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The title slide and first slides of the Sales Strategy Presentation template

Sales Strategy Presentation

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Price
Free
Slides
12
Difficulty
Beginner
Updated
October 31, 2026

Every slide (12)

Overview

A board does not approve a number; it approves a plan that explains how the number is reached. This deck shows last year's results first, then builds the target from pipeline, win rate and deal size, splits it by segment, sets out the plays, compares three investment options and lists the risks with a response each.

The sample follows Everdale Trading, which booked $18.4M last year and asks the board to back a $22.1M target. It shows a scorecard, a quarterly target chart, four segments, a recommended $845,000 investment and five risks. Replace the bookings, segments, headcount and budget lines with your own, and check that the sums match.

Useful for

  • A board or leadership meeting where the sales leader asks for a revenue target and a budget
  • An annual planning review in which finance checks the revenue build and the headcount cost
  • A kickoff for sales managers, showing the segments, plays and weekly measures they own

What's included

  • Last-year results as three headline numbers, followed by a six-measure scorecard with status
  • Target slide with a chart by quarter and a revenue-build slide from pipeline, win rate and deal size
  • Segment cards and a columns slide for ideal customer fit, disqualifiers and best channel
  • Four-step strategy slide and three investment options side by side, one recommended
  • Risk table with impact, odds and a response for each risk
  • Make-it-yours guide slide and a closing slide with contact details

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

    Enter last year's bookings by segment, then set this year's target from your growth assumption.

  3. 3

    Rebuild the revenue build from your pipeline cover, win rate, deal size and cycle length, and replace the segment names with those in your CRM.

  4. 4

    Set your rep headcount, ramp time and budget lines, and check that the investment options add up to the plan.

  5. 5

    Delete the guide slide, then share or present the deck to your board.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

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

Questions

How should I set the sales target?

Start from last year's actual bookings and your growth assumption, then prove it with a revenue build: pipeline needed equals target divided by win rate, and deals needed equals target divided by average deal size.

Why include an investment comparison?

It shows the board what each level of spend buys, including the cost of doing nothing. A recommended option with a clear gap to target is easier to approve than one number.

Are Everdale Trading and its people real?

No. The organization, the people and every figure in the sample are fictional. They are there to show what a finished sales strategy presentation looks like.

  • #sales-strategy
  • #sales-plan
  • #annual-sales-plan
  • #board-presentation
  • #revenue-build
  • #google-slides
  • #sales-leaders
  • #investment-case

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