How To Run A Quarterly Sales Meeting

‘ Conduct a quarterly sales meeting by reviewing past performance, setting future sales goals, discussing strategies to achieve them and motivating the sales team.’

A Quarterly Sales Meeting is a scheduled gathering typically held every three months, where sales teams or departments come together to review and discuss sales performance, set goals for the next quarter, receive updates on product or service developments, share best practices, and strategize on ways to improve sales performance and achieve targets. These meetings provide an opportunity for sales teams to align their efforts, identify challenges and opportunities, and plan their sales strategies for the upcoming quarter.

What is the purpose of a Quarterly Sales Meeting?

The purpose of running a quarterly sales meeting as a leader is to keep the sales team updated on goals, achievements, and challenges. It is an opportunity to share important information, provide guidance, and motivate the team to achieve targets. It also facilitates collaboration, problem-solving, and the development of strategies to improve sales performance.

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


Step 1: Pre-planning

During this step, careful consideration is given to determine the optimal dates, location, and participants of the meeting. Additionally, a preliminary agenda may be drafted, outlining the main themes or subjects that will be addressed during the gathering.

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Step 2: Invitation

This step involves sending formal invitations, either via email or printed invite, to the people required for the meeting. It is crucial to ensure the invitations provide all necessary details, including date, time, location, and agenda, to ensure a successful and well-organized meeting.

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Step 3: Agenda Preparation

Create an agenda for the meeting, covering topics like reviewing targets achieved in the last quarter, setting targets for the next quarter, evaluating strategies used, addressing challenges faced, and discussing potential improvements for future success.

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Step 4: Data Collection

Gathering sales data from the past quarter requires collecting information from multiple departments and consolidating it into a user-friendly format, ensuring a comprehensive overview to analyze and make informed business decisions.

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Step 5: Analysis

After collecting the data, it is crucial to thoroughly analyze it to identify any recurring patterns, upcoming hurdles, and potential areas for growth. This allows businesses to make informed decisions and capitalize on valuable opportunities.

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Step 6: Presentation Preparation

Create an impactful presentation that summarizes the analyzed data and provides an in-depth overview of the agenda items. Present the findings with clarity and conciseness to effectively communicate the information to your audience.

Our tool, ZipDo, enhances meeting efficiency by automatically setting up a collaborative area for each calendar event. In these areas, team members can leave notes, streamlining the preparation and follow-up of meetings and promoting better accountability within the team.

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Step 7: Conduct the Meeting

During the meeting, ensure that all participants remain focused by adhering to the agenda. Promote active engagement by encouraging everyone to contribute to the discussions, thus maximizing productivity and collaboration.

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Step 8: Action Plan

Develop a detailed action plan for the upcoming quarter based on the insights gained in the meeting. The plan should outline specific and practical steps to be taken in order to successfully accomplish the established goals.

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Step 9: Documentation

In order to maintain a record of all key discussions, decisions, and future steps, it is crucial to thoroughly document all pertinent information in the meeting minutes.

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Step 10: Communication

Share the meeting minutes with relevant stakeholders to ensure comprehensive understanding and alignment amongst all involved.

Questions to ask as the leader of the meeting

1. “What were the most successful sales initiatives of the past quarter?” – Understanding the strategies that yielded positive results helps leaders identify key focus areas for future quarters.

2. “What were the biggest challenges faced by the sales team?” – Acknowledging difficulties helps leaders identify potential obstacles and find solutions for improving sales outcomes.

3. “What were the reasons behind the loss of any major accounts?” – Analyzing the reasons for customer attrition helps leaders address any shortcomings and refine their approach to customer retention.

4. “What feedback or suggestions have the sales team received from customers?” – Incorporating customer feedback helps leaders understand their preferences, make necessary improvements, and enhance overall customer satisfaction.

5. “Have we achieved our sales targets for this quarter? If not, why?” – Assessing target achievement helps leaders identify gaps or bottlenecks and take corrective actions for the future.

6. “What are the emerging trends or changes in the market that could impact our sales strategy?” – Understanding market dynamics and trends allows leaders to adapt their approach to align with evolving customer needs and stay ahead of competitors.

7. “What additional support or resources can we provide to the sales team to improve performance?” – Identifying resource gaps and providing the necessary tools or training aids in strengthening the sales team’s capabilities.

8. “What are the expected sales goals and priorities for the upcoming quarter?” – Establishing clear goals and priorities helps align the entire team towards a unified focus and ensure everyone is working towards the same objectives.

9. “What innovative ideas or strategies can we explore to boost sales in the next quarter?” – Encouraging creativity and fresh ideas fosters a culture of innovation within the sales team and keeps the company ahead of the curve.

10. “What can we learn from our competitors’ successes or failures in the past quarter?” – Analyzing competitors’ activities helps leaders understand the industry landscape and make more informed decisions for their sales strategy.

11. “Do we need to adjust our pricing strategy based on market conditions or customer feedback?” – Evaluating pricing strategies allows leaders to determine if adjustments are necessary to maintain competitiveness and maximize revenue generation.

12. “How can we better collaborate with other departments, such as marketing or customer support, to improve overall sales performance?” – Emphasizing cross-functional collaboration helps break down silos and harness the collective expertise of different departments to drive sales success.

13. “What are the key learnings and takeaways from this quarter that we should apply moving forward?” – Reflecting on past experiences helps leaders identify valuable lessons that can guide future decision-making and improve overall sales performance.

As a leader, preparing a quarterly sales meeting agenda requires careful planning and organization. Start by reviewing past performance and identifying key areas for discussion, such as sales goals, challenges, and opportunities. Set specific objectives, allocate time for each topic, and include interactive activities to engage your team. Lastly, share the agenda in advance to ensure everyone is prepared and informed.

How To Prepare For A Quarterly Sales Meeting
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During quarterly sales meetings, topics that should be discussed include overall sales performance, key achievements, challenges faced, and strategies to achieve future goals. Additionally, product updates, customer feedback, market trends, and competitor analysis should be addressed to ensure a comprehensive understanding of the business landscape and align sales strategies accordingly.

See Our Quarterly Sales Meeting Template
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Software tools to facilitate a Quarterly Sales Meeting

Software helps leaders run quarterly sales meetings by providing valuable tools and features. It streamlines the planning process, allowing leaders to easily set agendas, schedule presentations, and track progress. With built-in analytics and reporting capabilities, software helps leaders analyze sales data, identify trends, and make informed decisions. It also facilitates communication and collaboration, ensuring everyone is on the same page and working towards common goals. Ultimately, software enhances efficiency and productivity, enabling leaders to effectively lead successful sales meetings.

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In conclusion, running a quarterly sales meeting is a critical component of any successful business. By following the tips and strategies outlined in this blog post, you can ensure that your sales meetings are productive, engaging, and results-driven. Remember to set clear goals, prepare well in advance, foster open communication, and use data and analytics to inform decision-making. Additionally, don’t neglect the importance of motivation and recognition in driving sales performance. By investing time and effort into running effective sales meetings, you can empower your sales team to exceed their targets and contribute to the overall growth and success of your organization.

Popular Questions

What is the purpose of a Quarterly Sales Meeting?

The purpose of a Quarterly Sales Meeting is to review sales performance from the previous quarter, discuss strategies for improvement, set sales goals for the next quarter, and to address any challenges faced by the sales team.

Who should attend a Quarterly Sales Meeting?

The attendees of a Quarterly Sales Meeting usually include the Sales Team, Sales Managers, and key stakeholders like C-level Executives or Department Heads. Sometimes, representatives from other departments like Marketing or Customer Service might be invited if there’s an agenda item that relates to their work.

How long does a Quarterly Sales Meeting typically last?

The duration of a Quarterly Sales Meeting may vary depending on the organization. However, on average, these meetings tend to last between 1-3 hours, providing sufficient time to cover all agenda items thoroughly without causing meeting fatigue.

What is usually discussed during a Quarterly Sales Meeting?

During a Quarterly Sales Meeting, key topics of discussion often include reviewing sales numbers, discussing successful strategies and areas of improvement, setting goals for the next quarter, and addressing any challenges or concerns from the sales team.

How can the effectiveness of a Quarterly Sales Meeting be measured?

The effectiveness of a Quarterly Sales Meeting can be measured by the clarity and attainability of the set sales goals, the ability to address and resolve key challenges, and the overall engagement and participation of the attendees. Post-meeting surveys or feedback can also be useful tools to assess effectiveness.