Worksheet · Sales Effectiveness Health Check

Compare reps like for like

It prints on A4 with room to write.

A league table rewards whoever holds the best patch. This sheet puts reps in comparable groups, ranks them within each group and writes down what the top quarter does. It builds the Competent step of the check:

Results per rep are compared like for like (potential, tenure, territory), and what the top reps do differently has been written down.

Step 1. Group, then rank within the group

Put reps with similar patch potential, tenure and kind of territory in one group.

Rep Group Tenure Patch potential Revenue Gross margin Revenue as a share of potential Rank in group
e.g. Rep 7 Metro, over two years 4 years $9m $3.2m 31% 36% 1 of 5

Step 2. Write down what the top quarter does

Ask the top reps, sit in on their calls and read their CRM records. Each shows a different part.

Practice Top reps Middle reps How we know
e.g. Calls a week on A accounts 9 4 CRM, last quarter

Step 3. Move one middle performer

Rep Practice to take up Coach Start Result after three months

Done when: rep results are compared within like groups, and what the top reps do differently is written down.


Adapted from our own profit-improvement suite (PSP, 2003).

From the Sales Effectiveness Health Check. Your report links the sheet for each of its moves.