Sales Rep Performance Review Template
Give sales reps performance reviews that turn average reps into top performers.
Why use this template?
I use a sales rep performance review template for my B2B sales team.
It’s a simple tool that can have a major impact on sales results for your business.
Top performing sales reps are always looking to get better. They’re highly competitive. They always want to win. And you win by getting better every day.
As the sales leader, it's your responsibility to guide them on this path. Feedback from you plays a critical role in this cycle of improvement. In fact, it's one of the highest leverage activities you can do in a sales management position.
I was looking for a way to track and quantify individual rep progress toward learning specific hard and soft skills.
There are lots of free sales rep performance review templates out there. This AI-powered template is different for a few reasons.
- Holistic Evaluation: It assesses both hard skills (product knowledge, process efficiency) and soft skills (communication, collaboration).
- Easy-to-Use Grading System: Sales reps can quickly understand their performance metrics.
- Quarterly Tracking: Monitor progress consistently to drive long-term growth.
What's inside the template
The Sales Rep Performance Review Template includes everything you need to start measuring performance immediately. Watch video above to see inside.
Once you download it, you'll find:
- Performance Review Template: A customizable template to evaluate your sales team based on specific criteria that fit your company.
- Completed Example: A sample performance review to help you visualize the final product.
- AI-Powered Skills Required: A GPT prompt that provides the top hard and soft skills required to be a sales rep at your company.
In addition, I highly recommend Andy Grove’s "High Output Management" for a deeper dive into effective management strategies. His framework for feedback is widely adopted by top-performing companies worldwide.
How to use this template
When I first became a manager, I didn’t prioritize regular performance reviews. But after seeing the value of consistent feedback, I now conduct thorough annual reviews along with quarterly scorecard reviews to track progress and set future goals. This approach helps keep my team aligned, motivated, and continually improving.
Here’s how to implement it:
- Download the template and customize it based on the key skills and metrics that matter most to your team and product.
- Share it with your team to get their buy-in and ensure everyone understands the process.
- Conduct quarterly reviews to keep track of improvements and provide timely feedback.
Immediately download the Sales Rep Performance Review Template and customize it for your business.
Click “Add to Cart” on the right and checkout. You will receive a link to a Google Sheet to copy and customize for your business.
Also, check out our entire VP of Sales Playbook below to run a high-performing sales team and deliver high-growth revenue results.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
