Sales performance evaluation form template

Review sales performance using clear expectations with this sales performance evaluation form template. Ask about results, working habits, and support needs instead of relying on a single target.

Evaluation of Sales Performance

Share your insights on the performance of our sales representatives.

Before we start, can you tell us your name?

If you prefer to remain anonymous, feel free to skip this question.

Thank you, ____. Who are you assessing today?

Fantastic! We'll present you with some statements, and we'd love for you to indicate your level of agreement. Are you ready?

____ is dedicated to delivering excellent results

1 → Completely disagree
10 → Completely agree

____ reliably achieves their objectives

1 → Completely disagree
10 → Completely agree

____ is receptive to constructive criticism

1 → Completely disagree
10 → Completely agree

____ takes ownership of their decisions

1 → Completely disagree
10 → Completely agree

____ comprehends their clients' needs and actively works to address them

1 → Completely disagree
10 → Completely agree

____ possesses thorough knowledge of their products

1 → Completely disagree
10 → Completely agree

Thanks, ____. What are ____'s key strengths?

In what ways could ____ enhance their performance?

Lastly, how would you assess the overall quality of ____'s work?

That's everything, ____. Can we get your email for any follow-up?

Thank you, ____. Your feedback is greatly appreciated.

We'll utilize your insights to identify improvement areas and enhance the sales team.

A LITTLE GUIDANCE

Questions to consider for your sales performance evaluation form

• Which goals and review period are we assessing?
• What examples show progress or obstacles?
• What coaching or support would help next?

How to use the responses

Discuss the answers alongside agreed goals and relevant work records. Agree on a small number of practical actions and revisit them at the next review.

How to customize and share this template

1. Define the role, review period, and skills or responsibilities the questions cover.
2. Ask for observable examples alongside ratings. Keep the criteria clear and give the respondent space to explain relevant context or support needs.
3. Decide who will review the answers and discuss them with the person involved. Use the review to agree practical next steps and a time to revisit progress.

Frequently asked questions

Should a sales evaluation only cover revenue?
No. Revenue matters, but preparation, follow-up, collaboration, and the context behind results can help explain performance and guide useful coaching.

Can I customize this form template?
Yes. Choose Use this template to make your own copy in Youform. Edit the questions and colors, review the whole flow, then share a link or embed it on your website.

Should a review rely on ratings alone?
No. Ask for examples and consider the role, agreed goals, and circumstances. A rating is a prompt for discussion, not a complete explanation of someone's work.

What should happen after the review form is completed?
Discuss the answers, agree specific development or support actions, and set a follow-up date. Keep decisions and responsibilities clear so the review leads to something useful.