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KPI Goals Form

Employee Information:-

Rating Scale:-

  • 1 - Does Not Meet Expectations
  • 2 - Partially Meets Expectations
  • 3 - Meets Expectations
  • 5 - Exceeds Expectations
  • 5 - Far Exceeds Expectations

Customer Relationship Management *

Builds and maintains strong relationships with customers through regular engagement, timely follow-ups, and proactive support. Understands customer needs and ensures long-term business retention.

TARGET
5
GOAL WEIGHTAGE
5/5

Sales Target Achievement *

Consistently works towards achieving assigned sales targets and contributes effectively to overall business revenue through planned sales activities and execution.

TARGET
5
GOAL WEIGHTAGE
5/5

Business Development *

Identifies new business opportunities, explores potential markets, and actively contributes to expanding the customer base and revenue streams.

TARGET
5
GOAL WEIGHTAGE
5/5

Negotiation Skills *

Demonstrates the ability to negotiate effectively with customers while maintaining profitability, customer satisfaction, and long-term business relationships.

TARGET
5
GOAL WEIGHTAGE
5/5

Product Knowledge *

Possesses a thorough understanding of company products and services and effectively communicates their value proposition to prospective and existing customers.

TARGET
5
GOAL WEIGHTAGE
5/5

Lead Conversion Effectiveness *

Efficiently manages the sales pipeline by qualifying leads, addressing customer concerns, and converting opportunities into successful business deals.

TARGET
5
GOAL WEIGHTAGE
5/5

Customer Retention *

Maintains strong customer loyalty through continuous engagement, problem resolution, and value-added service, resulting in repeat business opportunities.

TARGET
5
GOAL WEIGHTAGE
5/5

Market Awareness *

Stays informed about market trends, competitor activities, and industry developments and uses insights to improve sales performance.

TARGET
5
GOAL WEIGHTAGE
5/5

Strategic Account Management *

Develops and manages key customer accounts by understanding their business objectives and identifying opportunities for growth and partnership.

TARGET
5
GOAL WEIGHTAGE
5/5

Communication & Presentation *

Communicates ideas, solutions, and business proposals clearly and professionally through verbal, written, and presentation skills.

TARGET
5
GOAL WEIGHTAGE
5/5

Sales Planning & Forecasting *

Effectively plans sales activities, prioritizes opportunities, and provides accurate forecasts to support business decision-making.

TARGET
5
GOAL WEIGHTAGE
5/5

Initiative & Ownership *

Takes responsibility for achieving business objectives, proactively addresses challenges, and demonstrates commitment to organizational success.

TARGET
5
GOAL WEIGHTAGE
5/5

Collaboration & Team Support *

Works effectively with internal teams, shares information and best practices, and contributes positively to team performance and business outcomes.

TARGET
5
GOAL WEIGHTAGE
5/5

Problem Solving *

Identifies customer concerns and business challenges, evaluates available options, and implements practical solutions that support customer satisfaction and business growth.

TARGET
5
GOAL WEIGHTAGE
5/5

CRM & Sales Process Compliance *

Maintains accurate sales records, updates CRM systems regularly, and follows established sales processes and organizational policies.

TARGET
5
GOAL WEIGHTAGE
5/5

Adaptability & Learning *

Quickly adapts to changing customer requirements, market conditions, and business priorities while continuously enhancing professional knowledge and skills.

TARGET
5
GOAL WEIGHTAGE
5/5