Sales Proposal Scorecard Template
A scoring and evaluation system for sales proposals with categorized ratings and visual tracking.
This template provides a structured framework for evaluating and scoring sales proposals. It includes a main scorecard that tracks proposal evaluations across multiple criteria, with a setup sheet defining score levels (Poor, Below Average, etc.) and their corresponding values. The template uses COUNTIF functions to tally scores across different rating categories, AVERAGE functions to calculate overall performance metrics, and includes charting capabilities for visual analysis of proposal performance distribution. This is ideal for sales teams that need to consistently evaluate and compare multiple proposals against standard criteria.
What's inside
- Scoring system with multiple rating levels
- Automated count tracking by score category
- Visual charts for proposal performance distribution
- Setup customization for score definitions
- Formula-based calculations for objective evaluation
Download this and everything else
.xlsx · 2 sheets · includes charts
$19once for thousands of templates. No subscription.
- One payment, no subscription
- Instant access
- 14-day refund
More in Sales & CRM
Sales & CRM12 Month Sales Forecast
Project monthly revenue for the next 12 months with automated date calculations and totals.
- Automated month-by-month date generation
- Monthly sales amount entry fields
- Running total calculations across the year
Sales & CRM12 Month Sales Forecast Multiple Projects
Project-based sales forecasting across 12 months with pricing and unit tracking.
- 12-month rolling forecast view
- Multiple product/project lines
- Unit price and quantity tracking
Sales & CRM12-Month Sales Forecast
Project monthly revenue with automatic date calculations and rolling totals for annual planning.
- Automatic month-by-month date progression
- Summary totals for quarterly and annual sales
- Company name and fiscal year customization
Sales & CRM12-Month Sales Forecast Template
Project monthly revenue by product to plan inventory, staffing, and cash flow confidently.
- 12-month sales projection grid by product
- Automatic date calculation for each month
- Unit price and quantity tracking