Motor Sales Academy Monthly Performance Review

MOTOR SALES ACADEMY

Monthly Performance Reflection

This reflection is designed to help you review your month honestly, understand where your opportunities came from, and identify the activity gaps that may have affected your result. Complete it with real numbers and honest reflection.


Before you start:

  • Complete the form honestly — this is for your development
  • Use actual numbers from your month
  • Take your time — this is not a quick form
  • Your answers will be used for performance review and coaching

Personal Details

Please complete your personal information for this monthly reflection. Ensure all details are accurate, as this will be used for performance tracking and reporting.

Name
Name
First Name
Last Name

Targets & Performance

This section measures the target you committed to at the beginning of the month and compares it to your actual performance. Answer honestly to identify gaps and areas for improvement.

1.4 What was the main reason these approved deals did not result in delivery?
1.5 Did you consistently obtain a signed Offer to Purchase (OTP) before proceeding with finance or any transaction?

Module Two Personal Development

Answer these questions honestly to reflect on your discipline, consistency, and personal ownership during the month.

2.1 Looking back at your month, how consistent was your daily sales activity (calls, follow-ups, and deal progression)?
2.2 When you didn’t hit your expected results, what best describes your response?
2.3 How well did you stay focused on income-producing activities during the month?

Module Three The sales Mindset

Answer these questions honestly to reflect on your discipline, consistency, and personal ownership during the month.

3.1 Which statement best reflects your performance this month compared to your target?
3.2 When you felt pressure or fell slightly behind, how did you respond?
3.3 How would you describe your approach to finding and creating opportunities this month?

Module Four The Modern Customer

Answer these questions honestly to reflect on your discipline, consistency, and personal ownership during the month.

4.1 Do you consistently focus on explaining the deal clearly to your guest instead of just trying to match or beat the lowest price?
4.2 Do you actively contribute to creating a positive, professional, and welcoming environment on the showroom floor every day?
4.3 Do you treat every guest who walks into the dealership as your own opportunity by maintaining a high standard of professionalism, energy, and teamwork?

Module 5: The Sales Process

Answer these questions honestly to reflect on your discipline, consistency, and personal ownership during the month.

5.2 When presenting your deals, did you clearly explain all figures on the Offer to Purchase so the guest fully understood the structure?
5.3 Did you proactively update your guests throughout the deal process — without them needing to contact you first?
5

Activity Volume

Record the volume of activity you worked through during the month.

6

Deal Process & Finance Performance

Measure how effectively you managed your deals, finance process, and deal control during the month.

6.5 Did you consistently obtain an OTP before sending deals for finance?
7

Process Discipline

Reflect honestly on the sales activities you performed consistently and with discipline.

7.1 Looking back honestly at your month, which of the following activities did you perform consistently and with discipline?
7.2 Which activity did you neglect the most this month?
8

CRM / Lead Management

Measure how consistently you managed your leads and pipeline through your lead management system.

8.1 How consistent were you in updating your lead management system with notes and comments throughout the month?
8.2 How much did your lead management system help you close deals this month?
9

Approach & Mindset

Reflect honestly on the way you approached your month overall.

9.1 Looking back at your month, what best describes your overall approach?
10

Motor Sales Academy Application

Reflect on how much you applied Motor Sales Academy principles in your work and whether they helped move you closer to your target.

10.1 Which Motor Sales Academy principles did you actively apply this month?
10.2 Did applying Motor Sales Academy principles help you move closer to your target?
10.3 How much did Motor Sales Academy contribute to your performance this month?
11

Performance Diagnosis

Identify the main reason your month looked the way it did and where you lost the most opportunities.

11.1 What was the biggest factor that limited your performance this month?
11.2 Looking back, where do you feel you lost the most opportunities?
11

Training Impact

Reflect on how much you applied your Motor Sales Academy training during the month.

To what extent did you apply Motor Sales Academy training in your daily work this month?
12

Training Impact (Motor Sales Academy)

This section helps measure how much the Motor Sales Academy training influenced your performance, skills, and overall approach during the month.

Which areas improved as a result of the training this month?
13

Training Contribution

Reflect on how much the Motor Sales Academy training contributed to your overall performance this month.

How much did Motor Sales Academy contribute to your performance this month?

Thank you for completing your monthly reflection. Honest reflection is one of the habits of professional salespeople.
Your answers will help identify strengths, gaps, and activity patterns that influence your results.

Your growth is in your reflection.

Top-performing salespeople don’t just work harder — they reflect better. Use this process to improve your discipline, your activity, and your results every month.