Sales territory plan presentation: A comprehensive guide

Learn how to create a sales territory plan presentation that will help you achieve your sales goals.


Raja Bothra

Building presentations

man preparing sales territory plan presentation

Hey there, folks!

Today, I'm going to walk you through the ins and outs of creating a top-notch sales territory plan presentation.

This guide is your ticket to understanding what a sales territory plan presentation is, why it's so crucial, and how to structure it for maximum impact.

So, buckle up as we dive into the world of sales territories, strategy, and presentation.

What is a sales territory plan presentation?

Let's start with the basics, shall we? A sales territory plan presentation is the visual representation of your strategic approach to sales territories. It's a roadmap that outlines how your sales team will navigate different territories to achieve their goals. This presentation serves as a guide to help your team understand where to focus their efforts and how to allocate resources effectively.

Now, you might be wondering, why is this even necessary?

Why are sales territories presentations important?

Well, my friends, a well-crafted sales territory plan presentation is like a treasure map for your sales team. It's a vital tool for a number of reasons:

  • Optimizing efficiency: By dividing your market into territories, you ensure that your sales team is targeting the right areas and the right customers, which leads to higher efficiency.
  • Targeted approach: It allows you to customize your sales strategy for different regions, taking into account geographical variations and unique customer profiles.
  • Better sales performance: A thought-out plan helps in setting clear goals, improving sales performance, and, ultimately, achieving higher sales numbers.
  • Strategic allocation: You can allocate resources, assign quotas, and assess the performance of your sales representatives more effectively.
  • Adaptability: In a constantly changing market, a solid sales territory plan presentation allows your team to adapt to shifts in the industry and the competitive landscape.

How to structure a sales territory plan presentation

Now, the million-dollar question is, how do you structure your sales territory plan presentation effectively? It's not as complicated as it sounds, and I'm here to simplify it for you.

1. Introduction: Start your presentation by introducing the purpose and significance of the sales territory plan. Clearly state the objectives, such as increasing revenue, expanding the customer base, or penetrating new markets. This section should also briefly touch on the current state of the market and your company's position within it.

2. Territory overview: Provide an overview of the sales territories, including their geographic boundaries, demographics, and potential market size. Use visual aids like maps or charts to make this information more digestible. It's important to establish a clear understanding of where your sales team will be operating.

3. SWOT analysis: Conduct a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis for each territory. Identify the strengths and weaknesses of your products, services, and the sales team within each territory. Discuss opportunities for growth and potential threats that may hinder sales efforts.

4. Goals and objectives: Clearly define the specific goals and objectives for each territory. Ensure that they are SMART (Specific, Measurable, Achievable, Relevant, Time-bound). Emphasize how achieving these goals will contribute to the overall success of the company.

5. Sales strategy: Present the sales strategy you'll employ in each territory. This should cover the sales channels, customer segments, and value propositions. Discuss how your team will differentiate themselves and add value to potential clients.

6. Sales team allocation: Describe how you're allocating your sales team resources across the territories. This may include the number of salespeople, their roles, and responsibilities. Make it clear how each team member contributes to the overall sales strategy.

7. Sales tactics: Dive into the specific sales tactics and activities that your team will execute to achieve their objectives. This could involve prospecting, cold calling, relationship building, lead nurturing, and closing techniques. Provide examples and best practices to guide the team.

8. Sales metrics and KPIs: Explain the key performance indicators (KPIs) that you'll use to measure success. This can include metrics like sales revenue, conversion rates, customer acquisition cost, and customer lifetime value. Highlight how frequently these metrics will be tracked and reviewed.

9. Sales technology and tools: Discuss any sales technology, software, or tools that will aid your sales team in their efforts. Whether it's a CRM system, analytics software, or communication tools, ensure your team is well-equipped.

10. Timeline and milestones: Lay out a timeline for the execution of the plan, including key milestones and deadlines. This provides a clear roadmap for your sales team to follow and helps in tracking progress.

11. Budget and resources: Present the budget allocation for each territory and the resources required to achieve the set objectives. This should include personnel, marketing, and operational costs.

12. Conclusion and call to action: Conclude the presentation by summarizing the key points and emphasizing the importance of the plan. Encourage your sales team to take ownership of their territories and execute the plan with enthusiasm and determination.

By following this structured approach, your sales territory plan presentation will be informative, engaging, and actionable. It ensures that your sales team is well-prepared to tackle their respective territories with a clear strategy and a unified sense of purpose.

Do’s and Don'ts on a Sales Territory Plan Presentation

We've covered the basics, but let's dig a bit deeper into some do's and don'ts when creating your sales territory plan presentation.


  • Assign territories with care: When assigning territories, make sure it's a good fit for the individual sales rep.
  • Set measurable goals: Make sure your goals are measurable and align with your overall business objectives.
  • Regular cadence: Maintain a cadence for reviewing and updating your plan to keep it relevant.
  • Embrace technology: Use CRM software to streamline your sales efforts.


  • Overcomplicate: Don’t make your presentation overly complex. Keep it clear and focused.
  • Ignore data: Don't neglect your sales data; it's your treasure trove of insights.
  • Lack of flexibility: Don't stick to a plan if it's not working. Be ready to adapt.
  • Lose sight of your target audience: Always remember who your target audience is and tailor your approach accordingly.

Summarizing key takeaways

  • Sales territory plan presentation is essential for efficient sales strategies.
  • It optimizes efficiency, targets the right areas, and enhances performance.
  • Structure: Introduction, Territory Overview, SWOT, Goals, Strategy, Team, Tactics, Metrics, Tech, Timeline, Budget.
  • Do's: Careful territory assignments, measurable goals, regular reviews, and technology.
  • Don'ts: Avoid complexity, neglecting data, lack of flexibility, and forgetting the target audience.


1. What is a sales territory plan template, and how can it improve productivity for sales teams?

A sales territory plan template is a structured framework that guides the creation of a sales territory management plan. It helps organizations prioritize their sales goals and pipeline management, ensuring that the right sales opportunities are focused on. By using a plan template, you can create a sales plan that allows for consistent sales growth and helps you set goals for your team.

2. How can a successful sales territory plan presentation help address external factors and industry fit?

A successful effective sales territory plan presentation takes into account not only existing sales data but also external factors and industry fit. By explaining why specific market segments are chosen within the company, the plan allows organizations to adapt to constant changes in territory division. This helps the sales team's organization by positioning them to better handle opportunities and threats stemming from shifts in the market.

3. Can sales territory management best practices contribute to better sales productivity and profitability?

Yes, Sales Territory Management Best Practices can significantly enhance sales productivity and profitability. By efficiently managing sales territories and segmenting customers into three groups, you can help determine the target profiles and even distribution of resources. This optimizes the utilization of the sales team's skills and talents while reducing inefficiency and improving the organization's profitability.

4. How can a sales territory plan presentation leverage existing customers to grow the business and target new opportunities?

A well-crafted Sales Territory Plan presentation incorporates existing customer data, purchase history, and buying patterns. By using this information to identify potential revenue gain and to create a plan based on specific regions and market segments, you can effectively target both existing customers and new business opportunities. This not only helps grow your business but also ensures your team can help prioritize and manage the sales pipeline effectively.

5. What role do account managers play in managing sales territories, and how can a scorecard be used to track sales success?

Account Managers are crucial in managing sales territories. They help you target the right sales opportunities and ensure that customers are ready to buy. Additionally, using tools like a scorecard, you can track sales success and measure the performance of your sales team. This information can lead to additional research to learn about the team's performance and guide the team's actions, such as due dates and constant changes in territory division, to improve sales productivity and profitability.

Create your sales territory plan presentation with prezent

Prezent, the communication success platform, offers valuable assistance in crafting your case sales territory plan presentation. By combining a range of features, it streamlines the process and ensures your presentation is both effective and on-brand.

  • Personalized fingerprints: Prezent's AI tool allows you to create personalized presentations tailored to the preferences of your audience. This level of personalization is essential in making your sales territory plan more engaging and convincing.
  • Brand-approved design: With over 35,000 slides in your company's brand-approved design, you can maintain a consistent and professional appearance throughout your presentation. This feature helps in building trust and credibility with your audience.
  • Structured storytelling: Prezent helps you master structured storytelling, a crucial element in conveying your sales territory plan effectively. It offers 50+ storylines commonly used by business leaders, enabling you to present your case coherently.
  • Real-time sharing and collaboration: Collaboration is made seamless with Prezent. You can collaborate with colleagues within and outside your company in real-time, ensuring that your sales territory plan is well-rounded and takes into account different perspectives.
  • Cost efficiency: Prezent helps you reduce communication costs significantly. It allows you to replace expensive agencies with its software and services, saving resources while delivering a top-notch presentation.

Incorporating Prezent into your sales territory planning process ensures that your presentation is not only persuasive but also time-efficient, on-brand, and personalized for your target audience.

Get ready to supercharge your sales territory plan presentations. Try our free trial or book a demo today with Prezent!