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HOW TO SET UP
A POWERFUL
SALES FUNNEL
Your Company Name
TABLE OF CONTENTS
2
The Starting Point- Review the Sales Pipeline
XX
4 Ways to Increase Sales Through a Sales Pipeline
XX
Drivers of Sales Growth
XX
□ Growth Driver #1 - Perfect Your Pitch
□ Growth Driver #2- Include High-Level Business Strategy
□ Growth Driver #3- Improve Your Sales Strategy
Map Out the Sales Process
XX
Sales: The Big Picture
XX
Sales Strategy
XX
□ Step 1- Gathering Sales Insights
▪ Sales Trend Analysis
▪ Analyzing Customer Journey Map
▪ Competitive Benchmarking
▪ Sales Performance of Competitors
▪ Analysis of Impact of Business Strategy on Sales Strategy
▪ Sales Team Productivity Assessment
▪ Sales Team Productivity Assessment Template 2
▪ Sales Operations Maturity Assessment
□ Step 2- Developing Best Practices
▪ Implementing Lean for Improved Sales Processes
▪ Sales Operations Maturity – Best Practices
□ Step 3- Prioritizing Deals
▪ Sales Priority Matrix
□ Step 4- Sales Roadmap
TABLE OF CONTENTS
3
Sales Strategy- Summary
XX
Sales Operations Strategy Scorecard
XX
Sales Roadmap
XX
THE STARTING POINT-REVIEW THE SALES PIPELINE
4
Strangers
(Awareness)
Visitors
(Discovery)
Leads
(Intent)
Customers
(Purchase)
Promoters
(Loyalty)
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Number Duration
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4 WAYS TO INCREASE SALES
THROUGH A SALES PIPELINE
5
Target More
Potential Customers
Reduce Steps for
Potential Customer
Aim for Maximum
Conversion of
Leads into Customers
Focus on
the Big Deals
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DRIVERS OF
SALES GROWTH
6
1 Perfect Your Pitch
More the valuable your product/service, better the sales
2
Include High-Level Business Strategy
Incorporate new customers/markets/new geos/new marketing
campaigns in your sales strategy
3
Perfect Your Pitch
Based on past campaigns and new market realities,
create an unbeatable sales strategy
GROWTH DRIVER #1 PERFECT YOUR PITCH
7
Who is the
Target Customer
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What’s Our Killer Value
Proposition
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How Unique is Our
Marketing Message
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What is Our Distribution
Strategy
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GROWTH DRIVER #2 INCLUDE HIGH-LEVEL BUSINESS STRATEGY
8
Have we launched any new
marketing campaigns?
› Your Text Here
› Your Text Here
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Have we made changes in
our Distribution plan?
› Your Text Here
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Have we made changes
in our Pricing plan?
› Your Text Here
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Have we targeted any
new target customers?
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Have we expanded to
any new geographies?
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Have we launched any
new products/services?
› Your Text Here
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Have we targeted any
new markets?
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GROWTH DRIVER #3 IMPROVE YOUR SALES STRATEGY
9
Invest in Sales Infrastructure
› Invest in a powerful Sales CRM solution
› Invest in Business Intelligence & Market Intelligence
solutions
› Invest in ERP software
Build Stronger Relations with Partners
› Optimize and/or grow partnerships with distributors or
agents
› Optimize and/or grow partnerships with marketing
agencies
› Optimize and/or grow partnerships with consultants
Invest Resources in Salespersons
› Increase the salesforce if needed
› Hire competent salespersons
› Invest in their training and growth
› Build a productive work environment for the team
Improve the Sales Process
› Optimize the Customer Purchase Journey
› Improvise the sales methodology based on data
insights
› Automate the sales processes
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MAP OUT THE SALES PROCESS
10
Activities Process Owner
Sales Activity
Lead
Sales Activity
Support
› Client Mapping
› Research
› Meeting
› Pro-active selling
› Sales Team › Sales Team › Executive Team &
Operations
› Scope Q&A
› Solution Approach
› Pricing
› Program Timetable
› Proposal
› Sales
› Team
› Operations &
Finance
› Sales
› Team
› Final Presentations
› Site Visits
› Inside Channel
Feedback
› Contract
Negotiations
› Program Planning
› Sales
› Team
› Executive Team › Sales
› Team
› Provide Contracted
Services
› Operations › Operations &
Recruitment
› Finance
Lead Generation
Solution
Deal Closing
Program
Launch
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SALES THE BIG PICTURE
11
Target
Customer
Target
Customer
Target
Customer
Target
Customer
Target
Customer
1 2 3 4
Their Needs Text Here Text Here Text Here Text Here
Problems
Faced by Them
Text Here Text Here Text Here Text Here
Our Solution Text Here Text Here Text Here Text Here
Our Sales Strategies Text Here Text Here Text Here Text Here
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SALES STRATEGY
12
Gathering Sales Insights
› Sales Pipeline
› Customer Journey
› Competitor Analysis
Developing Best Practices
› Sales Automation
› Sales Operations
Prioritizing Deals
› Sales Priority Matrix
Sales Roadmap
› Sales Goals & Roadmap/Timeline
GATHERING
SALES INSIGHTS
13
STEP 1
SALES TREND ANALYSIS
14
Revenue by Territory
Japan
America
Asia
Pacific
Europe
23%
41%
12%
24%
Sales by Product
Softwar
e
Consultin
gHardware
Services
24%
25%
9%
42%
Pipeline per EmployeeWin/ Lost by Month
$0K $5K $10K $15K
Jan-20
Feb-20
Mar-20
Apr-20
May-20
Jun-20
Sum of Win Some of Loss
$0K $100K $200K $300K
Text Here
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SumofPipeline
Forecasted Total Opportunities
$0K $100K $200K $300K
Jan-20
Feb-20
Mar-20
Apr-20
May-20
Jun-20
SumofForecasted
$0K $5K $10K $15K
Jan-20
Feb-20
Mar-20
Apr-20
May-20
Jun-20
Sum of Win Some of Loss
Won & Lost Opportunities
35% Won
Opportunities
56% Lost
Opportunities
Sales Pipeline
2,500
Prospects
1,800
Marketing Qualified Leads
38
Won Deals
130
Sales Qualified Leads
55,000
Visitors
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SALES TREND ANALYSIS
15
Top Opportunities
$10111
$12140
$70030
$55410
$2000
$55000
$0 $10000 $20000 $30000 $40000 $50000 $60000 $70000 $80000
Company 1
Company 2
Company 3
Company 4
Company 5
Company 6
Value
$10132
$52035
$15432
$55413
$0 $10000 $20000 $30000 $40000 $50000 $60000
Mary
Emma
Michael
John
Revenue
5%
10%
15%
20%
50%
Plan1
Plan2
Plan3
Plan4
Plan5
45% 35%
24%
65%
New CustomersSales Funnel
100%
26%
13%
6%
Visitors
Leads
Repeat Customer
Customer
0
5
10
15
20
25
30
35
40
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Top Selling PlansSales Goal YTD
Top Sales Reps
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ANALYZING CUSTOMER JOURNEY MAP
16
Stage Awareness Consideration Decision Delivery & Use Loyalty & Advocacy
Customer
Activities
Hear from friends, see
offline or online ad,
read from newspapers
Compare & evaluate
alternatives
Add groceries to
shopping cart
Make an order
Receive or pick up on
order
Contact customer
service
Enjoy groceries
Order again and/ or
order more
Share experience
Customer Goals Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Touchpoints Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Experience
Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Business Goal Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
KPIs Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Organisational
Activities
Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Responsible Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Technology
Systems
Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
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COMPETITIVE BENCHMARKING
17
Performance – 2019 Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5
Sales (billions) $36.5 $61.1 $118.4 $103.6 $69.9
Percent Margin 36.0% 17.9% 24.3% 44.1% 25.2%
Marketing & Sales Expenses (% sales) 8.5% 8.7% 8.3% 17.0% 16.3%
Net Marketing Contribution (billions) $10.0 $5.6 $18.9 $28.1 $5.9
Operating Income (billions) $7.7 $3.2 $10.8 $17.1 $6.2
Performance Metrics
Operating Income (% sales) 21.0% 5.2% 9.1% 16.5% 8.9%
Marketing ROS 27.4% 9.2% 16.0% 27.1% 8.4%
Marketing ROI 323% 106% 192% 160% 52%
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SALES PERFORMANCE OF COMPETITORS
18
25
8 10
20
30
26
9 9
22
2827
12
15 13
31
0
25
50
Own Business Competitor 1 Competitor 2 Competitor 3 Competitor 4
2017 2018 2019
€ / $ MIO. / %
ANALYSIS OF IMPACT OF BUSINESS STRATEGY ON SALES STRATEGY
19
Business Strategy
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Pricing Strategy
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Promotion Strategy
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Distribution Strategy
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Market Target(s) Strategy
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Product Strategy
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SALES TEAM PRODUCTIVITY ASSESSMENT
20
Activity Goals vs. Performance this month
15%
Calls
53/354
18%
Successful Calls
36/200
20%
Planned Meetings
4/20
100%
Tasks
19/0
Top Lost Reasons
9
5
3
2
1.8
1.5
3
1
Chose Competitor
Competition
High Price
Authority
You Team Average
Win Ratios
2 : 1
Number of opps required to
win one deal
2.7 : 1
Number of leads required to
win one deal
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SALES TEAM PRODUCTIVITY ASSESSMENT TEMPLATE 2
21
Summary Completion Overdue
Progress, Plan &
Problems
Reward
John Smith Finished what he planned 70% 2 Text Here
Anita Smith Doesn't complete his plans 20% 8 Text Here -
Tom Smith Doesn't complete his plans - 11 Text Here -
Mary Smith Shows Initiative 40% 1 Text Here
Peter Smith Didn’t Submit a report - - Text Here -
40%
60%
80% 20%
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SALES OPERATIONS MATURITY ASSESSMENT
22
Sales Operations Success Drivers Score Goal State Weight
Recruitment & Retention 1.8 2.3 10%
Consultative Sales Training 3.5 4.0 10%
Sales Process 1.5 2.0 15%
Sales Tools 3.6 4.1 5%
Sales Productivity Management 3.5 4.0 10%
Sales Analysis & Forecasting 2.3 2.8 10%
SFA/CRM 2.4 2.9 15%
Sales Compensation 3.8 4.3 10%
Sales & Marketing Alignment 3.0 3.5 10%
Sales Leadership & Management 3.8 4.3 5%
Sales Operations Score (Out of 100) 55 65 100%
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DEVELOPING
BEST PRACTICES
23
STEP 2
IMPLEMENTING LEAN FOR IMPROVED SALES PROCESSES
24
Implementing Lean Six Sigma
Administrative Task
Selling Products
20%
80%
Before
A sales representative was focusing 20% of his time in
administrative tasks & 80% of his time on selling products
Administrative Task
Selling Products
10%
90%
After
The process improvement allowed the sales representative to
focus only 10% of his time in administrative tasks & 90% of his
time on selling products
SALES OPERATIONS MATURITY BEST PRACTICES
25
Description of Best Practices Score Notes/Comments
Recruitment
& Retention
New hires usually achieve their sales targets within 3 months of being recruited
& trained 1 Your Text Here
We have a solid Sales Compensation Plan to retain top staff with over 50%
achieving on-target-earnings 2 Your Text Here
Sales skills assessments are used to profile our top performers, screen new
hires & inform training needs 1 Your Text Here
We validate each candidates writing skills, presentation skills, education & past
employment 4 Your Text Here
At least 2 other team members are part of the evaluation process 1 Your Text Here
Consultative
Sales Training
We have adopted a consultative sales methodology such as SPIN Selling, Miler
Heiman, etc. 4 Your Text Here
Our sales representative are capable of discussing real customer needs & the
impact of key challenges 5 Your Text Here
Key Account Planning, Stakeholder Analysis &/or Territory management tools
are in place to assist reps 3 Your Text Here
A comprehensive Sales training manual with sales tools has been created to
document our methods 2 Your Text Here
Sales training workshops are conducted at least once per year to maintain
continuous Improvement 4 Your Text Here
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PRIORITIZING
DEALS
26
STEP 3
SALES PRIORITY MATRIX
27
Value
Likelihood to Close
High value, still
qualifying
High value, likely to
close
Moderate value, likely
to close
Unknown value, early
qualification
Spend majority of time on high value and most likely
to close deals.
Then, focus on moderate to high value deals that
are likely to close.
Finally, spend the least amount of time on moderate deals
that are in the early stages of qualification.
Identify the most promising deals and prospects
and that need immediate attention
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SALES
ROADMAP
28
STEP 4
SALES STRATEGY- SUMMARY
29
Key Metrics Last Year This Year Target
Total Revenue $275.6M $281.7M $300M
Customer Retention
Rate
72% 77% 82%
Sales Pipeline
Revenue
$150.62M $145.56M $175M
Customer
Acquisition Cost
$10,450 $9,675 $9,000
Team Size 150 172 200
Profit Margin 45% 46% 48%
Sales TargetsPipeline Targets
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
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SALES OPERATIONS STRATEGY SCORECARD
30
Recruit & Retain
Quality Sales Reps
Provide Better Consultative Sales
Training
Improve Analysis & Forecasting
Processes
Programs, Initiatives,
& Actions
Recruitment Campaign
Sales Training Workshops (SPIN Selling, Miler
Heiman, etc.)
Your Text Here
Sales Skills Assessment
Key Account Planning & Stakeholder Analysis
Training
Your Text Here
Sales Compensation Plan Redesign
Sales Training Manual (Policies, Procedures,
Tools, etc.)
Your Text Here
Key Performance
Indicators & Metrics
# F/T Sales Reps # Workshops/Year Your Text Here
Assessment Results # Key Account Plans Developed Your Text Here
% Reps Achieving On-Target-Earnings
Completed Sales Training Manual, # Sales
Tools
Your Text Here
Target Timeframe to
Achieve Goals
Increase Department to 25 reps by Jan (Q1)
Conduct 3 Sales Training Workforce in this
year
Your Text Here
Set Benchmarks this year, use for hiring this
year
Create Key Account Plan for 100 accounts in
this year
Your Text Here
70% of Reps hitting OTE in this year
Develop Sales Training Manual with 5 Tools
by Q4
Your Text Here
1 2 3
Objective
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SALES ROADMAP QUARTERLY GOALS TIMELINE
31
Quarter 1 2020 Quarter 2 2020 Quarter 3 2020 Quarter 4 2020
Milestone
Goal: $650 K Goal: $2M Goal: $2.1m Goal: $1.2m
Strategy
Stack + Workflow
Lead Generation
1 K Gold Calls
Retention + Churn
Administration
London Headquarters Opening
Prospecting Sprint Improve On-boarding Process
Cold Calling Lead Lists WeeklyWebinars
Localization
Sales Dashboard and CRM Setup Launch AutomationImplement Live Chat
Develop Customer Retention Strategy Document Customer Challenges Churn Analysis
Feedback Touchpoints Customer Satisfaction Survey Set Up Customer LoyIdentify Key at Risk Clients
Implement Bottoms Up Strategy Build Customer/Buyer Personas and Use Cases Competitive Analysis
Global Breakeven AnalysisDefine Competitive Advantage Define Customer Sales Territories
Analyse Operational Costs Hire Customer Success Manager (CSM) Financial Reporting
Hire Global Outbound TeamCreate Department Expenses Budget
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SALES ROADMAP GLOBAL EUROPE USA STRATEGY
32
Strategy Lead Generation Retention + Churn Administration Stack + Workflow
USA
Implement Bottoms –Up Strategy
Prospecting Sprint Develop Customer Retention
Strategy
Analyze Operational Cost
Launch Automation
Cold Calling Lead List
Create Department Expenses
BudgetDefine Important Sales
Territories
Churn Analysis Create Department Expenses
BudgetWeekly Webinars
Hire Customer Success
Manager(CSM)
Define Competitive Advantage Feedback Touchpoints Implement Live ChatImprove on – Boarding Process
Financial Reporting
Europe
Build Customer / Buyer Personas
and Use Cases
European Launch
Document Customer Challenges
Financial Reporting
London Headquarters Opening Customer Satisfaction Surveys
Global Global Breakeven Analysis
Australia + Pacific Rollout
Set Up Customer Loyalty
Program
Hire Global Outbound Team Localization
Localization
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HOW TO SET UP A POWERFUL SALES FUNNEL ICONS SLIDE
33
ADDITIONAL SLIDES
34
01. AGENDA
02. COMPANY INTRODUCTION
03. OUR MISSION VISION VALUES
04. OUR GOAL
05. ORGANIZATION CHART
06. COMPARISON
07. BAR CHART
08. PIE CHART
09. DASHBOARD
10. LINE CHART
11. CIRCULAR DIAGRAM
12. ROADMAP
13. TIMELINE
14. THANK YOU
AGENDA
35
Agenda 1
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Agenda 2
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Agenda 3
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COMPANY INTRODUCTION
36
Text Here
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Text Here
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Text Here
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OUR MISSION VISION VALUES
37
Mission
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Vision
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Values
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OUR GOAL
38
Goal 1
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Goal 2
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Goal 3
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ORGANIZATION CHART
39
Human Resource
Name Here
Slide Designer Artist
Name Here
Content
Name Here Name Here
Graphic Designer Customer Representative
Name Here
Business Slide Designer
Name Here
Account Manager
Name Here
Creative Director
Name Here
COMPARISON
40
40% Users
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60% Users
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BAR CHART
41
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Product02
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Product01
0
10
20
30
40
50
60
70
80
90
100
Jan Feb Mar Apr May Jun
Sales(inUSDmillions)
Year 2020
100%
Product01
Product02
PIE CHART
42
Product 04
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Product 03
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Product 01
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Product 02
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20%
30%
15%
35%
DASHBOARD
43
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Low
30%
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Medium
50%
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High
90%
0
100
50
Low
Medium
High
0
100
50
Low
Medium
High
0
100
50
Low
Medium
High
LINE CHART
44
3628.4
3573.9
3484.0
3532.1
3740.3
3881.7
3528.4
3873.9
3584.0
3732.1
3640.3
3981.7
3400
3500
3600
3700
3800
3900
4000
4100
2015 2016 2017 2018 2019 2020
InMillions
YEARS
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Product02
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Product01
CIRCULAR DIAGRAM
45
Text Here
Text Here
Text Here
Text Here
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ROADMAP
46
2017
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2018
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2019
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2020
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TIMELINE
47
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Four
2020
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Three
2019
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Two
2018
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One
2017
48
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
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How To Set Up A Powerful Sales Funnel PowerPoint Presentation Slides

  • 1. HOW TO SET UP A POWERFUL SALES FUNNEL Your Company Name
  • 2. TABLE OF CONTENTS 2 The Starting Point- Review the Sales Pipeline XX 4 Ways to Increase Sales Through a Sales Pipeline XX Drivers of Sales Growth XX □ Growth Driver #1 - Perfect Your Pitch □ Growth Driver #2- Include High-Level Business Strategy □ Growth Driver #3- Improve Your Sales Strategy Map Out the Sales Process XX Sales: The Big Picture XX Sales Strategy XX □ Step 1- Gathering Sales Insights ▪ Sales Trend Analysis ▪ Analyzing Customer Journey Map ▪ Competitive Benchmarking ▪ Sales Performance of Competitors ▪ Analysis of Impact of Business Strategy on Sales Strategy ▪ Sales Team Productivity Assessment ▪ Sales Team Productivity Assessment Template 2 ▪ Sales Operations Maturity Assessment □ Step 2- Developing Best Practices ▪ Implementing Lean for Improved Sales Processes ▪ Sales Operations Maturity – Best Practices □ Step 3- Prioritizing Deals ▪ Sales Priority Matrix □ Step 4- Sales Roadmap
  • 3. TABLE OF CONTENTS 3 Sales Strategy- Summary XX Sales Operations Strategy Scorecard XX Sales Roadmap XX
  • 4. THE STARTING POINT-REVIEW THE SALES PIPELINE 4 Strangers (Awareness) Visitors (Discovery) Leads (Intent) Customers (Purchase) Promoters (Loyalty) XXXX Your Text Here XXXX Your Text Here XXXX Your Text Here XXXX Your Text Here XXXX Your Text Here Number Duration This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 5. 4 WAYS TO INCREASE SALES THROUGH A SALES PIPELINE 5 Target More Potential Customers Reduce Steps for Potential Customer Aim for Maximum Conversion of Leads into Customers Focus on the Big Deals This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 6. DRIVERS OF SALES GROWTH 6 1 Perfect Your Pitch More the valuable your product/service, better the sales 2 Include High-Level Business Strategy Incorporate new customers/markets/new geos/new marketing campaigns in your sales strategy 3 Perfect Your Pitch Based on past campaigns and new market realities, create an unbeatable sales strategy
  • 7. GROWTH DRIVER #1 PERFECT YOUR PITCH 7 Who is the Target Customer › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here What’s Our Killer Value Proposition › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here How Unique is Our Marketing Message › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here What is Our Distribution Strategy › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 8. GROWTH DRIVER #2 INCLUDE HIGH-LEVEL BUSINESS STRATEGY 8 Have we launched any new marketing campaigns? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we made changes in our Distribution plan? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we made changes in our Pricing plan? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we targeted any new target customers? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we expanded to any new geographies? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we launched any new products/services? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here Have we targeted any new markets? › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here › Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 9. GROWTH DRIVER #3 IMPROVE YOUR SALES STRATEGY 9 Invest in Sales Infrastructure › Invest in a powerful Sales CRM solution › Invest in Business Intelligence & Market Intelligence solutions › Invest in ERP software Build Stronger Relations with Partners › Optimize and/or grow partnerships with distributors or agents › Optimize and/or grow partnerships with marketing agencies › Optimize and/or grow partnerships with consultants Invest Resources in Salespersons › Increase the salesforce if needed › Hire competent salespersons › Invest in their training and growth › Build a productive work environment for the team Improve the Sales Process › Optimize the Customer Purchase Journey › Improvise the sales methodology based on data insights › Automate the sales processes This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 10. MAP OUT THE SALES PROCESS 10 Activities Process Owner Sales Activity Lead Sales Activity Support › Client Mapping › Research › Meeting › Pro-active selling › Sales Team › Sales Team › Executive Team & Operations › Scope Q&A › Solution Approach › Pricing › Program Timetable › Proposal › Sales › Team › Operations & Finance › Sales › Team › Final Presentations › Site Visits › Inside Channel Feedback › Contract Negotiations › Program Planning › Sales › Team › Executive Team › Sales › Team › Provide Contracted Services › Operations › Operations & Recruitment › Finance Lead Generation Solution Deal Closing Program Launch This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 11. SALES THE BIG PICTURE 11 Target Customer Target Customer Target Customer Target Customer Target Customer 1 2 3 4 Their Needs Text Here Text Here Text Here Text Here Problems Faced by Them Text Here Text Here Text Here Text Here Our Solution Text Here Text Here Text Here Text Here Our Sales Strategies Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 12. SALES STRATEGY 12 Gathering Sales Insights › Sales Pipeline › Customer Journey › Competitor Analysis Developing Best Practices › Sales Automation › Sales Operations Prioritizing Deals › Sales Priority Matrix Sales Roadmap › Sales Goals & Roadmap/Timeline
  • 14. SALES TREND ANALYSIS 14 Revenue by Territory Japan America Asia Pacific Europe 23% 41% 12% 24% Sales by Product Softwar e Consultin gHardware Services 24% 25% 9% 42% Pipeline per EmployeeWin/ Lost by Month $0K $5K $10K $15K Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Sum of Win Some of Loss $0K $100K $200K $300K Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here SumofPipeline Forecasted Total Opportunities $0K $100K $200K $300K Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 SumofForecasted $0K $5K $10K $15K Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Sum of Win Some of Loss Won & Lost Opportunities 35% Won Opportunities 56% Lost Opportunities Sales Pipeline 2,500 Prospects 1,800 Marketing Qualified Leads 38 Won Deals 130 Sales Qualified Leads 55,000 Visitors This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 15. SALES TREND ANALYSIS 15 Top Opportunities $10111 $12140 $70030 $55410 $2000 $55000 $0 $10000 $20000 $30000 $40000 $50000 $60000 $70000 $80000 Company 1 Company 2 Company 3 Company 4 Company 5 Company 6 Value $10132 $52035 $15432 $55413 $0 $10000 $20000 $30000 $40000 $50000 $60000 Mary Emma Michael John Revenue 5% 10% 15% 20% 50% Plan1 Plan2 Plan3 Plan4 Plan5 45% 35% 24% 65% New CustomersSales Funnel 100% 26% 13% 6% Visitors Leads Repeat Customer Customer 0 5 10 15 20 25 30 35 40 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Top Selling PlansSales Goal YTD Top Sales Reps This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 16. ANALYZING CUSTOMER JOURNEY MAP 16 Stage Awareness Consideration Decision Delivery & Use Loyalty & Advocacy Customer Activities Hear from friends, see offline or online ad, read from newspapers Compare & evaluate alternatives Add groceries to shopping cart Make an order Receive or pick up on order Contact customer service Enjoy groceries Order again and/ or order more Share experience Customer Goals Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Touchpoints Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Experience Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Business Goal Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here KPIs Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Organisational Activities Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Responsible Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Technology Systems Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 17. COMPETITIVE BENCHMARKING 17 Performance – 2019 Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5 Sales (billions) $36.5 $61.1 $118.4 $103.6 $69.9 Percent Margin 36.0% 17.9% 24.3% 44.1% 25.2% Marketing & Sales Expenses (% sales) 8.5% 8.7% 8.3% 17.0% 16.3% Net Marketing Contribution (billions) $10.0 $5.6 $18.9 $28.1 $5.9 Operating Income (billions) $7.7 $3.2 $10.8 $17.1 $6.2 Performance Metrics Operating Income (% sales) 21.0% 5.2% 9.1% 16.5% 8.9% Marketing ROS 27.4% 9.2% 16.0% 27.1% 8.4% Marketing ROI 323% 106% 192% 160% 52% This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 18. SALES PERFORMANCE OF COMPETITORS 18 25 8 10 20 30 26 9 9 22 2827 12 15 13 31 0 25 50 Own Business Competitor 1 Competitor 2 Competitor 3 Competitor 4 2017 2018 2019 € / $ MIO. / %
  • 19. ANALYSIS OF IMPACT OF BUSINESS STRATEGY ON SALES STRATEGY 19 Business Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention Pricing Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention Promotion Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention Distribution Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention Market Target(s) Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention Product Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 20. SALES TEAM PRODUCTIVITY ASSESSMENT 20 Activity Goals vs. Performance this month 15% Calls 53/354 18% Successful Calls 36/200 20% Planned Meetings 4/20 100% Tasks 19/0 Top Lost Reasons 9 5 3 2 1.8 1.5 3 1 Chose Competitor Competition High Price Authority You Team Average Win Ratios 2 : 1 Number of opps required to win one deal 2.7 : 1 Number of leads required to win one deal This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 21. SALES TEAM PRODUCTIVITY ASSESSMENT TEMPLATE 2 21 Summary Completion Overdue Progress, Plan & Problems Reward John Smith Finished what he planned 70% 2 Text Here Anita Smith Doesn't complete his plans 20% 8 Text Here - Tom Smith Doesn't complete his plans - 11 Text Here - Mary Smith Shows Initiative 40% 1 Text Here Peter Smith Didn’t Submit a report - - Text Here - 40% 60% 80% 20% This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 22. SALES OPERATIONS MATURITY ASSESSMENT 22 Sales Operations Success Drivers Score Goal State Weight Recruitment & Retention 1.8 2.3 10% Consultative Sales Training 3.5 4.0 10% Sales Process 1.5 2.0 15% Sales Tools 3.6 4.1 5% Sales Productivity Management 3.5 4.0 10% Sales Analysis & Forecasting 2.3 2.8 10% SFA/CRM 2.4 2.9 15% Sales Compensation 3.8 4.3 10% Sales & Marketing Alignment 3.0 3.5 10% Sales Leadership & Management 3.8 4.3 5% Sales Operations Score (Out of 100) 55 65 100% This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 24. IMPLEMENTING LEAN FOR IMPROVED SALES PROCESSES 24 Implementing Lean Six Sigma Administrative Task Selling Products 20% 80% Before A sales representative was focusing 20% of his time in administrative tasks & 80% of his time on selling products Administrative Task Selling Products 10% 90% After The process improvement allowed the sales representative to focus only 10% of his time in administrative tasks & 90% of his time on selling products
  • 25. SALES OPERATIONS MATURITY BEST PRACTICES 25 Description of Best Practices Score Notes/Comments Recruitment & Retention New hires usually achieve their sales targets within 3 months of being recruited & trained 1 Your Text Here We have a solid Sales Compensation Plan to retain top staff with over 50% achieving on-target-earnings 2 Your Text Here Sales skills assessments are used to profile our top performers, screen new hires & inform training needs 1 Your Text Here We validate each candidates writing skills, presentation skills, education & past employment 4 Your Text Here At least 2 other team members are part of the evaluation process 1 Your Text Here Consultative Sales Training We have adopted a consultative sales methodology such as SPIN Selling, Miler Heiman, etc. 4 Your Text Here Our sales representative are capable of discussing real customer needs & the impact of key challenges 5 Your Text Here Key Account Planning, Stakeholder Analysis &/or Territory management tools are in place to assist reps 3 Your Text Here A comprehensive Sales training manual with sales tools has been created to document our methods 2 Your Text Here Sales training workshops are conducted at least once per year to maintain continuous Improvement 4 Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 27. SALES PRIORITY MATRIX 27 Value Likelihood to Close High value, still qualifying High value, likely to close Moderate value, likely to close Unknown value, early qualification Spend majority of time on high value and most likely to close deals. Then, focus on moderate to high value deals that are likely to close. Finally, spend the least amount of time on moderate deals that are in the early stages of qualification. Identify the most promising deals and prospects and that need immediate attention This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 29. SALES STRATEGY- SUMMARY 29 Key Metrics Last Year This Year Target Total Revenue $275.6M $281.7M $300M Customer Retention Rate 72% 77% 82% Sales Pipeline Revenue $150.62M $145.56M $175M Customer Acquisition Cost $10,450 $9,675 $9,000 Team Size 150 172 200 Profit Margin 45% 46% 48% Sales TargetsPipeline Targets Text Here Text Here Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 30. SALES OPERATIONS STRATEGY SCORECARD 30 Recruit & Retain Quality Sales Reps Provide Better Consultative Sales Training Improve Analysis & Forecasting Processes Programs, Initiatives, & Actions Recruitment Campaign Sales Training Workshops (SPIN Selling, Miler Heiman, etc.) Your Text Here Sales Skills Assessment Key Account Planning & Stakeholder Analysis Training Your Text Here Sales Compensation Plan Redesign Sales Training Manual (Policies, Procedures, Tools, etc.) Your Text Here Key Performance Indicators & Metrics # F/T Sales Reps # Workshops/Year Your Text Here Assessment Results # Key Account Plans Developed Your Text Here % Reps Achieving On-Target-Earnings Completed Sales Training Manual, # Sales Tools Your Text Here Target Timeframe to Achieve Goals Increase Department to 25 reps by Jan (Q1) Conduct 3 Sales Training Workforce in this year Your Text Here Set Benchmarks this year, use for hiring this year Create Key Account Plan for 100 accounts in this year Your Text Here 70% of Reps hitting OTE in this year Develop Sales Training Manual with 5 Tools by Q4 Your Text Here 1 2 3 Objective This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 31. SALES ROADMAP QUARTERLY GOALS TIMELINE 31 Quarter 1 2020 Quarter 2 2020 Quarter 3 2020 Quarter 4 2020 Milestone Goal: $650 K Goal: $2M Goal: $2.1m Goal: $1.2m Strategy Stack + Workflow Lead Generation 1 K Gold Calls Retention + Churn Administration London Headquarters Opening Prospecting Sprint Improve On-boarding Process Cold Calling Lead Lists WeeklyWebinars Localization Sales Dashboard and CRM Setup Launch AutomationImplement Live Chat Develop Customer Retention Strategy Document Customer Challenges Churn Analysis Feedback Touchpoints Customer Satisfaction Survey Set Up Customer LoyIdentify Key at Risk Clients Implement Bottoms Up Strategy Build Customer/Buyer Personas and Use Cases Competitive Analysis Global Breakeven AnalysisDefine Competitive Advantage Define Customer Sales Territories Analyse Operational Costs Hire Customer Success Manager (CSM) Financial Reporting Hire Global Outbound TeamCreate Department Expenses Budget This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 32. SALES ROADMAP GLOBAL EUROPE USA STRATEGY 32 Strategy Lead Generation Retention + Churn Administration Stack + Workflow USA Implement Bottoms –Up Strategy Prospecting Sprint Develop Customer Retention Strategy Analyze Operational Cost Launch Automation Cold Calling Lead List Create Department Expenses BudgetDefine Important Sales Territories Churn Analysis Create Department Expenses BudgetWeekly Webinars Hire Customer Success Manager(CSM) Define Competitive Advantage Feedback Touchpoints Implement Live ChatImprove on – Boarding Process Financial Reporting Europe Build Customer / Buyer Personas and Use Cases European Launch Document Customer Challenges Financial Reporting London Headquarters Opening Customer Satisfaction Surveys Global Global Breakeven Analysis Australia + Pacific Rollout Set Up Customer Loyalty Program Hire Global Outbound Team Localization Localization This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 33. HOW TO SET UP A POWERFUL SALES FUNNEL ICONS SLIDE 33
  • 34. ADDITIONAL SLIDES 34 01. AGENDA 02. COMPANY INTRODUCTION 03. OUR MISSION VISION VALUES 04. OUR GOAL 05. ORGANIZATION CHART 06. COMPARISON 07. BAR CHART 08. PIE CHART 09. DASHBOARD 10. LINE CHART 11. CIRCULAR DIAGRAM 12. ROADMAP 13. TIMELINE 14. THANK YOU
  • 35. AGENDA 35 Agenda 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 36. COMPANY INTRODUCTION 36 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 37. OUR MISSION VISION VALUES 37 Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Values This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 38. OUR GOAL 38 Goal 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 39. ORGANIZATION CHART 39 Human Resource Name Here Slide Designer Artist Name Here Content Name Here Name Here Graphic Designer Customer Representative Name Here Business Slide Designer Name Here Account Manager Name Here Creative Director Name Here
  • 40. COMPARISON 40 40% Users This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 60% Users This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 41. BAR CHART 41 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01 0 10 20 30 40 50 60 70 80 90 100 Jan Feb Mar Apr May Jun Sales(inUSDmillions) Year 2020 100% Product01 Product02
  • 42. PIE CHART 42 Product 04 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 03 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 01 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 20% 30% 15% 35%
  • 43. DASHBOARD 43 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Low 30% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Medium 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. High 90% 0 100 50 Low Medium High 0 100 50 Low Medium High 0 100 50 Low Medium High
  • 44. LINE CHART 44 3628.4 3573.9 3484.0 3532.1 3740.3 3881.7 3528.4 3873.9 3584.0 3732.1 3640.3 3981.7 3400 3500 3600 3700 3800 3900 4000 4100 2015 2016 2017 2018 2019 2020 InMillions YEARS This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01
  • 45. CIRCULAR DIAGRAM 45 Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 46. ROADMAP 46 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 47. TIMELINE 47 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Four 2020 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Three 2019 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Two 2018 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. One 2017
  • 48. 48 Address # street number, city, state Contact Number 0123456789 Email Address emailaddress123@gmail.com THANK YOU