Sales Target & Compensation Planner
Here is a quick Excel spreadsheet I created for a client in the Residential and Light Commercial Heating & Air Conditioning industry to help them take a proactive approach to both establishing their Sales Targets and creating a new Sales Compensation Plan.
Posting this as it may help some of you think through Sales Targets for your company and perhaps modify to fit your own needs.
Notes:
- Best viewed in Microsoft Excel 2007 or 2010
- I have included some fictional sample data to help you get a feel for it
- This plan is based on Sales Revenue (while common, usually not best)
- Modify those cells with the blue font, to play with the numbers
- Enjoy!








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Reader Comments (4)
Since February I have been advising my clients to review their comp plans and see where they can increase non-cash incentives. This tends to build have an interesting synergy in the comp plan.
-Patti
Thanks for the comment Patti . . . one of the biggest challenges for many of my clients' leadership teams is to maintain a culture that not only focuses on the rewards to the individual sales contributor, but also an equitable focus on the financial health of the company. Thanks again.
Will surely recommend this site to some friends! Very interesting site and articles. Really thankful for sharing.
Regards,
Trini
The interesting information, the tonic on a note! Heating & Air Conditioning industry to help them take a proactive approach to both establishing their Sales Targets and creating a new Sales Compensation Plan.
Posting this as it may help some of you think through Sales Targets for your company and perhaps modify to fit your own needs.