Sales Evaluation Form Instructions
| Feedback Criterias and Model | ||
|---|---|---|
| Productivity | 60 | Effectiveness in getting things done, in relation to time and cost requirements |
| Quality of work | 10 | Effectiveness in getting things done, in relation to time and cost requirements |
| Quality of work | 5 | Effectiveness in getting things done, in relation to time and cost requirements |
| Initiatives | 10 | Effectiveness in getting things done, in relation to time and cost requirements |
| Team Work | 15 | Effectiveness in getting things done, in relation to time and cost requirements |
| Problem Solving | 100 | Effectiveness in getting things done, in relation to time and cost requirements |
| Total | 200 | |
| Sales Team | |
|---|---|
| Productivity | Percentage |
| Quality of work | 10 |
| Quality of work | 5 |
| Initiatives | 10 |
| Team Work | 15 |
| Problem Solving | 100 |
| Total | 200 |
| Quality of work | Percentage |
| Reporting | 3 |
| Time Management | 2 |
| Meet Deadlines | 1 |
| Communication | 2 |
| Professionalism | 2 |
| Total | 10 |
| Initiatives | Percentage |
| Comeup first to take the initaitves | 5 |
| Total | 5 |
| Team Work | Percentage |
| Work as a team leader | 3 |
| Ability to work with others | 3 |
| Accountability | 4 |
| Total | 10 |
| Problem Solving | Percentage |
| Innovative Thinking | 5 |
| Solution Designing | 7 |
| Analysis | 3 |
| Total | 15 |
| Sub Grades | ||||
|---|---|---|---|---|
| Grades | Criteria (60) | Criteria (15) | Criteria (10) | Criteria (5) |
| A | 54+ | 13+ | 8+ | 4+ |
| B | 48+ | 11+ | 6+ | 3+ |
| C | 40+ | 9+ | 4+ | 2+ |
| D | 32+ | 7+ | 2+ | 1+ |
| E | < 31 | < 6 | > 0 | > 0 |
| Final Grades | |
|---|---|
| Grades | Criteria |
| A | 90+ |
| B | 80+ |
| C | 70+ |
| D | 60+ |
| E | > 60 |
| Automatic Solution Table | Points | Total Points | Grades | |
|---|---|---|---|---|
| Productivity | 4 | 60 | E | |
| Quality of work | 2 | 10 | D | |
| Initiatives | 8 | 5 | A | |
| Team Work | 16 | 10 | A | |
| Problem Solving | 8 | 15 | D | |
| Total | 38 | 100 | FINAL GRADE | E |
| S.No. | Internal Parametres to judbe behavioural traits of a person for promotions |
|---|---|
| 1. | Ownership |
| 2. | Integrity & Honesty |
| 3. | Innovation |
| 4. | Fast Responses |
| 5. | Vision to see a bigger picture |
| 6. | Participating to build good & happy culture |
| 7. | Attitude towards learning/mistakes |
| 8. | Participating in Best Client experience |
| 9. | Quality in work |
| 10. | Passion to build |
| 11. | Team Training |
| 12. | Process orineted |
| 13. | Time Management |
| 14. | Leadership quality |
| 15. | Regular in updation on software & Reports |
| S.No. | Deliverables |
|---|---|
| 1. | External Mom after every meeting to clients with reporting manager and relevant people in CC |
| 2. | Internal Mom explaining the scope and other observations in details |
| 3. | Weekly report with forecast for a month, total leads, hotleads, market updates |
| 4. | CRM or Sales tracker updation on daily basis |
| 5. | Updates on Bitrix for all new requirements |
| 6. | Tight followups & Long pipeline- should be the motto |
| 7. | Monthly report with forecast for Next 3 months always |
| 8. | BOQs, Pos & Invoices to be uploaded in the internal software. |
| 9. | Showing PPTs/Presentations to cleints in every meeting |
| 10. | Posts in Linkeding and in broadcasting group |
| 11. | Pipeline funnel to be created |
| 12. | Traininigs to be given to team |
| S.No. | Key Result Areas (KRAs) | |
|---|---|---|
| 1. | Revenue Generation | Developing new business and meeting revenue targets. |
| 2. | Channel Partnerships | Tie ups with some brands/channel partners. |
| 3. | Marketing | To devise marketing stratgeies in promoting the company as a Brand among various channels. |
| 4. | Accounts Recievables | Receiving of Advance before projects / procurement and getting full payments on time. |
| 5. | Profit Margins Increment | Margins should be minimum 10% and improved with every Sales. |
| S.No. | Key Performance Indicator (KPIs) | Weightage |
|---|---|---|
| 1. | Achievement of the given Sales Target for this quarter - 2 CR | |
| 2. | Procurement orders - min 50% | |
| 3. | Average collection Period should be within the date as mentioned in the PO +7 days | |
| 4. | BOQs to orders conversion rate- should be >60% | |
| 5. | Following given Sales Ethics- 100% | |
| 6. | Minimum 20% increment in sales pipeline funnel every month | |
| 7. | Profit margins should be > 10% |
| SALES TARGETS | |||||
|---|---|---|---|---|---|
| October | November | December | |||
| Daily | Weekly | Monthly | |||
| Quarterly Revenue Targets | 2CR | ||||
| Monthly Revenue Targets | 0.5L | 0.75L | 0.75L | ||
| BTS (Warehouse or store Construction) | If any leads comes then revenue is additonal | ||||
| BTS Revenue (in Lacs) | |||||
| Meeting New clients | 5 | 20 | 20 | 20 | |
| Broadcast Whatsapp | 3 | 12 | 12 | 12 | |
| Linkedin Posts | 3 | 12 | 12 | 12 | |
| Market Updates | Weekly | ||||
| Client Referrals | 2 | 8 | 8 | 8 | |
| Bitrix Updates | Daily | ||||
| Sales Report (with next month forecast) | Weekly | Monthly | W,M | W,M | |
| Morning Tasks List | Daily | ||||
| Evening update on tasks | Daily | ||||
| Team Meeting | Daily | ||||