Sales Deal Evaluation Form
Sales Deal Evaluation Form
Please complete the following form with as much detail as possible regarding the sales deal you are submitting for evaluation. This form helps us to better understand the potential opportunities and challenges associated with the deal. Provide thorough responses to ensure a comprehensive review. Once completed, submit this form to the Sales Department for further assessment.
Deal Information
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Client Company Name: |
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Industry: |
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Sales Deal Description: |
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Sales Representative: |
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Deal Value: |
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Expected Close Date: |
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Deal Stage: |
Evaluation Criteria
Rate the entire transaction based on following aspects using the scale provided on below:
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Criteria |
Rating |
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Customer Fit |
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Deal Size |
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Profit Margin |
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Sales Cycle Length |
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Competitive Landscape |
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Deal Assessment
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Assessment |
Provide Information |
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Strengths of Our Offer |
(Key strengths and competitive advantages.) |
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Potential Obstacles |
(Potential obstacles or concerns.) |
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Strategic Importance |
(Deal's importance to [Your Company Name].) |
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Required Support |
(List of Additional support/resources needed.) |
Additional Comments/Suggestions:
This structured evaluation process helps align potential sales deals with [Your Company Name]'s strategic goals and capabilities. Thank you for your submission.
