Sales Rubric for Assessing Commission Claims
This rubric is designed to evaluate the performance of [Your Company Name]'s sales representatives. The criteria encompass various aspects of sales performance, documentation accuracy, timeliness, policy adherence, customer feedback, quality of service, and communication. For each criterion, assign points based on achievements, ensuring an accurate and honest self-evaluation.
Sales Representative Information
Name: | [Sales Representative's Name] |
Team: | [Team 1] |
Claim Period: | [3rd Quarter 2050] |
Criteria for Assessment
Criteria for Assessment | Max Points | Awarded |
Sales Performance
| 30 | 30 |
Sales targets met/exceeded | 10 | |
Sales revenue generated | 10 | |
New customers acquired | 10 | |
Documentation Accuracy
| 20 | |
Accurate sales records | 10 | |
Correct customer info | 10 | |
Timeliness
| 15 | |
Timely claim submission | 5 | |
Prompt documentation | 5 | |
Timely issue resolution | 5 | |
Policy Adherence
| 15 | |
Adherence to company policies | 5 | |
Plan rule compliance | 5 | |
Accurate commission calc. | 5 | |
Customer Feedback & Quality of Service
| 10 | |
Positive feedback/testimonials | 5 | |
Quality of service | 5 | |
Communication and Reporting
| 10 | |
Effective communication | 5 | |
Accurate & regular reporting | 5 | |
Total Points | 100 | |
Comments and Notes
[Sales Representative's Name] always exceeds expectations bringing great value to the team!
|
Assessment Results
Reviewer
[Signature]
[Reviewer's Name]
[Reviewer's Role/Position]
Date: [Month Day, Year]
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