Sales Proposal Scoring Rubric

This rubric aims to objectively evaluate the effectiveness and completeness of sales proposals submitted by the sales team. This tool is designed to assess a proposal based on multiple criteria, each with its weightage, to provide an overall score. The objective is to standardize the quality of sales proposals across the organization and ensure that they meet the expected standards for maximizing customer engagement and conversion.

Scoring Criteria

Section	Criteria	Weightage	Score (1-5)	Weighted Score
Executive Summary	Clarity & Conciseness	15%
Problem Statement	Definition & Urgency	15%
Solution Overview	Relevance & Innovation	20%
Product/ Service Details	Features & Benefits	15%
Pricing	Transparency & Competitiveness	11%
Case Studies/ Testimonials	Relevance & Credibility	10%
Visual Elements	Consistency & Quality	8%
Overall Presentation	Formatting & Cohesiveness	6%

Executive Summary

Clarity & Conciseness, aims to evaluate if the summary is both clear and concise, engaging the reader immediately and effectively delivering the key points.

Problem Statement

Definition & Urgency, assesses how well the proposal defines the problem and states its urgency, aiming to resonate with the customer's needs and drive immediate action.

Solution Overview

Relevance & Innovation, measures how the proposed solution addresses the problem and assesses the level of innovation that sets it apart from competitors.

Product/Service Details

Features & Benefits, evaluates the clarity and relevance of the features and benefits of the product or service being offered.

Pricing

Transparency & Competitiveness, ensures the pricing details are transparent and assesses how competitive the pricing is compared to similar market offerings.

Case Studies/Testimonials

Relevance & Credibility, checks if the case studies or testimonials are directly related and come from credible sources.

Visual Elements

Consistency & Quality, ensures that the visual elements are consistent and of high quality, contributing to the proposal’s overall professional appearance.

Overall Presentation

Formatting & Cohesiveness, considers how well the proposal is formatted and if it logically flows from one section to another.

Contact Details

For further questions or clarifications, feel free to contact us.

Email: [Your Company Email]

Phone: [Your Company Number]

Social Media: [Your Company Social Media]

Last Updated: [Month Day, Year]

Prepared by: [Your Name], [Your Company Name]