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.
Analyze whether the sales team met, exceeded, or fell short of the set sales targets for the evaluation period.
Evaluate the number of new customers acquired during the period compared to previous periods.
Look at the conversion rates from leads to customers and determine areas for improvement.
Review the sales techniques employed by the team and their effectiveness in closing deals.
Collect feedback from the sales team regarding the tools and processes used, identifying any challenges faced.
Review feedback from customers regarding their purchasing experience to identify strengths and areas for improvement.
Determine if there are skills gaps within the team and arrange for necessary training sessions.
Based on the evaluation, establish new sales goals for the upcoming period to drive performance.