Free Sales Year-End Incentive Performance Assessment Template
Sales Year-End Incentive Performance Assessment
Assessment Period: [Period]
This Assessment indicates a robust performance against our strategic goals. Our sales team has demonstrated commendable adaptability and strategic prowess, surpassing the set benchmarks for incentive qualifications.
Annual Sales Performance Overview:
|
Metric |
Target |
Achieved |
Variance |
|
Total Revenue |
$5,000,000 |
$5,700,000 |
+14% |
|
New Client Acquisition |
100 |
130 |
+30% |
|
Client Retention Rate |
90% |
92% |
+2% |
|
Average Deal Size |
$50,000 |
$65,000 |
+30% |
|
Customer Satisfaction Index |
85% |
88% |
+3% |
Incentive Achievement Overview:
|
Sales Representative |
Revenue Target |
Revenue Achieved |
Incentive Earned |
|
[Name] |
$500,000 |
$650,000 |
$20,000 |
The incentive distribution this year reflects a significant overachievement in key areas, particularly in new client acquisition and average deal size. The incentive model continues to promote high performance and alignment with [Your Company Name]'s strategic objectives.
Recommendations:
Based on the data reviewed, it is recommended that [Your Company Name] considers the following:
-
The targets set for the fiscal year [Year] should be calibrated to reflect the overachievement trends and market potential.
-
In light of the over-performance, a tiered incentive structure may be introduced to continue motivating top performers without disincentivizing the foundational sales efforts that ensure consistent revenue streams.
-
To address underperformance and bolster the middle-tier sales representatives, targeted training programs should be implemented.
[Your Company Name] is positioned to leverage the insights from the current fiscal year to enhance our competitive edge in the forthcoming year. The incentive program has proven its value as a catalyst for superior performance and shall be optimized to maintain our growth trajectory.
