Sales Deal Evaluation Form

Please complete the following form with as much detail as possible regarding the sales deal you are submitting for evaluation. This form helps us to better understand the potential opportunities and challenges associated with the deal. Provide thorough responses to ensure a comprehensive review. Once completed, submit this form to the Sales Department for further assessment.

Deal Information

Client Company Name:
Industry:
Sales Deal Description:
Sales Representative:
Deal Value:
Expected Close Date:	Initial Contact Negotiation Final Review
Deal Stage:

Evaluation Criteria

Rate the entire transaction based on following aspects using the scale provided on below:

Criteria	Rating
Customer Fit	Poor Fair Good Very Good Excellent
Deal Size	Very Small Small Moderate Significant Large
Profit Margin	Very Low Low Moderate High Very High
Sales Cycle Length	Very Long Long Average Short Very Short
Competitive Landscape	Highly Competitive Competitive Neutral Limited Competition No Competition

Deal Assessment

Assessment	Provide Information
Strengths of Our Offer	(Key strengths and competitive advantages.)
Potential Obstacles	(Potential obstacles or concerns.)
Strategic Importance	(Deal's importance to [Your Company Name].)
Required Support	(List of Additional support/resources needed.)

Additional Comments/Suggestions:

This structured evaluation process helps align potential sales deals with [Your Company Name]'s strategic goals and capabilities. Thank you for your submission.