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11-2022.00 · Task explorer

Sales Managers: reported tasks and exploration worksheet

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

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This source lists 17 tasks, including 15 marked Core and 2 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2025.

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17 tasks shown

Core · Task 14 · 08/2025 · Occupational Expert

Oversee regional and local sales managers and their staffs.

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Core · Task 1 · 08/2025 · Occupational Expert

Resolve customer complaints regarding sales and service.

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Core · Task 2 · 08/2025 · Occupational Expert

Monitor customer preferences to determine focus of sales efforts.

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Core · Task 13 · 08/2025 · Occupational Expert

Confer with potential customers regarding equipment needs, and advise customers on types of equipment to purchase.

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Core · Task 5 · 08/2025 · Occupational Expert

Review operational records and reports to project sales and determine profitability.

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Core · Task 11 · 08/2025 · Occupational Expert

Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

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Core · Task 3 · 08/2025 · Occupational Expert

Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate, or other subjects of sale.

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Core · Task 4 · 08/2025 · Occupational Expert

Determine price schedules and discount rates.

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Core · Task 9 · 08/2025 · Occupational Expert

Prepare budgets and approve budget expenditures.

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Core · Task 7 · 08/2025 · Occupational Expert

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.

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Core · Task 12 · 08/2025 · Occupational Expert

Visit franchised dealers to stimulate interest in establishment or expansion of leasing programs.

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Core · Task 10 · 08/2025 · Occupational Expert

Represent company at trade association meetings to promote products.

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Core · Task 8 · 08/2025 · Occupational Expert

Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.

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Core · Task 6 · 08/2025 · Occupational Expert

Direct, coordinate, and review sales and service accounting and record-keeping, as well as receiving and shipping.

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Core · Task 15 · 08/2025 · Occupational Expert

Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.

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Supplemental · Task 17 · 08/2025 · Occupational Expert

Assess marketing potential of new and existing store locations, considering statistics and expenditures.

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Supplemental · Task 16 · 08/2025 · Occupational Expert

Direct foreign sales and service outlets of an organization.

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Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.