A sales performance review template guides managers and employees for a better and well-structured evaluation process.
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.
Feedback on the period: Duties: Workload, tasks, collaboration, quality of work, customer satisfaction, sales, marketing, etc.
Criteria |
Description |
Score |
Quality of Deliverables |
Accuracy, consistency, follow-through, meet deadlines, keeps trying to work smarter, not harder. |
|
Teamwork |
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. |
1. Personal strengths
Professional and personal strengths and drivers: Eg. analysis, problem-solving, planning, development, method knowledge, technical expertise
Ex:
2. Skills development
Professional and personal skills: Be precise in describing the skills that the employee needs / wants to develop.
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?
Ex:
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.
Reflections on job opportunities, other tasks, new disciplines, etc. Do you need support from your manager to achieve your development goals?
Ex:
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?
Ex:
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