Sales Rep Evaluation

Sales Rep Evaluation for Switzerland

Sales Rep Evaluation Template for Switzerland

A comprehensive employee evaluation document designed specifically for sales representatives, compliant with Swiss employment law and data protection regulations. The document provides a structured framework for assessing both quantitative and qualitative aspects of a sales representative's performance, including sales targets, customer relationship management, professional development, and core competencies. It incorporates Swiss-specific legal requirements for employee evaluations while maintaining objectivity and fairness in the assessment process.

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What is a Sales Rep Evaluation?

This Sales Rep Evaluation document is designed for use in Switzerland and complies with Swiss employment law, particularly the Swiss Code of Obligations and Federal Act on Data Protection. It serves as a formal tool for evaluating sales representatives' performance, typically conducted on a quarterly or annual basis. The evaluation covers key performance indicators, behavioral competencies, and development goals, while ensuring compliance with Swiss workplace regulations regarding employee assessments. The document is structured to provide objective feedback, document performance metrics, and support career development decisions while protecting both employer and employee interests under Swiss law.

What sections should be included in a Sales Rep Evaluation?

1. Employee Information: Basic information including employee name, position, department, evaluation period, and evaluator details

2. Quantitative Performance Metrics: Objective measurement of sales targets, revenue generation, customer acquisition, and other numerical KPIs

3. Qualitative Performance Assessment: Evaluation of soft skills, customer relationship management, team collaboration, and professional conduct

4. Core Competencies Evaluation: Assessment of essential skills required for the role including product knowledge, sales techniques, and negotiation skills

5. Goal Achievement Review: Analysis of previously set goals and extent of their achievement

6. Development and Training: Identification of areas for improvement and recommended training or development activities

7. Overall Performance Rating: Final performance rating based on all evaluation criteria

8. Comments and Feedback: Space for both evaluator and employee comments

9. Acknowledgment and Signatures: Formal acknowledgment of the evaluation by both parties with date and signatures

What sections are optional to include in a Sales Rep Evaluation?

1. Peer Review Input: Include when 360-degree feedback is part of the evaluation process

2. Customer Feedback Summary: Include when customer satisfaction metrics are available and relevant

3. Commission Structure Review: Include when the evaluation impacts commission rates or structure

4. Market Conditions Analysis: Include when external factors significantly impacted sales performance

5. Team Leadership Assessment: Include for sales representatives with team leadership responsibilities

6. Special Projects Evaluation: Include when the employee participated in special sales initiatives or projects

What schedules should be included in a Sales Rep Evaluation?

1. Schedule A - Sales Performance Data: Detailed breakdown of sales figures, targets, and achievements

2. Schedule B - Customer Portfolio Analysis: Analysis of customer base, retention rates, and account development

3. Schedule C - Training Record: Record of completed training and certifications during the evaluation period

4. Appendix 1 - KPI Definitions: Detailed definitions and calculation methods for all KPIs used in the evaluation

5. Appendix 2 - Performance Rating Scale: Explanation of the rating system and performance level definitions

6. Appendix 3 - Development Plan Template: Template for creating action plans based on evaluation results

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Swiss-compliant sales representative evaluation document for structured assessment of sales performance and professional development.

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What is a Sales Rep Evaluation?

What sections should be included in a Sales Rep Evaluation?

What sections are optional to include in a Sales Rep Evaluation?

What schedules should be included in a Sales Rep Evaluation?

Authors

Alex Denne

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