Free Sales Negotiation Performance Rubric Template
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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