Sales Negotiation Performance Rubric

Sales Negotiation Performance Rubric

This rubric aims to quantify and evaluate the efficiency and effectiveness of the sales department within the organization. This tool provides a structured method for assessing individual and team performance on key sales metrics.

Key Performance Indicators (KPIs)

Metric

Below Expectations

(1-2 Points)

Meets Expectations

(3-4 Points)

Exceeds Expectations

(5-6 Points)

Monthly Sales Quota

Less than 70% of quota met

70%-99% of quota met

100% or more of quota met

Revenue Growth

Negative growth

0-5% growth

Over 5% growth

New Customer Acquisition

Less than 5 new accounts

5-10 new accounts

More than 10 new accounts

Customer Relationship Management (CRM)

Metric

Below Expectations

(1-2 Points)

Meets Expectations

(3-4 Points)

Exceeds Expectations

(5-6 Points)

Customer Retention Rate

Below 70%

70%-89%

90% or above

Customer Satisfaction Survey

Below 3 stars

3-4 stars

4.5-5 stars

Upsell/Cross-sell Rate

Less than 10%

10%-20%

Over 20%

Skill Development

Metric

Below Expectations

(1-2 Points)

Meets Expectations

(3-4 Points)

Exceeds Expectations

(5-6 Points)

Product Knowledge

Lacking in product understanding

Adequate product knowledge

Exceptional product knowledge

Sales Techniques

Inconsistent or ineffective

Consistently effective

Highly innovative and effective

Training Attendance

Less than 70%

70%-89%

90% or above

Team Collaboration

Metric

Below Expectations

(1-2 Points)

Meets Expectations

(3-4 Points)

Exceeds Expectations

(5-6 Points)

Interdepartmental Cooperation

Poor communication or teamwork

Adequate cooperation

Exceptional teamwork and cooperation

Peer Reviews

Negative feedback from colleagues

Mixed reviews

Highly positive reviews

Team Sales Goals

Rarely contributes

Contributes adequately

Major contributor

To compute the final performance score, the evaluator should tally the points awarded in each category. Actions for improvement or commendation will be determined based on the cumulative score.

  • 24-48 points: Meets Expectations

  • 49-72 points: Exceeds Expectations

  • Below 24 points: Below Expectations

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