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Sales audit template

Regularly audit your sales team in order to evaluate their performance and ensure that they represent you, your product and your organization to the highest possible standards and provide high quality service. With a free digital checklist, regular reviews are easier than ever and can be performed wherever you are.

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  • Select from over 4000 expert-proofed templates
Rated 5/5 stars on Capterra

Sales audit template

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

Star Offers
Sharer Plan

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


Correct Uniform
Ready To Serve In Front Of Tills
Keeps Phone In Pocket
Signs In & Out
Requests To Be Searched

Shopfloor Standards

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
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