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Hi, I am leading a team of 12 people in the Sales Reporting Department. The Performance Metrics are very subjective and are based on historical feedback. There is currently no way to track performance linked with specific numbers. Could you suggest a number-based method for tracking, managing, and ranking team members based on their performance?
From India, Calcutta
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Hi there,

Performance appraisal for a sales reporting department is more or less using the performance appraisal by objective. This means you set objectives for your sales employees, establish a number of measurable KPIs and targets for them to achieve within a specific time frame. These targets can be outlined in a document, such as an Excel spreadsheet, in the form of a mathematical matrix, and the manager can ensure to update these forms based on the employees' achievements.

Since employees have a set of targets, it is essential for the performance appraisal review to be conducted periodically, such as dividing it into quarters. Please find attached a sample.

The performance appraisal for sales can be segmented into 4 quadrants, as shown above. How you present it is entirely up to you. Don't forget to include basic information such as the employee's name, designation, date of appointment, grade, date of the review, and employee signature & supervisor.

I hope this helps! Let me know if you need further assistance.

From Oman, Muscat
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File Type: doc Sales Performance Appraisal.doc (28.0 KB, 3613 views)

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