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Seb Anthony

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Evaluation sheets for sales teams


Hi there,

Does anyone have examples or templates for evaluation sheets to be used to summarise information captured from monitoring sheets.

It seems like a simple task, but I'm unsure how to quantify and represent information such as, does the agent up/cross sell and how often, sales methods used, customer service etc.

I can provide a copy of the monitoring sheet used if this helps.

Thanks for any help or advice guys
Adam Slack

2 Responses

  1. Sales Teams
    Are you talking about Field Sales teams or sales teams working on phones in a call centre?
    If it is Sales Teams then I have some forms that might be useful.
    many thanks

  2. I have some evaluation sheets for sales teams

    Please Email me and I can forward you a form that can be adapted for your organisation

    Best Regards


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