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1. Employee Information: Basic details including name, position, department, and review period
2. Key Performance Indicators (KPIs): Specific sales targets, revenue goals, and measurable objectives
3. Competency Assessment: Evaluation of core management and sales competencies
4. Achievement Review: Analysis of goals met during the review period
5. Rating Scale: Clear definition of performance rating criteria
6. Overall Performance Rating: Final assessment score and justification
7. Signatures: Space for employee and manager signatures and dates
1. Training Needs: Section for identifying and documenting specific areas for professional development and required training
2. Career Development Plan: Section for outlining future career progression opportunities and development path
3. Performance Improvement Plan: Detailed section specifying actions needed to address underperformance and timeline for improvement
4. 360-Degree Feedback: Comprehensive feedback section incorporating input from peers, subordinates, and other stakeholders
1. Sales Performance Data: Detailed appendix containing sales figures and analytics for the review period
2. Team Performance Metrics: Appendix showing overview of sales team achievements and comparative data
3. Previous Appraisal Summary: Schedule containing key points from last review for progress tracking
4. Development Plan Template: Structured template for recording and tracking development actions and progress
Assessment Criteria
Key Performance Indicators (KPIs)
Performance Rating Scale
Sales Targets
Revenue Goals
Competency Framework
Development Objectives
Performance Improvement Plan
Review Date
Appraiser
Appraisee
Sales Territory
Target Achievement
Core Competencies
Leadership Competencies
Sales Metrics
Evaluation Period
Rating Categories
Career Development Plan
Professional Development
Performance Standards
Sales Pipeline
Team Performance
Customer Satisfaction Metrics
Business Objectives
Management Responsibilities
Performance Expectations
Review Cycle
Evaluation Criteria
Evaluation Process
Rating Methodology
Review Period
Sales Targets and Metrics
Leadership Assessment
Team Management Evaluation
Customer Relationship Management
Strategic Planning
Budget Management
Professional Development
Performance Improvement
Goal Setting
Competency Assessment
Business Development
Risk Management
Compliance
Documentation Requirements
Feedback Process
Review Meetings
Appeals Process
Confidentiality
Data Protection
Record Keeping
Signature Requirements
Training and Development
Career Progression
Remedial Actions
Follow-up Procedures
Dispute Resolution
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