- 9+ Sales Assessment Examples & Templates in PDF | DOC | Examples

9+ Sales Assessment Examples & Templates in PDF | DOC


A sales assessment assesses the performance of a salesperson in selling the products and services and how successful he or she was in the process. This assessment is done to pick professional and skilled individuals and prepare an effective sales team to gain better sales. The job is to assess all the aspects of the sales and make it error-free to perform well in the market.

How to Assess Sales?

For assessing the sales the salesperson might prepare a plan or just serially introspect all the aspects of the sales of products or the services. Or many just do it following or keeping some points in mind and those are highlighted below:

  1. Set an aim or target.
  2. Adopt clear objectives.
  3. Define the process or methods of sales.
  4. Define the strategies.
  5. Define the connectivity and other connecting sources with the buyer’s sales journey.
  6. Define the forecasts and other possible speculated success.
  7. Define the process of engaging with the customer.
  8. Define the approach of closing the sales.
  9. Support and help the team to sell efficiently tackling different odd and even situations.
  10. Try to make your company stand out of the crowd of similar nature and others too, to get attention from the prospects.
  11. Communicate to your prospects the value proposition in your products and services.
  12. be accurate and effective with your sales plan proceedings.

What to Expect in a Salesperson while Hiring?

There are some specific qualities that you should look for while recruiting candidates for sales jobs in your firm. Not everyone might have all such qualities but at least they should have any five of them. The qualities are

  1. Talk less and listen more from the prospect about their problems.
  2. The salesperson has to be able to empathize with the prospects to sell their products.
  3. they should not be egoistic and have to approach people for sales as if more numbers of sales are their daily meal.
  4. They have to be competitive so that when competition in the market goes up, they don’t give up but thrive to achieve greater than they would have done to date.
  5. A good salesperson often tries to make and increase their network of connection which might help them at different times in life
  6. Know properly about your products and services and fix if there is any loophole. This would help you to be confident about your services and you would be able to effectively convince your leads to convert into customers.
  7. The candidate has to be always motivated no matter how competitive the market becomes.
  8. The salesperson should know how to flip odd situations even for the business.
  9. The salesperson, themself, has to tackle several tasks at a time, and thus you should recruit someone good at multitasking.
  10. Honesty is the best policy for the salesperson.
  11. The salesperson should be curious to learn new things.
  12. The salesperson has to be adaptable to different client’s preferences and schedules.
  13. The salesperson has to have good communication skills to understand the client and solve their issues.
  14. The salesperson has to be passionate about the job so to give his or her best.
  15. The salesperson might encounter some disturbing prospects too but they have to have the patience to deal with them peacefully.

9+ Sales Assessment Examples & Templates

1. Sales Performance Assessment

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  • PDF

Size: 240 KB

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If you are concerned about the performance of sales of the firm, do take a sales assessment test or a simple assessment. If you are doing it for the first time there is no need to worry for you as you can simply refer to this template that describes the process easily. Have a look at this template if it can help you to meet the requirements you have and simplify the process.

2. Mettle B2B Sales Potential Assessment

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  • PDF

Size: 67 KB

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Sales assessment is a process of checking out on your sales processes and measure if they would perform the way you require. There are different sales assessment tools available that managers make use of to calculate the effectiveness of a sales plan. If you refer to this template you might get to know about different aspects of the processing easily. So, we suggest you check the template out and simplify your process and operations.

3. Sales Team Assessment

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  • PDF

Size: 484 KB

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The team you choose for operating your sales process needs to be skilled properly so to fulfill the expectation you have from it. You can also frame some sales assessment questions to check out how effective they might be for your job. If you want to make such an assessment, you should have a glance at this template that is framed with different specific ideas and objectives. So have a look at this example and accelerate its speed today!

4. Sales Skills Assessment Example

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  • PDF

Size: 1 MB

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If you are making a sales service assessment for analyzing the skills of your team members, choose this template and simplify the process. If you are running out of the time we suggest this is the best option for you to save your time and effort. So have a look at this template if it looks suitable for fulfilling the requirements you have!

5. Sales Competency Assessment

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  • PDF

Size: 266 KB

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6. Profile Sales Assessment Questions

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  • PDF

Size: 216 KB

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7. Sales Assessment Template

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  • PDF

Size: 98 KB

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8. Sample Sales Performance Assessment Report

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  • PDF

Size: 2 MB

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9. Commercial Comparable Sales Analysis Sheet

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  • DOC

Size: 7 KB

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10. Sales and Marketing Risk Assessment Checklist

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  • PDF

Size: 82 KB

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