Sales Scorecard Template Form Template
Enhance Your Sales Tracking with Our Scorecard Template
Tracking sales performance can be overwhelming, but a well-structured scorecard can streamline the process. This sales scorecard template helps sales managers and teams measure their effectiveness, set clear goals, and identify areas for improvement. With features like real-time feedback, customizable metrics, and performance analysis, you can boost accountability, enhance motivation, and drive higher sales conversions. Experience how easy tracking your team's progress can be with the live template option.
When to use this form
Use this form during weekly 1:1s, pipeline reviews, and end-of-month check-ins. It fits teams that track quota, activity targets, and conversion rates for AEs and SDRs. Sales managers get a standardized view of pipeline health, win rate, and coaching needs; reps see where to focus next. For performance follow-ups and action plans, managers can log notes in the Staff supervision form. If you are onboarding junior reps or interns, align expectations with the Intern evaluation form. The result: clear goals, faster decisions, and fewer surprises at forecast time.
Must Ask Sales Scorecard Questions
- What is your current pipeline value by stage for this period?
This shows your forecast coverage and where deals are stuck, so you can prioritize the right stage. Your stage mix highlights risk; a top-heavy pipeline often needs early-stage creation, while late-stage gaps signal closing issues.
- How many qualified opportunities did you create, and from which sources?
This measures your prospecting effectiveness and channel performance. Knowing whether opportunities came from outbound, inbound, or partners helps you invest time and budget where they convert.
- What is your win rate and average sales cycle length this period?
Win rate and cycle length reveal your efficiency and enable more accurate forecasts. Tracking these trends period over period helps you spot coaching needs and process bottlenecks.
- How are you tracking against quota and activity targets (calls, emails, meetings)?
Connecting inputs to outcomes keeps you focused on the activities that move revenue. Gaps to goal tell you whether to increase volume, improve quality, or reallocate time.
- What obstacles are blocking your deals, and what support do you need this week?
Surfacing blockers early speeds up deals and makes it easy for you to request help from your manager or peers. If you want reps to reflect first, pair this with the Self assessment survey form.
More Forms
- 100% Free - No Catches
- Collect Responses Today
- Tailor to your Look & Feel