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Sales Rep Performance Review Excel Template

Sales Rep Performance Review is a ready-to-use excel template that provides insights of the sales rep’s sales performance post-training.

Moreover, This sheet reviews the whole process starting from recommendation and ending at post-training performance evaluation.

This sheet serves to plan corrective action for the unsatisfactory performance of sales rep. Thus, It includes those sales executive who struggles to reach satisfactory standard of performance that does not align with company goals, or due to organizational changes.

Above all, It is the duty of the team leaders, sales managers or the management authorities to define the areas where they lack and provide necessary training.

Sales Rep Metrics

Thus, We have created a simple and easy Excel Template with predefined formulas and formatting. Just enter the respective details and transfer the report to the preceding department.

Sales Rep Performance Review Template

So, This template consists of 2 sheets:

  1. Sales Rep Performance Review Report.
  2. Printable Performance Review Report.

Sales Rep Performance Review Template

This template consists of 4 sections:

  • Firstly, Employee Details Section.
  • Secondly, Referral Department Section.
  • Thirdly, HR or Training Department Sections.
  • Fourthly, Post Training Feedback Section.

Moreover, Employee Details section consists of following:

Company Name
Company Address
Sales Personnel Name
Designation
Department
Referred By
Referrer Designation
Date of Referral

Referral Department section consists of following:

Concern Area of Improvement
Detailed Narration
Concerns of Disciplinary Issues
Referral’s Notified Skills

In addition, there is a signature section for the immediate supervisor as well as the department head.

Thus, HR/Training Department Section consists of following heads:

Proposal Status
Reason of Rejection ( If any)
Training Program Name
Number of Day/Hours of training
Training Start Date/Time
Training End Date/Time
Trainer’s Name
Sanctioned By
Sanctioned Designation

Above all, there is a signature section for the authorized HR staff as well as training department.

Therefore, In this Post Training Feedback section, the team leader as well as trainer reviews the performance of sales rep and provides the report to the department/sales head.

Download Sales Rep Performance Review Excel Template
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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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