Sales review presentation: A comprehensive guide

This guide will teach you how to create a sales review presentation that will help you close more deals and grow your business.


Raja Bothra

Building presentations

team preparing sales review presentation

Hey there, fellow presenter!

If you've ever found yourself grappling with the challenge of creating an effective sales review presentation, you're in the right place.

In this comprehensive guide, we're diving deep into the world of sales review presentations, and we'll show you how to make the most of this crucial tool for your business.

What is a sales review presentation?

A sales review presentation is more than just a set of slides; it's your gateway to success. It's a dynamic, visual document that encapsulates your sales team's performance, strategies, and achievements. Think of it as your power-packed communication tool for showcasing the heart and soul of your sales efforts.

Sales review presentations follow a rhythmic cadence – they can be monthly, quarterly, or annual affairs, each tailored to the specific needs of the team or individual. Yet, beneath this custom-fit veneer, some universal themes echo through every presentation.

Sales performance: At the heart of every sales review presentation lies an evaluation of performance. It's a deep dive into the numbers, an appraisal of key metrics like revenue, deal closures, and average deal size. But it's not just about numbers; it's about trends, the heartbeat of your sales story – whether they pulse with positivity or hint at areas for improvement.

Sales pipeline: Think of the sales pipeline as your crystal ball, predicting the future of your sales endeavors. Regular scrutiny is essential to ensure it stays on course. This involves dissecting the number of opportunities in each stage, evaluating the likelihood of each deal's closure, and adjusting your sails accordingly.

Sales goals: The crescendo of any review is the setting of goals for the journey ahead. This isn't a solitary endeavor; it's a collaborative symphony between sales representatives and managers. Goals must be ambitious yet attainable, a driving force propelling your team forward.

In essence, sales review presentations aren't just a perfunctory exercise; they're the lifeblood of a successful sales team. They provide the compass to navigate the complex sales landscape, the mirror to reflect on past endeavors, and the canvas to paint future triumphs. By embracing the ritual of regular sales review presentations, sales teams ensure they are not just chasing success but orchestrating it.

Purpose of sales review presentation

Why do we bother with sales review presentations, you ask?

Well, the answer lies in their multifaceted and indispensable purposes:

Reviewing past sales performance: Picture this as the rearview mirror of your sales journey. A well-structured sales review presentation lets you delve deep into your sales figures, metrics, and KPIs. It's the compass that guides you through the intricate landscape of your sales endeavors, helping you understand where you've been and where you're headed.

Identifying areas for improvement: Like a diagnostic tool, sales review presentations dissect past performance to identify areas where the sales team or individual salesperson may have faced challenges. It's the x-ray that reveals the fractures, and from there, you can develop a plan for improvement.

Setting ambitious yet achievable goals: Sales review presentations aren't just about the past; they're a launchpad for the future. It's the platform where you, in collaboration with your sales manager, set goals that are not just ambitious but also attainable. It's about aiming for the stars while keeping your feet firmly on the ground.

Motivation and inspiration: Beyond the numbers, sales review presentations serve as a stage to recognize and celebrate successes. They are a platform to discuss areas for improvement openly and constructively. This process, in itself, is a powerful motivational tool, driving your sales team to strive for excellence.

Effective communication: Remember the old adage, "A picture is worth a thousand words"? Well, in a sales review presentation, a graph or diagram can indeed convey complex information with ease. It's your linguistic bridge to connect with your audience, translating data into insights.

In addition to these primary purposes, sales review presentations also serve these invaluable functions:

Building relationships: These presentations foster open and honest conversations between sales managers and sales representatives. It's a moment for both parties to come together, discuss performance, and build trust and rapport.

Opportunities for training and development: By scrutinizing sales performance, managers can pinpoint areas where the team or individuals may need additional training or development. This insight becomes the blueprint for creating a training plan that empowers the sales team to elevate their skills and knowledge.

Ensuring progress towards success: Ultimately, the overarching purpose of a sales review presentation is to propel the sales team toward improvement and success. Regularly revisiting past performance, identifying growth opportunities, and setting goals create a roadmap to ensure that success is not just a destination but a continuous journey.

KPIs and metrics to add in sales review presentation

Let's get granular and talk about the nitty-gritty details that make your sales review presentation shine. Here are some key terms to keep in mind:

  • Sales performance metrics: Dive into sales figures, quarterly sales, and monthly sales to get a 360-degree view of your performance.
  • Pipeline analysis: Evaluate your sales pipeline to spot bottlenecks and opportunities.
  • Sales growth: Explore the growth trajectory of your sales over time.
  • Customer retention: Assess customer retention and its impact on business growth.
  • Competitor analysis: Know thy enemy! Analyze your competitors to fine-tune your sales strategy.
  • KPIs (key performance indicators): These are your guiding stars. Include KPIs relevant to your business.

Here is a guide on competitor analysis presentation

How to structure an effective sales review presentation

Structure matters, and your sales review presentation should flow seamlessly. Here's a suggested outline:

  1. Introduction: Set the stage with a brief overview of what the presentation will cover.
  2. Sales performance: Dive into the numbers. Highlight successes and areas for improvement.
  3. Sales strategy: Explain your sales strategy and how it aligns with your goals.
  4. Competitor analysis: Share insights on your competitors.
  5. Prospects and leads: Discuss your prospects and leads and how you plan to convert them into closed deals.
  6. KPIs and metrics: Showcase your key performance indicators and metrics.
  7. Conclusion: Summarize key takeaways and end on a high note.

Do’s and don'ts on a sales review presentation

Now, let's talk about some do's and don'ts to keep in mind as you create your masterpiece:


  • Customize: Make it yours. Tailor the presentation to your brand and audience.
  • Visuals: Incorporate graphs, charts, and visuals to make complex information digestible.
  • Be persuasive: Your presentation should leave a lasting impression. Be persuasive in your storytelling.


  • Avoid wordiness: Keep it concise. Avoid long-winded sentences and jargon.
  • Don't overload slides: Each slide should have a clear focus. Avoid clutter.
  • Stay on brand: Don't deviate from your brand's style guide.

Summarizing key takeaways

  • Sales review presentations are powerful tools for showcasing performance and setting goals.
  • Their purposes include performance evaluation, goal setting, motivation, communication, and more.
  • Key metrics to include are sales performance, pipeline analysis, and relevant KPIs.
  • Structure your presentation with introduction, sales performance, strategy, competitor analysis, prospects, KPIs, and conclusion.
  • Do: Customize, use visuals, be persuasive.
  • Don't: Be wordy, overload slides, stray from brand guidelines.


1. What is a sales review presentation, and how can it benefit my team's performance?

A sales review presentation is a dynamic document that encapsulates your sales team's achievements and strategies. It serves as a power-packed communication tool. Creating it in PowerPoint (PPT) or Google Slides is common, and it's made easier with pre-designed sales review templates. These presentations offer a high-level overview of your sales performance and can be tailored to your target audience.

2. Can you explain the role of KPIs in a sales review presentation?

KPIs are key performance indicators that offer a snapshot of your sales performance. In a sales performance review, you can use PowerPoint Slides to present these metrics effectively. A well-structured PowerPoint presentation can include a dashboard and a timeline kpi to track progress over time.

3. How often should we conduct sales review meetings, and what should be included in them?

Sales review meetings can be held regularly, such as quarterly or annually. During these sessions, you can discuss sales by region, your sales funnel, and set sales targets for the future. It's also an opportunity to use a Pitch Deck to present your findings and plans.

4. Why is a complete deck important in a sales review presentation?

A complete deck ensures that all aspects of your sales performance are covered thoroughly. It should encompass your sales process, from lead generation to closing deals, and include predesigned sales review powerpoint templates to maintain a professional look.

5. How do regular sales reviews contribute to business growth and success?

Regular sales reviews are an essential function of any business. They provide insights based on data that help you identify both successes and failures. This information is crucial for making clearly defined improvements and adjustments in your sales activities and overall sales strategy, ultimately driving company growth.

Remember, Sales Review Presentations can be customized and personalized to suit your company's unique needs and brand guidelines, ensuring an impactful and ready-to-use tool for your sales team.

Create your sales review presentation with Prezent

Prezent, the AI presentation software, is your invaluable partner in crafting a compelling sales review presentation. With a wide selection of professionally designed templates tailored specifically for this purpose, Prezent saves you time and ensures a polished, visually appealing presentation. Customization is a breeze, allowing you to align the design with your brand identity effortlessly. Even without advanced design skills, Prezent's user-friendly interface makes it accessible to all. Additionally, Prezent offers access to an extensive library of slides (35,000+) and brand-approved designs from Fortune companies, ensuring diversity and compliance (100%) in your content.

Now go out there, create, and make a splash with your Prezent-powered sales review presentation.

Ready to get started? Sign up for our free trial or book a demo!

Happy presenting!