sales review presentation template

Sales review presentation: A comprehensive guide

This guide will teach you how to create a sales review presentation that will help you close more deals and grow your business.

Raja Bothra

Building presentations

Hey there, fellow presenter!

If you've ever found yourself grappling with the challenge of creating an effective sales review presentation, you're in the right place.

In this comprehensive guide, we're diving deep into the world of sales review presentations, and we'll show you how to make the most of this crucial tool for your business.

What is a sales review presentation?

A sales review presentation is more than just a set of slides; it's your gateway to success. It's a dynamic, visual document that encapsulates your sales team's performance, strategies, and achievements. Think of it as your power-packed communication tool for showcasing the heart and soul of your sales efforts.

Sales review presentations follow a rhythmic cadence – they can be monthly, quarterly, or annual affairs, each tailored to the specific needs of the team or individual. Yet, beneath this custom-fit veneer, some universal themes echo through every presentation.

Sales performance : At the heart of every sales review presentation lies an evaluation of performance. It's a deep dive into the numbers, an appraisal of key metrics like revenue, deal closures, and average deal size. But it's not just about numbers; it's about trends, the heartbeat of your sales story – whether they pulse with positivity or hint at areas for improvement.

Sales pipeline : Think of the sales pipeline as your crystal ball, predicting the future of your sales endeavors. Regular scrutiny is essential to ensure it stays on course. This involves dissecting the number of opportunities in each stage, evaluating the likelihood of each deal's closure, and adjusting your sails accordingly.

Sales goals : The crescendo of any review is the setting of goals for the journey ahead. This isn't a solitary endeavor; it's a collaborative symphony between sales representatives and managers. Goals must be ambitious yet attainable, a driving force propelling your team forward.

In essence, sales review presentations aren't just a perfunctory exercise; they're the lifeblood of a successful sales team. They provide the compass to navigate the complex sales landscape, the mirror to reflect on past endeavors, and the canvas to paint future triumphs. By embracing the ritual of regular sales review presentations, sales teams ensure they are not just chasing success but orchestrating it.

Purpose of sales review presentation

Why do we bother with sales review presentations, you ask?

Well, the answer lies in their multifaceted and indispensable purposes:

Reviewing past sales performance: Picture this as the rearview mirror of your sales journey. A well-structured sales review presentation lets you delve deep into your sales figures, metrics, and KPIs. It's the compass that guides you through the intricate landscape of your sales endeavors, helping you understand where you've been and where you're headed.

Identifying areas for improvement: Like a diagnostic tool, sales review presentations dissect past performance to identify areas where the sales team or individual salesperson may have faced challenges. It's the x-ray that reveals the fractures, and from there, you can develop a plan for improvement.

Setting ambitious yet achievable goals: Sales review presentations aren't just about the past; they're a launchpad for the future. It's the platform where you, in collaboration with your sales manager, set goals that are not just ambitious but also attainable. It's about aiming for the stars while keeping your feet firmly on the ground.

Motivation and inspiration: Beyond the numbers, sales review presentations serve as a stage to recognize and celebrate successes. They are a platform to discuss areas for improvement openly and constructively. This process, in itself, is a powerful motivational tool, driving your sales team to strive for excellence.

Effective communication: Remember the old adage, "A picture is worth a thousand words"? Well, in a sales review presentation, a graph or diagram can indeed convey complex information with ease. It's your linguistic bridge to connect with your audience, translating data into insights.

In addition to these primary purposes, sales review presentations also serve these invaluable functions:

Building relationships: These presentations foster open and honest conversations between sales managers and sales representatives. It's a moment for both parties to come together, discuss performance, and build trust and rapport.

Opportunities for training and development: By scrutinizing sales performance, managers can pinpoint areas where the team or individuals may need additional training or development. This insight becomes the blueprint for creating a training plan that empowers the sales team to elevate their skills and knowledge.

Ensuring progress towards success: Ultimately, the overarching purpose of a sales review presentation is to propel the sales team toward improvement and success. Regularly revisiting past performance, identifying growth opportunities, and setting goals create a roadmap to ensure that success is not just a destination but a continuous journey.

KPIs and metrics to add in sales review presentation

Let's get granular and talk about the nitty-gritty details that make your sales review presentation shine. Here are some key terms to keep in mind:

• Sales performance metrics : Dive into sales figures, quarterly sales, and monthly sales to get a 360-degree view of your performance.
• Pipeline analysis : Evaluate your sales pipeline to spot bottlenecks and opportunities.
• Sales growth : Explore the growth trajectory of your sales over time.
• Customer retention : Assess customer retention and its impact on business growth.
• Competitor analysis : Know thy enemy! Analyze your competitors to fine-tune your sales strategy.
• KPIs (key performance indicators) : These are your guiding stars. Include KPIs relevant to your business.

Here is a guide on competitor analysis presentation

How to structure an effective sales review presentation

Structure matters, and your sales review presentation should flow seamlessly. Here's a suggested outline:

• Introduction : Set the stage with a brief overview of what the presentation will cover.
• Sales performance : Dive into the numbers. Highlight successes and areas for improvement.
• Sales strategy : Explain your sales strategy and how it aligns with your goals.
• Competitor analysis : Share insights on your competitors.
• Prospects and leads : Discuss your prospects and leads and how you plan to convert them into closed deals.
• KPIs and metrics : Showcase your key performance indicators and metrics.
• Conclusion : Summarize key takeaways and end on a high note.

Do’s and don'ts on a sales review presentation

Now, let's talk about some do's and don'ts to keep in mind as you create your masterpiece:

• Customize : Make it yours. Tailor the presentation to your brand and audience.
• Visuals : Incorporate graphs, charts, and visuals to make complex information digestible.
• Be persuasive : Your presentation should leave a lasting impression. Be persuasive in your storytelling.

Don'ts:

• Avoid wordiness : Keep it concise. Avoid long-winded sentences and jargon.
• Don't overload slides : Each slide should have a clear focus. Avoid clutter.
• Stay on brand : Don't deviate from your brand's style guide.

Summarizing key takeaways

• Sales review presentations are powerful tools for showcasing performance and setting goals.
• Their purposes include performance evaluation, goal setting, motivation, communication, and more.
• Key metrics to include are sales performance, pipeline analysis, and relevant KPIs.
• Structure your presentation with introduction, sales performance, strategy, competitor analysis, prospects, KPIs, and conclusion.
• Do: Customize, use visuals, be persuasive.
• Don't: Be wordy, overload slides, stray from brand guidelines.

1. What is a sales review presentation, and how can it benefit my team's performance?

A sales review presentation is a dynamic document that encapsulates your sales team's achievements and strategies. It serves as a power-packed communication tool. Creating it in PowerPoint (PPT) or Google Slides is common, and it's made easier with pre-designed sales review templates. These presentations offer a high-level overview of your sales performance and can be tailored to your target audience.

2. Can you explain the role of KPIs in a sales review presentation?

KPIs are key performance indicators that offer a snapshot of your sales performance. In a sales performance review , you can use PowerPoint Slides to present these metrics effectively. A well-structured PowerPoint presentation can include a dashboard and a timeline kpi to track progress over time.

3. How often should we conduct sales review meetings, and what should be included in them?

Sales review meetings can be held regularly, such as quarterly or annually. During these sessions, you can discuss sales by region, your sales funnel, and set sales targets for the future. It's also an opportunity to use a Pitch Deck to present your findings and plans.

4. Why is a complete deck important in a sales review presentation?

A complete deck ensures that all aspects of your sales performance are covered thoroughly. It should encompass your sales process, from lead generation to closing deals, and include predesigned sales review powerpoint templates to maintain a professional look.

5. How do regular sales reviews contribute to business growth and success?

Regular sales reviews are an essential function of any business. They provide insights based on data that help you identify both successes and failures. This information is crucial for making clearly defined improvements and adjustments in your sales activities and overall sales strategy, ultimately driving company growth.

Remember, Sales Review Presentations can be customized and personalized to suit your company's unique needs and brand guidelines, ensuring an impactful and ready-to-use tool for your sales team.

Create your sales review presentation with Prezent

Prezent, the AI presentation software, is your invaluable partner in crafting a compelling sales review presentation. With a wide selection of professionally designed templates tailored specifically for this purpose, Prezent saves you time and ensures a polished, visually appealing presentation. Customization is a breeze, allowing you to align the design with your brand identity effortlessly. Even without advanced design skills, Prezent's user-friendly interface makes it accessible to all. Additionally, Prezent offers access to an extensive library of slides (35,000+) and brand-approved designs from Fortune companies, ensuring diversity and compliance (100%) in your content.

Now go out there, create, and make a splash with your Prezent-powered sales review presentation.

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Sales Review

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Sales are crucial for lead conversions, customer retention and business growth and regular reviews ensure that your venture's sales performance is in check. With our Sales Review presentation, you can summarize findings from the year's performance and lay out the blueprint for a more productive and fruitful year ahead. An important thing to remember during this process is that, as Nelson Mandela put it, you never lose, you either win or learn.

25 questions and answers

What are some other ways to motivate a sales team apart from a review presentation?

Apart from review presentations, other ways to motivate a sales team can include setting clear and achievable goals, providing regular feedback and recognition, offering competitive compensation and incentives, providing opportunities for professional development and training, fostering a positive and supportive team culture, and ensuring that the team has the necessary tools and resources to succeed.

How can the lessons learned from a sales review be applied in the next year?

The lessons learned from a sales review can be applied in the next year by using them to create a blueprint for improvement. This could involve identifying areas of weakness, setting new goals, and developing strategies to achieve them. It's important to remember that there's no such thing as failure, only learning opportunities.

What are some other strategies to ensure customer retention?

Some strategies to ensure customer retention include providing excellent customer service, offering loyalty programs, maintaining regular communication with customers, personalizing customer experiences, and constantly improving your products or services based on customer feedback.

Slide highlights

Use this slide to go over your company's or department's sales performance. To prep for this step, keep organized track of leads and deals, automatically generate the sales analytics reports and work closely with your sales team.

With this slide, discuss your key sales performance metrics. These may include monthly sales growth, average profit margin, sales target and opportunities, monthly calls and emails, customer lifetime value and other KPIs.

Go over prospects and new opportunities, using this slide. Some tips for sales prospecting are: create an ideal prospect profile; find ways to meet your ideal prospects; actively work on your call lists and focus on personalization.

What are some other metrics that can be used to measure the effectiveness of a sales team?

Some other metrics that can be used to measure the effectiveness of a sales team include conversion rate, average deal size, sales cycle length, customer acquisition cost, customer churn rate, and customer satisfaction score. These metrics provide a comprehensive view of the sales team's performance, from how well they convert leads into customers, to how satisfied those customers are with their experience.

What are some other ways to improve sales target achievement?

Some other ways to improve sales target achievement include: setting realistic and achievable goals, providing regular training and development opportunities for the sales team, implementing a robust CRM system to track leads and deals, using data analytics to understand customer behavior and trends, focusing on customer retention and upselling, and incentivizing the sales team with rewards and recognition for meeting or exceeding targets.

What are some other strategies to increase customer lifetime value?

Some strategies to increase customer lifetime value include improving the product or service quality, offering excellent customer service, implementing a customer loyalty program, personalizing customer experiences, and upselling or cross-selling relevant products or services.

Application

Customer Relationship Management (CRM) platform, Pipedrive, offers an eight-step guide to conducting a sales review:

• Frame the retrospective as a positive event – remind your team that this review is about learning, not blaming; it's about the past and the future; this review is a safe haven where everyone involved can speak their mind without negative repercussions.
• Discuss what went well – participants should be pushed to think beyond generalities and pin down specifics. Rather than settle for statements like "I made my quotas" or "I closed a big deal," encourage yourself and your team to dig deeper, the Pipedrive team says.
• Discuss what went poorly – things don't always go our way, people make mistakes, and teams don't always meet their goals. The experts say: "Those that don't learn from history are doomed to repeat it, so make sure the history is accurately chronicled."
• Cover all your bases – ask more prompting questions, like "In what industry were your biggest wins?" "In what industry were your biggest losses?" "How long did it take to separate the deals from the duds?" "What percentage of your monthly prospects led to won deals?" "What percentage went nowhere?" "Was your follow-up process as efficient as it could have been?"
• Consolidate the answers – after discussing the successes and failures, consolidate everyone's answers and organize them hierarchically. Then decide which areas are in most and least need of improvement.
• Turn the "What? into "Why?" – the first step toward improvement is to identify the root cause of any given gain or failure.
• Establish what was learned – by now, the experts say, you and your team should be looking at a massive whiteboard filled with successes, failures and the root causes of those gains and failures. To fully establish what was learned, engage in a little linguistic rearranging.
• Make an improvement plan – when the learnings are established, identify the actions people can take to improve their shortcomings. "If your team learned that by developing a more holistic understanding of the customer's needs during the initial conversation, they can increase the likelihood of obtaining a face-to-face meeting. One action they can take is to practice active listening," the Pipedrive team says.

What are some ways to ensure that the history of a sales team's performance is accurately chronicled during a review?

To ensure that the history of a sales team's performance is accurately chronicled during a review, it's important to frame the retrospective as a positive event focused on learning. Encourage team members to discuss both successes and failures in detail, rather than settling for general statements. Ask prompting questions to cover all aspects of performance, such as the industries where the team had the biggest wins and losses, the time it took to separate successful deals from unsuccessful ones, and so on. Remember, the goal is to learn from the past to improve future performance.

How can a sales review help in improving the team's performance in the upcoming year?

A sales review can help in improving the team's performance in the upcoming year by providing a platform to learn from past experiences. It allows the team to discuss what went well and what went poorly, enabling them to identify specific areas of success and failure. This retrospective analysis helps in understanding the patterns of wins and losses, the time taken to separate deals from duds, and other crucial aspects. By learning from the past, the team can strategize better for the future, avoid repeating mistakes, and capitalize on successful practices.

What are some ways to ensure that a sales review is a safe haven for open discussions?

To ensure a sales review is a safe haven for open discussions, it's important to frame the review as a positive, learning-focused event. Encourage participants to speak their mind without fear of negative repercussions. Discuss both the successes and failures, pushing for specifics rather than generalities. Ask prompting questions to cover all aspects of the sales process. Remember, the goal is to learn from the past to improve future performance.

Expert advice

HubSpot picked over 500 selling experts' brains clean on selling tactics and practices. Here is what the sales gurus say:

Sean McPheat, CEO of MTD Training Group

"It doesn't matter what you think you're selling that counts. It only matters what the client thinks they are buying. In other words, see the whole sales transaction through their eyes and match what you offer to their wants, lifestyle, and their view of the world."

Zhelinrentice Scott, the SEO Queen

"Never sell with the goal of getting the money, sell with the intention of solving the problem or making the prospect's pain go away."

Steve Eungblut, Managig Director at Sterling Chase Associates

"Always sell to a compelling event and make sure that compelling event is a) the buyer's compelling event, b) fits with your timeline; and c) is not within the control of the buyer to ignore or change. Then plan the sale backward from the compelling event with the help of the buyer."

Steve Farmer, Associate Broker at Marc Austin Highfill Team, Exit First Realty

"Never make statements, always ask questions – preferably questions you know the answer to. This leads clients to draw their own conclusions and sell themselves, as opposed to being sold. Even when you're asked a question and you're unsure why they asked, it's better to clarify by saying, 'That's an interesting question; why is that important to you?' rather than diving in and flubbing the whole process."

19 questions and answers

How can this strategy be used to motivate a sales team?

This strategy can be used to motivate a sales team by encouraging them to engage more with their clients. By asking questions instead of making statements, salespeople can lead their clients to draw their own conclusions and sell themselves. This approach can make the sales process more interactive and engaging, which can motivate the sales team to improve their performance.

What are some other techniques to avoid flubbing the sales process?

Some other techniques to avoid flubbing the sales process include: understanding your product or service thoroughly, knowing your target audience, practicing active listening, being honest and transparent, handling objections effectively, and following up with potential customers. It's also important to maintain a positive attitude, be patient, and not rush the sales process.

How can this approach help in laying out the blueprint for a more productive year?

This approach can help in laying out the blueprint for a more productive year by encouraging self-reflection and strategic thinking. By asking questions instead of making statements, you're prompting yourself to think critically about your goals, strategies, and actions. This can lead to more effective decision-making and planning, which can ultimately increase productivity.

Maria May, Licensed Real Estate & Life Insurance Agent In South Carolina Hilton Head Island Area

"Nobody cares how much you know until they know how much you care."

Bonnie Brown – President, BBI Marketing

"There are four levels of competency in sales. Level one is 'unconsciously incompetent.' At first, you don't even know what you don't know. Level two is 'consciously incompetent.' You become aware of your shortcomings and address them. Level three is 'consciously competent.' With careful consideration and thoughtfulness, you can be confident in your abilities to sell. Level four is 'unconsciously competent.' You reach a level where talking about the sale becomes second nature."

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Sales PowerPoint Templates & Sales Presentation Slides

Download creative sales PowerPoint templates and e-commerce presentation designs that you can use to prepare reports in PowerPoint, innovative dashboards, and presentations to impress your audience and make the job easier for sales managers.

Our easy-to-edit Sales PowerPoint Templates ease the stress of creating designs from scratch. After downloading, you can customize any of these templates to suit your brand or personal needs.

With our Sales Presentation Templates for PowerPoint and Google Slides, all you need to do is to replace all our placeholder texts with your sales content. It will save you time, energy, and cost. Whether you’re creating a report on your company’s latest sales figures or presenting a new product to potential clients or stakeholders, our templates will help you achieve your sales goals.

Sales Enablement Battle Cards PowerPoint Template

Value Chain Analysis PowerPoint Template

Sales Performance Dashboard PowerPoint Template

Sales Dashboard Template for PowerPoint

MEDDPICC Model PowerPoint Template

Gift Certificate Template for PowerPoint

Conclusion Slide Template for PowerPoint

Customer Chain Process PowerPoint Template

5 Step Conversion Funnel PowerPoint Template

6-Item Sales Goals PowerPoint Template

Sales Action Plan PowerPoint Template

Sales Pipeline Slide Template for PowerPoint

A Sales Presentation is used to inform potential customers about the benefits and features of your product or service. Sales managers and business development professionals often use it to showcase their products or services to their stakeholders and potential customers to generate interest and leads.

An effective Sales Presentation must be able to introduce the product or service and sell it. Many people view Sales Presentations as showcasing the product or service, but you can use them to reach a broader audience and take them through their buyer journey from leads to sales.

Using Sales Templates is crucial for your business growth as they provide a consistent visual look for your presentations. They also help to save time and resources by providing pre-designed layouts, charts, and graphics that you can easily customize to fit the specific needs of your presentation. Hence, it helps you focus on the content of the presentation and the message you want to convey rather than spending time creating design elements from scratch.

Sales Templates can also improve your presentation effectiveness by providing a visual guide for the audience. Using charts, graphics, and other design elements can make complex information understandable and provide a more engaging experience for your audience. It ultimately leads to more leads, sales, and better communication with potential customers, which is the ultimate goal of any sales presentation.

What is a Sales Presentation?

A Sales Presentation is a formal or informal template used to inform and persuade potential customers about a product or service. It is used to inform potential customers about the benefits and features of your product or service. Sales managers use it, and business development professionals showcase their products or services to potential customers, generating interest and leads.

What is the difference between a Sales Presentation and a Sales Pitch?

The major difference between a Sales Presentation and a Sales Pitch is the scope and duration of the presentation.

A Sales Presentation is a more detailed and comprehensive presentation that provides in-depth information about the product or service. At the same time, a Sales Pitch is a shorter, more focused presentation designed to persuade the customer to purchase or take a specific action.

What are the 7 steps to making a good sales pitch?

The seven steps to making a good sales pitch include:

• Identifying the target audience.
• Researching the product or service.
• Creating a clear and compelling message.
• Tailoring the pitch to the audience.
• Building rapport with the customer.
• Addressing objections and concerns.
• Closing the sale.

What should be in a sales presentation?

A Sales Presentation should include the following:

• An introduction of the product or service.
• Detailed information about the features and benefits of the product or service.
• Testimonials or case studies from satisfied customers.
• Comparison of the product or service to competitors.
• Information about the company and its history.
• A call to action.
• A Q&A session.

You consider using accurate graphical visual design elements such as charts, graphs, and images to help illustrate the information and make the presentation more engaging.

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20+ Best Sales PowerPoint Templates (Sales PPT Pitches)

Learning to craft successful and better-looking sales presentations is one of the key skills you should master as a marketer or sales rep.

In this digital era, being able to deliver great presentations is not enough. You also need to be able to design attractive and beautiful slides that engage with your audience while adding more context to your speech.

The good news is that you don’t have to be a designer or take courses to design such effective PowerPoint presentations. All you need is the right PowerPoint template.

In this post, we bring you a collection of PowerPoint sales presentation templates to help you find the right designs for your sales plan, proposal, and pitch slide decks. Be sure to save these templates for future events and meetings.

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Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

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Clean & clear.

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Pitch Deck Templates

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Business Sales PowerPoint Presentation Template

Sales presentations don’t always have to be all stats and data, they can be beautiful too. This PowerPoint template allows you to design more effective slideshows with modern layouts with creative animations. There are more than 50 unique slide designs included in this template. You can easily edit and customize them to your preference.

Sales Strategy Powerpoint Template

If you want to make your sales strategy presentations more effective, you should consider creating a slideshow with more visual elements. This PowerPoint template will help you get that job done. It includes 30 unique slides you can use to present your sales plan and strategy in a step-by-step approach.

Sales Pitch PowerPoint Template

A great pitch deck goes a long way to make sure your sales pitch stays on point. It will also help convince your audience of your skills and knowledge on the topic. Be sure to use this PowerPoint template to design such a killer slide deck for your sales pitch presentations. It includes 20 master slide layouts with fully customizable layouts.

Marketing & Sales Strategy PowerPoint Template

There are many different types of charts, graphs, and infographics you need to use in your sales presentations to visualize data and key points. This PowerPoint template includes 30 unique slides you can use to add some of the most popular charts and graphs to your presentations. There are slides for sales cycles, planning, strategy model, B2C and B2B strategy plans, and much more.

B2B Marketing and Sales PowerPoint Template

Whether you’re working on a smart strategy for your B2B marketing approach or creating a master plan to beat your competitors, this B2B marketing PowerPoint template will help you create the best presentation to showcase your plan. It includes a total of 60 slide layouts that can be used to create both marketing and sales presentations.

Sales Meeting – Free PowerPoint Template

This is a free PowerPoint template that comes with a set of slides you can create professional slide decks for sales meetings. It features 30 unique slides with modern designs and fully customizable layouts.

Free Sales Planning Process PowerPoint Template

With this free PowerPoint template, you can create visual presentations for your sales process presentations. There are 35 different slides included in this template that you can edit and customize to change colors, fonts, and images.

Sales – Marketing PowerPoint Presentation

This professional PowerPoint sales presentation template uses a beautiful color scheme to create a consistent look across all its slides. The template lets you choose from 40 different slide designs to create slideshows for all kinds of sales and marketing presentations. The template includes master slides as well.

Sales Funnel PowerPoint Template

Sales funnels are an important part of creating an effective sales strategy. With this PowerPoint template, you can create a presentation to showcase your plan for sales funnels with lots of visual elements. There are 20 unique master slide layouts included in this template that feature important charts, graphs, and infographics for sales funnel presentations.

Sales Proposal PowerPoint Template

With this PowerPoint presentation, you can create professional slideshows for presenting your sales proposals. The template comes with some of the most important slides for sales slide decks, including slides for showcasing your marketing plan and business strategy. Each slide comes in 5 pre-made color schemes as well.

Anasalez – Sales Analysis PowerPoint Presentation

You can make a complete visual analysis of your sales process or plans using this useful PowerPoint template. It comes with more than 50 unique slides that are designed specifically for sales presentations. Each slide is available in both light and dark color themes as well as 10 pre-made color schemes.

Sales and Digital Funnel PowerPoint Templates

This professional PowerPoint template allows you to create more effective slides for showcasing your sales funnels. There are 20 different styles of sales funnel designs included in this template. Each slide can be customized to your preference to change colors, fonts, and images.

Free Creative Sales Strategy Presentation Template

Another free PowerPoint template for creating sales strategy presentations. This template has over 30 unique slides with very creative designs. It features colorful shapes, illustrations, and graphs as well.

Free Sales Process PowerPoint Infographic Slides

Grab this free PowerPoint template to design effective presentations for outlining your sales process. It includes 32 unique slides with many different styles of sales infographic designs.

Dashi – Sales Report PowerPoint Presentation

Dashi is a PowerPoint template made just for professional marketers. You can use it to design visual and beautiful slideshows for presenting your sales dashboards and reports. The template has 10 slides featuring more than 30 character positions, over 2000 vector icons, and 30 business concepts. Each slide is available in light and dark color themes as well as 30 pre-made color schemes.

Sales Pitch Presentation PowerPoint Template

This is a multipurpose PowerPoint template for making all kinds of pitch proposals. Whether it’s a sales pitch, marketing pitch, or even startup pitch decks, this template can handle them all. There are more than 120 unique slides in this template with 6 different color schemes to choose from, making it a total of over 800 slides.

Sales Playbook PowerPoint Template

Creating an attractive slideshow for your sales and marketing campaigns will get much easier when you have this PowerPoint template at your side. It features over 35 unique slide layouts with professional designs. Everything in each slide design, including the colors, fonts, shapes, and images are fully customizable as well.

Sales Process PowerPoint Presentation Template

Use this PowerPoint template to create slides with visual diagrams and graphs for presenting your sales process in a professional way. There are 40 unique slides in this template with useful sales process designs. Each slide is available in 10 different pre-made color schemes, which makes it a total of 400 slides to choose from.

Kanigara – Marketing & Sales PowerPoint Template

Kanigara is another multipurpose PowerPoint template that comes with modern and stylish slides for making all kinds of sales presentations. The template features over 40 slides with beautiful layouts. There are lots of creative graphs, charts, and graphics included in this presentation.

Felicia – Free Sales Presentation PowerPoint Template

This PowerPoint template comes with lots of colorful and creative slide designs for making sales presentations that will surely leave your mark. It includes more than 20 unique slides. And it comes in both PowerPoint and Google Slides versions.

Ardall – Free Sales Presentation Template

Ardall is another free PowerPoint template that’s also available in Google Slides format. This template features a set of modern and professional slides for making sales and marketing presentations. There are 20 slide layouts included in the template.

B2B and B2C Digital Marketing & Sales Presentation

This PowerPoint template works perfectly for creating presentations for both B2B and B2C marketing slideshows. The template includes over 35 unique slides and you can choose from 5 pre-made color schemes as well. The slides are easily customizable to your preference.

Real Estate Marketing & Sales PowerPoint Template

If you’re working on a marketing presentation for a real estate agency, this PowerPoint template will come in handy. It includes 50 unique slides that are designed with property and real estate marketing presentations in mind. They are available in 7 different color schemes.

3D Stairs Diagram for Sales Process Presentation

The stairs diagram is commonly used in marketing and sales presentations to showcase various stats and reports. This PowerPoint template will help you add such diagrams to your presentations with ease. It includes 6 unique slides with 3D-like stair diagram designs.

Ozone – Sales & Marketing Portrait PowerPoint Template

Ozone is a creative PowerPoint template that comes in portrait-style slide designs. There are 50 unique slides included in the template with over 60 master slide layouts to choose from. It features transition animations and infographics as well.

For more great presentation templates, check out our best professional PowerPoint templates collection.

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

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Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

• UpstartWorks
• Attention Media
• Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

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Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. Whenever a prospect interrupts you – either with a verbal remark or subtle shift in their facial expression or posture – stop immediately.

Acknowledge the interruption, and welcome the opportunity to explore it with the prospect. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

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How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

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Home Collections Geometry Sales Strategy Sales Performance Review Template Ppt

Free - Unique Sales Performance Review PPT Template & Google Slides

Sales Performance Review Presentation Slide

A sales performance review is a process of evaluating the sales team's effectiveness and efficiency in achieving the company's sales goals. It typically includes an analysis of individual and team performance against targets, identification of areas for improvement, and a discussion of strategies to optimize performance. Sales performance reviews are conducted on a regular basis, typically quarterly or annually, and involve a comprehensive review of sales metrics, such as revenue, profit margins, and customer retention. The review helps identify strengths and weaknesses, providing insight into sales strategy and tactics to drive future success. With our templates, you can create a high-quality presentation that will leave a lasting impression on your audience about sales performance review.

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9 Free Sales Forecast Templates to Super-Charge Sales Growth in 2024

Sales forecasting templates might not sound all that exciting. Fair enough. After all, who wants to create more reports—on top of all your other responsibilities?

If you're feeling a little skeptic, take a walk with me and imagine this scenario involving two different sales managers :

Which of these sales managers is more likely to get the budget they want?

No brainer. It's Sales Manager 2 every day of the week.

What's the difference between their pitches? A solid sales forecast to back up the substantial investment they're asking the VP to make.

Sales forecasts can be exciting—they give you the superpower to see what's coming down the pipeline. More importantly, they're easy to create using the right sales forecasting templates.

In this guide, we'll give you a step-by-step method to create a sales forecast and access to several free sales forecast templates (in both Microsoft Excel & Google Sheets format).

But first, let’s quickly touch on why sales forecasts are key to growing your sales team—and your business.

Why are Sales Forecasts Crucial for Sales Teams?

Sales forecasting provides a window into your business's future. Depending on the template, it can help you:

• Predict sales figures for the next quarter: Much like projecting total contract value growth, sales forecasting provides a roadmap for anticipated revenue, enabling you to plan and allocate resources accordingly.
• Make more accurate cash flow projections
• Predict expenses
• See where to invest marketing dollars
• Better allocate hiring budgets
• Spot emerging trends early on
• Diagnosis potential issues in your sales flow early

Lastly, it is a powerful motivation tool for your sales team—especially if you have a longer sales cycle. It allows you to paint a clear picture showing how the work your team is doing today will pay off.

9 Best Sales Forecast Templates (Free Google Sheets + Excel Templates)

Not every sales team needs a super complex sales forecasting model. For instance, small businesses only want (and need) to track a few important metrics. On the other hand, eCommerce companies must track multiple products—which gets challenging without a template.

So, we've sorted through all the free sales forecast templates we could find (in Excel + Google Sheets format), and even created one of our own. Choose the template that works best for your company, sales team, and industry.

Pro tip: Tired of spreadsheets? Cut out the third-party tools with Close's built-in Sales Funnel Reporting .

1. Best General Forecast Template (Without a CRM)

This sales forecasting template from Close provides a simple way to track and forecast two years of sales. The first tab allows for adjusting funnel metrics depending on your sales cycle, average deal size, lead growth, and number of leads.

The second tab forecasts sales by month based on meetings booked, new opportunities created, and leads closed/won. A chart at the bottom displays expected growth.

The only thing better than this is having sales forecasting built right into your CRM ( like with Close ), which enables you to have powerful integrations that enrich your forecasting accuracy and pipeline health over time.

Get the free template here .

2. Best Forecast Template for a Lead-Driven Sales Process

This template is ideal for companies that track their lead generation efforts and monitor their monthly sales forecast. You’ll see it breaks the year into quarters and tracks leads in all stages of the sales funnel .

The best part? This is a Google Sheets template (which can be accessed via Google apps and can also be downloaded for use in Microsoft Excel).

This template tracks deal value and uses a weighted forecast model. It can also predict the probability of closing, which is a helpful metric for B2B companies. You can download it right here .

3. Best Free Forecasting Template for Multiple Product Businesses

Does your company sell multiple products or services? This sales projection template could be a great choice for a business with more complex offerings. It tracks the number of units sold for each product line over 12 months on a single spreadsheet to streamline your forecasting accuracy.

It also carries over sales history from three previous years, making it easy to compare sales by unit, month, or across years. You can download it right here in Google Sheets or Microsoft Excel format. Just make a copy, and start editing the sheet.

4. Best Forecasting Template for Retail Businesses

This template is ideal for retail stores that want to forecast sales, track gross sales, and mark up percentage and profit margin for each item with the goal of generating more new business. The yellow cells allow you to input your own data, and the spreadsheet uses smart Excel automation formulas to calculate forecasts.

While it doesn't display the previous year's data in this view, you could easily create a pivot table in Excel or Google Sheets to pull data from several years. That way you can compare average sales, total sales, and other sales KPIs that matter to your leadership. You can pick this one up right here .

5. Best for Long-Term Future Sales Analysis (36 Months of Historical Data)

This is one of the most colorful templates on the list, but that's not why we included it. This template is ideal for companies that want to monitor long-term data closely.

In addition to 12 months of full historical sales data, you'll also see detailed insights and data for the past five years, including overall revenue for each type of item. This is a good option if you want to focus your sales analysis on the long and short-term. You can grab this one right here .

6. Best Sales Forecasting Model for Scenario Planning (New Product Launches)

Forecasting sales for a new product launch can be a challenge—which is why many companies do a soft launch without high expectations.

After a soft launch, use this forecasting template to track initial sales data and project your next five years of sales. Head over here to download this one .

7. Best Free Template for Multiple Products at Different Growth Rates

Looking to track product sales that grow at different rates? This spreadsheet tracks growth and forecasts revenue for 12 months—even if the products or services grow at different rates. This is a great fit for businesses with legacy products that regularly launch new products.

This forecasting chart also includes five years of historical data so you can see overall sales growth at a glance. Pick this template up right here .

8. Best for Short-Term Forecasts

Want to plan your inventory or marketing campaigns for just the next few weeks? This 3-month forecast template can help.

Customize the start date, then enter your number of units and price per unit to get projections. It’s simple and effective. Download this template right here .

9. Best for Daily Forecasts

Now, let’s shorten the projections even more—to a daily window. This one is primarily useful for businesses in the retail, restaurant, and hospitality industries.

With this template, predict your sales on a daily or weekly time frame. This granular vision can help you optimize day-to-day sales. Plus, you can rely on the historical sales data and add weekly notes.

Grab this forecast template here .

How to Choose the Right Sales Forecast Template (& Forecasting Methods for Your Business)

The right forecasting template provides access to the sales KPIs that matter most to your sales team. But not all businesses are the same.

Retail businesses may need to track hundreds of products and dozens of different suppliers, while a SaaS company might only offer three pricing plans—but have a really long sales cycle.

You need to find the right template for your business needs. Otherwise, you'll be left floundering in a sea of useless data.

Here's how to select the right sales forecast template for your organization.

Get Clear on Your Sales Goals & Set Realistic Sales Revenue Targets

Different sales goals and revenue targets rely on different data. For example, if you want to predict sales over the next two years, you'll want a forecast template that covers a longer time period.

Goals can also impact which template will work best for your team.

For example, suppose an eCommerce company wants to increase monthly sales by 10 percent and boost customer lifetime value . In this case, they'll need a different template than a small business looking to increase sales from a specific customer segment.

Next, set realistic revenue targets using overall market growth as a benchmark. If your industry expands by 25 percent, a 10 percent growth rate might be too low, while 50 percent is likely too high.

Look for a template that fits your business goals and revenue targets.

Consider Your Business Type & Plan Ahead for Sales Fluctuations

Your business type is one of the most important factors to consider when selecting a template. The size, industry, age, and growth rate can all impact which template will work for you.

Also, consider how often your sales fluctuate. For example, an eCommerce store may have 10 to 15 fluctuations a year, so they need a template that can handle their data. On the other hand, a small fly fishing business may have just two fluctuations—on and off-season.

Look for a template that suits your business model and accommodates your sales fluctuations.

Decide Which Method of Sales Forecasting to Use for Your Sales Team

When it comes to sales forecasting methods, there is no one-size fits all solution.

You'll need to adjust your forecasting based on your historical data, the metrics you need to track, and your confidence in the data. Your goals and KPIs also impact the forecasting methods you use.

Here are seven sales forecasting methods, including who should use them:

• Lead-driven forecasting : Looks at previous lead conversion rates and projects future sales based on current lead volume. Best for organizations with clear historical data and a steady stream of inbound leads, such as SaaS or technology companies.
• Length of sales cycle forecasting : Tracks how long a typical lead takes to close based on lead type. Best for organizations with insights into the entire sales pipeline and well-aligned sales and marketing teams, especially B2B.
• Opportunity stage forecasting: Calculates how likely a lead is to close based on specific actions and lead type. Ideal for businesses with good historical data on closing rates.
• Test-market analysis forecasting: Leverages data from a soft release to get a sense of projected revenue. Best for startups or businesses launching a new product line or service.
• Historical forecasting : Forecasting data based on historical data and market trends. Works well for any business with at least a year of historical data.
• Multivariable analysis: A complex analysis that considers multiple factors and closing ratios. Best for companies with varying deal sizes and close rates or selling multiple products or services.

Make sure whatever template you choose fits your analysis method.

Look at Historical Data & Past Sales Metrics

We've already discussed how historical data can impact your sales forecasting, but it's also an important factor in choosing the right template.

Before choosing a template, look at your past metrics and historical data. How much data do you have? If you have several years' worth of data, consider a template with a longer forecasting model.

What data do you want to include based on your business type and forecasting methods? Make sure the template you choose includes the fields important to your business.

Research External Market Conditions to Create an Accurate Sales Forecast

Finally, spend a few hours researching current market conditions and consider how they may impact your sales forecast. For example, if your industry is growing fast, you might select a forecasting template that updates in near real-time.

On the other hand, if a large competitor is acquiring another company, that might make growth more challenging, and you might need to lower your growth expectations.

Look for a template that works well with current market conditions.

How Do You Calculate Sales Forecasts Quickly?

Here’s a simple formula that SaaS businesses can use for a specific forecast period:

Number of expected new customers x Average deal size

The accuracy of such a forecast depends on various factors, including your churn rate, upsells, changes to your existing subscriptions, market conditions, etc. The more informed your assumptions, the better your accuracy.

Pro tip: Are you starting to notice your time is getting consumed by forecasting sales and managing your sales process? Maybe it's time to move to a CRM .

For example, Close’s Opportunity Funnel Report displays funnel insights and graphs to help visualize the health of your pipeline—and make forecasting a breeze.

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How to Create a Custom Sales Forecast Template: Five Easy Steps

Sometimes, you need to do it yourself. Sales forecasting can be simple—especially if you create a forecasting template based on your own sales process and KPIs. Assuming you’re already tracking your sales, here are the steps to create your own template.

Step 1: Choose Sales Performance Metrics

What do you want to track? Whether it’s the sales quotas of individual sales reps, your gross profit, or simply one-year sales projections, choose KPIs based on your goals.

You can check out this exhaustive list of KPIs , but most SaaS businesses can start by calculating their run rates. Keep in mind that it requires a few months of revenue data to project your annualized revenue.

Here's the sales run rate formula :

Projected sales = Run rate (Current sales/number of sales periods elapsed) X the remaining number of sales periods

This is one of the easiest ways to predict future growth, and it’s a great starting point. We’ll refine it in the fourth step, but now let’s start creating a template.

Step 2: Create a Layout for Your Template and Add Formulas

Now, add relevant formulas for your chosen metrics so that your sheet can make automatic forecasts based on your data input.

The specific columns you include in your layout depend on the KPIs you want to track, and the information you want to include.

If we were calculating the annual run rate, you could use one column for the month, another for the sales in that month, and another for calculating the total sales up to the current month.

Next, you want to create formulas for the average monthly rate and the annual run rate formula (ARR), which will be your average monthly sales X 12. These two can be additional columns.

Step 3: Calculate Your Sales Forecast

Now it’s time to test your template. Input data and let the spreadsheet automatically calculate your sales forecast. In our example, after inputting data for January through March, here’s what the forecasted annual run rate looked like:

Step 4: Adjust for External Factors and Strategic Business Plans

Our simple run rate formula doesn't consider seasonality, competition, market changes, or business growth.

If seasonality or trends impact your sales, calculate the percent change from your average month during periods of spike or dip. For example, if your sales typically spike by 30 percent in November, you can adjust your sales run rate to account for these trends.

Internal changes can also impact sales forecasting. Are you launching new products ? How have product launches performed in the past? Are you marketing to new customer segments? How many new customers do you expect these new markets to add to your customer file?

Refining your formula will improve your forecast's accuracy, leading to informed sales plans and decisions.

If you want to create a comprehensive SaaS revenue forecast model from scratch in Excel, check out this tutorial .

Step 5: Integrate the Template Into Your Process (& Keep Improving It)

Most sales reps spend only one-third of their day selling to prospects. So, you want to integrate the sales forecasting template into your workflow naturally, so it doesn’t diminish productivity. Work to blend it with your team's existing spreadsheets or software.

Set up a regular cadence for importing data into the template—either manually, or automatically from another software. Then, generate forecasts based on inputted data.

To keep your forecasts relevant, regularly review the accuracy of the results. Make adjustments to your template as needed—and remember that a change in business strategy or market conditions should also invite revisions.

Want to sophisticate your forecasts and consider advanced trends? Then you must use evolved sales forecasting methods. Get more detailed insights into sales forecasting here .

Using Forecasting Templates to Predict + Optimize Future Revenue

When it comes to sales forecasting, the right template can make all the difference. If you're still doing the process manually, you might miss out on actionable insights that could help your team meet and exceed your sales goals. Plus, manual forecasting takes a lot of valuable time—and is prone to error.

So, choose one of the above templates to create a standardized forecasting approach for your company, but don’t be afraid to make it your own. Add columns, include metrics that matter, and even plug in your brand color and name.

Or, you can just design a template from scratch.

Remember that your template isn’t static. Keep refining your forecast assumptions, and iterate to improve accuracy. Over time, you'll end up with a custom sales forecasting spreadsheet that makes you look like a superstar—and boosts your revenue potential.

Want even more actionable insights? See how Close gives you access to the reporting metrics that matter .

But even if you’re working without a CRM, or using another product to manage your sales process, grab our free sales forecast template to achieve your goals that much faster.

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20+ Sales Report Templates to Perform Sales Review

Anuj Malhotra

Sales Reporting is a necessary exercise for every sales team that needs to take stock of its sales performance and decide how they can become better at their job of selling. Hitting the targets is no easy task but when sales processes are understood clearly by all team members, there is no confusion about product offerings, realistic KPIs are set and new sales strategies are decided mutually, the work of the sales reps and that of the sales manager becomes so much easier.

A Sales Report is a summary of the sale team’s performance over the last quarter, month or week. It’s not just the total sales achieved that will help you set direction for the next quarter. You need to know which countries or regions attracted the most revenue? Has there been any change? Which sales reps performed the best and which took a beating for the worst? How is the sales funnel looking and how can it be optimized further to turn more leads into customers? What is the roadmap for the next quarter?

A Sales Report Presentation is, therefore, an exhaustive and in-depth look at different sales key performance indicators (KPIs) and mapping them out visually to see the trends and fluctuations. Investing in CRM softwares can be darn expensive but that doesn’t mean you won’t have to  track and analyse. That is why, we have compiled sales report templates and sales review diagrams so that you can download them, edit them by entering your own data and present a powerful sales report before the management or the internal sales team.

Sales Report Templates for PowerPoint You Must Include in Your Sales Review Meeting:

#1- executive summary / financial highlights.

The CEOs and other executives often don’t have time to go in details and wait for all 20+ slides to get over before they get a complete picture of sales performance and decide the next course of action. They want a complete snapshot right in the beginning of the presentation. So a Sales Report presentation has to start with this slide that sums up the main metrics that the management would be interested in. You would be, however, creating this slide in the end as you would be able to highlight the crux of the presentation in one slide better by then.

Download Executive Summary Template  (Slide 5 of Complete Deck)

If the audience is relatively new to your business, then you can give a business overview as in the slide below:

Download Financial Highlights & Business Overview Slide  (Slide 4 of Complete Deck)

Use a dashboard to show different metrics on one slide such as revenue, gross profit, net profit and earnings per share. Graphs comparing your performance over the last few quarters or years helps decision makers analyse if they are going in the right direction or not.

#2- Revenue Split by Country

Sales manager can now take each sales metric one by one and see how the sales team fared in that. Analyse which country or countries yielded the most revenue for your team. Map out the results using a world map. This helps you make strategic decisions for the next quarter. Did adding two more sales reps to target Asia yield positive results? If not, they can be assigned to a country that is already giving you maximum ROI. If the result is a tremendous jump in sales, then you might think of adding more.

Download Revenue by Country Editable Map  (Slide 7 of Complete Deck)

You can also compare this quarter’s or this year’s results with the last to get a better picture.

Slide 12 of Complete Sales Deck

You can also drill down into country by country to identify the areas within that country that are most profitable for you. For instance, you can use US Map to identify highest selling states:

Download this Editable US Map for Sales Distribution

#3- Quarter Track Record

Although you have analyzed your quarterly performance in the executive summary, you might not include that slide if you are presenting to the sales team. Dedicate a slide entirely to measuring your sales performance over the last few months, quarters or years depending on whether your sales review meeting is being held monthly, quarterly or yearly. If you have multiple products, you can use a clustered bar graph or a line chart.

#4- Sales Performance Dashboard

Visualize the most important metrics on one slide using a dashboard template. That ways you are able to compare many metrics together on one slide without going back and forth. The total revenue and gross profit jumped up? That’s great. But the new customers acquired were less in number as compared to last year. Get insights about the fluctuating trends using a sales performance dashboard.

#5- Sales Revenue by Product

If you have a product line, then the top management will be most interested in knowing which products are selling the most and which is performing the lowest. But this alone is not enough to derive any insight. You also need to know the profit percentage of total revenue of each product.

Product A for instance might be selling less in quantity as compared to other products but the product or service’s selling cost might be so high that even a few sales bring in a lot of revenue. On the other hand, Product C might sell a lot but the sale cost or profit margin might be quite less which makes the high numbers not such an impressive feat. Look at sales revenue from different parameters before you reach any conclusion.

#6- Sales Budget vs Actual

What was the expected sales revenue proposed in the budget? What were the actual sales? This comparison is called as sales budget vs actual and helps the management see the success or failure of the sales team to meet proposed targets. It also helps the management and the sales manager to set realistic goals for the next quarter or year.

#7- Key Sales Performance Metrics

We looked at some sales KPIs above such as sales revenue by region, product and so on. But there are so many other metrics that you have to take into account such as total visitors, number of leads, lead conversion rate, average deal size, and many more. You can present all such important metrics on one slide. You could also showcase your sales funnel to identify where it is leaking the most. In other words, where are leads dropping out. This is can help you identify the problems and improve your sales funnel.

#8- Sale Rep Performance Scorecard

How is the sales team performing overall? How many reps are hitting the sales quota and how many are missing it? The top performers need to be recognised and rewarded and the low performers too need to be identified and helped. A Sales Rep Performance Scorecard template can consist of a 2x2 matrix where each rep falls in one of the quadrants. The X axis is the percentage of sales driver target i.e. the sales initiatives that need to be taken to meet target. The Y axis is the actual sales target meaning who are fulfilling their quotas and who are not.

The ones in top-right are the ideal sales reps who are playing by the book and meeting their numbers. Those in top-left are not playing by the rules but for now are managing to hit numbers. They need to be guided so that they move in to the top-right quadrant. The bottom right comprises of those reps who are doing what is asked of them but are not meeting their quotas. Their problems need to be identified and with training and motivation they will move upwards. The bottom left are neither doing what they should be doing nor any close to their target. These reps need a warning. Perhaps the sales rep performance scorecard itself is a warning and recognition tool and fosters healthy competition within the sales team.

#9- Sales KPI Performance - Summary

You can provide this report towards the end to summarize the main findings and trends observed over the last quarter, month or year. Which were the top 4 or 5 selling products? Which were the top markets? Top sales channels? Basically, a snapshot of the sales performance of the last quarter and its comparison with last.

Here is another dashboard template measuring sales performance against other key performance indicators:

#10- Sales Process Map

Your sales process starts right at finding new prospects and continues till they are a customer. It is a series of steps that your sales reps follow at each stage to get a higher win rate. You have obviously developed this sales process after years of experience and learning from success and failures. It is imperative that the Sales Process Map is on the fingertips of every sales rep so that maximum prospects are converted into loyal customers.

Here is a sales process map template that describes what most sales team typically do at each stage of the sales funnel. It also identifies the support needed from another team such as that of the accounts team for flexible pricing, operations team for introducing a product feature and so on. This should definitely be a part of every sales report.

#11- Sales Funnel Results

Now track your team’s performance at each stage of the sales funnel. How many visitors entered the website? How many of those were qualified as prospects? How many did marketing team qualify and pass on to the sales team? How many were further nurtured by the sales team? And finally how many were turned into paying customers? Analysing sales funnel results helps you identify the stage where improvements need to be made to get better results next time.

#12- Top Customers & Vendors

Identifying the top customers and vendors is a good practice as you want them to be repeat customers. This category of your customers has to be kept engaged and satisfied with your product and service at all times. Customer support has to give priority to their concerns. Operations, marketing and sales team have to let them know of latest features and offerings first.

In your focus to acquire new sales, don’t forget the old ones. If they remain happy customers, they will refer others besides being loyal to your service.

#13- Sales Activities Dashboard

Sales reps perform a number of sales activities at each stage such as calling, emailing, giving demos, presentation, and so on. Track the number of total activities - closed and open. How many activities on average did the sales rep make to close a deal? Sales activities dashboard is another way to improve the performance of the team. This slide also helps you identify the hot potentials to become a customer based upon activities. A prospect who downloaded your case study, attended a call from the sales rep, even attended an online demo arranged by him is definitely a hot potential for you and his or her concerns should be of top priority to the sales rep.

#14- Project Updates

Also include a slide on project updates covering major deals won, deals lost, deals in pipeline, and orders in hand. The deals lost and won in the last quarter motivate sales reps to grab big deals that will be proudly presented in next review. The orders in pipeline are an opportunity to win those deals.

#15- Competitor Analysis

You are not fighting the war of sales alone. As much as your team is strategizing every move, so are your competitors. You should know what strategies they are using and their performance vis-a-vis yours. That gives you a realistic picture of where you stand. Use a dashboard to compare competitor analysis and industry analysis.

Download Competitor Analysis Dashboard  (Slide 30 of Complete Deck)

Also compare sales performance of you and your competitors over the last few years to see who is stealing the lead in the race. If it’s your team, congratulations. If not, the race is not yet over.

#16- Future Perspective (Product Roadmap)

How is the product likely to evolve over the coming quarters? What new features are going to be integrated in the existing product? A Product Roadmap is created by product manager to set a direction for development of product in a time-bound manner. This is useful for the sales team as they have to create sales strategies accordingly.

If the management has decided to roll out a product or a special feature by the last quarter of the financial year, the sales team has to start creating a market for the new launch in advance. Share this roadmap with your sales reps so that they are prepared and utilize the time to build interest in the market.

Download this Product Roadmap Template

Related Blog: Types of Product Roadmaps & Roadmap Templates For Successful Launch

#17- sales roadmap.

Most efficient sales managers map out their sales strategies in the form of a sales roadmap template. This is a high-level overview of sales initiatives you will take to better your selling prospects. A sales roadmap doesn’t fetter you in chains as you keep updating it as requirements change. However, a roadmap serves as a guide and helps you reach your destination i.e. sales targets faster. Share the sales roadmap with your sales reps so that they see the big picture and align their efforts to achieve the big goal accordingly.

Download this Editable Sales Roadmap Template

Sales professionals and the sales manager have to be good at presenting. And they are. They have to ensure their internal sales reports look professional and presentable too. Of course we know that they do not have time to create charts, tables and so on. Yet they can’t do away with it. Fall back on professional sales PowerPoint templates to make a quick quarterly sales review report and rock it!

Related posts:

• [Updated 2023] Top 10 Sales and Marketing Google Slides Templates for Sure Shot Business Success
• Top 10 Metrics, Key Performance Indicators, and Dashboards Google Slides Templates For Business
• The PowerPoint Paradox: Why No PowerPoint Slayer Has Ever Succeeded (and is Unlikely to in the Foreseeable Future)
• [Updated 2023] Top 35 KPI-Dashboard Templates For Performance Tracking

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Sales meeting presentation, free google slides theme and powerpoint template.

Be more than prepared for your next sales meeting by editing beforehand this new template. With a palette composed of white, gray and blue, several photos showing everyday situations at your typical office and easy-to-edit layouts, all of you wil be able to interpret data and make the best decisions.

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Our approach

• Responsibility
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RECOMMENDED READS

• 5 Steps to Getting Started with Llama 2
• The Llama Ecosystem: Past, Present, and Future
• Introducing Code Llama, a state-of-the-art large language model for coding
• Meta and Microsoft Introduce the Next Generation of Llama
• Today, we’re introducing Meta Llama 3, the next generation of our state-of-the-art open source large language model.
• Llama 3 models will soon be available on AWS, Databricks, Google Cloud, Hugging Face, Kaggle, IBM WatsonX, Microsoft Azure, NVIDIA NIM, and Snowflake, and with support from hardware platforms offered by AMD, AWS, Dell, Intel, NVIDIA, and Qualcomm.
• We’re dedicated to developing Llama 3 in a responsible way, and we’re offering various resources to help others use it responsibly as well. This includes introducing new trust and safety tools with Llama Guard 2, Code Shield, and CyberSec Eval 2.
• In the coming months, we expect to introduce new capabilities, longer context windows, additional model sizes, and enhanced performance, and we’ll share the Llama 3 research paper.
• Meta AI, built with Llama 3 technology, is now one of the world’s leading AI assistants that can boost your intelligence and lighten your load—helping you learn, get things done, create content, and connect to make the most out of every moment. You can try Meta AI here .

Today, we’re excited to share the first two models of the next generation of Llama, Meta Llama 3, available for broad use. This release features pretrained and instruction-fine-tuned language models with 8B and 70B parameters that can support a broad range of use cases. This next generation of Llama demonstrates state-of-the-art performance on a wide range of industry benchmarks and offers new capabilities, including improved reasoning. We believe these are the best open source models of their class, period. In support of our longstanding open approach, we’re putting Llama 3 in the hands of the community. We want to kickstart the next wave of innovation in AI across the stack—from applications to developer tools to evals to inference optimizations and more. We can’t wait to see what you build and look forward to your feedback.

Our goals for Llama 3

With Llama 3, we set out to build the best open models that are on par with the best proprietary models available today. We wanted to address developer feedback to increase the overall helpfulness of Llama 3 and are doing so while continuing to play a leading role on responsible use and deployment of LLMs. We are embracing the open source ethos of releasing early and often to enable the community to get access to these models while they are still in development. The text-based models we are releasing today are the first in the Llama 3 collection of models. Our goal in the near future is to make Llama 3 multilingual and multimodal, have longer context, and continue to improve overall performance across core LLM capabilities such as reasoning and coding.

State-of-the-art performance

Our new 8B and 70B parameter Llama 3 models are a major leap over Llama 2 and establish a new state-of-the-art for LLM models at those scales. Thanks to improvements in pretraining and post-training, our pretrained and instruction-fine-tuned models are the best models existing today at the 8B and 70B parameter scale. Improvements in our post-training procedures substantially reduced false refusal rates, improved alignment, and increased diversity in model responses. We also saw greatly improved capabilities like reasoning, code generation, and instruction following making Llama 3 more steerable.

*Please see evaluation details for setting and parameters with which these evaluations are calculated.

In the development of Llama 3, we looked at model performance on standard benchmarks and also sought to optimize for performance for real-world scenarios. To this end, we developed a new high-quality human evaluation set. This evaluation set contains 1,800 prompts that cover 12 key use cases: asking for advice, brainstorming, classification, closed question answering, coding, creative writing, extraction, inhabiting a character/persona, open question answering, reasoning, rewriting, and summarization. To prevent accidental overfitting of our models on this evaluation set, even our own modeling teams do not have access to it. The chart below shows aggregated results of our human evaluations across of these categories and prompts against Claude Sonnet, Mistral Medium, and GPT-3.5.

Preference rankings by human annotators based on this evaluation set highlight the strong performance of our 70B instruction-following model compared to competing models of comparable size in real-world scenarios.

Our pretrained model also establishes a new state-of-the-art for LLM models at those scales.

To develop a great language model, we believe it’s important to innovate, scale, and optimize for simplicity. We adopted this design philosophy throughout the Llama 3 project with a focus on four key ingredients: the model architecture, the pretraining data, scaling up pretraining, and instruction fine-tuning.

Model architecture

In line with our design philosophy, we opted for a relatively standard decoder-only transformer architecture in Llama 3. Compared to Llama 2, we made several key improvements. Llama 3 uses a tokenizer with a vocabulary of 128K tokens that encodes language much more efficiently, which leads to substantially improved model performance. To improve the inference efficiency of Llama 3 models, we’ve adopted grouped query attention (GQA) across both the 8B and 70B sizes. We trained the models on sequences of 8,192 tokens, using a mask to ensure self-attention does not cross document boundaries.

Training data

To train the best language model, the curation of a large, high-quality training dataset is paramount. In line with our design principles, we invested heavily in pretraining data. Llama 3 is pretrained on over 15T tokens that were all collected from publicly available sources. Our training dataset is seven times larger than that used for Llama 2, and it includes four times more code. To prepare for upcoming multilingual use cases, over 5% of the Llama 3 pretraining dataset consists of high-quality non-English data that covers over 30 languages. However, we do not expect the same level of performance in these languages as in English.

To ensure Llama 3 is trained on data of the highest quality, we developed a series of data-filtering pipelines. These pipelines include using heuristic filters, NSFW filters, semantic deduplication approaches, and text classifiers to predict data quality. We found that previous generations of Llama are surprisingly good at identifying high-quality data, hence we used Llama 2 to generate the training data for the text-quality classifiers that are powering Llama 3.

We also performed extensive experiments to evaluate the best ways of mixing data from different sources in our final pretraining dataset. These experiments enabled us to select a data mix that ensures that Llama 3 performs well across use cases including trivia questions, STEM, coding, historical knowledge, etc.

Scaling up pretraining

To effectively leverage our pretraining data in Llama 3 models, we put substantial effort into scaling up pretraining. Specifically, we have developed a series of detailed scaling laws for downstream benchmark evaluations. These scaling laws enable us to select an optimal data mix and to make informed decisions on how to best use our training compute. Importantly, scaling laws allow us to predict the performance of our largest models on key tasks (for example, code generation as evaluated on the HumanEval benchmark—see above) before we actually train the models. This helps us ensure strong performance of our final models across a variety of use cases and capabilities.

We made several new observations on scaling behavior during the development of Llama 3. For example, while the Chinchilla-optimal amount of training compute for an 8B parameter model corresponds to ~200B tokens, we found that model performance continues to improve even after the model is trained on two orders of magnitude more data. Both our 8B and 70B parameter models continued to improve log-linearly after we trained them on up to 15T tokens. Larger models can match the performance of these smaller models with less training compute, but smaller models are generally preferred because they are much more efficient during inference.

To train our largest Llama 3 models, we combined three types of parallelization: data parallelization, model parallelization, and pipeline parallelization. Our most efficient implementation achieves a compute utilization of over 400 TFLOPS per GPU when trained on 16K GPUs simultaneously. We performed training runs on two custom-built 24K GPU clusters . To maximize GPU uptime, we developed an advanced new training stack that automates error detection, handling, and maintenance. We also greatly improved our hardware reliability and detection mechanisms for silent data corruption, and we developed new scalable storage systems that reduce overheads of checkpointing and rollback. Those improvements resulted in an overall effective training time of more than 95%. Combined, these improvements increased the efficiency of Llama 3 training by ~three times compared to Llama 2.

Instruction fine-tuning

To fully unlock the potential of our pretrained models in chat use cases, we innovated on our approach to instruction-tuning as well. Our approach to post-training is a combination of supervised fine-tuning (SFT), rejection sampling, proximal policy optimization (PPO), and direct preference optimization (DPO). The quality of the prompts that are used in SFT and the preference rankings that are used in PPO and DPO has an outsized influence on the performance of aligned models. Some of our biggest improvements in model quality came from carefully curating this data and performing multiple rounds of quality assurance on annotations provided by human annotators.

Learning from preference rankings via PPO and DPO also greatly improved the performance of Llama 3 on reasoning and coding tasks. We found that if you ask a model a reasoning question that it struggles to answer, the model will sometimes produce the right reasoning trace: The model knows how to produce the right answer, but it does not know how to select it. Training on preference rankings enables the model to learn how to select it.

Building with Llama 3

Our vision is to enable developers to customize Llama 3 to support relevant use cases and to make it easier to adopt best practices and improve the open ecosystem. With this release, we’re providing new trust and safety tools including updated components with both Llama Guard 2 and Cybersec Eval 2, and the introduction of Code Shield—an inference time guardrail for filtering insecure code produced by LLMs.

We’ve also co-developed Llama 3 with torchtune , the new PyTorch-native library for easily authoring, fine-tuning, and experimenting with LLMs. torchtune provides memory efficient and hackable training recipes written entirely in PyTorch. The library is integrated with popular platforms such as Hugging Face, Weights & Biases, and EleutherAI and even supports Executorch for enabling efficient inference to be run on a wide variety of mobile and edge devices. For everything from prompt engineering to using Llama 3 with LangChain we have a comprehensive getting started guide and takes you from downloading Llama 3 all the way to deployment at scale within your generative AI application.

A system-level approach to responsibility

We have designed Llama 3 models to be maximally helpful while ensuring an industry leading approach to responsibly deploying them. To achieve this, we have adopted a new, system-level approach to the responsible development and deployment of Llama. We envision Llama models as part of a broader system that puts the developer in the driver’s seat. Llama models will serve as a foundational piece of a system that developers design with their unique end goals in mind.

Instruction fine-tuning also plays a major role in ensuring the safety of our models. Our instruction-fine-tuned models have been red-teamed (tested) for safety through internal and external efforts. ​​Our red teaming approach leverages human experts and automation methods to generate adversarial prompts that try to elicit problematic responses. For instance, we apply comprehensive testing to assess risks of misuse related to Chemical, Biological, Cyber Security, and other risk areas. All of these efforts are iterative and used to inform safety fine-tuning of the models being released. You can read more about our efforts in the model card .

Llama Guard models are meant to be a foundation for prompt and response safety and can easily be fine-tuned to create a new taxonomy depending on application needs. As a starting point, the new Llama Guard 2 uses the recently announced MLCommons taxonomy, in an effort to support the emergence of industry standards in this important area. Additionally, CyberSecEval 2 expands on its predecessor by adding measures of an LLM’s propensity to allow for abuse of its code interpreter, offensive cybersecurity capabilities, and susceptibility to prompt injection attacks (learn more in our technical paper ). Finally, we’re introducing Code Shield which adds support for inference-time filtering of insecure code produced by LLMs. This offers mitigation of risks around insecure code suggestions, code interpreter abuse prevention, and secure command execution.

With the speed at which the generative AI space is moving, we believe an open approach is an important way to bring the ecosystem together and mitigate these potential harms. As part of that, we’re updating our Responsible Use Guide (RUG) that provides a comprehensive guide to responsible development with LLMs. As we outlined in the RUG, we recommend that all inputs and outputs be checked and filtered in accordance with content guidelines appropriate to the application. Additionally, many cloud service providers offer content moderation APIs and other tools for responsible deployment, and we encourage developers to also consider using these options.

Deploying Llama 3 at scale

Llama 3 will soon be available on all major platforms including cloud providers, model API providers, and much more. Llama 3 will be everywhere .

Our benchmarks show the tokenizer offers improved token efficiency, yielding up to 15% fewer tokens compared to Llama 2. Also, Group Query Attention (GQA) now has been added to Llama 3 8B as well. As a result, we observed that despite the model having 1B more parameters compared to Llama 2 7B, the improved tokenizer efficiency and GQA contribute to maintaining the inference efficiency on par with Llama 2 7B.

For examples of how to leverage all of these capabilities, check out Llama Recipes which contains all of our open source code that can be leveraged for everything from fine-tuning to deployment to model evaluation.

What’s next for Llama 3?

The Llama 3 8B and 70B models mark the beginning of what we plan to release for Llama 3. And there’s a lot more to come.

Our largest models are over 400B parameters and, while these models are still training, our team is excited about how they’re trending. Over the coming months, we’ll release multiple models with new capabilities including multimodality, the ability to converse in multiple languages, a much longer context window, and stronger overall capabilities. We will also publish a detailed research paper once we are done training Llama 3.

To give you a sneak preview for where these models are today as they continue training, we thought we could share some snapshots of how our largest LLM model is trending. Please note that this data is based on an early checkpoint of Llama 3 that is still training and these capabilities are not supported as part of the models released today.

We’re committed to the continued growth and development of an open AI ecosystem for releasing our models responsibly. We have long believed that openness leads to better, safer products, faster innovation, and a healthier overall market. This is good for Meta, and it is good for society. We’re taking a community-first approach with Llama 3, and starting today, these models are available on the leading cloud, hosting, and hardware platforms with many more to come.

Try Meta Llama 3 today

We’ve integrated our latest models into Meta AI, which we believe is the world’s leading AI assistant. It’s now built with Llama 3 technology and it’s available in more countries across our apps.

You can use Meta AI on Facebook, Instagram, WhatsApp, Messenger, and the web to get things done, learn, create, and connect with the things that matter to you. You can read more about the Meta AI experience here .

Visit the Llama 3 website to download the models and reference the Getting Started Guide for the latest list of all available platforms.

You’ll also soon be able to test multimodal Meta AI on our Ray-Ban Meta smart glasses.

As always, we look forward to seeing all the amazing products and experiences you will build with Meta Llama 3.

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