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1. Parties: Identification of the employer and employee, including full legal names, positions, and employment ID numbers
2. Background: Context of the evaluation process, its purpose, and relationship to existing employment contracts
3. Definitions: Clear definitions of key terms used in the evaluation template, including performance metrics, evaluation periods, and rating scales
4. Evaluation Period: Specification of the timeframe covered by each evaluation and frequency of assessments
5. Performance Metrics: Detailed description of quantitative and qualitative metrics used to evaluate sales performance
6. Evaluation Process: Step-by-step description of how the evaluation will be conducted, including responsibilities of evaluators
7. Rating System: Explanation of the rating scale and criteria for each performance level
8. Documentation Requirements: Details of required documentation and record-keeping for the evaluation process
9. Review and Appeal Process: Procedures for employees to review and appeal evaluation results
10. Consequences and Rewards: Description of how evaluation results affect compensation, promotion, or performance improvement requirements
1. Team Performance Metrics: Additional section for evaluating performance in team sales environments
2. Industry-Specific Criteria: Specialized criteria relevant to specific industries or product types
3. Remote Sales Evaluation: Additional criteria and processes for evaluating remote sales staff
4. International Sales Criteria: Specific metrics for sales staff handling international markets
5. Performance Improvement Plan Framework: Template for developing improvement plans for underperforming sales staff
1. Schedule A - Performance Metrics Calculation: Detailed formulas and methods for calculating each performance metric
2. Schedule B - Evaluation Forms: Standard forms to be used during the evaluation process
3. Schedule C - Sales Targets Matrix: Breakdown of sales targets by product/service category and market segment
4. Schedule D - Rating Scale Guidelines: Detailed guidelines for applying the rating scale to different performance aspects
5. Appendix 1 - Performance Review Meeting Template: Standard format for conducting and documenting performance review meetings
6. Appendix 2 - Appeal Form Template: Standard form for submitting performance evaluation appeals
Performance Metrics
Key Performance Indicators (KPIs)
Sales Target
Revenue Achievement
Quota Attainment
Performance Rating Scale
Evaluator
Evaluation Committee
Direct Supervisor
Sales Territory
Commission Structure
Performance Improvement Plan
Review Meeting
Appeal Process
Quantitative Metrics
Qualitative Metrics
Customer Retention Rate
Sales Conversion Rate
Pipeline Value
Target Market
Performance Documentation
Evaluation Cycle
Performance Standards
Bonus Eligibility
Sales Volume
Client Portfolio
Assessment Criteria
Evaluation Form
Performance Score
Benchmark Standards
Sales Forecast
Review Period
Remedial Action
Professional Development Plan
Performance Metrics
Evaluation Process
Documentation Requirements
Confidentiality
Data Protection
Rating System
Review Frequency
Appeal Rights
Performance Improvement
Compensation Impact
Record Keeping
Evaluation Committee
Feedback Process
Amendment Process
Compliance
Grievance Procedure
Non-Discrimination
Target Setting
Evaluation Timeline
Communication Protocol
Training Requirements
Remedial Measures
Recognition and Rewards
Dispute Resolution
Performance Standards
Reporting Requirements
Implementation Process
Review Meetings
Governing Law
Retail
Technology
Real Estate
Financial Services
Automotive
Consumer Goods
Healthcare
Professional Services
Telecommunications
Manufacturing
Construction
Hospitality
Energy
E-commerce
Sales
Human Resources
Legal
Operations
Business Development
Customer Success
Performance Management
Training and Development
Executive Leadership
Compensation and Benefits
Sales Representative
Account Executive
Sales Manager
Regional Sales Director
Business Development Manager
Key Account Manager
Inside Sales Representative
Sales Operations Manager
Territory Sales Manager
Channel Sales Manager
Sales Team Leader
Senior Sales Executive
Vice President of Sales
Chief Sales Officer
Sales Support Specialist
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