Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a sales assistant.

A Sales Assistant is responsible for supporting the sales and marketing managers by tracking, investigating and reporting sales information, resolving problems.

The primary duties of this role include preparing sales presentations by compiling data, developing presentation formats and materials, maintaining promotional database by inputting invoice and bill-back data, safeguarding customer database by inputting customer biography and updates, preparing and distributing monthly reports, updating managers by consolidating, analyzing and forwarding daily action summaries, resolving order and inventory problems by investing data and history, identifying alternate means for the filing warrants, notifying managers and customers, providing product, promotion and pricing information by clarifying customer request, selecting appropriate information, forwarding information as well as answering questions.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Give customers timely and constructive advice to help them make the right decision.

Prioritize your workload effectively depending on the needs of customers.

[employee comments goal]

To prepare and use visual aids more appropriately while making presentations.

Speak with great clarity and in a concise way that the audience can comprehend.

[employee comments goal]

Learn to articulate or communicate in a proper manner that can be well understood by people.

Get first to understand what the problem really is before starting to solve it.

[employee comments goal]

Give advance notice when the company rolls out new features or launches new initiatives or applications

Try to imagine possible outcomes of a particular decision and potential problems that might ensue from it

[employee comments goal]

Give customers free trials that are easy to use, set up, and that really demonstrate the true value of own products

Create buyer-seller agreements in order to make the prospects feel comfortable and know what is coming next

[employee comments goal]

Put extra effort in following up with customers to ensure they are fully satisfied

Share resources and information readily and make sure customers feel that you are on their side

[employee comments goal]

Participate in specialized training programs and seek for more specialized training opportunities

Develop a positive attitude towards complex training sessions and show more willingness to learn new skills

[employee comments goal]

Learn how to connect with the target audience when writing reports and proposals

Encourage others to use a clear, logical structure that achieves internal cohesion and coherence

[employee comments goal]

Show willingness to improve typing skills and learn how to type more accurately and faster

Put extra effort to work under pressure and tight deadlines

[employee comments goal]

Make enough effort to understand how a product compares to rival products

Put extra effort to learn how to fix problems associated with a product

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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