Self-evaluation example for sales
Account executive, annual review.
Written from these notes
Account Executive, annual. 112% of quota ($1.34M). Closed region's largest deal (Northwind, $280K), 6-month cycle, 3 security reviews. Built referral program with marketing, 9 closed deals, we met every 2 weeks. Challenge: pipeline dried up in Q3, relied on a few big deals; now prospect 2 hrs every morning. Want to grow: forecasting, enterprise negotiation (course + shadow senior AEs). Goals: 120% of quota, 3x pipeline coverage, mentor new AE.
Key accomplishments:
- Finished the year at 112% of quota, closing $1.34M in new business.
- Closed the largest deal in our region, Northwind ($280K), after a six-month sales cycle with three security reviews.
- Built a referral program with marketing that has produced nine closed deals.
Strengths:
- Persistence on complex deals: I kept every Northwind stakeholder engaged through three security reviews until signature.
- Collaboration: The referral program worked because marketing and I reviewed leads together every two weeks.
Challenges and lessons learned:
My pipeline dried up in Q3 because I relied on a few large deals. I learned that I need to keep prospecting even when big deals are close, and I now block two hours every morning for outreach.
Areas for growth:
I want to improve my forecasting accuracy and my negotiation with enterprise buyers. A negotiation course and joining senior account executives on enterprise calls would help.
Goals for next year:
- Reach 120% of quota.
- Keep pipeline coverage at three times my quarterly target.
- Mentor our new account executive through their first two quarters.




