A full sales rep assessment across skills, activity, results and behaviors — weighted to one score with a personalized AI report per reviewer and rep.
Quick answer
A full rep review across skills, activity, results and behaviors, weighted into one score and a personalized AI report for reviewer and rep alike.
Performance reviews fail when results do all the talking — the rep who got the lucky account and the rep who built the skill look identical in a spreadsheet. This assessment scores a rep across five faces: prospecting skill, discovery quality, closing execution, activity discipline and client behaviors, from self and manager views. Weighted totals plus a personalized AI PDF give each rep one honest development page instead of a number and a mood.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Skill, execution, discipline and behavior kept distinct in the total.
Self-assessment against manager view exposes the blind spot.
Each rep gets a personalized, printable page of findings.
Same dimensions every cycle makes growth visible.
From copy to deliverable in four steps.
Copy the assessment per reviewed rep.
The rep completes before the manager sees their own.
Same dimensions, evidence in the notes.
The AI report contrasts views and names the development priority.
Pick your role — see how it fits your workflow.
Run reviews from a scored page, not a memory.
See which face of the job actually caps you.
Side-by-side dimension scores reveal program gaps.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
