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Performance Review Templates → Sales → Director

Sales Director Performance Review Template

Built specifically for sales director roles. Covers the competencies that actually matter at this level — not a generic form with your job title swapped in.

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Other seniority levels for Sales:
Individual Contributor Manager VP All Sales templates
Director Track · Sales

Sales Director Performance Review Template

Revenue Ownership

Accountability for revenue targets across multiple teams or segments. Pipeline creation and conversion.

Exceeds Segment consistently over-performs. Pipeline creation and ACV both above target.
Meets Revenue target achieved. Pipeline is healthy. Conversion metrics are at or above plan.
Below Revenue misses despite headcount investment. Pipeline is weak or poorly qualified. Conversion is lagging.
Example phrases:
  • "Mid-market segment hit 114% of annual target — 3rd year of consistent overperformance."

Sales Process Ownership

Defining and enforcing sales methodology. Identifying and fixing systemic deal friction.

Exceeds Sales process improvements are measurably improving win rates and cycle times.
Meets Process is followed and coached. Win rates and cycle times are stable or improving.
Below Process is inconsistent across teams. Systemic deal friction goes unaddressed.
Example phrases:
  • "Redesigned the deal qualification framework — average deal size up 22%, close rate up 8 points."

Cross-Functional Revenue Alignment

Partnership with Marketing, CS, and RevOps. Feedback loops into product and positioning.

Exceeds Sales insights are visibly shaping marketing strategy and product roadmap.
Meets Effective partner across GTM functions. Feedback loops are active and constructive.
Below Sales operates in a silo. Marketing and CS alignment is weak. Product rarely hears from sales.
Example phrases:
  • "Feedback from their team shaped 3 product decisions this quarter — cited by CPO in all-hands."

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More Sales templates

Sales Individual Contributor → Sales Manager → Sales VP → All Sales Templates → All Departments →

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