1. Team Leadership Assessment: For sales representatives with team lead responsibilities, evaluating leadership and mentoring capabilities

2. Territory Management: For field sales roles, assessing geographic territory development and management

3. Digital Sales Metrics: For organizations with online sales channels, evaluating digital sales performance

4. Client Portfolio Analysis: For account managers, detailed assessment of key account management

5. Commission Structure Review: When evaluation includes commission structure changes or updates

6. Performance Improvement Plan: For employees not meeting minimum performance standards

7. Cross-Selling Performance: For organizations with multiple product lines, evaluating cross-selling success

1. Schedule A - Sales Metrics Calculations: Detailed breakdown of quantitative performance calculations and methodologies

2. Schedule B - Commission Structure: Current commission rates, tiers, and calculation methods

3. Schedule C - Performance Rating Scale: Detailed explanation of rating criteria and scoring system

4. Appendix 1 - Sales Activity Log: Detailed record of key sales activities during the evaluation period

5. Appendix 2 - Customer Feedback Summary: Compilation of customer feedback and satisfaction metrics

6. Appendix 3 - Training and Development Record: Record of completed training and development activities

7. Appendix 4 - Historical Performance Data: Comparative performance data from previous evaluation periods