Free Sales Rubric for Assessing Commission Claims Template

Sales Rubric for Assessing Commission Claims

This rubric is designed to evaluate the performance of [Your Company Name]'s sales representatives. The criteria encompass various aspects of sales performance, documentation accuracy, timeliness, policy adherence, customer feedback, quality of service, and communication. For each criterion, assign points based on achievements, ensuring an accurate and honest self-evaluation.

Sales Representative Information

Name: 

[Sales Representative's Name]

Team:

[Team 1]

Claim Period: 

[3rd Quarter 2050]

Criteria for Assessment

Criteria for Assessment

Max Points

Awarded

  1. Sales Performance

30

30

Sales targets met/exceeded

10

Sales revenue generated

10

New customers acquired

10

  1. Documentation Accuracy

20

Accurate sales records

10

Correct customer info

10

  1. Timeliness

15

Timely claim submission

5

Prompt documentation

5

Timely issue resolution

5

  1. Policy Adherence

15

Adherence to company policies

5

Plan rule compliance

5

Accurate commission calc.

5

  1. Customer Feedback & Quality of Service

10

Positive feedback/testimonials

5

Quality of service

5

  1. Communication and Reporting

10

Effective communication

5

Accurate & regular reporting

5

Total Points

100

Comments and Notes

[Sales Representative's Name] always exceeds expectations bringing great value to the team!


Assessment Results

  •  Approved (Total Points): [100]/100

  •  Rejected (Specify reason):

  •  Pending (Specify reason):

Reviewer

[Signature]

[Reviewer's Name]

[Reviewer's Role/Position]

Date: [Month Day, Year]


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