Sales Rep Performance Review Template
Give sales reps performance reviews that turn average reps into top performers.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download.
- Premium design
- Customizable files
Lifetime access from any device
Why use the template?
Sales coaching is arguably the highest leverage activity a sales leader can do to effect sales rep productivity.
This is the sales rep performance review template I use 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.
I was looking for a way to track and quantify individual rep progress toward learning specific hard and soft skills.
This is the Google Sheet template I developed and use for each individual rep on our team.
What’s inside the template
The Sales Rep Performance Review Template includes everything you need to measure their current performance and track progress over time. Watch video above to see inside.
Once you download it, inside you'll find the following tabs:
- Read Me: a quick start guide that explains how the template works.
- Template (blank): this is your working tab that you can make a copy of for each of the reps on your team, then update the skills and scores accordingly.
- Example: a completed sales rep performance review to serve as inspiration and show you "what great looks like."
- AI Prompt: a pre-built prompt for Gemini or ChatGPT to instantly draft a tailored performance review plan and paste directly into your blank template.
I designed the Google Sheet based on Andy Grove’s "High Output Management" philosophy, former CEO of Intel. His framework for employee feedback is widely adopted by top-performing companies worldwide.
I encourage you to review my Annual Performance Review Template that aligns with Andy Grove's approach as well.
How to use the template
When I first started managing sales teams, I didn’t prioritize regular sales performance reviews for reps.
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 the Google Sheet template for your business:
- Make a copy - click use template to save a personal version for yourself.
- Customize the criteria - replace with the hard and soft skills required to sell your product or service.
- Run quarterly review - schedule review periods on a quarterly based. The sheet calculate a max score and % attainment.
- Coach with data - use call recordings, email communication and data reporting to objectively evaluate your reps.
- Rinse and Repeat - track progress quarter over quarter and watch your reps becomes top producers.
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.
FAQs
Q: Does this performance review work for SDRs, AEs and AMs?
A: Yes! Start with the blank template, then modify the evaluation criteria based on the role within your team. You can also modify the AI prompt to customize the performance review based on the role title.
Q: Can I add or remove criteria?
A: Yes. You can edit any hard or soft skills by adding or removing rows. The totals and percent attainment updated automatically, so long as you keep the 1-3 performance scale.
Q: Can I use this outside of Google Sheets?
A: This template is built within Google Sheets. However, you are able to export as a csv or an excel file. Some users will simply follow this framework and instead use their HR system to input and track scores.
VP of Sales Playbook
Get all 70+ go-to-market templates in one ultimate toolkit bundle
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download.
- Premium design
- Customizable files
- Lifetime access from any device
Top Reviews from Sales 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
AI-powered templates that help you build sales playbooks 10x faster. From ICPs to forecasts, each template comes with built-in AI prompts so you can create custom content in minutes and execute with confidence.
A complete, ready-to-use playbook of 70+ sales resources designed to give your team a repeatable system. With scripts, sequences, and battlecards built in, reps ramp faster, close more deals, and drive consistent revenue.
Your all-in-one operating system for sales. We design and deliver a tailored, Notion-based playbook covering ICP, personas, process, and enablement -continuously updated so your team stays aligned and focused on growth.
