Sales rep scorecard template (with example)

Keep your sales team on target with our sales rep scorecard template. This simple yet effective tool lets you track individual performance across key sales metrics, ensuring everyone stays focused on hitting their goals.

Whether it’s calls, conversations, presentations, or closed deals, this scorecard helps you measure progress week by week.

Don't forget, we also have a sales performance agreement template right here.

What’s inside the template?

The sales rep scorecard helps you monitor key performance indicators for each rep:

• Calls and conversations: Track the number of outreach attempts and meaningful interactions with prospects.
• Presentations and deals closed: Measure how many presentations have been delivered and how many deals have been finalized.
• Progress to quarterly targets: Automatically calculate each rep’s progress toward their quarterly goals and what they need to achieve weekly to stay on track​.

The template provides a straightforward way to ensure your team is consistently working toward its objectives.

How to use it:

Here’s how to get the most from your sales rep scorecard:

1. Input weekly metrics: Each week, enter the number of calls, conversations, presentations, and closed deals for each rep.
2. Set quarterly targets: Define the quarterly targets for each metric to ensure you have clear goals.
3. Monitor progress: The template calculates the percentage of each target achieved, as well as the weekly goals needed to stay on track.
4. Stay focused: Use this scorecard to regularly review performance and make any necessary adjustments to help your team hit their goals.

Download your sales rep scorecard template (with example)

Rep scorecard template

Google Docs