Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a sales assistant.
A Sales Assistant is responsible for supporting the sales and marketing managers by tracking, investigating and reporting sales information, resolving problems.
The primary duties of this role include preparing sales presentations by compiling data, developing presentation formats and materials, maintaining promotional database by inputting invoice and bill-back data, safeguarding customer database by inputting customer biography and updates, preparing and distributing monthly reports, updating managers by consolidating, analyzing and forwarding daily action summaries, resolving order and inventory problems by investing data and history, identifying alternate means for the filing warrants, notifying managers and customers, providing product, promotion and pricing information by clarifying customer request, selecting appropriate information, forwarding information as well as answering questions.
Employee Performance Goals Sample | |
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Employee's Name: | Title: |
Review Period: __/__/__ to __/__/__ | Employee SSN: |
Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
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CUSTOMER ORIENTED: Give customers timely and constructive advice to help them make the right decision. Prioritize your workload effectively depending on the needs of customers. | [employee comments goal] |
PRESENTATION SKILLS: To prepare and use visual aids more appropriately while making presentations. Speak with great clarity and in a concise way that the audience can comprehend. | [employee comments goal] |
PROBLEM SOLVING: Learn to articulate or communicate in a proper manner that can be well understood by people. Get first to understand what the problem really is before starting to solve it. | [employee comments goal] |
SEEING POTENTIAL PROBLEMS: Give advance notice when the company rolls out new features or launches new initiatives or applications Try to imagine possible outcomes of a particular decision and potential problems that might ensue from it | [employee comments goal] |
SALES ABILITY: Give customers free trials that are easy to use, set up, and that really demonstrate the true value of own products Create buyer-seller agreements in order to make the prospects feel comfortable and know what is coming next | [employee comments goal] |
CUSTOMER SERVICE: Put extra effort in following up with customers to ensure they are fully satisfied Share resources and information readily and make sure customers feel that you are on their side | [employee comments goal] |
TRAINING OTHERS: Participate in specialized training programs and seek for more specialized training opportunities Develop a positive attitude towards complex training sessions and show more willingness to learn new skills | [employee comments goal] |
WRITING REPORTS AND PROPOSALS: Learn how to connect with the target audience when writing reports and proposals Encourage others to use a clear, logical structure that achieves internal cohesion and coherence | [employee comments goal] |
DATA ENTRY: Show willingness to improve typing skills and learn how to type more accurately and faster Put extra effort to work under pressure and tight deadlines | [employee comments goal] |
PRODUCT KNOWLEDGE: Make enough effort to understand how a product compares to rival products Put extra effort to learn how to fix problems associated with a product | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. Employee comments |
Signatures | |
I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
Employee: | Date: |
Supervisor: | Date: |
Human Resources: | Date: |