Sales Rep Performance Review is a ready-to-use excel template that provides insights into the sales rep’s sales performance post-training.
This sheet reviews the whole process starting from the recommendation and ending at post-training performance evaluation.
This sheet serves to plan a corrective action for the unsatisfactory performance of the sales rep. It includes those sales executive who struggles to reach a satisfactory standard of performance that does not align with company goals, or due to organizational changes.
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 Performance Review Excel Template
We have created a simple and easy Sales Rep Performance Review Excel Template with predefined formulas and formating. Just enter the respective details and transfer the report to the preceding department.Click here to Download All Sales & Marketing Excel Templates for ₹299.
Additionally, you can download other sales templates like Sales Performance Evaluation Template, Sales Campaign Planner, Sales Lead Follow-up Planner, Online Sales Tracker, Daily Sales Report, Sales Revenue Analysis, Consolidated Annual Sales Report and much more from our website.
Let us understand the contents of the template and how to use it.
Contents of Sales Rep Performance Review Excel Template
This template consists of 2 sheets:
- Sales Rep Performance Review Report.
- Printable Performance Review Report.
Sales Rep Performance Review Template
This template consists of 4 sections:
- Employee Details Section.
- Referral Department Section.
- HR or Training Department Section.
- Post Training Feedback Section.
Employee Details section consists of the following:
Sales Personnel Name
Date of Referral
Referral Department section consists of the following:
Concern Area of Improvement
Concerns of Disciplinary Issues
Referral’s Notified Skills
In addition to the above, there is a signature section for the immediate supervisor as well as the department head.
HR/Training Department Section consists of the following heads:
Reason of Rejection ( If any)
Training Program Name
Number of Day/Hours of training
Training Start Date/Time
Training End Date/Time
In addition to the above, there is a signature section for the authorized HR staff as well as the training department.
In the Post Training Feedback section, the team leader as well as the trainer reviews the performance of the sales rep and provides the report to the department/sales head.
Printable Sales Repr Performance Review Report
This sheet is the replica of the above sheet. It has been prepared in greyscale to save toner. Just set the print area and print the document to use it.
Thus, this template can be helpful to sales executives, team leaders, sales manager and department heads to review the post-training performance of the sales staff.
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