Title Page

  • Audit Title

  • SAP

  • Conducted on

  • Prepared by

Store Analysis

  • How did the Store rank End of Month?

  • How did your Store Perform Against GP Targets?

  • Analysis (Why)

  • How did your Store perform in KSO2?

  • How did your Store perform in Conversion?

  • Conversion Wins (High-Level)

  • Conversion Opportunities (High-Level)

  • KSO2 Wins (High-Level)

  • KSO2 Opportunities (High-Level)

  • How did your Store perform in KSO1?<br>

  • KSO1 Wins (High-Level)

  • KSO1 Opportunities (High-Level)

  • How did your Store Perform in Rotational Metric #1?

  • Analysis (Why)

  • How did your Store Perform in Rotational Metric #2?

  • Analysis (Why)

  • How did your Store Perform in Inventory?

  • Variance Amount

  • Device SKU
  • Device SKU

  • High-End Accessory SKU

  • Accessory SKU
  • High-End Accessory SKU

  • Summary of Ops

Store Breakdown

  • ASM Effectiveness in Sales / Sales Coaching

  • ASM Effectiveness in Operations ( Sight Examples)

  • Rep
  • Rep Name

  • Total PSUs

  • % of Stores Total PSUs

  • Account Conversion Rate %

  • Total Postpaid Voice Lines

  • Total Postpaid MI Lines

  • Total Prepaid Acts

  • Total Acc Revenue

  • Total Acc GP

  • Rep Accessory GP % to Revenue (Ave Margin)

  • Was the Rep Issued a Performance Improvement Plan

  • Expectations Set (Clear, Inspect-able, behavioral)

  • Deadline for Improvements

  • Development Plan for Rep

  • Assessment of Rep Opportunities

  • Assessment of Rep Strengths

Review and Feedback for DM and VP


  • Assess your management spectrum (range of personalities you can effectively coach). Sight specific examples.

  • Assess your operational effectiveness. Sight specific processes and examples.

  • Wins

  • Opportunities

  • For each feedback and review, make sure to call out what has been helpful so that those may continue. Additionally, call out what is lacking or needs enhancement/refinement and why (include a proposed solution as much as possible).

  • Coaching Given by DM

  • Professional Development by DM

  • Resources Provided by DM

  • Has your DM increased your ability to be effective in your role? If Yes, How?

  • Feedback on Visits from VP of Sales

  • Feedback on Resources Provided by VP of Sales

Review and Feedback for Sales Support Team

  • Give both positive and negative feedback and sight specific examples to assist with role refinement.

  • Commissions Team

  • Reporting Team

  • Audit Team

  • Facilities Team

  • SOA Team

  • HR/Recruiting

DM's Notes and Feedback (DO NOT FILL OUT)

  • Feedback for Manager

  • Deliverables

  • Action Item #
  • Expectation

  • Deadline for Next Review/Inspection

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.