Monthly Sales Performance & Goal Review

Review details

Agent *

Manager *

Review date *

Prior month reviewed *

Goal month *

1Purpose & operating standard

Each agent evaluates prior-month performance and proposes goals before meeting with their manager. The manager independently prepares expectations. Together, they establish a final agreed goal for each KPI and document specific improvement commitments. Complete within the first three business days of each month; allow 20–30 minutes per review.

2Monthly KPI scorecard

Enter numbers only. Dollar amounts without the $ sign.

Core KPI	Prior Month Actual	Agent Proposed Goal	Manager Expectation	Final Agreed Goal

Definitions: Use company-approved reporting definitions consistently. CPA calculation and acquisition event must match the company's official standard. For spend and CPA, lower is not automatically better if volume or collections suffer.

3Performance ratios & diagnostic analysis

Calculated automatically from the Prior Month Actual column. A zero denominator shows N/A.

Ratio	Calculation	Result	Management interpretation

CPA definition: Acquisitions are counted as Closed Deals on this form. Use the same definition across agents and periods. PRAC activity rate is a calls-per-slip multiple; interpret cautiously because calls and slips may relate to different cohorts.

4Agent self-assessment

Completed by the agent before the meeting.

A. What was your biggest accomplishment last month?

B. Which KPI fell short of your expectations? What caused the gap?

C. What specific behavior will you change this month?

D. What support or coaching do you need from your manager?

5Manager assessment & coaching

Strongest demonstrated behavior or result

Largest performance gap and underlying cause

One coaching priority (observable behavior)

6Goal alignment discussion

Compare the agent's proposal with management expectations. Review the evidence behind any difference, consider available lead volume and working days, and record the final agreed target in the scorecard. The final agreed goals are the reference point for next month's review.

Discussion notes & minimum acceptable performance (where applicable)

7Three measurable action commitments

Priority	Specific action / behavior	Frequency or deadline	How verified
1
2
3

8Manager support commitment

Training, call reviews, lead/process assistance, or other resources the manager will provide

9Mid-month checkpoint

Checkpoint date

Actual vs. goal pace

What is on track?

What needs adjustment?

Manager follow-up action

Follow-up due date

10Acknowledgment

Agent and manager acknowledge that the scorecard was reviewed, goals were discussed, and commitments documented. Acknowledgment confirms discussion, not necessarily agreement with every assessment.

Agent (type full name) *

Date *

Manager (type full name)

Date

I confirm the scorecard was reviewed, goals were discussed and commitments documented. *

Review details

1Purpose & operating standard

2Monthly KPI scorecard

3Performance ratios & diagnostic analysis

4Agent self-assessment

5Manager assessment & coaching

6Goal alignment discussion

7Three measurable action commitments

8Manager support commitment

9Mid-month checkpoint

10Acknowledgment

Review submitted