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 AreaScoreKnowledge AreaScore
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/ManagerDateTeam MemberDate
    

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