Download Sales Performance Evaluation Excel Template

Sales & Marketing

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.

How to Use this Sales Performance Evaluation Excel template

Our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Here’s how to download and use one of our templates:

Download: 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.
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.
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.
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.
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.

In summary, our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Simply, download the template, replace sample data with your actual data, customize it as per your requirement, use it for data analysis, and save or share it with others as needed. With our templates, you can quickly and easily analyze your data and make informed business decisions.

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