Free Blank Sales Team Performance Report Template
Blank Sales Team Performance Report
Reporting Period: ______________
Prepared By: ______________
Date: ______________
I. Team Information
|
Team Member Name |
Role/Position |
Territory/Region |
|---|---|---|
II. Sales Targets
|
Sales Metric |
Target Amount |
Actual Amount |
% Achieved |
|---|---|---|---|
|
Total Revenue |
|||
|
Number of New Clients |
|||
|
Upsell/Cross-sell Deals |
|||
|
Total Sales Calls Made |
III. Individual Performance
|
Team Member Name |
Sales Target |
Actual Sales |
% of Target Achieved |
Key Metrics (e.g., Conversion Rate) |
|---|---|---|---|---|
IV. Performance Analysis
-
Overall Team Performance:
(Summary of whether the team met or exceeded targets, major trends, etc.)
-
Individual Highlights:
(Top performers and key achievements.)
-
Challenges Encountered:
(Details on obstacles faced by the team such as market conditions, customer objections, etc.)
V. Key Sales Metrics
|
Metric |
Value |
|---|---|
|
Conversion Rate |
|
|
Average Deal Size |
|
|
Sales Cycle Length |
|
|
Customer Retention Rate |
VI. Observations & Recommendations
-
Key Observations:
(Insights drawn from performance data.)
-
Recommendations for Improvement:
(Suggested actions for improving future sales performance.)
VII. Action Plan
|
Task/Action Item |
Responsible Person |
Deadline |
|---|---|---|
VIII. Comments/Additional Notes
(Any additional comments or notes related to the performance review.)
