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Top 10 Sales Review Templates with Samples and Examples (Free PDF Attached)

Sapna Singh

Selling is no longer a numbers game – it has become a performance game. The truism is an accurate reflection of the how the business world has changed, globally. In the high-pressure world of making a sale today, worn-out and obsolete methods or techniques have become outcastes and STRICT NO-GO zones.

The best answer to carry out this fundamental business revamp in the most effective and efficient way has been to design a Sales Review . Over time, this Sales Review has transformed into a process, and a tool, that ensures sales efforts are productive as well, and helps businesses progress fundamentally, not just in sales numbers. In essence, sales must cost little and earn more; this is the fundamental approach that guides a sales performance review.

Sales Performance Review

Sales performance review involves discussing productivity, performance, goals, and career development in a business. These monthly, quarterly, or annual meetings between the sales manager, his/her team, and individual sales representatives help in keeping track. This also helps in real-time course-correction if found necessary, of sales procedures, team productivity, and individual growth.

Such sales reviews flesh out clear performance criteria that eliminate any room for subjectivity and ambiguity, shifting the focus to target customers and the creation of unique value that businesses offer.

This blog assists you with this most important process of sales review. SlideTeam also provides you with the right metrics KPIs to understand and gauge the performance of your sales team in terms of tangible numbers. These review presentation templates also assist you in directing the process of sales performance evaluation. Learn how to make decisions, based on data, to handle all problems/issues related to sales.

The blog is essential reading for any sales manager attempting to monitor, forecast, and reduce risk in his/her core domain of competence. With the use of a standardized and structured sales review process that our presentation templates offers, you can act in a scientific manner and be certain of what works and what doesn't.

Continue reading to learn more about the advantages of using SlideTeam's Sales Review PPT Templates for your company. Choose from our exclusive collection of templates to build a successful sales review process.

Take your sales process to the next level with our Sales Strategy Secrets and Tips   guide .

Download Your Guide to Measure Sales Performance now

Template 1: Sales Review PPT Deck

Sales Management is an important function of any business as most of the profit is derived from selling. Use our predesigned sales review slides to analyze your sales strategy. This PPT Presentation's design includes sections on quarterly business review, sales performance, hitting sales goals, net profit, revenue, and other sales-related topics. This template also includes material on reviewing the sales pipeline, managing sales, reviewing performance, and evaluating sales. Use these professional presentation templates to dig deep into a review of your sales; these templates are a must-have for salespeople, organizations, and marketers. Download this complete deck right away to define your company's sales strategy and emphasize ways to boost revenue.

Download Now!

Template 2: Business Sales Review PPT Deck

Use our PPT deck organize and showcase your sales efforts. Encourage good work by using our business analysis PowerPoint slideshow to reflect your sales team's compensation plan. Our trade analysis presentation lets you convey key insights on sales, thanks to the strategically-placed design elements. This fully editable deck is packed with visualization tools, such as graphs and diagrams, to make complex information pleasing and understandable, as well as a professional color scheme to emphasize visual appeal. To ace your next review presentation, click the download button.

Template 3: Door-to-Door Sales Review PPT

Door-to-door marketing is still one of the most efficient ways to increase your customer base, and build strong and long-lasting relationships. To assess your company's sales objectives and present product details, use this content-ready deck and showcase sales activities in a tabular format, such as client visits, planned conventions, follow-ups, etc. The presentation templates are self-explanatory, such as sales by region, competitor analysis, competitive advantage, training evaluation, quick tips for door-to-door selling, sales evaluation, and others, to help you identify your clients based on psychographic, behavioral, demographic, and geographic segmentation. To save time and effort, use these persuasive personal selling graphics. You also get an idea of timelines and the training required to achieve sales targets. Download it now!

Template 4: Quarterly Sales Performance Review PPT

Use this PPT deck at your quarterly sales performance review meetings to make a lasting impression. Conduct this data-based review thorough performance management, performance reviews, or performance evaluations to ensure future success. This marketing presentation deck includes contrasts and graphic tables to ensure achievement of goals. The best part about this is that you can use our PowerPoint Template to illustrate how sales are related to cost and reduce expenses for operational ease. Our innovative designs for weekly/quarterly sales summaries, quarterly pipeline summaries, quarter track records, and sales cycles help you address key ideas related to an operational review meeting. Download this special presentation template to ensure that your quarterly performance review is flawless.

Template 5: Annual Planned Goals Vs Achievement Graph for Sales Review

Regular sales analysis improves your bottom line by establishing accountability, revealing insights about your customers and characteristics of top-performing sales representatives. Use our professionally designed set of slides to bring everything together in a sales dashboard. Here, have all of your objectives and the progress you’ve made toward these in a single slide. This template aids in the transformation of plain sales charts into inventive and manageable on-your-fingertips information. The PPT's graph or chart is connected to Excel and updates automatically as data changes. Use this PPT to demonstrate how you can set goals and track your progress toward these!

Template 6: Year-in-Review KPI Matrix and Product Sales

KPIs are metrics used to track how well a business or department is performing in relation to objectives. Use our KPI matrix to study sales growth. You can use this template to assess the sales performance of your company. With our content-ready slide, you can avoid jerks and confusion while talking about the process’ essential components, namely Year-In-Review, Year Highlights, and Countdowns. Download it now.

Template 7: Quarterly Sales Summary Review PPT

Sales are crucial for lead conversions, customer retention and business growth and regular reviews ensure that sales performance stays on an even, upward-moving keel. Use our professional PPT Template to discuss previous quarter’s performance with the team. This template aids in locating, compiling, and comprehending fundamental reasons behind accomplishments and shortcomings. Download this 100% editable slide to channel a quarter’s results into forecasts and actions for the future.

Template 8: Monthly Business Performance Review PPT

The Monthly Business Review (MBR) process is intended to make sure that an organization's strategic and operational plan is always on track. Use this pre-made review template to assess performance, spot issues and opportunities, and adjust the business plan for your company as needed. This expert template establishes a practical framework that blends seamlessly into the operational rhythm of any organization. To conduct a high-value monthly business review, download the PPT now.

Template 9: Sales and OPS Planning Review Guide

To succeed in a fiercely competitive global business environment, you need an effective sales and operation planning process. Use our ready-to-use guide to support value-based management and ensure the company’s growth. This template improves efficiency and unifies development plans to focus key organizational resources on meeting customer needs, while maintaining profitability. Download it right away to improve your decision-making and increase your profits.

Template 10: One-Page Sales Employee Performance

Regular employee appraisals are essential to enhancing employee performance. Use this one-page A4 document to highlight each employee’s performance and encourage professional growth. This infographic Template is completely editable provides information about the reviewer, the evaluation criteria, the development opportunities, the employee scoring by the manager, and the goals that employees have achieved. This template can also be modified to suit requirements of the review process. Get this one-page template right away.

Bonus tip: Reflect, Realize, Revamp

Regardless of the sector you are in, every sales team member receives a sales performance review. A well-structured report, sales evaluation, positive feedback, and performance improvement plans help employees gain confidence and perform even better. You can determine what worked and what didn't, as well as how to improve, by understanding the underlying causes of your team's successes and failures. Use these presentation templates to ensure that the recommendations from your sales performance reviews meetings are actionable. Now, that you’ve covered what all it takes to have an effective sales review, let's get down to business and improve your performance asap.

Don’t miss out an opportunity to change your sales game. Use our exclusive sales pitch decks  to create a stellar sales pitch.

PS. Create actionable strategies with the help of our powerful sales report before the management or the internal sales team.

FAQs ON SALES REVIEW

What is a sales funnel.

It is an illustration of all current sales activities and interactions between a prospect and a company. It is an hypothesis that describes the path that a customer takes to make a purchase. Using a sales funnel can help you better understand how potential customers think and behave at points during the buying process. These insights help you invest in the best marketing initiatives and distribution methods, develop the most effective messaging for each stage, and convert more prospects into paying clients.

Interested in knowing more about sales funnel? Check out our amazing collection of Sales Funnel .

What are some of the tips to improve your performance reviews?

Sales performance reviews are crucial because they give sales managers the chance to advise, applaud, and motivate sales representatives—all crucial actions when trying to increase your business's sales figures.

Click here to get help on Employee Development Tactics   to improve business performance.

Here are some tips to improve your sales performance reviews:

• To evaluate each member of your team, use a consistent set of standards. To evaluate the entire team in a fair and efficient manner, use a professional performance review template.
• Examine both the results and the sales processes. Don’t just concentrate on the numerical aspect of sales. Recognize the importance of results-based evaluation in delivering a distinctive customer sales experience. Therefore, pinpoint the issues with your sales processes and resolve them.
• Sales performance reviews should be actionable.

Take a tour of our expert curated actionable sales review  to get a deeper insight. Try your best to provide them with realistic goals that complement company and your strategies. Take into account the unique career aspirations of each representative.

Download the free Sales Review Templates PDF .

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Sales review presentation: A comprehensive guide

This guide will teach you how to create a sales review presentation that will help you close more deals and grow your business.

Raja Bothra

Building presentations

Hey there, fellow presenter!

If you've ever found yourself grappling with the challenge of creating an effective sales review presentation, you're in the right place.

In this comprehensive guide, we're diving deep into the world of sales review presentations, and we'll show you how to make the most of this crucial tool for your business.

What is a sales review presentation?

A sales review presentation is more than just a set of slides; it's your gateway to success. It's a dynamic, visual document that encapsulates your sales team's performance, strategies, and achievements. Think of it as your power-packed communication tool for showcasing the heart and soul of your sales efforts.

Sales review presentations follow a rhythmic cadence – they can be monthly, quarterly, or annual affairs, each tailored to the specific needs of the team or individual. Yet, beneath this custom-fit veneer, some universal themes echo through every presentation.

Sales performance : At the heart of every sales review presentation lies an evaluation of performance. It's a deep dive into the numbers, an appraisal of key metrics like revenue, deal closures, and average deal size. But it's not just about numbers; it's about trends, the heartbeat of your sales story – whether they pulse with positivity or hint at areas for improvement.

Sales pipeline : Think of the sales pipeline as your crystal ball, predicting the future of your sales endeavors. Regular scrutiny is essential to ensure it stays on course. This involves dissecting the number of opportunities in each stage, evaluating the likelihood of each deal's closure, and adjusting your sails accordingly.

Sales goals : The crescendo of any review is the setting of goals for the journey ahead. This isn't a solitary endeavor; it's a collaborative symphony between sales representatives and managers. Goals must be ambitious yet attainable, a driving force propelling your team forward.

In essence, sales review presentations aren't just a perfunctory exercise; they're the lifeblood of a successful sales team. They provide the compass to navigate the complex sales landscape, the mirror to reflect on past endeavors, and the canvas to paint future triumphs. By embracing the ritual of regular sales review presentations, sales teams ensure they are not just chasing success but orchestrating it.

Purpose of sales review presentation

Why do we bother with sales review presentations, you ask?

Well, the answer lies in their multifaceted and indispensable purposes:

Reviewing past sales performance: Picture this as the rearview mirror of your sales journey. A well-structured sales review presentation lets you delve deep into your sales figures, metrics, and KPIs. It's the compass that guides you through the intricate landscape of your sales endeavors, helping you understand where you've been and where you're headed.

Identifying areas for improvement: Like a diagnostic tool, sales review presentations dissect past performance to identify areas where the sales team or individual salesperson may have faced challenges. It's the x-ray that reveals the fractures, and from there, you can develop a plan for improvement.

Setting ambitious yet achievable goals: Sales review presentations aren't just about the past; they're a launchpad for the future. It's the platform where you, in collaboration with your sales manager, set goals that are not just ambitious but also attainable. It's about aiming for the stars while keeping your feet firmly on the ground.

Motivation and inspiration: Beyond the numbers, sales review presentations serve as a stage to recognize and celebrate successes. They are a platform to discuss areas for improvement openly and constructively. This process, in itself, is a powerful motivational tool, driving your sales team to strive for excellence.

Effective communication: Remember the old adage, "A picture is worth a thousand words"? Well, in a sales review presentation, a graph or diagram can indeed convey complex information with ease. It's your linguistic bridge to connect with your audience, translating data into insights.

In addition to these primary purposes, sales review presentations also serve these invaluable functions:

Building relationships: These presentations foster open and honest conversations between sales managers and sales representatives. It's a moment for both parties to come together, discuss performance, and build trust and rapport.

Opportunities for training and development: By scrutinizing sales performance, managers can pinpoint areas where the team or individuals may need additional training or development. This insight becomes the blueprint for creating a training plan that empowers the sales team to elevate their skills and knowledge.

Ensuring progress towards success: Ultimately, the overarching purpose of a sales review presentation is to propel the sales team toward improvement and success. Regularly revisiting past performance, identifying growth opportunities, and setting goals create a roadmap to ensure that success is not just a destination but a continuous journey.

KPIs and metrics to add in sales review presentation

Let's get granular and talk about the nitty-gritty details that make your sales review presentation shine. Here are some key terms to keep in mind:

• Sales performance metrics : Dive into sales figures, quarterly sales, and monthly sales to get a 360-degree view of your performance.
• Pipeline analysis : Evaluate your sales pipeline to spot bottlenecks and opportunities.
• Sales growth : Explore the growth trajectory of your sales over time.
• Customer retention : Assess customer retention and its impact on business growth.
• Competitor analysis : Know thy enemy! Analyze your competitors to fine-tune your sales strategy.
• KPIs (key performance indicators) : These are your guiding stars. Include KPIs relevant to your business.

Here is a guide on competitor analysis presentation

How to structure an effective sales review presentation

Structure matters, and your sales review presentation should flow seamlessly. Here's a suggested outline:

• Introduction : Set the stage with a brief overview of what the presentation will cover.
• Sales performance : Dive into the numbers. Highlight successes and areas for improvement.
• Sales strategy : Explain your sales strategy and how it aligns with your goals.
• Competitor analysis : Share insights on your competitors.
• Prospects and leads : Discuss your prospects and leads and how you plan to convert them into closed deals.
• KPIs and metrics : Showcase your key performance indicators and metrics.
• Conclusion : Summarize key takeaways and end on a high note.

Do’s and don'ts on a sales review presentation

Now, let's talk about some do's and don'ts to keep in mind as you create your masterpiece:

• Customize : Make it yours. Tailor the presentation to your brand and audience.
• Visuals : Incorporate graphs, charts, and visuals to make complex information digestible.
• Be persuasive : Your presentation should leave a lasting impression. Be persuasive in your storytelling.

Don'ts:

• Avoid wordiness : Keep it concise. Avoid long-winded sentences and jargon.
• Don't overload slides : Each slide should have a clear focus. Avoid clutter.
• Stay on brand : Don't deviate from your brand's style guide.

Summarizing key takeaways

• Sales review presentations are powerful tools for showcasing performance and setting goals.
• Their purposes include performance evaluation, goal setting, motivation, communication, and more.
• Key metrics to include are sales performance, pipeline analysis, and relevant KPIs.
• Structure your presentation with introduction, sales performance, strategy, competitor analysis, prospects, KPIs, and conclusion.
• Do: Customize, use visuals, be persuasive.
• Don't: Be wordy, overload slides, stray from brand guidelines.

1. What is a sales review presentation, and how can it benefit my team's performance?

A sales review presentation is a dynamic document that encapsulates your sales team's achievements and strategies. It serves as a power-packed communication tool. Creating it in PowerPoint (PPT) or Google Slides is common, and it's made easier with pre-designed sales review templates. These presentations offer a high-level overview of your sales performance and can be tailored to your target audience.

2. Can you explain the role of KPIs in a sales review presentation?

KPIs are key performance indicators that offer a snapshot of your sales performance. In a sales performance review , you can use PowerPoint Slides to present these metrics effectively. A well-structured PowerPoint presentation can include a dashboard and a timeline kpi to track progress over time.

3. How often should we conduct sales review meetings, and what should be included in them?

Sales review meetings can be held regularly, such as quarterly or annually. During these sessions, you can discuss sales by region, your sales funnel, and set sales targets for the future. It's also an opportunity to use a Pitch Deck to present your findings and plans.

4. Why is a complete deck important in a sales review presentation?

A complete deck ensures that all aspects of your sales performance are covered thoroughly. It should encompass your sales process, from lead generation to closing deals, and include predesigned sales review powerpoint templates to maintain a professional look.

5. How do regular sales reviews contribute to business growth and success?

Regular sales reviews are an essential function of any business. They provide insights based on data that help you identify both successes and failures. This information is crucial for making clearly defined improvements and adjustments in your sales activities and overall sales strategy, ultimately driving company growth.

Remember, Sales Review Presentations can be customized and personalized to suit your company's unique needs and brand guidelines, ensuring an impactful and ready-to-use tool for your sales team.

Create your sales review presentation with Prezent

Prezent, the AI presentation software, is your invaluable partner in crafting a compelling sales review presentation. With a wide selection of professionally designed templates tailored specifically for this purpose, Prezent saves you time and ensures a polished, visually appealing presentation. Customization is a breeze, allowing you to align the design with your brand identity effortlessly. Even without advanced design skills, Prezent's user-friendly interface makes it accessible to all. Additionally, Prezent offers access to an extensive library of slides (35,000+) and brand-approved designs from Fortune companies, ensuring diversity and compliance (100%) in your content.

Now go out there, create, and make a splash with your Prezent-powered sales review presentation.

Ready to get started? Sign up for our free trial or book a demo !

Happy presenting!

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Home PowerPoint Templates Business PowerPoint Templates Business Performance Review Presentation Template

Business Performance Review Presentation Template

Our Business Performance Review Presentation Templat e features a deck of creative slides covering various aspects of a performance review presentation. For any business to run flawlessly, it is necessary to track the efficiency of employees and other functions. Generally, such performance reviews are performed quarterly or annually based on the specific requirements. This PPT template helps presenters discuss the four major components of performance review, i.e., sales, people, financial and overall reviews. Using its 100% editable creative slides, users can showcase their custom details before the audience.

The template design has a color combination of blue and white in its various components. However, presenters can alter the gradients and shades according to their choice. The template begins with a simple cover slide and a 4-item agenda slide. Users can list the areas of discussion using this slide. The next slide helps elaborate on a scheme of the annual reviewing process that comprises three steps(Ongoing feedback, Reviewing, and Planning) depicted through the three segments of the circular diagram. A quarterly review slide is an editable charter dashboard to add review information about the employee. In addition to the comments and general info, it also displays the important KPIs in the form of percentages, i.e., core values, improvement, goals achieved, etc.

Following are the tabular diagrams to present:

• Current Strategic Initiatives (project summaries and their costs, time, workload, and progress through color-coded chart)
• Overall Review Slide (target and actual comparison for different business functions)
• Sales Review (revenue gap analysis; a set of functions and relative financial metrics)
• People Review Slide
• Financial Review (business profit and loss overview)

Presenters can conveniently add or remove the sections to this Business Performance Review Presentation Template based on the presentation needs. All components included on these slides are entirely editable, i.e., font, color scheme, shapes, icons, and arrangements. The page numbers are also mentioned in the bottom right corner of the slides. Executives can thus prepare a business presentation in just a few steps by downloading this PPT template.

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Monthly Sales Review Meeting

Monthly sales review meeting presentation, free google slides theme and powerpoint template.

"Did sales improve last month? According to the graph, they didn't... Look at that descending line! Oh, sorry, I got the graph upside down. Sales are increasing!" This situation is a bit embarrassing, but you can use our template to make sure it won't happen. It's full of gradients, winding shapes, photos in black and white, editable graphs, diagrams and tables, and important data that your colleagues must know. Well, for the latter, you'll need to add it first, but it's easy because everything is 100% editable.

Features of this template

• 100% editable and easy to modify
• 26 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

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