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1. Employee Information: Basic details including employee name, ID, department, position, review period, and length of service
2. Performance Metrics Overview: Summary of key performance indicators (KPIs) and targets for the evaluation period
3. Sales Team Management: Assessment of leadership capabilities, team development, and sales force effectiveness
4. Sales Performance Evaluation: Quantitative assessment of sales targets, revenue generation, and market growth achievements
5. Customer Relationship Management: Evaluation of client portfolio management, customer satisfaction levels, and relationship building
6. Strategic Planning and Implementation: Assessment of sales strategy development, market analysis, and execution of sales plans
7. Core Competencies Assessment: Evaluation of essential management competencies including leadership, communication, and decision-making
8. Goals Achievement: Review of previous period's goals and objectives, including degree of completion
9. Development Plan: Future development needs, training requirements, and career progression plans
10. Overall Rating: Final performance rating based on all evaluation components
11. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and comments
1. Compliance and Risk Management: Assessment of adherence to company policies and risk management practices. Include for senior sales managers with significant compliance responsibilities
2. Innovation and Digital Adoption: Evaluation of technological innovation in sales processes. Include for organizations undergoing digital transformation
3. Cross-functional Collaboration: Assessment of cooperation with other departments. Include for matrix organizations or when cross-departmental projects are significant
4. Budget Management: Evaluation of financial management and budget control. Include for managers with P&L responsibility
5. International Business Development: Assessment of international market development and cross-border sales. Include for managers handling international territories
1. Schedule A: Sales Performance Metrics: Detailed breakdown of sales targets, achievements, and variances
2. Schedule B: Team Performance Summary: Overview of sales team performance, including individual team member achievements
3. Schedule C: Training and Development Record: Record of completed training programs and certifications during the review period
4. Schedule D: Customer Feedback Summary: Compilation of customer satisfaction surveys and feedback
5. Schedule E: Competency Rating Scale: Detailed description of rating scales and performance indicators used in the evaluation
6. Appendix 1: Supporting Documentation: Additional documentation supporting performance claims and achievements
7. Appendix 2: Previous Reviews Summary: Summary of past performance reviews for tracking progress
Retail
Technology
Manufacturing
Financial Services
Telecommunications
Consumer Goods
Pharmaceutical
Real Estate
Automotive
Professional Services
E-commerce
Industrial Equipment
Healthcare
Energy
Insurance
Sales
Human Resources
Senior Management
Operations
Finance
Training and Development
Marketing
Customer Service
Business Development
Strategic Planning
Performance Management
Sales Manager
Regional Sales Manager
National Sales Manager
Head of Sales
Sales Director
Business Development Manager
Key Account Manager
Territory Sales Manager
Channel Sales Manager
Sales Operations Manager
Senior Sales Manager
Area Sales Manager
Commercial Manager
VP of Sales
Chief Sales Officer
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