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Performance Review Templates → Sales → Manager

Sales Manager Performance Review Template

Built specifically for sales manager 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 Director VP All Sales templates
Manager Track · Sales

Sales Manager Performance Review Template

Team Quota Attainment

Team's collective achievement vs. quota. Rep performance distribution and coaching approach.

Exceeds Team exceeds quota consistently. All reps are above 80%. No outliers dragging the average.
Meets Team at or near quota. Most reps are performing. Manager is actively coaching the bottom.
Below Team misses quota. Several reps are chronically underperforming. Coaching impact isn't visible.
Example phrases:
  • "Team at 108% of quota with 5 of 6 reps above 90% — best performance distribution in the sales org."

Rep Development

Growth of direct reports. Ramp time for new reps. Promotion readiness pipeline.

Exceeds New reps ramp faster on this team. Multiple reps are promotion-ready. Voluntary attrition is low.
Meets Reps are growing. Ramp is on pace with company average. Promotion pipeline is developing.
Below Reps plateau under this manager. High voluntary attrition. New reps struggle to ramp.
Example phrases:
  • "Two reps on the team were promoted this cycle — both cited this manager's coaching as the key factor."

Forecast Accuracy

Reliability of the manager's commit forecast. Deal visibility and accuracy across the team.

Exceeds Forecast within 5% of actual results consistently. Proactively surfaces risk early. No end-of-quarter surprises.
Meets Forecast is within 15% of actuals. Deals are generally well-qualified. Updates are proactive.
Below Forecast is unreliable. Deals often slip or fall out of commit late. No early warning on risk.
Example phrases:
  • "Forecast accuracy of 97% over the past 2 quarters — most accurate manager in the org."

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More Sales templates

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

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