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1. Parties: Identification of the employer and employee being evaluated
2. Background: Context of the employment relationship and purpose of the performance evaluation
3. Definitions: Key terms used throughout the document including performance metrics, evaluation periods, and technical sales terminology
4. Evaluation Period: Specified timeframe for the performance evaluation cycle
5. Performance Metrics: Core sales performance indicators and targets that will be measured
6. Evaluation Process: Step-by-step procedure for conducting the performance evaluation
7. Rights and Obligations: Responsibilities of both employer and employee during the evaluation process
8. Performance Review Meetings: Frequency and format of performance review discussions
9. Documentation Requirements: Required records and evidence for performance evaluation
10. Performance Outcomes: Possible results of the evaluation and their implications
11. Appeal Process: Procedures for contesting evaluation results
12. Confidentiality: Protection and handling of sensitive performance data
1. Team Performance Metrics: For sales roles involving team management or collective targets
2. International Sales Considerations: For roles involving cross-border sales activities
3. Commission Structure: Detailed commission calculations when performance is linked to variable compensation
4. Remote Sales Evaluation: Special provisions for evaluating remote or field sales staff
5. Product-Specific Metrics: For specialized product lines requiring distinct performance measures
6. Customer Feedback Integration: When customer satisfaction metrics are part of performance evaluation
7. Digital Sales Metrics: For roles primarily focused on e-commerce or digital sales channels
1. Schedule A - Performance Metrics Calculation: Detailed formulas and methodologies for calculating each performance metric
2. Schedule B - Evaluation Forms: Standard forms and templates used in the evaluation process
3. Schedule C - Sales Targets: Specific sales targets and benchmarks for the evaluation period
4. Schedule D - Review Meeting Guidelines: Structured format and checklist for performance review meetings
5. Appendix 1 - Performance Rating Scale: Detailed description of performance rating levels and criteria
6. Appendix 2 - Supporting Documentation Requirements: List of required documentation and evidence for performance validation
7. Appendix 3 - Improvement Plan Template: Standard template for performance improvement plans when needed
Retail
Technology
Manufacturing
Financial Services
Telecommunications
Pharmaceuticals
Fast-Moving Consumer Goods (FMCG)
Real Estate
Automotive
E-commerce
Insurance
Business Services
Sales
Human Resources
Legal
Performance Management
Operations
Business Development
Account Management
Commercial
Training and Development
Compensation and Benefits
Sales Representative
Account Executive
Sales Manager
Regional Sales Director
Business Development Manager
Key Account Manager
Sales Operations Manager
Territory Sales Manager
Inside Sales Representative
Field Sales Representative
Sales Team Leader
Senior Sales Executive
National Sales Manager
Direct Sales Representative
Channel Sales Manager
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