Sales Proposal Scorecard Template watermarked preview
Sales & CRM · Sales Forecasting

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
#sales#proposals#evaluation#scoring#performance-tracking#sales-management

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.xlsx · 2 sheets · included with lifetime access

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