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Sales Performance Evaluation for Indonesia

Sales Performance Evaluation Template for Indonesia

A comprehensive document aligned with Indonesian labor laws that establishes a structured framework for evaluating sales performance within an organization. This document outlines specific performance metrics, evaluation procedures, and review processes in accordance with Law No. 13 of 2003 on Manpower and related regulations. It provides detailed guidelines for measuring sales achievements, conducting performance reviews, and documenting outcomes while ensuring compliance with local employment standards and data protection requirements. The document includes provisions for both qualitative and quantitative assessment criteria, ensuring a balanced evaluation approach suitable for the Indonesian business context.

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What is a Sales Performance Evaluation?

This Sales Performance Evaluation document serves as a critical tool for organizations operating in Indonesia to assess and manage their sales workforce effectively. It is designed to comply with Indonesian labor laws, particularly Law No. 13 of 2003 on Manpower and Government Regulation No. 35 of 2021, while providing a comprehensive framework for evaluating sales performance. The document should be implemented when establishing new sales positions or reviewing existing performance management systems. It contains detailed performance metrics, evaluation procedures, documentation requirements, and review processes tailored to the Indonesian business environment. This document is particularly important for maintaining transparency in performance assessment, supporting fair compensation decisions, and providing clear career development paths while ensuring legal compliance in the Indonesian jurisdiction.

What sections should be included in a Sales Performance Evaluation?

1. Parties: Identification of the employer and employee being evaluated

2. Background: Context of the employment relationship and purpose of the performance evaluation

3. Definitions: Key terms used throughout the document including performance metrics, evaluation periods, and technical sales terminology

4. Evaluation Period: Specified timeframe for the performance evaluation cycle

5. Performance Metrics: Core sales performance indicators and targets that will be measured

6. Evaluation Process: Step-by-step procedure for conducting the performance evaluation

7. Rights and Obligations: Responsibilities of both employer and employee during the evaluation process

8. Performance Review Meetings: Frequency and format of performance review discussions

9. Documentation Requirements: Required records and evidence for performance evaluation

10. Performance Outcomes: Possible results of the evaluation and their implications

11. Appeal Process: Procedures for contesting evaluation results

12. Confidentiality: Protection and handling of sensitive performance data

What sections are optional to include in a Sales Performance Evaluation?

1. Team Performance Metrics: For sales roles involving team management or collective targets

2. International Sales Considerations: For roles involving cross-border sales activities

3. Commission Structure: Detailed commission calculations when performance is linked to variable compensation

4. Remote Sales Evaluation: Special provisions for evaluating remote or field sales staff

5. Product-Specific Metrics: For specialized product lines requiring distinct performance measures

6. Customer Feedback Integration: When customer satisfaction metrics are part of performance evaluation

7. Digital Sales Metrics: For roles primarily focused on e-commerce or digital sales channels

What schedules should be included in a Sales Performance Evaluation?

1. Schedule A - Performance Metrics Calculation: Detailed formulas and methodologies for calculating each performance metric

2. Schedule B - Evaluation Forms: Standard forms and templates used in the evaluation process

3. Schedule C - Sales Targets: Specific sales targets and benchmarks for the evaluation period

4. Schedule D - Review Meeting Guidelines: Structured format and checklist for performance review meetings

5. Appendix 1 - Performance Rating Scale: Detailed description of performance rating levels and criteria

6. Appendix 2 - Supporting Documentation Requirements: List of required documentation and evidence for performance validation

7. Appendix 3 - Improvement Plan Template: Standard template for performance improvement plans when needed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Indonesia

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use

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