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  • Writer's pictureAlex Handsaker

How to run a Sales Rep Performance Review

Sales performance review

Quarterly performance reviews are a crucial part of managing and motivating your sales team. They provide an opportunity to assess individual performance, set goals, and provide feedback that can help drive improvement. By conducting effective quarterly performance reviews, you can create a collaborative and goal-oriented team that consistently achieves results.


We'll guide you through the process of running a successful quarterly sales rep performance review, exploring the purpose, the roles of both the manager and the employee, the steps to conduct a review, as well as the essential items to include in your review agenda. We'll even provide you with a free, easy-to-use spreadsheet template to help you get started.


Understanding the Purpose of Quarterly Performance Reviews


Quarterly performance reviews, also known as performance snapshots, play a vital role in keeping progress and development moving smoothly. They provide an opportunity to identify and reward good behaviors, address challenges, and collaborate on a plan that supports employee growth. These reviews allow both the sales rep and the manager to reflect on the previous quarter, identify areas for improvement, and set goals for the future.


By running quarterly reviews, you can reinforce the connection between individual performance, team goals, and the company's vision. Setting quarterly goals and aligning them with the company's objectives helps create a more objective review process and enables employees to feel part of the team and take ownership of their roles.


The Roles of the Manager and the Employee in Quarterly Performance Reviews


Quarterly performance reviews are a collaborative process that involves both the manager and the employee - It's essential to avoid approaching the review as a top-down evaluation and instead create a space for open communication and feedback, and you should include reps directly in the process and encourage them to contribute to the agenda.


They should play an active role in the review process by preparing a self-assessment and reflecting on their performance, strengths, areas for improvement, and goals for the future.


This self-assessment provides valuable insights into their thoughts, desired trajectory, and challenges they may be facing and when there is overlap between their self-assessment and the manager's assessment, it fosters a more productive and aligned conversation.


Steps to Conduct a Quarterly Performance Review


To conduct a successful quarterly sales rep performance review, follow these steps:


1. Prepare in Advance

Give yourself enough time to prepare feedback, both positive and constructive. Schedule the review meeting well in advance and have a touchpoint with the employee a few weeks before to share your thoughts and agenda.


2. Provide Specific and Constructive Feedback

When giving rep feedback, ensure that it is specific, actionable, and focused on their performance. Avoid waiting until the quarterly review to share feedback and instead create a culture of continuous feedback throughout the year. This helps them avoid being caught off guard during the review and allows them to make improvements in real-time.


3. Include Feedback from Other Team Members

To gain a more comprehensive perspective on their performance, include feedback from other team members. A 360-degree review, which includes feedback from other managers, peers, and teammates, provides a holistic view of their impact on the team. By evaluating their interactions and contributions from multiple angles, you can gain valuable insights for the review.


4. Take Notes and Assign Next Steps

During the review, take detailed notes, and collaboratively discuss and agree upon next steps and create an action plan for their growth and development. Make sure to keep time at the end of the meeting to review the key points and identify specific goals for the next quarter.


Essential Items to Include in Your Quarterly Performance Review Agenda


To structure your quarterly performance review effectively, include the following items in your agenda with your reps:


1. Self-Assessment and Peer Feedback

Start the review by encouraging them to share their self-assessment and feedback from their peers. This opens up the conversation and allows for a more collaborative approach. It also provides insights into their perspective and how they perceive their performance.


2. Performance Against Objectives

Review their performance against the objectives set for the previous quarter. By linking performance to specific goals, you create a more objective evaluation process. This helps both you and your rep to identify areas of success and areas that require improvement.


3. Wins, Strengths, and Growth Opportunities

Recognize and celebrate their wins and strengths during the previous quarter. Highlight their achievements and reinforce positive behaviors. Discuss growth opportunities based on their strengths and identify areas where they can further develop their skills.


4. Areas of Improvement

Provide feedback on areas where they can improve. Address any performance gaps and provide actionable suggestions for growth. It's important to deliver constructive feedback in a supportive and encouraging manner, focusing on development rather than criticism.


5. Concerns, Questions, and Clarification

Allocate time for them to express any concerns, ask questions, or seek clarification on feedback or expectations. This ensures that you both have a clear understanding of the review outcomes and helps address any uncertainties or misunderstandings.


Clevenue's Quarterly Performance Review Template

To help you in running effective quarterly performance reviews, we've created a free and easy-to-use spreadsheet template. This template includes sections for self-assessment, performance against objectives, wins and strengths, areas of improvement, and more - It provides a structured framework for your review and ensures that you cover all essential elements.



By using this template and following the steps outlined in this article, you can conduct successful quarterly performance reviews that drive employee growth, foster collaboration, and enhance team performance. Remember, ongoing communication and feedback are key to maintaining a motivated and engaged sales team.


Download the sheet today to leverage quarterly performance reviews as a powerful tool for managing and developing your sales reps. With proper preparation, constructive feedback, and a collaborative approach, you can create a high-performing sales team that consistently achieves outstanding results.

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