Sample 4: Sales Team Member Evaluation

Sales Team Member Evaluation
Team Member Name:
Supervisor Name:
Date of Review:

Ratings:

1 = Very proficient: expert or certified

2 = Good: skilled or knowledgeable but not expert or certified

3 = Average: has some skill or knowledge

4 = Below average: has a little skill or knowledge

5 = No skill or knowledge in this area

NA = Not applicable

Knowledge Area	Score	Knowledge Area	Score
1. Technical		4. Account Management
1a. Account management		4a. Executive presentations
4a. Executive presentations		4b. Customer relationships
1c. Certification #2		4c. Customer communication
1d. Technical skill #1		4d. Customer meetings
1e. Technical skill #2		4e. Customer business plans
1f. Technical skill #3		4f. Customer quarterly reviews
1g. Technical skill #4		4g. Customer file maintenance
1h. Other:		4h. Account directory
2. Basic Sales Skills		4i. Monthly/annual operations reports
2a. Cold calling		4j. Dispute reconciliation
2b. Following up on opportunities		4k. Account analysis
2c. Customer service/inside sales		4l. Proposal generation
2d. Sales closing		5. Work Strengths
2e. Negotiation skills		5a. Planning
2f. Account/territory/category planning		5b. Overall initiative
2g. Presentation skills		5c. Team player
3. Motivation and Achievement		5d. Managerial ability
3a. Ability to hit goals		6. Interpersonal Strengths
3c. Aggressiveness with competitors		6b. Personal diplomacy
3d. Resourcefulness		6c. Extroversion
3e. High sales		6d. Cooperativeness
3f. Consistent performance		6e. Relaxed style

Areas for improvement:
(List skills required for personal development and career advancement.)

Action plan:
(List actions required to increase competency or develop new skills. Establish a time frame for these actions.)

Supervisor/Manager	Date	Team Member	Date