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Sales Performance Review Form

Run structured sales performance reviews — numbers, self-rating, wins and support needs — to coach reps and lift the whole team.

Description

A sales performance review form gives managers and reps a consistent, honest basis for a review conversation. It pairs the hard numbers — sales, leads closed — with the rep’s own view of their wins, challenges and where they need support, so the review is a genuine coaching moment rather than a box-ticking exercise.

It captures the sales rep and the review period, the total sales and number of new leads closed, and a self-rating of performance. Fields for achievements, challenges faced, areas needing support and whether they’d benefit from mentoring, with a signature, make for a rounded, documented review.

Customize the metrics and fields to match your team, restyle it in your brand colors, and embed it on your intranet so reviews are consistent and on record.

Form fields

Everything the Sales Performance Review Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Sales Performance Review

  • Sales Representative

    Name Icon
    Name

  • Review Period Start Date

    Date Icon
    Date

  • Review Period End Date

    Date Icon
    Date

  • Total Sales This Period

    Short Answer Icon
    Short Answer

  • Number of New Leads Closed

    Short Answer Icon
    Short Answer

  • Self-Rating of Performance

    Scale Icon
    Scale

  • Highlight Achievements

    Long Answer Icon
    Long Answer

  • Challenges Faced

    Long Answer Icon
    Long Answer

  • Areas Needing Support

    Multi-Select Icon
    Multi-Select

  • Would you benefit from mentoring?

    Yes/No Icon
    Yes/No

  • Your Signature

    Short Answer Icon
    Short Answer
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Template FAQs

Common questions about the Sales Performance Review Form — what it captures, when to use it, and how to make it your own.

What is a sales performance review form?

It’s a form used to review a salesperson’s performance over a period. It captures their numbers alongside a self-assessment of wins, challenges and support needs, giving managers a consistent, documented basis for a coaching conversation rather than a one-sided appraisal.

What does the form capture?

The sales rep and review period, total sales and new leads closed, and a self-rating of performance. Fields for achievements, challenges faced, areas needing support, whether they’d benefit from mentoring, and a signature complete the review.

When would it be used?

At regular review points — monthly, quarterly or annually — for each member of the sales team. Using the same form each time builds a consistent record of performance and development, so progress and recurring challenges are easy to see and act on over time.

Who is this form for?

Sales managers and the reps they lead. It suits any sales team that wants reviews grounded in both numbers and the rep’s own perspective, so coaching is fair, specific and focused on the support that will actually lift performance.

Why include a self-rating and support needs?

A review works best as a two-way conversation. A rep’s self-rating and their view of where they need help surface gaps a manager might miss, and make the review feel like support rather than judgment — which is what actually changes behavior and results.

Is this form free to use?

Yes, it’s free. Create a Fun Forms account, customize the metrics and fields to match your team, restyle it to your brand colors, and embed it on your intranet with no coding. Reviews then collect in one place, consistent and on record.

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