The Sales Rep Evaluation document serves as a standardized tool for assessing the performance of sales representatives in the Philippine business environment. It is designed to comply with Philippine labor laws, including the Labor Code and relevant DOLE guidelines on performance management. This document should be used during regular performance review cycles, typically quarterly or bi-annually, to evaluate sales achievements, behavioral competencies, and professional development. The evaluation framework includes quantitative metrics such as sales targets and KPIs, as well as qualitative assessments of customer relationship management and professional conduct. It provides a basis for merit-based decisions regarding compensation, promotion, and development opportunities while ensuring fair and transparent evaluation 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 of the sales representative including name, employee ID, department, and period under review
2. Performance Period: Specific timeframe covered by the evaluation
3. Sales Performance Metrics: Quantitative assessment of sales targets, achievement rates, and revenue generation
4. Key Performance Indicators (KPIs): Specific measurable metrics including customer acquisition, retention rates, and sales pipeline management
5. Core Competencies Assessment: Evaluation of essential skills including product knowledge, communication, negotiation, and customer relationship management
6. Behavioral Assessment: Evaluation of work ethics, teamwork, initiative, and professional conduct
7. Goals Achievement: Review of previously set goals and extent of their achievement
8. Development Needs: Identification of areas requiring improvement and skill enhancement
9. Overall Rating: Final performance rating based on predetermined evaluation scale
10. Comments and Recommendations: Evaluator's observations and suggestions for improvement
11. Acknowledgment: Signatures of evaluator, employee, and HR representative confirming review completion
1. Commission Structure Review: Assessment of current commission structure and any proposed changes based on performance
2. Customer Feedback Summary: Compilation of client feedback and satisfaction metrics, if available
3. Territory Analysis: Review of assigned sales territory performance and potential adjustments
4. Team Leadership Assessment: For sales representatives with team lead responsibilities
5. Special Projects/Initiatives: Evaluation of participation in additional company projects or initiatives
6. Remote Work Performance: Assessment of effectiveness in remote sales activities, if applicable
7. Digital Tools Proficiency: Evaluation of competency with sales and CRM tools, if relevant to role
1. Schedule A: Sales Performance Data: Detailed breakdown of sales figures, quotas, and achievements
2. Schedule B: Competency Rating Scale: Detailed explanation of rating criteria and scoring system
3. Schedule C: Development Plan: Structured plan for addressing identified improvement areas
4. Schedule D: Historical Performance Trend: Comparative analysis of performance over previous evaluation periods
5. Appendix 1: KPI Definitions: Detailed definitions and calculation methods for each KPI
6. Appendix 2: Sales Territory Map: Visual representation of assigned sales territory and performance by region
7. Appendix 3: Training Requirements: List of mandatory and recommended training programs based on evaluation
Relevant legal definitions
Clauses
Relevant Industries
Retail
Technology
Pharmaceuticals
Financial Services
Real Estate
Manufacturing
Telecommunications
Consumer Goods
Automotive
Insurance
Healthcare
Professional Services
Relevant Teams
Sales
Human Resources
Performance Management
Training and Development
Sales Operations
Business Development
Customer Success
Sales Enablement
Regional Operations
Talent Management
Relevant Roles
Sales Representative
Account Executive
Business Development Manager
Territory Sales Manager
Regional Sales Director
Sales Team Lead
Key Account Manager
Inside Sales Representative
Field Sales Representative
Sales Operations Manager
HR Manager
Performance Management Specialist
Sales Training Manager
Sales Effectiveness Manager
Find the exact document you need
Performance Review
A Philippine-compliant Performance Review document for formal employee evaluation and development planning, aligned with local labor laws.
find out more
Summary Of Performance Appraisal
A formal document used in the Philippines that summarizes an employee's performance evaluation, including ratings, achievements, and development plans, in compliance with Philippine labor laws.
find out more
Department Performance Review
A formal assessment document used in the Philippines to evaluate departmental performance, effectiveness, and compliance with local performance management requirements.
find out more
Probation Performance Review
A Philippine-compliant performance evaluation document used to assess employees during their probationary period and determine their suitability for permanent employment.
find out more
Employee Self Appraisal
A Philippine-compliant employee self-evaluation document for formal performance review processes, aligned with DOLE guidelines and local labor laws.
find out more
Appraisal Review Form
A Philippine-compliant document for reviewing and validating real estate appraisal reports under RESA Law requirements.
find out more
Sales Rep Evaluation
A Philippine-compliant performance evaluation template for sales representatives, incorporating local labor laws and performance assessment standards.
find out more
Maintenance Employee Evaluation
A Philippine-compliant performance evaluation template for maintenance employees, incorporating local labor laws and industry-standard assessment criteria.
find out more
Business Performance Review
A formal employee performance evaluation document compliant with Philippine labor laws, used to assess achievement of objectives and plan professional development.
find out more
Semi Annual Review
A Philippine-compliant semi-annual performance evaluation document for systematic employee assessment and development planning.
find out more
Performance Management Form
A Philippine-compliant performance evaluation document for systematic assessment of employee performance and development planning, aligned with DOLE regulations.
find out more
Customer Service Performance Review
A Philippine-compliant performance evaluation document for customer service professionals, assessing service quality, efficiency, and competencies in accordance with local labor laws.
find out more
Personal Performance Review
A Philippine law-compliant performance review document for evaluating employee performance, setting objectives, and planning development activities.
find out more
Performance Appraisal Form For Sales Representative
A Philippine-compliant performance evaluation form for sales representatives, measuring sales achievements, competencies, and development needs.
find out more
Startup Performance Review
A Philippine law-compliant performance review template tailored for startup environments, enabling structured employee evaluation while maintaining startup agility.
find out more
Self Appraisal Report
A formal self-evaluation document used in Philippine workplaces for employees to assess their performance, achievements, and development needs in compliance with local labor laws.
find out more
Performance Review Policy
A comprehensive Performance Review Policy aligned with Philippine labor laws, establishing guidelines for fair and systematic employee evaluation processes.
find out more
Real Estate Performance Review
A Philippine-compliant framework for evaluating real estate property performance, including operational, financial, and compliance metrics under local real estate laws.
find out more
Performance Appraisal Form For Production Workers
A Philippine-compliant performance evaluation form for assessing production workers' technical and behavioral competencies.
find out more
Vendor Performance Evaluation
A structured framework for vendor performance assessment compliant with Philippine procurement laws and regulations, designed to evaluate and track supplier effectiveness.
find out more
Staff Evaluation Report
A Philippine-compliant performance evaluation document for assessing and recording employee job performance, competencies, and achievements.
find out more
Hospitality Performance Review
A Philippine law-compliant performance review template for hospitality industry employees, incorporating sector-specific metrics and evaluation criteria.
find out more
Short Employee Evaluation Form
A Philippine-compliant employee evaluation form for documenting performance assessments and feedback in accordance with local labor regulations.
find out more
Monthly Performance Appraisal Form
A Philippine-compliant Monthly Performance Appraisal Form for systematic evaluation of employee performance, aligned with local labor laws and regulations.
find out more
Mid Year Review Form
A Philippine-compliant mid-year performance evaluation form for documenting employee progress, achievements, and development needs against established objectives.
find out more
Manager Self Evaluation Form
A Philippine-compliant self-evaluation form for managers to assess their performance and set development goals, aligned with local labor laws.
find out more
Admin Performance Review
A Philippine-compliant performance evaluation template for administrative roles, incorporating local Civil Service Commission guidelines and labor law requirements.
find out more
Monthly Sales Performance Review
A Philippine-compliant monthly sales performance evaluation document for systematic assessment of sales personnel achievements and target completion.
find out more
Action Plan For Performance Appraisal
A Philippine law-compliant performance improvement document that outlines specific goals, metrics, and timelines for employee performance enhancement.
find out more
Office Manager Performance Review
A Philippine-compliant performance review template for Office Managers, incorporating local labor laws and comprehensive evaluation criteria.
find out more
Committee Performance Evaluation
A Philippine-compliant framework for evaluating board committee performance and effectiveness in line with local corporate governance requirements.
find out more
Numerical Scale Performance Review Form
A Philippine-compliant numerical performance evaluation form for standardized employee assessment using quantifiable metrics and rating scales.
find out more
Retail Store Performance Review
A Philippine-compliant retail store performance evaluation document that assesses operational, financial, and service metrics while adhering to local retail and labor regulations.
find out more
Annual Performance Appraisal Report
A Philippine-compliant annual employee performance evaluation document that assesses achievements, competencies, and development needs in accordance with local labor laws.
find out more
General Manager Performance Review
A Philippines-compliant performance evaluation framework for General Managers, incorporating local labor laws and corporate governance standards.
find out more
3 Month Appraisal Form
A Philippine-compliant performance evaluation form for assessing employee performance during their first three months of employment, aligned with DOLE requirements.
find out more
Team Leader Performance Review
A Philippine-compliant performance evaluation document for assessing team leaders' effectiveness, competencies, and development areas.
find out more
Personal Appraisal
A Philippine-compliant employee performance evaluation document that provides structured assessment of employee achievements, competencies, and development needs.
find out more
Annual Review Self Assessment
A Philippine-compliant self-assessment document for annual employee performance evaluation, aligned with local labor laws and organizational objectives.
find out more
Chef Performance Review
A Philippine-compliant performance evaluation template for assessing chef performance, technical skills, and management capabilities in accordance with local labor laws.
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)