Information

  • Sales Advisor Name

  • Store

  • Review Period (Month & Year)

  • Line Manager

  • Date Review Was Completed

Performance & Customer Service

Performance Against Targets

  • EE % Achieved

  • PAYM New % Achieved

  • PAYM Upgrade % Achieved

  • PAYG % Achieved

  • SME % Achieved

  • FBB % Achieved

  • Accessories % Achieved

  • Clone Phone % Achieved

Actively Seeks Out Additional Opportunities

  • PAYG To SIMO

  • Star Offers

  • Sharer Plan

  • FBB

  • SME

Customer Experience & NPS

  • NPS Score Last Month

  • Actively Promotes NPS Text

Demonstrates Brilliant Customer Service

  • EE Way Training Completed

  • Make Me Feel Welcome

  • Understand My Needs

  • Show Me Something New

  • Help Me Decide

  • Set Me Up Brilliantly

  • Be There When I Need You

Behaviours & Skills

Commercial Knowledge

  • Up To Date With Offers

  • Aware Of Personal Targets And Performance

  • Knows How The Store Is Performing

Shopfloor

  • Correct Uniform

  • Ready To Serve In Front Of Tills

  • Keeps Phone In Pocket

  • Signs In & Out

  • Requests To Be Searched

Shopfloor Standards

  • Dusts

  • Tidies Shopfloor

Additional Skills

  • Daily Reconciliation

  • PI Count

  • Manage Repair Portal

  • Cashing Up

Absence & Lateness

  • Sickness Absence Triggers Hit

  • Sickness Absence Comment

  • Lateness Forms Last Month

  • Lateness Comment

Summary & Sign Off

What You Do

  • KPI Performance

  • Skills & Experience

  • Additional Comment

How You Do It

  • Behaviour & Attitude

  • Requests & Accepts Feedback

  • Additional Comment

Sign Off

  • Line Manager

  • Sales Advisor

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.