Andy Heron

Weekly Performance Review - R479

Weekly Advisor Review Form

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Information

Date of Review
Employee Name
Employee Number
Reviewed By
Review Period Start
Review Period End

Sales

Volume Performance

New Connections
Upgrades
Pay As You Go
Home Broadband

Value Performance

LTE
Business
Clone Phone Strike Rate
Accessory Strike Rate
Star Mix
Sim Only vs Top Ups Ratio

Performance Summary (Manager Comments)

KPIs hit out of 10
Manager's Comments

Service

NPS Score

MTD NPS Score

Comments

Please add details of negative scores / comments.
Score
Customer Comment

Action Plan

Sales Action Plan

Agreed by Employee and Manager?

Service Action Plan

Agreed by Employee and Manager?

Sign Off

Employee Sign-Off

Employee Name

Manager Sign-Off

Manager Name

Andy Heron

Weekly Performance Review - R479

Weekly Advisor Review Form

Use this Template

Print as PDF

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.