Free Sales Rubric for Forecast Accuracy

The purpose of this rubric is to assess and improve the accuracy of sales forecasts, enabling better decision-making and resource allocation.

Rating Scale

Criteria for Assessment

Data Analysis (1-5):

• 1: Lacks thorough analysis of historical data and market trends.

• 5: Demonstrates a deep understanding of historical data and market trends.

Forecasting Methodology (1-5):

• 1: Utilizes unreliable methods or lacks a consistent methodology.

• 5: Employs advanced forecasting methods and maintains a consistent approach.

Forecast Period (1-5):

• 1: Frequently makes forecasts for unrealistic time frames.

• 5: Consistently predicts accurately within appropriate timeframes.

Quantitative Accuracy (1-5):

• 1: Frequently misses sales targets by a significant margin.

• 5: Consistently hits or surpasses sales targets with minimal deviation.

Qualitative Accuracy (1-5):

• 1: Little understanding of customer behavior and preferences.

• 5: Demonstrates an in-depth understanding of customer behavior and preferences, leading to more accurate forecasts.

Communication and Collaboration (1-5):

• 1: Poorly communicates forecast adjustments and rarely collaborates with relevant teams.

• 5: Communicates forecast changes effectively and actively collaborates with cross-functional teams.

Consistency (1-5):

• 1: Forecast accuracy is inconsistent and unreliable.

• 5: Maintains a consistent track record of forecast accuracy over time.

Sales Templates @ Template.net