The Sales Performance Evaluation Template serves as a standardized tool for assessing and documenting sales employee performance in the Australian business context. This document is designed to be used during regular performance reviews, typically conducted quarterly or annually, to evaluate sales professionals against predetermined metrics and competencies. It aligns with Australian employment legislation, including the Fair Work Act 2009, Privacy Act 1988, and various anti-discrimination laws. The template includes sections for quantitative sales metrics, qualitative performance assessment, skill evaluation, and development planning, making it suitable for organizations of various sizes and industries. It helps ensure consistency in performance evaluation while providing documentary evidence of fair performance management practices.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Employee Information: Basic details including employee name, position, department, supervisor, and evaluation period
2. Evaluation Purpose: Statement of the purpose of the performance evaluation and its role in career development
3. Performance Metrics Overview: Summary of key performance indicators (KPIs) and how they are measured
4. Quantitative Sales Metrics: Specific sales targets, revenue goals, and numerical benchmarks
5. Qualitative Performance Criteria: Assessment of customer service, team collaboration, and professional conduct
6. Skills Assessment: Evaluation of required sales skills, product knowledge, and competencies
7. Goal Achievement Review: Analysis of previous goals and objectives achievement
8. Development Plan: Future goals, training needs, and development opportunities
9. Overall Rating: Final performance rating and summary evaluation
10. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and comments
1. Peer Review Input: Section for incorporating feedback from peers and team members, suitable for collaborative sales environments
2. Client Feedback: Summary of client testimonials and feedback, relevant for relationship-based sales roles
3. Commission Structure Review: Review of commission earnings and structure, applicable when commission forms part of compensation
4. Territory Performance: Analysis of territorial sales performance, relevant for field sales roles
5. Digital Sales Metrics: Evaluation of online sales performance and digital tool usage, applicable for e-commerce or hybrid sales roles
6. Leadership Assessment: Evaluation of leadership capabilities, relevant for senior sales positions or team leaders
1. Schedule A - Sales KPI Definitions: Detailed definitions and calculation methods for all sales KPIs
2. Schedule B - Performance Rating Scale: Detailed explanation of rating criteria and scoring methodology
3. Schedule C - Role-Specific Competencies: Detailed competency framework for specific sales roles
4. Schedule D - Sales Target Breakdown: Detailed breakdown of sales targets by product/service category
5. Appendix 1 - Performance Improvement Plan Template: Template for documenting performance improvement actions if required
6. Appendix 2 - Training and Development Resources: List of available training resources and development programs
Authors
Relevant legal definitions
Clauses
Relevant Industries
Retail
Technology
Financial Services
Manufacturing
Professional Services
Telecommunications
Healthcare
Real Estate
Automotive
Consumer Goods
Industrial Equipment
Media and Entertainment
Education and Training
Construction
Relevant Teams
Sales
Human Resources
Operations
Performance Management
Training and Development
Customer Success
Account Management
Business Development
Sales Operations
Sales Support
Executive Leadership
Relevant Roles
Sales Representative
Account Executive
Sales Manager
Business Development Manager
Regional Sales Director
Inside Sales Representative
Territory Manager
Sales Operations Manager
Key Account Manager
Sales Coordinator
Sales Trainer
Chief Sales Officer
Vice President of Sales
Sales Support Specialist
Customer Success Manager
Find the exact document you need
Performance Appraisal For Confirmation Of Employment
An Australian-compliant performance evaluation document used to assess employees during probation and determine their suitability for permanent employment.
find out more
Employee Performance Appraisal Project Report
An Australian-compliant formal document for evaluating and recording employee project performance and overall contributions, aligned with Fair Work Act requirements.
find out more
Annual Performance Review Policy
An Australian-compliant policy document establishing procedures and standards for conducting annual employee performance reviews.
find out more
Self Review Form
An Australian-compliant document enabling employees to formally assess their work performance, achievements, and development needs as part of the performance review process.
find out more
Employee Performance Self Evaluation
An Australian-compliant employee self-evaluation template for structured performance assessment and professional development planning.
find out more
Company Evaluation Form For Employees
An Australian-compliant employee evaluation form designed for structured performance assessment and professional development planning in accordance with local employment laws.
find out more
Agile Performance Review
An Australian law-compliant performance review template designed for agile work environments, incorporating sprint-based evaluation metrics and continuous feedback mechanisms.
find out more
Real Estate Performance Review
An Australian-compliant performance review template for real estate professionals, incorporating industry-specific metrics and evaluation criteria.
find out more
Performance Appraisal Form For Production Workers
An Australian-compliant performance evaluation tool for production workers, aligned with the Fair Work Act and industrial awards.
find out more
Employer Evaluation Form
An Australian-compliant employee performance evaluation template providing a structured framework for conducting and documenting regular performance reviews.
find out more
Dentist Appraisal
An Australian-compliant template for conducting comprehensive performance appraisals of dental practitioners, aligned with Dental Board and AHPRA requirements.
find out more
Vendor Performance Evaluation
An Australian-compliant template for systematic evaluation of vendor performance, incorporating regulatory requirements and best practices in supplier assessment.
find out more
Team Member Evaluation Form
An Australian-compliant employee performance evaluation form facilitating structured assessment of work performance, goal achievement, and professional development planning.
find out more
Veterinary Performance Review
An Australian-compliant template for conducting structured performance reviews of veterinary professionals, aligned with state and federal regulations.
find out more
6 Month Appraisal
An Australian-compliant template for conducting formal six-month employee performance reviews and development planning.
find out more
Personnel Evaluation Report
An Australian-compliant formal document for assessing and recording employee performance, competencies, and development areas.
find out more
Staff Evaluation Report
An Australian-compliant formal document for evaluating employee performance, documenting achievements, and setting objectives in accordance with Fair Work regulations.
find out more
Appraisal Policy
An Australian-compliant policy template establishing guidelines and procedures for employee performance management and appraisal processes.
find out more
Hospitality Performance Review
An Australian-compliant performance review template tailored for hospitality industry employees, aligned with Fair Work Act requirements and industry standards.
find out more
Board Self Evaluation
An Australian-compliant template for board self-evaluation, designed to assess board effectiveness and governance practices in line with local regulatory requirements.
find out more
Performance Appraisal
An Australian-compliant performance appraisal template for structured employee evaluation and development planning.
find out more
Employee Evaluation
An Australian-compliant employee evaluation template for structured performance reviews and professional development documentation.
find out more
Performance Evaluation Report Form
An Australian-compliant performance evaluation form for documenting employee assessments, feedback, and development goals in line with Fair Work requirements.
find out more
Employee Self Evaluation Form
An Australian-compliant employee self-evaluation form for structured performance assessment and professional development planning.
find out more
Senior Management Review
An Australian-compliant template for conducting comprehensive performance reviews of senior management personnel.
find out more
Mid Year Review Form
An Australian-compliant mid-year performance evaluation form for documenting employee progress, achievements, and development needs.
find out more
Accountant Performance Review
An Australian-compliant performance review template for accounting professionals, incorporating technical and behavioral evaluation criteria aligned with local employment laws and professional standards.
find out more
Monthly Sales Performance Review
An Australian-compliant template for conducting structured monthly sales performance reviews, aligned with Fair Work Act requirements.
find out more
9 Box Performance Review
An Australian-compliant 9-box performance and potential assessment template for evaluating employee performance and planning development opportunities.
find out more
Healthcare Performance Review
An Australian-compliant healthcare performance review template for evaluating healthcare professionals' competencies and standards.
find out more
General Manager Performance Review
An Australian-compliant performance review template for General Managers, incorporating comprehensive evaluation criteria and alignment with local employment laws.
find out more
3 Month Appraisal Form
An Australian-compliant three-month employee performance appraisal template for structured evaluation and documentation of early-stage employee performance.
find out more
Chef Performance Review
An Australian-compliant performance review template for culinary professionals, structured to evaluate both technical and managerial competencies in accordance with local employment laws.
find out more
Annual Staff Appraisal
An Australian-compliant document template for conducting and recording annual employee performance reviews, aligned with local employment laws and regulations.
find out more
Sales Performance Evaluation
An Australian-compliant template for evaluating sales performance, incorporating both quantitative metrics and qualitative assessments in line with local employment laws.
find out more
Staff Evaluation Form
An Australian-compliant employee performance evaluation document that facilitates structured assessment, goal setting, and professional development planning.
find out more
Production Employee Evaluation Form
An Australian-compliant evaluation form for assessing production employee performance, incorporating both technical and behavioral assessment criteria.
find out more
Warehouse Employee Performance Review
An Australian-compliant performance review template for warehouse employees, incorporating operational metrics and professional development assessment.
find out more
Values Based Performance Review
An Australian-compliant template for conducting values-based performance reviews, aligned with organizational culture and Fair Work requirements.
find out more
Talent Evaluation
An Australian-compliant template for standardized talent evaluation processes, incorporating legal requirements and best practices for candidate assessment.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)