sales territory plan template
Sales territory plan template for the area that still has two owners
A sales territory plan template is the sheet that names the territory, the owner, the households, and the weekly visit target so two reps cannot claim the same turf. Knockdesk is field sales software for that boundary. This sales territory plan template excel file is a CSV that opens in Excel and Google Sheets. No email is required.
Book a Walkthrough| Territory | Owner | Households | Weekly visit target | Turf packs | Vendor |
|---|---|---|---|---|---|
| Eastside Fiber | Jordan Hale | 4200 | 400 | North A; North B | Metro Fiber |
| West Pest | Riley Chen | 1800 | 220 | Route 4 | Greenline Pest |
| South Solar | Avery Cole | 2600 | 180 | Ridge pack | Sunline |
The columns
How to fill this sales territory plan template
Fill one row per territory, not per rep rumor. A sales territory plan presentation is these same columns on a slide for the Monday meeting. A sales territory plan presentation template is those rows copied into a deck, not a second file.
- 1Name the territory so Friday can point at one area.
- 2Put one owner on that row. A shared name is how two crews cut the same turf.
- 3Write households and a weekly visit target the owner can finish.
- 4List the turf packs inside the territory, then the vendor on those packs.
- 5Open the CSV in Excel or Google Sheets and keep new turf from overlapping a pack you already named.
The stall
Where a spreadsheet cannot hold the territory
The sheet can name an owner. It cannot stop a second person from walking the same doors, and it cannot cut turf that refuses to overlap. Friday becomes three exports you have to reconcile.
Overlap
Two rows can describe the same households and still look clean until both crews knock them.
The cut
Turf packs typed in a cell do not block a lasso that crosses a pack already assigned.
Friday
The visit target sits in the sheet. The knocks sit in a phone. The number does not match.
The desk
Run this in Knockdesk on the turf
Draw the territory, cut turf inside it, put one vendor on that pack, and set the weekly visit target on the same desk. Full desk is on the pricing page. A free trial is not open.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
Keep going from this territory plan
- Field sales resources
The hub this template opens from, with the other sheets in this batch.
- Full desk pricing
One Knockdesk plan: Full desk.
- Sales territory mapping
Draw the territory and cut turf a rep can hold.
- Sales route planner
Order the open stops on the turf you just named.
- Sales call report
Write the visit after the door, on a call log and a visit report.
- Door knocking tracker sheet
Keep the outcome on the postal address, not in a chat.
- Sales rep tracking sheet
Read the shift next to the territory that person owns.
FAQ
Frequently asked questions
What is a sales territory plan template?
A sales territory plan template is the sheet that names the territory, one owner, households, a weekly visit target, the turf packs inside it, and the vendor on those packs.
Does this sales territory plan template excel file open in Google Sheets?
Yes. The download is a CSV. It opens in Excel and Google Sheets. No email is required.
Where is the sales territory plan example?
The filled table on this page is the sales territory plan example. Copy those rows, then replace the sample names and household counts with your own.
Do I get a sales territory plan presentation template?
There is no slide file. A sales territory plan presentation is these columns on a Monday slide. Copy the rows from the CSV into your deck.
Can two people own the same territory on this sheet?
The sheet will let you type it. That is the stall. One owner per territory, and turf packs that do not overlap, is the rule that still holds on Friday.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open.
The territory
Stop sharing the same doors.
We will draw the territory, cut turf, and put one name on it. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough