The scoreboard, honestly: the hard targets, how often each one is actually looked at,
and the quiet human signals that never make it onto a dashboard.
Demo Preparation & Delivery Volume
The number of product demonstrations you help prepare for or deliver yourself (scripted ones, of course).
Target · Roughly 10-15 qualified demos supported/delivered per quarter.You helped set up 12 demo environments and delivered 3 basic product walkthroughs in Q1. That's a good start.
Technical Accuracy in Demos/Support
How accurately you present product features and answer basic technical questions without needing constant correction.
Target · Fewer than 2 minor technical inaccuracies per 10 demos/support requests.During a demo, you correctly explained how our API integrates with a common system, only needing a quick clarification from your Senior TSE on a niche use case. That's a win.
Knowledge Base Contribution & Use
How often you use our internal knowledge base to find answers and, eventually, how many new or updated articles you contribute.
Target · Use KB daily; contribute or significantly update 1-2 articles per quarter after initial ramp-up.You found the answer to a prospect's question in the KB, saving a Senior TSE time. Later, you added a missing detail to an article about a new feature.
CRM Activity Logging & Hygiene
How consistently and accurately you log your activities, notes, and technical details into our CRM system.
Target · All relevant activities logged within 24 hours; 95%+ accuracy on technical notes.After a demo prep session, you immediately updated Salesforce with the prospect's key technical requirements and any specific questions they had. Spot on.
Learning Pace & Proactiveness
How quickly you pick up new product knowledge, technical concepts, and sales processes, and how much initiative you show in seeking out that knowledge.
- You're asking smart questions, not the same ones twice. You're doing your own research before asking for help. You're completing assigned training modules ahead of schedule and bringing up new ideas from what you've learned. Your manager sees you taking notes and applying feedback.
Team Collaboration & Support
How well you work with the wider sales team, especially your Senior TSEs and Account Executives, to support their efforts.
- AEs are specifically asking for your help because they know you're reliable. You're offering to assist without being asked. You're giving clear, concise updates to your team. You're a good listener in team meetings and contribute when appropriate.
Basic Problem Identification
Your ability to spot potential technical issues during demo prep or customer interactions and escalate them appropriately.
- You notice when a demo environment isn't configured quite right before a live call. You flag a customer's technical question that you can't answer, rather than guessing. You can articulate the problem clearly to your mentor.
Feedback Responsiveness
How well you take on board feedback, learn from mistakes, and apply those learnings to your future work.
- After a review, you actively demonstrate improvements in the areas discussed. You're not making the same basic errors repeatedly. You're asking for feedback proactively after demos or tasks.