Worksheets · Sales
Sales Performance Self-Assessment Worksheet
Analyze, Plan, Improve Your Sales
Overview
This interactive worksheet helps you break down your sales process, from prospecting to closing, and rate your effectiveness at each stage. It prompts you to reflect on your strengths, weaknesses, and areas requiring immediate attention, leading to a clear action plan.
Purpose
Use this worksheet to objectively evaluate your current sales performance and build a focused improvement plan tailored to your needs.
Why it matters
Regular self-assessment helps you proactively address skill gaps and inefficiencies, ensuring continuous improvement and preventing sales slumps.
Unlock the full playbook
The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.
When to use it
Complete this worksheet quarterly or after a significant sales period to gain insights into your performance.
Tags
- sales-assessment
- self-reflection
- performance-review
- sales-skills
- action-planning