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1. Employee Information: Basic details including employee name, ID, designation, department, reporting manager, and period of evaluation
2. Sales Performance Metrics: Quantitative assessment of sales targets, achievement percentages, revenue generation, and market penetration
3. Key Performance Indicators (KPIs): Evaluation of core sales competencies including customer acquisition, retention rates, and deal closure rates
4. Behavioral Competencies: Assessment of soft skills, communication, teamwork, and professional conduct
5. Customer Relationship Management: Evaluation of client relationship handling, feedback, and satisfaction levels
6. Territory Management: Assessment of geographic territory coverage and market development efforts
7. Overall Rating: Composite score calculation and final performance grade
8. Development Plan: Identified areas for improvement and proposed action plans
9. Comments and Acknowledgment: Sections for employee and manager comments, signatures, and dates
1. Product Knowledge Assessment: Evaluation of technical product knowledge and application expertise - recommended for complex product portfolios
2. Digital Sales Metrics: Assessment of online sales performance and digital tool usage - relevant for organizations with e-commerce channels
3. Innovation and Initiative: Evaluation of new ideas and proactive business development - suitable for organizations focusing on market expansion
4. Compliance and Documentation: Assessment of adherence to regulatory requirements - crucial for regulated industries
5. Cross-functional Collaboration: Evaluation of work with other departments - important for matrix organizations
6. Training Completion Status: Record of mandatory and optional training programs completed - relevant for organizations with structured training requirements
1. Schedule A: Sales Target Matrix: Detailed breakdown of sales targets, weightages, and achievement calculations
2. Schedule B: Competency Rating Scale: Detailed description of rating scales and scoring criteria for each competency
3. Schedule C: Territory Details: Specific information about assigned territory, accounts, and market potential
4. Appendix 1: Performance Rating Guidelines: Comprehensive guidelines for evaluators on rating different performance parameters
5. Appendix 2: Development Resources: List of available training programs, resources, and development opportunities
6. Appendix 3: Sales Incentive Structure: Details of performance-linked incentive calculations and bonus criteria
Pharmaceutical
Fast-Moving Consumer Goods (FMCG)
Information Technology
Manufacturing
Automotive
Telecommunications
Real Estate
Banking and Financial Services
Insurance
Healthcare
Retail
E-commerce
Sales
Business Development
Marketing
Human Resources
Training and Development
Performance Management
Compensation and Benefits
Regional Operations
Product Management
Customer Success
Sales Representative
Business Development Executive
Sales Executive
Territory Sales Manager
Account Executive
Sales Consultant
Product Specialist
Business Development Representative
Field Sales Executive
Regional Sales Representative
Junior Sales Executive
Sales Development Representative
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