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Sales performance review template

A sales performance review template guides managers and employees for a better and well-structured evaluation process.

Template by Nguyen Huu Phuc
4 minutes to finish · English · DOCX
Download nowIt's free
  • 107 already downloaded
  • Easy and simple to use

Performance review is an opportunity to analyze goals and objectives. This template will help you highlight areas for improvement and drive professional growth in the sales department. Download (for free) the customizable template and evaluate your sales team's performance. 


Being a sales manager comes with a whole lot of responsibilities. You’re endlessly looking for new ways to meet your targets faster and improve the performance of your sales team. These challenges are forever daunting and the only way to facilitate this process is by conducting a sales performance review.

To assist you with the process, our sales performance review template is divided into several segments that assess the skills of sales reps on your team. It also includes a section to define future goals and action plans to achieve these goals.

Sales performance review template

Duties and personal behavior

Feedback on the period: Duties: Workload, tasks, collaboration, quality of work, customer satisfaction, sales, marketing, etc.




Quality of Deliverables 

Accuracy, consistency, follow-through, meet deadlines, keeps trying to work smarter, not harder. 



Collaborates with internal and external teams across positions, proactively helps others, puts team targets higher than personal achievements, contributes and takes initiative to social activities


Bargaining and Negotiating Skills

Efficient in negotiating prices with consumers. Reliable in determining price schedules for quotes


Communication and Public Speaking Skills

Sales representatives should speak clearly and coherently to invite the interest of customers and demonstrate that they care about the interests of customers


Job Knowledge

Sell company's products by identifying leads, educating prospects on products through calls, trainings, and presentations, and providing existing customers with exceptional support.



Skill Development

1. Personal strengths

Professional and personal strengths and drivers: Eg. analysis, problem-solving, planning, development, method knowledge, technical expertise


  • Possesses extraordinary negotiating skills that have helped generate outstanding profits for the brand. 
  • Possesses effective analytical skills which are shown by her efficient and accurate sales reports. 
  • Possesses a workable relationship with teams from other departments in developing plans that align with the company's goals.

2. Skills development

Professional and personal skills: Be precise in describing the skills that the employee needs / wants to develop.

  • You need to enhance your communication skills to coherently pique the interest of prospective clients through the verbal promotion of the brand. 
  • You should possess empathy and patient qualities that will help in maintaining clients and generating new customers for the brand. 
  • You need to enhance your observation skills to stay ahead of the curve despite competition. 
  • Familiarize yourself more with the core values of the company and essence of the product you’re selling so you can better represent the company and sell the product better.

Cooperative and well-being

1. You and your colleagues

How do you find the working environment at the company? What are your suggestions to make it even better? Do you get professional support from your colleagues when you need it? Do you think that your cooperation with your colleagues is working well? What is your contribution to the cooperation and community?


  • Joe finds the environment comfortable without distractions which helps him focus on his work.
  • His colleagues are supportive and he gives his best while working with a team.

2. You and your manager

Feedback to your leader: Eg. the delegation of tasks, responsibilities and competence. 

Ex: Mary believes her tasks are not overwhelming and she is competent enough to work on them. 

Career Development in the long-term

Reflections on job opportunities, other tasks, new disciplines, etc. Do you need support from your manager to achieve your development goals?


  • Mary will like to venture into marketing sometime in the future. 
  • She will appreciate more correspondence with the marketing department to enhance her skills. 

Work-life balance

How do you feel about your work-life balance? Do your career ambitions correspond with your personal relationships (family life, marriage, having children)? Are there other issues you would like to discuss?


  • Joe is undergoing a divorce which mildly affects his work input. 
  • Mary's work-life is balanced.

Download now the full template 👉

What you will get:

  • A well-structured form to measure employee performance and conduct better one-on-one reviews
  • Areas for employees to highlight their strengths and weaknesses
  • Honest feedback from employees about colleagues, managers or work-life balance

How to use this template

  • ✂️
    The template is fair use for your own purposes. Feel free to copy or refer to the structure and guidelines inside.
  • 🛎
    Keep in mind that this template is not a legal document and may not take into account all relevant local or national laws.
  • ✍️
    The contents in the template are just a starter. Make sure you insert and edit the variables (name, logos, etc.) to tailor the template to your business.
  • 📟
    Upgrade the material by changing or adding in texts, sections, and visuals.
  • 🖨
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • Sales managers who want to evaluate their team members in a structured way.
  • HR specialist in charge of the performance review process.
  • Sales executives preparing for the performance review session.

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