Template Employee Performance Sales Scorecard Template

Sales Scorecard Template

Sales Scorecard Template

Create a survey from a ready-made template in 30 seconds. Choose a template, customize it, then share it and collect responses with ease.
4.7/5
on G2
500,000+
Surveys created
10,000+
Team users
Use This Template
✓ Free forever
✓ No Credit Card Required
✓ Unlimited surveys, questions, and responses
33
Questions
Use This Template

Sales Scorecard Template

wait loading
*
1.
Full Name
2.
Email Address
3.
Phone Number
4.
1. Do you have revenue targets set for both new and existing clients?
Yes
No
5.
2. Do your clients understand what distinguishes you from competitors?
Yes
No
6.
3. Have you calculated profitability by client type?
Yes
No
7.
4. Are you recognized as an expert in your industry?
Yes
No
8.
5. Do you believe your business is reaching its full potential?
Yes
No
9.
6. Do you have a clearly defined target market?
Yes
No
10.
7. Do most of your leads originate from one main sales activity?
Yes
No
11.
8. Have you defined the competencies required for each sales role?
Yes
No
12.
9. Are you generating a substantial number of leads online?
Yes
No
13.
10. Are your sales and revenues scalable?
Yes
No
14.
11. Do you have a coherent sales plan with clear strategies to reach your goals?
Yes
No
15.
12. Do you know the pipeline characteristics needed to hit your targets?
Yes
No
16.
13. Are you reaching a sufficient number of the right type of clients?
Yes
No
17.
14. Do you use a documented sales process that the whole team understands and follows?
Yes
No
18.
15. Do you use persuasive scripts and sales collateral to support selling?
Yes
No
19.
16. Is your sales team focused and measured on only value-adding sales activities?
Yes
No
20.
17. Do you have an onboarding process for new salespeople?
Yes
No
21.
18. Do you conduct regular sales practice and training for your team?
Yes
No
22.
19. Do you regularly measure client satisfaction with your service?
Yes
No
23.
20. Do you have a documented account management process?
Yes
No
24.
21. Do you adapt your products or services in response to market changes?
Yes
No
25.
22. Do you have a systematic approach to upselling?
Yes
No
26.
23. Do you have a client referral program?
Yes
No
27.
24. Do you have a system to record, evaluate and respond to customer complaints?
Yes
No
28.
25. Do you use key performance indicators to monitor and improve business development?
Yes
No
29.
26. Does senior management spend a significant amount of time each week on business development?
Yes
No
30.
27. Do you have a commercial culture that values and supports sales?
Yes
No
31.
28. Do you hold structured weekly and monthly sales meetings with clear deliverables?
Yes
No
32.
29. Are your targets based on the number of sales made?
Yes
No
33.
30. Do you have a training and coaching program for your sales team?
Yes
No
image result
Template instructions
Sales scorecard template helps businesses and sales teams set clear goals and measure progress by tracking key metrics. Use this template to evaluate sales processes, identify gaps, and prioritize actions across teams.

It includes name and email fields plus 30 targeted yes/no items covering targets, value proposition, lead generation, pipeline, sales process, onboarding, training, account management, upselling, referrals and KPIs.

The template is fully customizable without coding: rearrange, edit or add questions, brand with logos and colors, embed the form or share via link or email, and collect responses in your inbox. Use built-in analytics to monitor trends, compare team performance, and export data for reporting. Schedule periodic follow-ups to close performance gaps.

This free template suits managers, small businesses, sales ops teams and consultants looking to monitor performance, improve sales effectiveness and develop coaching plans. Click "Use This Template" to customize, deploy and start scoring sales performance instantly now.

Get Started in 3 Simple Steps

1

Use This Template

Click "Use This Template" to open it in SurveyMars. You can preview and test it without signing up.

2

Customize Your Survey

Edit questions, upload your logo, and match the design to your brand. Create professional surveys with no technical skills required.

3

Share & Collect Responses

Share by link, QR code, or embed it on your website. Responses appear in your dashboard as soon as they come in.

What Our Users Say

Trusted by users worldwide

View More G2 Reviews
Related Templates
Award Night Nomination Form Template
View Template ➝
30-Day Review Form Template
View Template ➝
Driver Behavior Monitoring Form Template
View Template ➝
Warehouse Operations Assessment Form Template
View Template ➝
View All Templates