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Sales Performance Evaluation Excel Template

Sales Performance Evaluation Template is an excel template which helps you evaluate sales activity of your sales team. You can evaluate on monthly, quarterly, half-yearly and yearly.

Insert sales figures for each sales executive. The template automatically evaluates sales performance in percentage and provides ranks to each employee as per the performance.

Such evaluations can help team to stay motivate and discipline. Moreover, it helps to identify low performers and make plans for training.

Evaluation of the performance of a sales department

We have create simple and easy Sales Performance Evaluation excel Template with predefine formulas and ranking system.

Although, Just enter sales, targets, and points according to sales executive’s performance and it automatically prepare the report for you.

Contents of Sales Performance Evaluation Excel Template

Thus, Enter the company name, location or branch name, Department, name of department head, Year and Evaluation duration. Select the evaluation duration from the dropdown list.

So, This template consists of 2 sheets; Sales Performance Evaluation Sheet and Quarterly Charts Sheet.

Sales Performance Evaluation Sheet

In this section, insert the sales figures of individual sales executives against the given target. Allocate points for the attributes. That’s it and you are done.

Therefore, We have created this template for a quarterly basis as it is mostly done in marketing industries. You can do this on a monthly, half-yearly or yearly basis. You can also use this sheet for methods of evaluating sales performances.

Therefore, For monthly you need to copy the format for months. Change the headings accordingly. Hal-yearly and yearly can be done using the same sheet, you just need to change the heading as per your needs.

Thus, This sheet consists of two sections; Sales Data Section and Evaluation Section.

Sales Data Section

This consists of following columns for each quarter:

Sr. No: Serial number

Sales Executive: Name of sales executive/team member.

Actual Sales: The sales made by respective salesperson in terms of dollars during that specific period.

Sales Target: Target issued by team leader to each salesperson.

Target Achieved: Target achieved in terms of percentage.

Evaluation Section

The evaluating sales force performance section consists of 10 attributes for evaluation. Enter points between 1 -10 where 10 is the most satisfactory.

It consists of following columns for each quarter:

Sales Target Achieved: This section is auto calculate depending on target achieved percentage. For each 10 percent, there is one point. Thus, 100% or above gets 10 points, 90-99 gets 9 points and so on.

Allocate points from 1-10 for each below attributes where 10 is most satisfactory.

Discipline
Punctuality
Turn Around Time (TAT)
Team Work Participation
Work Efficiency
Work Accuracy
Constructive Initiatives
Interpersonal Abilities
Time Management

Thus, The grand total column displays the total of all points.

Above all, the rank column displays the ranks based on the grand total of each sales rep.

However, The sheet consists of similar columns for the remaining 3 quarters with similar functionality.

Quarterly Charts

Therefore, The sheet consists of charts for each quarter displaying the sales performance of your sales team.

Thus, this template can be a useful resource for performance evaluation for team leaders, sales managers, and SME owners and performance appraisal for sales representative.

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Download Guide

Compatible with : Microsoft Office Excel, Libra Office, WPS Office, Google WorkSheet
  • Download The Template XLSX File Format
  • Use the Template

Download Instruction :

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