Sales Rep Scorecard Template

RESULTS METRICS

Performance Scorecard

REP PERFORMANCE SCORECARD

REP: _______________
PERIOD: _______________
MANAGER: _______________

RESULTS (40% weight):
                Target    Actual    %
Revenue:        $_____    $_____    ____%
Deals closed:   _____     _____     ____%
Win rate:       ____%     ____%
Avg deal size:  $_____    $_____    ____%

PIPELINE (30% weight):
                Target    Actual    %
Pipeline created: $_____  $_____    ____%
Pipeline coverage: _____x _____x
Stage advancement: ____%  ____%

ACTIVITY (20% weight):
                Target    Actual    %
Meetings held:  _____     _____     ____%
Proposals sent: _____     _____     ____%
Discovery calls: _____    _____     ____%

QUALITY (10% weight):
Forecast accuracy: ____%
CRM hygiene: ____%
Process adherence: ____%

Scorecard Summary

Category	Weight	Score	Weighted
Results	40%	/100
Pipeline	30%	/100
Activity	20%	/100
Quality	10%	/100
Total	100%		/100

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SKILL ASSESSMENT

Competency Evaluation

SKILL ASSESSMENT

PROSPECTING:
☐ Exceptional (consistently exceeds)
☐ Strong (meets expectations)
☐ Developing (needs coaching)
☐ Needs improvement
Notes: _______________

DISCOVERY:
☐ Exceptional
☐ Strong
☐ Developing
☐ Needs improvement
Notes: _______________

PRESENTATION:
☐ Exceptional
☐ Strong
☐ Developing
☐ Needs improvement
Notes: _______________

NEGOTIATION/CLOSING:
☐ Exceptional
☐ Strong
☐ Developing
☐ Needs improvement
Notes: _______________

ACCOUNT MANAGEMENT:
☐ Exceptional
☐ Strong
☐ Developing
☐ Needs improvement
Notes: _______________

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