Download Sales Performance Evaluation Template In Excel

Sales Performance Evaluation Template in Excel Sheet: A Dynamic Tool to Track Sales Performance

With sales being the lifeblood of any business, it’s crucial to keep track of your sales team’s performance. A diligent assessment allows you to recognize star performers, identify areas of improvement, and plan subsequent strategies more effectively. Excel spreadsheets have long been the backbone of such data management and analysis. That’s where the Sales Performance Evaluation Template, a dynamic and automated Excel tool, comes into play.

Our Sales Performance Evaluation Template allows you to measure the performance of your sales team on a monthly, quarterly, half-yearly, or yearly basis. It’s a simple yet comprehensive tool, requiring you to enter the sales figures for each sales executive. The template takes care of the rest – evaluating sales performance in percentages and ranking each employee according to their output. It is designed to help maintain motivation and discipline within the team, while also helping identify low performers, leading to a more systematic training and development plan.

What’s Inside the Sales Performance Evaluation Excel Template?

This user-friendly template comprises two sheets: the Sales Performance Evaluation Sheet and the Quarterly Charts Sheet.

Sales Performance Evaluation Sheet

In this section, you need to input the sales figures of individual sales executives against their targets, along with points allocated for various performance attributes.

The Sales Performance Evaluation Sheet has two subsections: the Sales Data Section and the Evaluation Section.

Sales Data Section

This part includes:

  • Sr. No: Serial number
  • Sales Executive: Name of sales executive/team member.
  • Actual Sales: The sales made by the respective salesperson in dollar terms during the specified period.
  • Sales Target: Target issued by the team leader to each salesperson.
  • Target Achieved: Target achievement in percentage terms.

Evaluation Section

This segment includes ten attributes for evaluation, with points ranging from 1 to 10 (10 being the most satisfactory). The attributes include:

  • Sales Target Achieved: This is auto-calculated based on the target achieved percentage. For every 10 percent, there is one point. So, 100% or above gets 10 points, 90-99 gets 9 points, and so on.
  • Discipline
  • Punctuality
  • Turn Around Time (TAT)
  • Team Work Participation
  • Work Efficiency
  • Work Accuracy
  • Constructive Initiatives
  • Interpersonal Abilities
  • Time Management

The grand total column sums up all the points, and the rank column then displays the ranks based on each sales rep’s grand total.

Quarterly Charts

This section displays graphical representations of your sales team’s performance each quarter, providing a visual insight into your team’s progress.

How Can This Template Benefit You?

This free-to-use Excel template is a game-changer for sales managers, team leaders, and small to medium business owners. It not only provides an overview of the sales team’s performance but also acts as a performance appraisal tool for each sales representative. The automated calculations and rankings save time, reduce errors, and offer actionable insights to aid your decision-making process.

Moreover, by revealing the strengths and weaknesses of your team, this template allows for more focused coaching and training initiatives. With the help of this tool, you can truly leverage the power of data to drive your team’s performance and, ultimately, the success of your business. So why wait? Start using our Sales Performance Evaluation Template today to monitor and enhance your sales team’s productivity.

Taking Full Advantage of the Sales Performance Evaluation Template

The effectiveness of our Sales Performance Evaluation Template is not just in its automation, but also in its flexibility and adaptability. Designed to cater to the dynamic nature of sales and lead generation, the template allows for customization to match the unique needs of your business or sales team. Here’s how you can make the most of it:

1. Flexibility in Time Frame

The template caters to different time frames of evaluation. Although it is set up on a quarterly basis (in line with standard industry practice), you can adjust it to monthly, half-yearly, or yearly evaluations. The adjustment is simple – just copy the format and modify the headings as per your needs.

2. Comprehensive Evaluation Metrics

The template uses a wide range of performance metrics for evaluation, thereby offering a holistic picture of your sales team’s performance. You can assess not only the sales target achievements but also crucial factors like discipline, punctuality, teamwork participation, work efficiency, accuracy, constructive initiatives, interpersonal abilities, and time management. This comprehensive approach ensures that you are not just tracking numbers but also the qualitative aspects that lead to those numbers.

3. Visual Representation for Clear Understanding

The Quarterly Charts provide a graphical representation of your sales team’s performance, making the data easier to digest. Visualizations help you quickly spot trends, patterns, and outliers, and take appropriate actions.

Implementing the Sales Performance Evaluation Template

Implementing this template is as easy as downloading it and starting to fill in your data. The pre-defined formulas take care of all the calculations for you. All you need to do is input the sales, targets, and points as per each sales executive’s performance, and the template will automatically prepare the report.

By providing a clear view of your sales team’s performance, the Sales Performance Evaluation Template equips you with the data-driven insights you need to guide your team to higher productivity and sales figures. It makes the evaluation process streamlined, efficient, and accurate, leaving no room for bias or ambiguity.


In the current competitive landscape, keeping track of your sales team’s performance is not just a requirement – it’s a necessity for survival and growth. And with our Sales Performance Evaluation Template, you get a free, flexible, and robust tool to do just that. So don’t miss out on this opportunity to get a grip on your sales team’s productivity and pave the way for more informed decision-making. Implement this template today, and start steering your sales team towards greater success.

Download this Sales Performance Evaluation template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Sales Performance Evaluation Excel Template

Instruction :

All Excel templates and tools are sole property of User can only download and use the excel templates for their Personal use only. All templates provided by XLSX templates are free and no payment is asked. However, you are not allowed to distribute or share in any other website for sole purpose of generating revenue from it.

 You can also download and use our 1000 Best PowerPoint Presentation Templates and 500 Resume Samples from  Completely Free. All our templates are designed by Professionals

Download Free Editable Excel Templates | Popular Templates

Insurance Quote Template

Insurance Quote

Introduction: Streamlining Insurance Quotations An insurance quote is a vital document in the insurance industry, serving as a preliminary estimate of premiums for potential clients.

Read More »
Freelance Quotation Template

Freelance Quotation

Introduction: Mastering Freelance Quotations In the world of freelancing, creating an effective quotation is crucial for outlining the scope and cost of your services to

Read More »
Fencing Quotation

Fencing Quotation

Introduction: Navigating Fencing Service Quotations A fencing service quotation is an essential tool for businesses in the fencing industry. It provides potential clients with a

Read More »
Event Planning Quote

Event Planning Quotations

Introduction: Excelling with Event Planning Quotations An event planning quote is a critical document for event planners, detailing proposed services and costs for organizing an

Read More »
Construction Quote Template

Construction Quote

Introduction: Optimizing Construction Quotations A construction quote is a fundamental document in the construction industry, serving as a formal proposal of costs for construction services

Read More »
Cleaning Quote

Cleaning Quote

Introduction: Perfecting Cleaning Service Quotations Creating an effective cleaning service quotation is crucial in the cleaning business. It serves as a formal proposal outlining the

Read More »

Free editable professional Excel templates can be a useful tool for businesses, organizations, and individuals looking to streamline their data management and reporting processes. These templates can provide a pre-designed and pre-formatted framework for storing and organizing data, as well as for creating charts, graphs, and other visualizations to help communicate that data more effectively.

One advantage of using professional Excel templates is that they are often designed by experienced professionals who understand best practices for data management and visualization. This means that the templates are likely to be well-organized, easy to understand, and aesthetically pleasing, which can make working with them more efficient and enjoyable.

Another advantage is that these templates are often fully editable, allowing users to customize them to meet the specific needs of their organization or project. This can include adding or deleting rows and columns, changing the formatting and layout, and adding custom formulas and functions.

Some examples of professional Excel templates that may be available for free include budgeting templates for personal or business use, project management templates for tracking tasks and deadlines, and sales tracking templates for analyzing and forecasting sales data. There are also a wide variety of templates available for specific industries, such as real estate, marketing, human resource, Payroll management and among others.

Overall, free editable professional Excel templates can be a valuable resource for anyone looking to improve their data management and analysis skills. By providing a pre-designed and customizable framework for storing, organizing, and visualizing data, these templates can help users save time and make more informed decisions.