Sales Performance Evaluation Checklist ( SALESANDMARKETING )

This checklist aims to evaluate the performance of the sales team after a specific period. It ensures all crucial aspects of sales performance are reviewed, allowing for adjustments and improvements in strategies.

• Review Sales Targets Achieved

  Analyze whether the sales team met, exceeded, or fell short of the set sales targets for the evaluation period.

• Analyze Customer Acquisition Rates

  Evaluate the number of new customers acquired during the period compared to previous periods.

• Examine Conversion Rates

  Look at the conversion rates from leads to customers and determine areas for improvement.

• Assess Sales Techniques Used

  Review the sales techniques employed by the team and their effectiveness in closing deals.

• Gather Team Feedback

  Collect feedback from the sales team regarding the tools and processes used, identifying any challenges faced.

• Analyze Customer Feedback

  Review feedback from customers regarding their purchasing experience to identify strengths and areas for improvement.

• Identify Training Needs

  Determine if there are skills gaps within the team and arrange for necessary training sessions.

• Set Future Sales Goals

  Based on the evaluation, establish new sales goals for the upcoming period to drive performance.