Sales performance review template

Keeping track of your sales team’s performance has never been easier. Our sales performance review template is your go-to tool to measure key sales metrics, identify opportunities for growth, and celebrate team achievements.

Whether you’re focused on tracking revenue, conversion rates, or individual performance, this template gives you the insights you need to boost your sales outcomes.

What’s in the template?

This customizable template covers all the essentials for a monthly sales review:

• KPI updates: Track key metrics like total revenue, upsell/cross-sell figures, and profits on a month-to-month basis.
• Conversion tracking: Monitor conversion rates from leads to closed deals and assess the health of your sales pipeline.
• Team performance: Recognize top performers with metrics for the most deals closed, the biggest deals won, and other standout achievements​.

You can even add visual elements like graphs and charts to make your data more digestible and actionable.

How to use it:

Maximize your sales review process with these simple steps:

1. Input your data: Update the template with your monthly sales figures, comparing current performance to previous months and year-to-date targets.
2. Analyze the results: Use the metrics to identify trends in revenue, conversion rates, and overall performance. This helps highlight strengths and areas that need improvement.
3. Visualize for impact: Take advantage of the built-in functionality to create charts and graphs that make your data easier to interpret and share with the team.
4. Celebrate wins: Use the team section to give shoutouts to top performers and motivate your sales force by recognizing achievements.

Download your sales performance review template

Monthly performance overview

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