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Sales Performance Evaluation Template
I need a Sales Performance Evaluation Template for our UK software company that includes specific KPIs for SaaS sales, with quarterly evaluation periods starting January 2025, and must incorporate both customer retention metrics and new business acquisition targets.
1. Employee Information: Basic details including name, position, department, and evaluation period
2. Performance Metrics: Quantitative sales targets and achievements, including specific KPIs and measurement criteria
3. Qualitative Assessment: Behavioral and competency evaluation criteria, including customer service, teamwork, and professional conduct
4. Overall Rating: Final performance rating methodology, scoring system, and performance classification
5. Signatures: Employee and evaluator acknowledgment section with date and signature fields
1. Development Plan: Specific improvement areas, training needs, and action items for performance enhancement
2. Commission Calculation: Detailed breakdown of commission-based compensation structure and calculations
3. Previous Period Comparison: Historical performance analysis and trend evaluation for long-term employees
1. Schedule A - Sales Target Breakdown: Detailed breakdown of sales targets by product/service line with specific quotas
2. Schedule B - Commission Structure: Comprehensive commission calculations, thresholds, and payment terms
3. Schedule C - Performance Rating Guidelines: Detailed explanation of rating criteria, scoring system, and performance standards
4. Schedule D - Customer Feedback Summary: Compilation of customer feedback metrics, satisfaction scores, and testimonials
Authors
Base Salary
Commission
Company
Employee
Evaluator
Key Performance Indicators (KPIs)
Line Manager
Performance Metrics
Performance Rating
Performance Targets
Qualifying Sales
Rating Period
Sales Goals
Sales Pipeline
Sales Quota
Sales Revenue
Sales Territory
Sales Targets
Target Achievement
Territory
Variable Compensation
Evaluation Criteria
Rating Scale and Methodology
Quantitative Assessment
Qualitative Assessment
Review Process
Documentation Requirements
Feedback Mechanisms
Appeal Process
Performance Improvement Plans
Confidentiality
Data Protection
Commission Structure
Target Setting
Review Frequency
Career Development
Training Requirements
Customer Satisfaction Metrics
Territory Management
Pipeline Management
Compliance Requirements
Non-Discrimination
Record Keeping
Signature Requirements
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