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Manager/Sales Agent Performance Review Template

John V.

Boss
Jan 15, 2015
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John
Does anyone have a template that they are willing to share that they use for monthly performance reviews of their employees? Mostly looking for Sales Manager review of Sales Agent templates.
 

Jeff Kershner

Founder
May 1, 2005
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No templates, but a collection of reports from the CRM. Performance reports should closely mirror the pay structure.
 
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John V.

Boss
Jan 15, 2015
137
135
Awards
1
First Name
John
I've been using the reports out of the CRM but was looking for an official sort of "performance review" worksheet that had to be signed off and turned in with pay sheets. I ended up creating my own but it is still in it's infancy - trying to find a way to tie it into the payplan has been difficult.

Right now, they have to make a minimum number of calls, texts, videos or else they do not qualify for any bonuses (unless you sell 20 cars then you are exempt). Thinking of switching to this review of what I have attached and changing the commission bump from 20 to 25% that happens at 10 units to instead be tied to this.
 

Attachments

  • example sales agent review.pdf
    51 KB · Views: 8