Free Sales Rubric for Performance Metrics Template
Sales Rubric for Performance Metrics
This document outlines a structured approach for evaluating sales performance. It is designed to ensure fair and balanced assessments across key metrics, fostering a culture of excellence and continuous improvement in our sales team.
I. Sales Revenue
The total revenue generated by the salesperson.
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Exceeds Expectations (5) |
Consistently exceeds sales revenue targets by a significant margin. |
|
Meets Expectations (4) |
Achieves sales revenue targets consistently. |
|
Needs Improvement (3) |
Occasionally meets sales revenue targets. |
|
Below Expectations (2) |
Rarely meets sales revenue targets. |
|
Unsatisfactory (1) |
Fails to meet sales revenue targets consistently. |
II. Customer Acquisition
The ability to attract and acquire new customers.
|
Exceeds Expectations (5) |
Successfully acquires a high volume of new customers with a high lifetime value. |
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Meets Expectations (4) |
Consistently acquires new customers in line with targets. |
|
Needs Improvement (3) |
Occasionally acquires new customers. |
|
Below Expectations (2) |
Rarely acquires new customers. |
|
Unsatisfactory (1) |
Fails to acquire new customers effectively. |
III. Customer Retention
The ability to retain and grow existing customer relationships.
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Exceeds Expectations (5) |
Maintains strong relationships with existing customers and consistently grows their accounts. |
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Meets Expectations (4) |
Effectively retains existing customers and occasionally grows their accounts. |
|
Needs Improvement (3) |
Struggles to retain existing customers and grow their accounts. |
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Below Expectations (2) |
Experiences a high churn rate and rarely grows existing accounts. |
|
Unsatisfactory (1) |
Fails to retain existing customers and grow their accounts. |
IV. Sales Activities
The number of sales calls, meetings, and other sales-related activities.
|
Exceeds Expectations (5) |
Demonstrates a high level of activity, consistently exceeding activity targets. |
|
Meets Expectations (4) |
Consistently meets activity targets. |
|
Needs Improvement (3) |
Occasionally meets activity targets. |
|
Below Expectations (2) |
Rarely meets activity targets. |
|
Unsatisfactory (1) |
Fails to meet activity targets consistently. |
Note: This Sales Rubric for Performance Metrics is provided for informational purposes only and is subject to change without notice. Users are encouraged to use this document in conjunction with professional judgment and organizational policies.
