Sales Activity Planner
by Generoso Petraglia
what is Sales Activity Planner
A professional sales forecasting tool that converts monthly income goals into actionable activity targets. It features updated case size benchmarks ($2,568 - $6,498) to help sales professionals estimate realistic case values and calculate the necessary volume of accounts, policies, and lives to reach their financial targets.
How to use Sales Activity Planner?
Step 1: Define Your Monthly Income Goal
Enter your target monthly income in the designated field. This is the financial goal your sales activity plan will be built to achieve.
Step 2: Set Your Case Size Estimates
Input your estimated average case value. Use the provided industry benchmarks ($2,568 - $6,498) as a guide, or enter your own realistic figure based on your specific products and market.
Step 3: Configure Your Conversion Metrics
Enter your key performance ratios, such as your typical closing rate (e.g., proposals to policies) and lives per policy average, to tailor the calculation to your personal sales model.
Step 4: Generate Your Action Plan
Click 'Calculate' to instantly see your results. The Sales Activity Planner will break down exactly how many total accounts to contact, proposals to generate, and policies to close to reach your monthly goal.
Step 5: Review & Adjust Your Strategy
Analyze the actionable targets. You can adjust any input value (goal, case size, or metrics) in real-time to model different scenarios and create an optimal, realistic activity plan for your week or month.