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Sales Performance Evaluation

Sales Performance Evaluation Template for New Zealand

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Key Requirements PROMPT example:

Sales Performance Evaluation

"I need a Sales Performance Evaluation document for our SaaS company's New Zealand branch, focusing on quarterly evaluations of remote sales teams, with specific KPIs for customer retention and recurring revenue, to be implemented from January 2025."

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Document background
This Sales Performance Evaluation document serves as a crucial tool for organizations operating in New Zealand to assess and manage their sales workforce effectively while maintaining compliance with local employment laws. It is designed for use in regular performance reviews, typically conducted quarterly or annually, and provides a structured approach to evaluating sales achievements, behavioral competencies, and professional development. The document includes comprehensive evaluation criteria, measurement methodologies, and performance improvement processes, all aligned with New Zealand employment standards and best practices. It is particularly valuable for organizations seeking to establish transparent, fair, and consistent performance evaluation processes for their sales functions.
Suggested Sections

1. 1. Introduction: Purpose and scope of the performance evaluation system

2. 2. Performance Evaluation Period: Frequency and timing of evaluations (e.g., quarterly, bi-annual, annual)

3. 3. Key Performance Indicators (KPIs): Core sales metrics and targets that will be evaluated

4. 4. Evaluation Methodology: Process and methods used to measure and assess performance

5. 5. Performance Rating Scale: Definition and explanation of the rating system used

6. 6. Review Process: Steps involved in conducting the performance evaluation

7. 7. Documentation Requirements: Required records and forms for the evaluation process

8. 8. Performance Improvement Process: Steps taken when performance does not meet expectations

9. 9. Appeals Process: Procedure for employees to challenge evaluation results

Optional Sections

1. Commission Structure: Include when performance is directly tied to variable compensation

2. Team Performance Metrics: Include for roles with team leadership responsibilities

3. Customer Feedback Integration: Include when customer satisfaction is a key performance indicator

4. Remote Sales Evaluation Criteria: Include for remote or hybrid sales teams

5. Market Condition Adjustments: Include when external market factors significantly impact sales performance

Suggested Schedules

1. Schedule 1: Performance Evaluation Form: Standard template for documenting performance evaluations

2. Schedule 2: KPI Calculation Methods: Detailed explanation of how each KPI is calculated

3. Schedule 3: Sales Territory Details: Definition of sales territories and associated targets

4. Appendix A: Glossary of Terms: Definitions of technical terms and metrics used in evaluation

5. Appendix B: Performance Rating Examples: Examples illustrating different performance levels

6. Appendix C: Improvement Plan Template: Standard template for performance improvement plans

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Evaluation Period
Performance Rating
Key Performance Indicators (KPIs)
Sales Target
Revenue Achievement
Quota
Commission
Performance Improvement Plan (PIP)
Sales Cycle
Conversion Rate
Pipeline Value
Qualified Lead
Customer Acquisition Cost (CAC)
Average Deal Size
Win Rate
Sales Territory
Evaluator
Review Committee
Performance Standards
Base Performance
Exceptional Performance
Underperformance
Sales Revenue
Net Sales
Gross Sales
Customer Retention Rate
Sales Velocity
Performance Metrics
Evaluation Criteria
Rating Scale
Review Process
Appeal Process
Competency Framework
Development Plan
Performance Dashboard
Relevant Industries

Retail

Technology

Financial Services

Manufacturing

Telecommunications

Professional Services

Healthcare

Real Estate

Consumer Goods

Industrial Equipment

Automotive

Insurance

Media and Entertainment

Relevant Teams

Sales

Human Resources

Operations

Executive Leadership

Commercial

Business Development

Account Management

Performance Management

Compensation and Benefits

Training and Development

Relevant Roles

Sales Representative

Account Executive

Sales Manager

Regional Sales Director

Business Development Manager

Territory Manager

Key Account Manager

Sales Operations Manager

Vice President of Sales

Inside Sales Representative

Channel Sales Manager

Sales Team Leader

Chief Revenue Officer

Commercial Director

Human Resources Manager

Industries
Employment Relations Act 2000: Fundamental legislation governing employment relationships in New Zealand, including requirements for fair treatment, good faith dealings, and proper performance management processes
Privacy Act 2020: Regulates how personal information is collected, used, stored and disclosed, which is crucial for handling employee performance data and evaluations
Human Rights Act 1993: Ensures non-discrimination in employment practices, including performance evaluations, based on protected characteristics
Fair Trading Act 1986: Relevant for sales practices and performance metrics related to fair trading and consumer protection obligations
Protected Disclosures Act 2000: Protects employees who report serious wrongdoing in the workplace, which may be relevant in sales performance contexts
Wages Protection Act 1983: Important for provisions related to commission payments and performance-based compensation structures
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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