Retail Sales Planning and Forecasting
Comprehensive Training Package for Trainers and People Developers

Deliver a Strategic”Retail Sales Planning & Forecasting” Workshop

Save time with ready-to-use materials, no prep needed.

Clear objectives help trainees know what they’ll achieve.

Adapt to any format: in-person, virtual, or hybrid.

Get high-quality solutions at a budget-friendly price.

Flexible modules let you easily customize the course if needed.

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$199.95 
$179.95

Your training Package is instantly downloaded after purchase
Master Retail Sales Forecasting

Teach participants techniques for accurate retail sales forecasting to anticipate demand and optimize inventory.

Effective Sales Planning

Provide strategies for creating data-driven sales plans that align with business goals and market trends.

Track Retail Sales Performance

Help participants monitor retail sales performance and adjust strategies for maximum profit margin optimization.

Why People love our Training Materials?

Transformative training materials that elevate team performance!

Used by major organizations to improve employee performance & achieve measurable results.

What does the training Material Package Include Exactly?

You receive a zipped file instantly upon purchase that includes the following in MS office format

Trainer Guide (67 Pages).

Student workbook (80 Pages).

Slide deck (65 slides).

Sales plan support form, Forecast data form, daily store checklist, monthly store plan .

Pre-training assignment.

Exercise/Activity Sheets

Training support documents (Evaluation sheets, 5 Certificate templates, Training outline document)

22 Bonus activities

Power Point Review Game – An Exciting review challenge to end your training on a high note!

Training Program Overview

Enhance Accuracy and Profitability in Retail Through Data-Driven Decisions

Do you want to increase your store’s profitability? Do you want to run your store more efficiently?

Do you want to stop firefighting and have more control over events that affect your store’s performance and total sales?

If you answered yes to any of the above questions, then you need to create a complete sales plan for your store as well as a complete sales forecast. Don’t be intimidated by the big words sales forecasting and planning! It might sound boring or complicated, but our program makes the whole process simple and easy by following a simple 5-step process, you can create a complete store sales plan from determining your store’s sales strategy to selecting specific sales tactics.

This hands-on training program was designed by retail experts. It is packed with retail best practice as well as retail store management and marketing techniques. Practical exercises that will help you analyze and forecast your store’s key sales figures. Using a step by step process, you will determine your store’s key performance indicators and learn specific tactics to improve your overall store performance. Lessons learned from this course will enable you to manage your staffing and financing needs more effectively and avoid unforeseen cash flow problems.

This course also includes several bonus forms that were designed to help you prepare your store’s forecast and complete sales plan back on the job. (Daily store checklist, forecast data form, monthly store plan, Sales plan support form)

Our Retail Sales Planning and Forecasting training course provides retail managers and professionals with the tools they need to improve sales forecasting, optimize inventory, and make informed business decisions. This course focuses on data-driven strategies to improve sales accuracy, manage customer demand, and boost profitability.

Training Objectives

By the end of this training Participants will be able to:

Explain what forecasting is and why it is important for your store.

Create a sales forecast for your retail store.

Identify and analyze your retail store’s key performance and profitability indicators.

Develop your retail store’s main sales strategy and specific sales tactics.

Organize and plan store resources for the most efficient utilization.

Explain retail planning best practices.

Build a plan to manage staffing and resources.

Plan for needs more effectively and avoid unforeseen problems.

Use your store’s sales forecast to create an effective sales plan that will allow you to spend more time developing your business and less time responding to crises.

Identify potential obstacles that might impact store performance and develop contingency plans.

Analyze problems that arise, alter plans and take corrective actions.

Training Program Outline

Detailed Outline of Topics included in this instant download training materials package

Module 1: Retail Sales Forecasting

– Understand what forecasting is and how it can help your store.

– Identify different forecasting methods.

– Follow a simple 4 step process to create a sales forecast for your store.

– Avoid common forecasting pitfalls.

Module 2: Retail Sales planning

– Setting your store’s sales strategy.

– Put together the main components of your sales plan.

– Specify sales tactics to achieve strategy.

– See example retail planning sales practice.

– Practical skill practice activity to apply to your store.

Module 3: Resource planning

– Understand implications of poor resource planning.

– Efficiently plan and utilize your store resources.

– Understand the Main store resources classifications.

– Utilizing resources creatively and YOU (the store manager) as a resource.

Module 4: Sales Planning in action

– Identify the Main KPI’s (Key performance indicators) that impact a retail store’s profitability.

– Understand the causes and effects for each KPI.

– Practice by reacting to different store status scenarios and create a plan of action (Skill practice activity).

– Measure, evaluate and take corrective actions according to plan.

Module 5: After sales and follow up

– Understand the importance of after sales follow-up.

– Clearly understand what is meant by “Loyalty”.

– Estimate the average customer relationship Value.

– After sale activities you can do and apply at your store.

Review Game – Power point Jeopardy style review game to end your class on a high note

Topics covered in the above outline

Equip teams with skills to forecast sales accurately, plan strategically, and drive retail performance

1. Retail Sales Forecasting
Understand what is forecasting and key forecasting types as well as simple 4 step process to create your retail sales forecast

2. Retail Sales Planning
Overview of the components of a retail sales plan and how to put the main parts together. Observer key retail sales planning best practices

3. Retail Resource Planning
Recognize the importance of planning all store resources. Get ideas for creative store resource utilization.

4. Sales Planning In Action
Understand the main KPI’s that impact store profitability. Shop efficiency assessment and action planning.

5. After The Sale and Follow-up
Participants will find out the story of Goe Gerard, the world’s greatest retail salesman highlighting the importance of following up with customer after the sale.

What You Get:
• A fully customizable training materials package including: Power Point slide deck, Trainer guide, Workbook, Exercise/activity sheets, additional training support documents, a fun review game and more.
• Sales Planning form – Exercise form
• Forecast Data Form – Exercise form
• Monthly Store Plan
• Daily Store checklist
• Instantly downloadable and ready to use training materials package.

Benefits:
• Develop the skills to create a sales forecast for your retail store
• Using your sales forecast Data and create a complete sales plan for your store.
• Get insight into customer behavior to optimize planning and drive sales.
• Instant access to the complete retail sales planning and forecasting training material package. Ready for Use.

Slide Samples

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Trainer Guide Samples

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Workbook Samples

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Buy Now & Get the following Bonus Retail Tools

Daily Store Checklist

A handy retail store checklist to ensure you got all your store assets and resources covered.

Store Planning Checklist

A handy checklist that ensures you have all the data needed to put your complete store plan together.

Store Forecast Data Sheet

A useful data sheet to collect all the data needed to create your first store forecast. An easy way to create a complete store sales forecast.

Personality Types Self-Assessment

A self assessment tool to find out your general personality type and behavioral style.

Microsoft Excel Forecasting Tool

A free useful excel tool to display your data graphically and gain more insight into what your forecast data is telling you.

Monthly Store Planning Worksheet

An easy to use worksheet to create your overall retail store yearly plan including your forecast backed sales targets and align your resources and specify action steps for achieving your overall short term and strategic goals.

Quick Tip: Essential Strategies for Trainers

This short video highlights a key concept from our training package, offering actionable insights and a taste of what our training materials can help you achieve.

Bonus - Review Game End your Training on a High Note

Struggling to keep participants engaged until the very end of your training session?
A dry or monotonous wrap-up can leave your attendees disengaged and forgetful of the key concepts you’ve worked so hard to teach.

Our customizable PowerPoint review game transforms the end of your training into an exciting, competitive experience! Participants will compete to answer questions in fun, interactive rounds, ensuring they leave energized and with the knowledge firmly reinforced.

Fully customizable—adjust questions, images, and more.

Create countless review games for any training program.

Keep your participants engaged and excited until the very last minute.

Retail Sales Planning and Forecasting

Retail Sales Planning and Forecasting

Lifetime access means you can reuse and adapt training materials anytime.

Expertly crafted programs ensure professional-quality training.

Engage with hands-on exercises and real-world scenarios.

Access complete trainer guides, workbooks, and slides.

Start training right away with no extra formatting needed.

Buy Now

$199.95 
$179.95

Your training Package is instantly downloaded after purchase

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Why Buy our Training Materials?

Comprehensive Training Materials

Instantly downloadable packages with everything you need—guides, workbooks, slides, interactive activities, and a customizable review game to boost engagement.

Customizable and Modular Design

Easily adapt materials to fit your goals, with modular structures allowing seamless integration into your existing content.

Expert-Designed for Results

Developed by experts with over 20 years of experience, these materials deliver measurable results across industries and organizational levels.

Engaging, Interactive Learning

Includes a variety of self-discovery exercises, activities, and games designed to enhance engagement, boost retention, and promote hands-on learning.

FAQs

The most frequently asked questions around our training materials, for more faq's click the link below

How soon will I receive my training materials?

Immediately! Upon payment confirmation, you’ll get an email with download links.

In what format are the training materials provided?

All files come in MS Office format for easy editing.

Q: Can I get an invoice in my company’s name?

Absolutely! Contact us for an invoice, or modify it through our support team.

Can I view samples of the training materials?

Yes! Samples are available on each program’s page. Just scroll to the “Training Material Samples” section above.

Can I modify the course materials?

Yes! You can fully customize, copy, and adjust our materials for your training sessions. However, resale in any format is not permitted.

Is there support after purchase?

Yes, we provide ongoing support. Reach out anytime, or call our 24/7 toll-free number 1- 800- 561-9405 for assistance.

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