Sales Performance Review Template

Benefits of Using This Sales Performance Review Template

Use SurveySparrow to help your employees understand the exact path for improvement and set goals.

Use Expressions to Calculate Overall Score

Our expressions feature allows you to evaluate the sales performance accurately. While framing the questions, enable the scoring option and give different scores to each answer. Design multiple thank you pages based on the final score. Once the employee completes the review they can see the overall score they have achieved.

Embed The Form For Easy Access

If you have an employee management portal, you can embed your sales performance evaluation forms and allow your employees to access them whenever they need. You can do it either by using an inline embed or pop-up. All you have to do is generate the code, copy it, and paste it. Yes! It is that simple.

Display/Skip Logic

Ask only those questions that are relevant. Customize this sales performance review template with display and skip logic. You can specify whether a question should be shown or hidden based on previous responses from your respondents. This expedites the form-filling procedure and both parties can save their time.

Use Sections To Organize

Choose the section-type question from the builder to create multiple sets of questions. Evaluate your employees based on their target achievement, lead generation, customer relationship management, product knowledge, communication, and negotiation skills. This will enable you to understand which particular area the employee performs best in.

Device Friendly

Allow your employees to complete this form using any device, a smartphone, tablet, or laptop. This form looks good on all screen sizes. As a result, it is accessible at any time and from any location.

Share with Ease

Finding ways to share your forms with your employees is no longer difficult. Your forms can be delivered to them via SMS with a friendly personalized message, unique web links, social sharing, and a QR code. Sharing via WhatsApp is also possible. 

Try this Project Manager Performance Review Template

Different Aspects To Consider While Conducting A Sales Performance Review

While conducting a sales performance review, it is important to evaluate different aspects that drive sales. These will include:

• Target achievement: Evaluate whether the person was able to achieve sales goals and their commitment to close deals.
• Prospecting and new lead generation: Assess the number of new leads brought by them every month and their ability to nurture those leads.
• Customer relationship management: See the person’s ability to retain customers and improve customer satisfaction levels.
• Product knowledge and experience: Evaluate how well the person knows about the company’s products/services and provide the right product recommendations.
• Communication skills: Check whether the person can deal with objections, complaints, and concerns as well as negotiate with the customer.
• Accountability and problem-solving: Look at whether the person is taking responsibility for their actions and coming up with potential solutions for problems.
• Team collaboration: Where the person is good at coordinating with other team members and actively working as a team player.
• Ethics and integrity: Evaluate the person’s commitment to company ethics and transparency towards their customers.

How To Use This Sales Performance Review Template

Customize and Design

Sign up for free and start designing your sales performance review template. Choose relevant question types from the builder and frame questions to evaluate your employees. Make the form more beautiful by changing the background color, images, and font style.

Easy Integration

Integrate with essential apps to improve the review process. Our platform provides more than 25 native integrations and 1500+ options via Zapier. You can also try API and Webhook integrations. 

Share for Reach

Once the integration is completed, share the form with your sales employees to collect the review. You can use a unique link or email option to directly send the form to employees. Other options include website embed, QR code sharing, WhatsApp, and social sharing.

Analyze the Results

Export the responses to CSV and analyze them using our executive dashboard. Use different widgets like bell curves, pie charts, and stacked charts to interpret each performance effectively.