Sales Rep Monthly Self-Assessment Form — Form Fields
This sales template includes 12 fields. Prompt sales reps to reflect on their monthly performance, activities, and development areas. Free to customize and use on ZenBuild.
Sales Rep Name (text, required)
Email (email, required)
Month and Year (text, required)
Quota ($) (number, required)
Actual Attainment ($) (number, required)
Biggest Win This Month (dropdown selection, required) — options: New logo, Expansion deal, Accelerated close, Saved at-risk deal, Largest deal ever
What drove your best results this month? (long text, required)
What held you back from hitting quota? (long text, optional)
Rate your prospecting activity this month (1-5) (rating, required)
Rate your CRM hygiene this month (1-5) (rating, required)
Top 3 goals for next month (long text, required)
What development area do you want to focus on? (dropdown selection, optional) — options: Prospecting, Discovery calls, Demos, Negotiation, Time management
