How to Write a Sales Employee Self-Assessment

Self-assessments are an opportunity.

If you are a salesperson, writing your own performance assessment may seem like a chore, but it is really an opportunity. The last thing that most salespeople want is one more report or administrative task cutting into their work time, but a self-evaluation can really be a chance to shine. Assessing your own sales performance is a great way to present yourself in the most positive light possible, while downplaying your weaknesses. Don't take the self-praise too far, however, because a dishonest or incomplete self-assessment is a waste of everyone's time.

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Instructions

Writing Your Self-Assessment
- 1
  
  Sales figures are the top indicator of sales success. Achieving or preferably overachieving quotas will always be the most important statistic to demonstrate your abilities. Analyze sales records for the review period and note which months you made quota. For any months that you did not make quota, offer valid explanations for the shortfall. If you know how you ranked competitively against other salespeople, note this as well, especially if you are one of the top sales representatives.
- 2
  
  Relate any pertinent success stories. If you do not have a success file, begin one immediately to make next year's assessment easier. Look over your records for any spikes in sales to demonstrate your success. Be as specific as possible. Also include any positive feedback from clients or colleagues at this time.
- 3
  
  Briefly discuss areas for improvement. Don't dwell on this aspect for too long, but everyone can improve his or her job performance. For any weakness that you mention, also note what you are doing to address this shortcoming. For example, if you are short on product knowledge, list courses you intend to take or other resources that you will use to improve.
- 4
  
  End the assessment by discussing sales-related strengths that you possess such as prospecting, closing, relationship building or persistence. Be prepared to discuss specific examples of how you are able to use these strengths in your job. Also detail actions you have taken to improve your skills and grow professionally. List any courses, books, seminars or web-based training you have utilized, as well as any organizations that you belong to. Anything that demonstrates that you take your career seriously is appropriate for this final section.

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How to Write a Sales Employee Self-Assessment

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