iAspire Business
Inside Sales Evaluation
 

 

Date & Time


Observer's Name


Employee's Name


Department


 

 

From Jan 1 – June 31st how many calls were required per week?

Did the ISR make the required calls per week?
Were the calls recorded in CRM? 
Did the ISR’s Sales (Jan.1 – June 30) meet or exceed Budget?
Sales: Jan 1 – June 30, 2016 Total:

Budget: Jan 1 – June 30, 2016 Total:

Change: Percent

Change: Dollars

Did the ISR’s Gross Profit (Jan.1 – June 30) meet or exceed Budget?
­­­­­­­­­­­­­­Gross Profit: Jan 1 – June 30, 2016 Total

­­­­­­­­­­­­­­Budget: Jan 1 – June 30, 2016 Total:

­­­­­­­­­­­­­­Change: Percent:

­­­­­­­­­­­­­­Change: Dollars:

How many New Accounts has the ISR opened?

What is the total sales realized from these accounts?

How many accounts with sales over $5000 in 2016 have not yet bought in 2016?

 
What Personal Development Activities (i.e. classes, books read) since your last review have you taken to make yourself a better business person?
Is there any industry certification that this employee should be earning?

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05/24/2019 01:54 PM
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