About this template
Conducting regular, structured performance reviews is essential for driving revenue and keeping your team aligned with company targets. This Sales Evaluation Form template helps sales managers, team leads, and HR professionals assess sales staff performance consistently and transparently. Designed to measure key competencies—such as product knowledge, closing skills, pipeline management, and goal attainment—this form provides a clear framework for quarterly or annual reviews.
By leveraging this template with Doc2Form, you can instantly turn this assessment into a ready-to-use Google Form, streamlining internal reviews without manual paperwork. The form captures both quantitative skill ratings and qualitative feedback, including standout strengths and targeted growth goals. It ensures accountability across your sales department, helps identify coaching opportunities, and creates a documented history of employee development.
Key features
- Assess core sales competencies and product knowledge in minutes.
- Capture qualitative feedback, key strengths, and growth goals.
- Standardize performance reviews across your entire sales organization.
- Review data instantly in Google Sheets for performance tracking.
- Fully customizable to match your specific metrics and KPIs.
Use cases
- Quarterly and annual sales representative performance reviews.
- Post-onboarding evaluations for new sales development reps (SDRs).
- Promotions and internal sales team advancement assessments.
- Identifying coaching needs and individualized training goals.
What this form collects
- Evaluator Name (Short answer)Enter your full name and job title.
- Employee Name (Short answer)Enter the full name of the sales representative being evaluated.
- Department & Position (Short answer)Specify the team and current job title (e.g., Enterprise Sales, Account Executive).
- Evaluation Period (Dropdown)Select the timeframe this review covers.
- Product & Industry Knowledge (Linear scale)Understands product details, services, and industry landscape thoroughly.
- Sales Execution & Closing (Linear scale)Successfully drives pipeline, tracks results, and closes deals effectively.
- Goal Orientation & Initiative (Linear scale)Proactive, takes responsibility in critical situations, and aims higher than quotas.
- Coachability & Engagement (Linear scale)Eager learner, open to feedback, and acts on training guidance.
- Areas of Strength (Paragraph)Describe what the employee is doing exceptionally well.
- Areas for Improvement (Paragraph)Identify specific skills or habits the employee should focus on developing.
- Top 3 Focus Goals (Paragraph)List three actionable goals for the next review period.
- Evaluator Overall Comments (Paragraph)Add any final feedback, notes from the review conversation, or support needed.
FAQ
Can I customize the evaluation metrics to match our company KPIs?
Yes! Once you generate your Google Form via Doc2Form, you have full control in Google Forms to edit, add, or remove any questions to align with your specific sales targets.
How do I share this evaluation form with managers or reviewers?
You can easily share the Google Form link via email or restrict it to internal team members within your Google Workspace.
Where is the evaluation data saved?
All submitted reviews are automatically organized in a connected Google Sheets spreadsheet, making it simple to review scores and track performance over time.
Can this form be used for remote sales teams?
Absolutely. Because it's a Google Form, managers can complete the evaluation from any device, whether they are in the office or working remotely.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.