Annual Sales Planning Survey for Reps

Annual Sales Planning Survey for Reps — Form Fields

This sales template includes 10 fields. Gather structured input from all sales reps during the annual planning cycle to inform quota, territory, and hiring decisions. Free to customize and use on ZenBuild.

• Sales Rep Name (text, required)
• Email (email, required)
• Team / Region (dropdown selection, required) — options: North America SMB, North America Enterprise, EMEA, APAC
• This Year's Quota ($) (number, required)
• This Year's Attainment ($) (number, required)
• Biggest Growth Opportunity Next Year (dropdown selection, required) — options: New verticals, Existing accounts expansion, More SDR support, Better product-market fit, Improved pricing
• Biggest Barrier to Hitting Quota (dropdown selection, required) — options: Too-high quota, Insufficient leads, Product gaps, Competitive losses, Pricing issues, Territory size
• Top 3 investments you'd make to grow revenue (long text, required)
• Are you considering leaving in the next 12 months? (dropdown selection, required) — options: No, Possibly, Yes
• Additional comments for leadership (long text, optional)