, then share the deck with the board pack or present it to the leadership team.
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.
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.
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.

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