How To Run A Monthly Sales Meeting

Conduct a monthly sales meeting by setting clear objectives, reviewing previous month’s performance, discussing challenges, strategizing for future sales targets, and motivating the team for better outcomes.

A Monthly Sales Meeting is a routine gathering of a company’s sales team held every month, designed to discuss sales strategies, assess the past month’s sales performance, and set goals or targets for the next month. This meeting serves as an avenue for communication and collaboration where team members share their experiences, challenges, successes, market trends, and customer feedback. It is an essential platform for managers to provide constructive feedback, recognize top performers, and motivate the entire team, thereby driving better sales results and promoting team cohesion.

What is the purpose of a Monthly Sales Meeting?

The purpose of running a monthly sales meeting as a leader is to provide a platform for team members to review their progress, discuss challenges, and set new goals. It is an opportunity to align everyone’s efforts, share best practices, and reinforce the company’s sales strategies. Ultimately, these meetings aim to drive productivity, boost morale, and increase overall sales performance.

How To Run A Monthly Sales Meeting: Step-By-Step


Step 1: Preparing the Agenda

This stage encompasses devising the meeting’s blueprint. The agenda should be comprehensive, covering critical elements like definitive sales data, past accomplishments, current challenges, potential improvement methods, and future strategic sales plans. It should also include topics like team performance, market trends, and customer feedback.

ZipDo, our software, merges your calendar meetings into a single, collaborative environment. Within this environment, teams can craft a shared meeting agenda, promoting contributions from everyone. This strategy leads to superior meeting preparedness, boosting productivity and making the preparation and follow-up phases more straightforward.

Next Step

Step 2: Communicating the Schedule

Scheduling a meeting requires advance planning. The time, date, and platform must be communicated to all attendees in advance, using universally accessible methods like emails or corporate messaging systems. It’s crucial to ensure everyone has received and confirmed these details. This ensures smooth communication and an organized meeting.

Next Step

Step 3: Gathering Sales Data

To gather robust and compelling sales data from all teams, initiate contact with respective department heads for information. Alternatively, tapping into company databases or files can furnish essential data. This kind of collective research will provide an overarching, inclusive perspective on sales performance.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Try ZipDo free
Next Step

Step 4: Reviewing Previous Meeting Notes

Review the minutes from the previous monthly meeting meticulously. Identify if any issues persist or if any accomplishments keep repeating. It’s vital to ascertain progress throughout the month to assess growth or areas needing improvement. This helps to ensure smoother future meetings.

Next Step

Step 5: Conducting the Meeting

Begin the meeting punctually, ensuring every facet of the agenda is thoroughly discussed. Foster an environment conducive to open dialogue and receptive to feedback from all participants. Transparent and lucid communication is pivotal during this process. It’s paramount to recognize and laud team and individual achievements, while also addressing any concerns or queries that arise without delay. This ensures everyone is on the same page and promotes a healthy, productive meeting atmosphere.

Next Step

Step 6: Record Discussion and Decisions

During the meeting, it’s vital to assign someone to meticulously document all significant discussions, decisions, and actionable points. This practice creates a precise record, serving as a reliable reference for the future, ensuring no crucial information falls through the cracks and promoting accountability and tracking.

Next Step

Step 7: Follow Up

Once the meeting concludes, it’s essential to distribute detailed discussion notes to participants and other relevant individuals. This ensures all are aware of the content deliberated, decisions taken and promptly apprised of their action items, reinforcing communication, accountability, and progress towards shared objectives.

Next Step

Step 8: Track Performance

Following up on accomplished tasks and tracking progress towards preset goals before the subsequent meeting is crucial. It serves as a reflective analysis of the effectiveness and productivity of strategies and approaches discussed during previous meetings. Simply put, these evaluations allow a team to make necessary adjustments in time for future meetings, ensuring we are always moving in the right direction and achieving our objectives.

Next Step

Step 9: Plan The Next Meeting

Upon conclusion of the current meeting, evaluate its outcomes and unsettled issues to initiate preparations for the next assembly. This usually involves proposing a provisional date, crafting a preliminary agenda, and highlighting key topics for discussion, ensuring a structured and productive future session.

Questions to ask as the leader of the meeting

1. “What were our sales targets for the previous month and how close did we come to achieving them?” – This question helps the leader assess the team’s performance and keep track of whether the goals set are realistic or need adjustment.

2. “What were the key factors that contributed to our sales success last month?” – By understanding the reasons behind successful sales, leaders can identify and reinforce effective strategies and tactics used by their team.

3. “What were the key obstacles or challenges that hindered our sales performance last month?” – This question allows leaders to identify and address any obstacles or issues that may have hampered the sales team’s effectiveness, and find solutions to overcome them in the future.

4. “What are the key opportunities or emerging trends that we should be aware of to increase our sales?” – By staying informed about market trends, leaders can proactively adapt their strategies and seize new sales opportunities.

5. “How effectively did our sales team utilize our sales and marketing resources?” – This question helps leaders evaluate how well the team utilized available resources such as marketing materials, budget, and support, and identify any gaps or areas for improvement.

6. “What feedback did we receive from customers and how can we use it to improve our sales approach?” – Leaders should seek insights from customer feedback to understand their needs, preferences, and concerns, and then tailor the sales approach to better meet those requirements.

7. “What are the sales goals and targets for the upcoming month, and what steps will be taken to achieve them?” – This question serves to establish clear goals for the team and generate a plan of action to achieve them.

8. “Are there any specific training or skill development needs that the sales team requires to enhance their performance?” – This question helps leaders identify any skill gaps or training requirements within the team, and ensure that resources are provided to address them and improve overall performance.

9. “What competitor activities or market dynamics should we be aware of, and how can we respond effectively?” – By understanding the competitive landscape and market conditions, leaders can develop strategies to differentiate their products or services and maintain a competitive edge.

10. “Is there any additional support or assistance required by the sales team to achieve their targets?” – This question allows leaders to ensure that their team has the necessary resources, support, and guidance to achieve their sales goals effectively.

To prepare a monthly sales meeting agenda as a leader, start by reviewing the previous month’s performance and identifying any key achievements or areas for improvement. Set specific goals and objectives for the upcoming month. Include updates on sales targets, individual performance assessments, and any new strategies or initiatives. Seek input from team members to foster collaboration and engagement. Finally, allocate time for discussion, problem-solving, and brainstorming sessions to drive continuous improvement.

How To Prepare For A Monthly Sales Meeting
Meeting Preparation Icon

During a monthly sales meeting, it is essential to discuss key performance indicators (KPIs), sales progress, and individual achievements. Additionally, market trends, customer feedback, and potential sales opportunities should be addressed. This helps the team stay informed, motivated, and aligned with the company goals, ultimately driving success.

See Our Monthly Sales Meeting Template
Meeting Template Icon

Software tools to facilitate a Monthly Sales Meeting

Software helps leaders run monthly sales meetings by centralizing and organizing data, enabling real-time updates and analytics. It provides a platform for tracking individual and team performance, communicating targets and goals, and facilitating collaboration. With software, leaders can efficiently plan agendas, schedule meetings, and ensure that everyone is aligned and informed, leading to more productive and successful sales meetings.

Our Recommendations:


Monthly sales meetings are the backbone of a thriving sales organization. Effectively running these meetings can lead to improved performance, enhanced communication, and increased motivation among team members. By setting clear objectives, creating an agenda, incorporating statistical analysis, and promoting open dialogue, your sales meetings can be transformed into powerful tools for growth and development. Remember, constructive feedback and celebrating success is key in maintaining the morale of the sales team. A well-executed sales meeting can be the difference between meeting quotas and surpassing them. Even with challenges, remember to meet regularly, be prepared, and keep your meetings engaging to ensure your team remains driven towards achieving their sales targets.

Popular Questions

What is the purpose of the Monthly Sales Meeting?

The purpose of the Monthly Sales Meeting is to review sales performance and strategies for the previous month, discuss and plan for the upcoming month, share industry news and updates, and facilitate communication between team members.

Who should attend the Monthly Sales Meeting?

Typically, all sales team members should attend the monthly sales meeting, including sales representatives, managers, and executives. Sometimes, other stakeholders such as marketing or finance team members may also participate, depending on the agenda.

How long should the Monthly Sales Meeting last?

The duration of the meeting can vary based on the agenda, however, to keep it productive and efficient, it should not exceed two hours.

How is the agenda for the Monthly Sales Meeting decided?

The agenda is usually decided by the sales manager or a relevant authority. It can incorporate items such as review of previous month’s sales, upcoming strategies, recognitions and rewards, and addressing any questions or concerns from the attendees.

Do I need to prepare prior to the Monthly Sales Meeting?

Yes, you should prepare prior to the meeting. This could involve reviewing sales figures and statistics, reflecting on challenges and successes, and formulating ideas or strategies to share during the discussion.