Sales Performance Review Template (Excel + Google Sheets, Free)
What's inside the sales performance review template
The workbook has one Rep Scorecard sheet, up to 50 rows. Each row is one rep: quota, actual sales, calls made and calls target.
Sales attainment % (actual sales divided by quota) and call attainment % (calls made divided by calls target) calculate automatically for every rep, followed by a weighted composite score - 70% sales attainment, 30% call attainment - and an automatic rank.
Where the direct-file competitors found in search results (ExcelDataPro, employeereviewtemplates.com) offer a single flat percent-achieved table, this template ties quota performance and activity metrics together into one weighted score, and HubSpot's comparable sales-specific version is gated behind a lead-capture form - this one isn't.
Quota attainment and activity metrics, weighted into one score
Quota attainment alone doesn't tell you whether a rep is closing efficiently or just getting lucky on a few big deals - pairing it with call activity gives a fuller picture of effort versus outcome.
The composite score weights sales attainment at 70% and call activity at 30%, a split you can treat as a working default; if your team's metrics matter differently, the weights live directly in the formula and can be adjusted by editing the underlying cells.
Ranking reps automatically
Rank counts how many reps scored a higher composite than each rep, plus one - so the top scorer is always rank 1, with ties sharing the same rank position. No manual sorting or re-typing rank numbers as scores change.
This is a sales-metric-specific scorecard - quota %, activity KPIs, weighted scoring - matching a distinct search intent from the site's general Excel Performance Review template, which covers broader employee competencies rather than sales-specific numbers.
Who this template is for
Sales managers running periodic (monthly or quarterly) rep reviews who want quota and activity data combined into one comparable score across the team, without building the weighting formula themselves.
It's a tracking and comparison tool, not a compensation-plan calculator - use the composite score to inform conversations and coaching, not as an automatic bonus formula.
How to use it
- List every rep: quota, actual sales, calls made and calls target.
- Sales attainment %, call attainment % and the weighted composite score calculate automatically.
- Check rank and the team averages in the summary below the table.
Download the free Sales Performance Review Template (Excel + Google Sheets, Free)
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CRM & Sales Pipeline Tracker
If you want to track the deals behind these numbers, the paid CRM & Sales Pipeline Tracker ($14) adds stage-by-stage conversion and a 3-scenario forecast.
See the full versionFrequently asked questions
How is the composite score weighted?
70% sales attainment (actual sales / quota) and 30% call attainment (calls made / calls target). Both feed into one weighted score per rep.
How does the automatic rank work?
It counts how many reps scored a higher composite score, then adds one - so the highest scorer is rank 1. Reps with equal composite scores share the same rank.
How is this different from the site's Excel Performance Review template?
This is sales-specific - quota attainment, call activity, weighted composite score. The Excel Performance Review template covers general employee competency reviews instead.
Can I use this in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. The attainment, composite score and rank formulas keep working.
How many reps can I track?
Up to 50 rows on the Rep Scorecard sheet.
What's the usage license?
Personal use or use within one business. It's not meant to be resold or redistributed as a template product.