Template marketplace
Sales
Sales Performance Review
Balances the numbers with the behaviours behind them: pipeline, customer focus and coaching.
15 questions ~10 min to complete Self + manager
What's included
- Results and behaviours side by side
- Pipeline health prompts
- A coaching plan for next quarter
Areas rated
- Results
- Pipeline
- Customer focus
- Craft
- Teamwork
- Discipline
- Intended for
- Sales · Self and manager appraisal
- Written for
- UK-wide
- Version
- Version 1
- Content reviewed
- 18 October 2026
Includes future updates to this pack. Updates are added as a new template version; your past reviews never change.
What respondents see
1 of 2
Required
How consistently was quota achieved over the period?
Well belowWell above
All 15 questions
Every question in version 1, in order. Rating questions use a 1–5 scale; written questions leave room for the employee and manager to respond.
Results
- 1How consistently was quota achieved over the period?Rating: Well below to Well above
Pipeline
- 2How healthy and accurate is the pipeline?Rating: Not yet to Role model
- 3How well is time prioritised towards the best opportunities?Rating: Not yet to Role model
Customer focus
- 4How well are customer needs uncovered before proposing a solution?Rating: Not yet to Role model
- 5How strong are relationships with key accounts?Rating: Not yet to Role model
Craft
- 6How effectively are objections handled?Rating: Not yet to Role model
- 7How well are deals negotiated and closed without unnecessary discounting?Rating: Not yet to Role model
Teamwork
- 8How well is knowledge shared with the team?Rating: Not yet to Role model
Discipline
- 9How reliably is the CRM kept up to date?Rating: Not yet to Role model
Reflection and next steps
- 10Which win are you proudest of, and what made it work?Written
- 11Which deal was lost that you learned the most from?Written
- 12Where does the pipeline need attention next quarter?Written
- 13Which skills would most improve results?Written
- 14What support is needed from marketing, product or management?Written · optional
- 15Coaching plan and targets for next quarter.Written