It's a performance report card template for managers / team leads.

1. February,2020
No Dimension Parameters Work Assigned Achievement Point Gained Mean W.Mean
Sales Achievement (%) 1000 MT 99% 9
Payment collection (%) 100% within credit period 78% 7
Leads generation Accumulation of SE's target 80% -- 8
Lead conversion 15% of SE's lead target 17% -- 10
Project Business 20% of target 10% 5
Influencer Sale 30% of target 12% 4
Zero Billing counters Billing through all counters 11 Dealers 6
Market Expansion
Appointment/reactivation of
channel partners 1 Dealer 10
Channel Partner support
Clearing Pending credit notes
Stock management Fair 6
Effective Scheme/ Offer utilization Maximum profitability Good 8
Effective Communication:
Schemes, Price &target to the channel partners Good communication Excellent 10
Promotional Activities 5 Promotional activities/SE 10 PA 6
Effectiveness of Promotional activities 10% of additional business 2% 2
Stock level update Monthly reports Good 8
Business Plan Submission Anticipated Business Projection Fair 6
ASO training & retention on field Performing ASO Good 8
Travel with ASO on field Travel Plan Good 8
Dispute sorting & decision making Skills Excellent 10
Adaptability & Flexibility at work Good 8
Accountability & Responsibility Excellent 10
Effective Work Delegation Skills Excellent 10
Feedback from sales team (360
feedback method)
6.8 3.74
2
Relation
Management
(15%)
8.0 1.2
Sales Manager Performance Review Sheet Annual Business Plan 12000 MT
Aggregate
SM:- John Sales so far = 10500 MT Balance = 1500 MT
9.5--ExcellentPerformance
9
0.58
5
Managerial
Aspects
(7.5%)
9.4 0.7
3
Branding Aspects
& Reporting
(15%)
22.0 3.3
4
SE Management
(7.5%)
7.8
1 Business Analysis
(55%)