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1. Employee Information: Basic details including employee name, ID, department, position, period of evaluation, and immediate supervisor
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 or equivalent) with clear definitions for each rating level
3. Key Performance Indicators (KPIs): Quantitative sales targets, revenue goals, customer acquisition metrics, and other measurable objectives
4. Leadership and Management Skills: Assessment of team management, delegation, coaching, and development of sales team members
5. Sales Process Management: Evaluation of pipeline management, forecasting accuracy, and sales strategy implementation
6. Customer Relationship Management: Assessment of client relationship building, account management, and customer satisfaction levels
7. Professional Development: Evaluation of skill improvement, training completion, and professional growth
8. Overall Performance Summary: Final rating and comprehensive assessment of all performance areas
9. Goals for Next Period: Setting of new objectives and development goals for the upcoming evaluation period
10. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and comments
1. Market Analysis Competency: Additional section for evaluating the manager's market analysis and strategic planning abilities, used when the role involves significant market strategy development
2. Innovation and Digital Adoption: Assessment of implementing new sales technologies and innovative approaches, included when digital transformation is a key objective
3. Cross-Cultural Communication: Evaluation of international business communication skills, used when dealing with diverse global markets
4. Financial Management: Assessment of budget management and financial decision-making, included for roles with P&L responsibility
5. Compliance and Risk Management: Evaluation of adherence to regulatory requirements and risk mitigation, used in highly regulated industries
1. Schedule A: Sales Performance Metrics: Detailed breakdown of sales targets, achievements, and variance analysis
2. Schedule B: Team Performance Dashboard: Overview of sales team performance indicators and management metrics
3. Schedule C: Training and Development Record: Log of completed training programs and certifications
4. Schedule D: Customer Feedback Summary: Compilation of client satisfaction surveys and feedback
5. Appendix 1: Competency Framework: Detailed description of expected competencies and behaviors for the sales manager role
6. Appendix 2: Performance Improvement Plan Template: Standard template for documenting performance improvement requirements if needed
Performance Rating Scale
Key Performance Indicators (KPIs)
Sales Targets
Revenue Objectives
Market Share
Customer Acquisition Cost (CAC)
Sales Pipeline
Conversion Rate
Client Retention Rate
Performance Improvement Plan (PIP)
Competency Framework
Development Goals
Sales Territory
Quota Achievement
Lead Generation
Customer Relationship Management (CRM)
Sales Forecast
Team Performance Metrics
Evaluation Criteria
Assessor
Appraisee
Reviewing Officer
Core Competencies
Leadership Competencies
Sales Cycle
Business Development Activities
Performance Bonus
Commission Structure
Target Market
Sales Targets and Metrics
Leadership Assessment
Team Management
Customer Relationship Management
Financial Performance
Market Development
Professional Development
Compliance and Ethics
Communication Skills
Strategic Planning
Innovation and Initiative
Quality Standards
Time Management
Resource Management
Risk Assessment
Confidentiality
Data Protection
Dispute Resolution
Documentation Requirements
Review Period
Rating Methodology
Performance Improvement
Goal Setting
Acknowledgment and Acceptance
Retail
Technology and Software
Real Estate
Financial Services
Manufacturing
Telecommunications
Automotive
Healthcare
Consumer Goods
Professional Services
Construction and Materials
Energy and Utilities
Hospitality and Tourism
E-commerce
Industrial Equipment
Sales
Human Resources
Senior Management
Commercial
Business Development
Customer Success
Operations
Marketing
Finance
Legal
Sales Manager
Regional Sales Manager
Area Sales Manager
Head of Sales
Sales Director
VP of Sales
Chief Sales Officer
Business Development Manager
Key Account Manager
Commercial Manager
Territory Sales Manager
National Sales Manager
Export Sales Manager
Retail Sales Manager
Channel Sales Manager
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