Sales executive appraisal form

Sales executive appraisal form

Sales executive appraisal form

This free sample/template/form of job performance appraisal include information as follows:

1. Employee Details

• Employee Name
• Review Period
• Position
• Date of joining
• Department
• Review Date
• Line Manager

2. Key duties/responsibilities of Sales executive

State your understanding of your main duties and responsibilities of Sales executive, for examples:

• Support product development by testing new product releases and acting as a Senior User.
• Deliver presentations of products at customer sites and at conferences and exhibitions.
• Maintain company’s contact management database with accurate, up-to-date contact and activity details.
• Produce monthly sales reports.
• Provide feedback from members and potential customers to enhance product performance and service delivery.

You should design a table for this area that include columns: No, duties, weight, core, comments.

3. Key result areas (KRAs) of Sales executive

Using the 4-point scale below, please assess your employee performance in the following areas:

• 4 – Performance was always successful, consistent and respectable and at times clearly superior and exceeding standards.
• 3.5 – Performance was at most times clearly superior and exceeding standards.
• 3 – Performance was successful, consistent, and respectable in every regard with few exceptions.
• 2.5 – Performance at times was inconsistent and did not meet standards.
• 2 – Performance at most times was inconsistent and did not always meet standards.
• 1 – Performance was overall unsuccessful and unacceptable with regard to expectations and the requirements of the position.

Then, you can create a table with columns: No, KRAs, weight, performance score, descriptions.

4. Job objectives of Sales executive

List the objectives you set out for your staff (Sales executive) to achieve in the past 12 months (or the period covered by this appraisal) with the measures or standards agreed – against each comment on achievement or otherwise, with reasons where appropriate.

Score the performance against each objective (1-3 = poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent):

Then you create a table with columns: No – Objectives – Measure/standard – Score – Comment

5. Job competencies

Discuss and agree the skills, capabilities and experience required for competence in current role, and if appropriate, for readiness to progress to the next role or roles.

Using the 4 point scale below, fill up the following table:

• 4 – Exceeds expectations
• 3.5 – Somewhat Exceeds Expectations
• 3 – Meets expectations
• 2.5 – Somewhat meets expectations
• 2 – Less than expectations
• 1.5 – Somewhat less than expectations
• 1 – Inadequately short of expectations 4

Core Values And Leadership Skills

• Results Orientation [e.g. quality of delivery].
• Customer Focus – internal as well as external.
• Leadership Qualities (e.g.initiative , integrity, enthusiasm and zeal, instilling trust, stretching the goals, caring and sharing , interested in people development).
• Organizational alignment [e.g. corporate initiative, acceptance of change].
• Communication (e.g. Written and verbal communication, presentation skills, facilitation skills).
• Problem Solving.
• Team work.
• Self-confidence (e.g. .taking on new responsibility, confronting and dealing with issues and problems with confidence, risk taking ability).
• Professional Demeanor and Appearance.
• Openness to Feedback and Suggestions.
• Time management.
• Reliability.

6. Career development of Sales executive

Discuss and agree (as far as is possible, given budgetary, availability and authorisation considerations) the training and development support to be given to help the appraisee meet the agreed objectives above.

7. Overall rating of Sales executive:

• Exceptional
• Strong
• Fully Competent
• Continued Development
• Poor
• New to Position

Other comments:

8. Signatures

Name of Manager
Designation
Signature
Date

Appraisal acceptable to Employee: Yes / No Date
Signature

Sales executive’s Signature
Comments, if any
New Title (if applicable)
Date

Distribution: (1) Copy to HR departmental Personnel File (2) Copy to line manager. (3) Copy to Manager / Supervisor.

Related docs to sales appraisal:

Sales job description
Sales KPI
Self appraisal form
Performance appraisal methods
Appraisal examples
360 degree appraisal
Sales executive job description (include key duties/tasks for this positions)
Performance appraisal handbook
Performance appraisal form
Performance appraisal tools
Performance appraisal process
360 degree performance appraisal

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