Sales planning questionnaire is essential to get concrete solutions to the probable hurdles to facilitate the sales of a particular product or service. The client answering the questions would be benefitted by gathering the underlying concepts of sales planning. The primary focus is to achieve sales target for any concerned person, and he/she, with the aid of this sales planning questionnaire would be more confident to achieve that. A tidy sales planning is very much possible by extracting the gist of the broad conclusions drawn from this questionnaire.

Sales planning questionnaire sample

Contact name:  ______________

Organization: ____________

Official website: _____________

Email: _____________

Phone no.: ___________

Contact address: ______________


Q1. Please mention the industry for which the sales plan would be implemented.

  1. Financial
  2. Consumer goods
  3. Manufacturing
  4. Others (please specify _________ )

Q2. Please mention and explain concisely the daily/weekly/monthly targets.


Q3. How many employees will be involved in enacting the plan?

  1. Below 5
  2. 6 to 10
  3. More than 10

Q4. Will there be any regular training sessions for processing the sales plan?

  1. Yes
  2. No

Q5. If the answer to the previous question is ‘yes’, then please explain in short the main features of the training.


Q10. Will there be internet marketing involved?

  1. Yes
  2. No

Q11. Will you take the help of media houses to propagate the sales plan?

  1. Yes
  2. No

Q12. Please write the rough estimate of revenues that the sales plan intends to generate.


Q13. Will you integrate concepts of discounts and rebates in the sales plan?

  1. Yes
  2. No