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Sales audit template

Sales audit template

Regularly check the behaviour and customer service of your sales team and generate a high quality service.

Use this template
or download pdf
Sales audit template

Regularly check the behaviour and customer service of your sales team and generate a high quality service.

Use this template
or download pdf

About the 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.

Related categories

  • Templates for business processes
Preview of the 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
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
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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
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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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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Template collections

See comprehensive collections of best practice templates related to this topic.

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This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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