Sales Executive Performance Review & Analysis Template

Employee Name
Position
Department
Review period
Evaluator Name/ Position

Performance Analysis
Aspect KRA Rating (1-5)
Sales Target Achievement
Billing & Collections
New Clients Onboarding
Customer Relationship
Management (CRM)
Core Skill Market Research and
Prospecting
Product Knowledge
Sales reporting
Upselling & cross-selling
Core skill rating 0
Negotiation Skills
Learning Ability
Effective communication
Problem solving
Soft skill Tech Favorability
Presentation
Organisation Behavior
Adherence to policies
Soft skill rating 0

Calculation of overall rating Rating

Core skill 0
Overall rating
Soft skill 0
Total 0

Appraisal Guide
Rating Appraisal Suggestion/review

Excellent performance,
reaches their assigned
4.0 - 5.0 25% - 30% targets regularly, have
a great contribution in
company's growth,
Focusing on them and
training further can
bring tremendous
future results
 Very good with their
job, meets their tagets
almost all the time,
they communicate well
3.0 - 3.9 18% - 24% and maintain decorem
in their surroundings,
they are a helping hand
for their colleagues.
Focusing on them will
bring more results in
company's growth.
More challenges need
to be presented to
them.

Average and justly

satisfying their higher
line with their work,
2.0 - 2.9 13% - 17% thery need
improvement, so that
they can produce
outputs according to
their potential. They
need to work upon
their communication.
They need training

Below average
performance they
seriously need to
imporove their
1.0 - 1.9 6% - 12% productivity, slight
increment is rewarded
to motivate them. But
they need to
supervised and trained
to brush up their skills.
And most impotantly
they need to be taught
about professionalism.
 Not satisfied with the
performance, seems
not interested their
0.1 - 0.9 5% - 1% work, task are usually
undone, behavior with
their colleagues isn't
good, need special
attention, or need to
be replaced with a
better candidate
w & Analysis Template

Comments/Action Items

Contribution %
60%
40%
100%
 HR Executive Performance Review & Analysis template
Employee Name
Position
Department
Review period
Evaluator Name/ Position

Performance Analysis
Aspect KRA Rating (1-5) Comments/Action Items
Talent Acquisition
Employee Engagement
Performance Management
HR Policies and Compliance
Workforce Planning
Core Skill Employee Relations
HR Metrics and Analytics
Exit Interview
Engagement in policy
formation
Core skill rating 0
Conflict management
Salary Negotiation
Tech favorability
Soft skill Team work
Listening skills
Organisation behavior
Soft skill rating 0

Calculation of overall rating Rating Contribution %

Core skill 0 60%
Overall rating
Soft skill 0 40%
Total 0 100%

Appraisal Guide
Rating Appraisal Suggestion/review

Excellent performance,
reaches their assigned
4.0 - 5.0 25% - 30% targets regularly, have a
great contribution in
company's growth,
Focusing on them and
training further can bring
tremendous future results
 Very good with their job,
meets their tagets almost
all the time, they
communicate well and
3.0 - 3.9 18% - 24% maintain decorem in their
surroundings, they are a
helping hand for their
colleagues. Focusing on
them will bring more
results in company's
growth. More challenges
need to be presented to
them.

Average and justly

satisfying their higher line
with their work, thery need
2.0 - 2.9 13% - 17% improvement, so that they
can produce outputs
according to their
potential. They need to
work upon their
communication. They need
training

Below average
performance they seriously
1.0 - 1.9 6% - 12% need to imporove their
productivity, slight
increment is rewarded to
motivate them. But they
need to supervised and
trained to brush up their
skills. And most impotantly
they need to be taught
about professionalism.

Not satisfied with the

performance, seems not
interested their work, task
0.1 - 0.9 5% - 1% are usually undone,
behavior with their
colleagues isn't good, need
special attention, or need
to be replaced with a
better candidate