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Performance Evaluation Form For Sales Representative
"I need a Performance Evaluation Form for Sales Representative that can be used across our 5 regional offices in Indonesia, incorporating both traditional sales metrics and digital sales performance indicators, to be implemented by January 2025."
1. Employee Information: Basic details including employee name, ID number, position, department, evaluation period, and length of service
2. Evaluation Period: Timeframe for which the evaluation is being conducted, including start and end dates
3. Performance Metrics - Sales Targets: Quantitative assessment of sales performance including revenue targets, number of new clients, deal closure rates
4. Performance Metrics - Key Performance Indicators: Evaluation of key performance indicators including customer retention, market expansion, product knowledge
5. Behavioral Competencies: Assessment of soft skills, professional conduct, and behavioral aspects such as teamwork, communication, and initiative
6. Scoring System: Explanation of the rating scale and scoring methodology used for evaluation
7. Overall Performance Rating: Final calculation and summary of performance scores across all evaluation areas
8. Development Plan: Identified areas for improvement and proposed action plans for skill development
9. Acknowledgment and Signatures: Space for signatures of the employee, evaluator, and reviewing manager, with date fields
1. Commission Structure Review: Include when the evaluation impacts commission rates or when commission structure needs review
2. Customer Feedback Section: Add when customer satisfaction metrics are a significant part of performance evaluation
3. Territory Management Assessment: Include for sales representatives managing specific geographic territories
4. Product Portfolio Performance: Add for representatives handling multiple product lines
5. Team Leadership Evaluation: Include for senior sales representatives with team leadership responsibilities
6. Digital Sales Performance: Add for representatives involved in digital or online sales channels
7. Special Projects/Initiatives: Include when employee has been involved in special sales campaigns or projects
1. Schedule A - Sales Target Calculation Sheet: Detailed breakdown of sales targets, achievements, and variance analysis
2. Schedule B - Commission Calculation Matrix: Detailed commission calculation methods and tables
3. Schedule C - Competency Framework: Detailed description of each competency and its evaluation criteria
4. Schedule D - Performance Rating Scale: Detailed explanation of the rating scale with examples
5. Appendix 1 - Sales Activity Log: Template for tracking and evaluating daily/weekly sales activities
6. Appendix 2 - Customer Feedback Forms: Compilation of customer feedback and satisfaction surveys
7. Appendix 3 - Training and Development Record: Record of completed training programs and certifications
Authors
Key Performance Indicators (KPIs)
Sales Target
Sales Achievement
Performance Rating
Competency Framework
Development Plan
Sales Territory
Commission
Quota
Customer Acquisition
Customer Retention
Market Share
Revenue Target
Performance Metrics
Behavioral Competencies
Evaluation Criteria
Sales Cycle
Lead Generation
Conversion Rate
Pipeline Value
Client Portfolio
Target Market
Performance Improvement Plan
Sales Volume
Gross Margin
Net Sales
Operating Territory
Reporting Period
Assessment Scale
Evaluator
Reviewing Manager
Performance Standards
Sales Objectives
Development Goals
Evaluation Period
Performance Metrics
Sales Targets
Customer Management
Territory Coverage
Commission Structure
Evaluation Process
Rating System
Development Planning
Confidentiality
Data Protection
Employee Rights
Grievance Procedure
Review Process
Documentation Requirements
Signature Requirements
Amendment Process
Performance Standards
Behavioral Assessment
Professional Conduct
Training and Development
Goal Setting
Feedback Mechanism
Evaluation Timeline
Appeals Process
Retail
Consumer Goods
Pharmaceutical
Technology
Telecommunications
Financial Services
Manufacturing
Automotive
Real Estate
Insurance
Medical Devices
Construction Materials
Food and Beverage
Agriculture
Sales
Human Resources
Performance Management
Operations
Training and Development
Compensation and Benefits
Legal
Regional Management
Executive Leadership
Sales Representative
Account Executive
Business Development Representative
Territory Sales Manager
Regional Sales Manager
Sales Director
HR Manager
Performance Management Specialist
Sales Operations Manager
Chief Sales Officer
Sales Team Leader
District Sales Manager
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