Template

Monthly Performance Tracker

by Atterbury Old Khaki, from the Community

10+

Use this monthly performance tracker to review sales assistant KPIs, including sales to target, units per transaction, basket size, stock loss, merchandising, housekeeping, and OMNI turnover. Capture last month's score, set current goals, document areas for improvement, and record feedback on customer interactions and participation. Ideal for store leaders to run consistent, data-led reviews and track progress over time.

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Digitize any process, procedure or policy

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Monthly Team Performance Discussion
This monthly team performance discussion template helps retail managers evaluate store teams across key areas. Sections cover month in review and department review, visual merchandising standards, housekeeping, stockroom control and replenishment checks. Track KPIs such as units per transaction, basket size, customer linkage and turnover. Assess sales and cashier performance, training and development needs and stock losses. Reinforce company and store expectations, including vision, selling steps and non negotiables, to drive consistent execution and results.
by Riverside CUM, from the Community
Downloads: 10+
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Template
Retail Team Member Performance Review
Use this monthly performance review template to guide store leaders and operations during team member check-ins and store visits. Capture date, store, team member, reviewer, and location, then assess key retail KPIs: individual sales targets, customer service and selling (90 percent benchmark), merchandising, housekeeping, replenishment, and promotional knowledge (85 percent ops visit benchmark). Compare sales per hour, units per transaction, and basket size against store averages, and review training completion of learning bites before cut-off. Record ratings, feedback, goals, and development actions to drive performance and consistency across stores.
by Gerhard Devilliers, from the Community
Downloads: 0
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Template
PIP Weekly Follow Up Template
This Performance Improvement Plan weekly follow up template helps retail managers track individual performance and store standards. Review progress against sales targets, units per transaction, basket value targets around R800, customer turnover goals near 80 percent, merchandising look and feel, opening and closing routines, and time and attendance. Capture employee and manager comments, agree next steps, and attach evidence. Use it to support coaching, accountability, and consistent store operations.
by Ilanga CUM, from the Community
Downloads: 0
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Template
Retail Store Optimization Check V2.2
This optimization checklist helps retail store leaders evaluate daily operations and customer experience. Review team leadership and training, front-of-house service interactions, fitting rooms, visual merchandising compliance, and promotional execution. Audit POS standards, stock management and replenishment, pricing, consolidations, and stockroom organization. Verify maintenance, housekeeping, safety equipment, and risk controls including security tagging, refunds, hazard counts, and loss action plans. Track performance KPIs such as UPT, basket size, growth, and omni sales to drive continuous improvement.
by Gerhard Devilliers, from the Community
Downloads: 0
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Monthly Team Performance Discussion

This monthly team performance discussion template helps retail managers evaluate store teams across key areas. Sections cover month in review and department review, visual merchandising standards, housekeeping, stockroom control and replenishment checks. Track KPIs such as units per transaction, basket size, customer linkage and turnover. Assess sales and cashier performance, training and development needs and stock losses. Reinforce company and store expectations, including vision, selling steps and non negotiables, to drive consistent execution and results.

by Riverside CUM, from the Community

10+

Get

Template

Retail Team Member Performance Review

Use this monthly performance review template to guide store leaders and operations during team member check-ins and store visits. Capture date, store, team member, reviewer, and location, then assess key retail KPIs: individual sales targets, customer service and selling (90 percent benchmark), merchandising, housekeeping, replenishment, and promotional knowledge (85 percent ops visit benchmark). Compare sales per hour, units per transaction, and basket size against store averages, and review training completion of learning bites before cut-off. Record ratings, feedback, goals, and development actions to drive performance and consistency across stores.

by Gerhard Devilliers, from the Community

Get

Template

PIP Weekly Follow Up Template

This Performance Improvement Plan weekly follow up template helps retail managers track individual performance and store standards. Review progress against sales targets, units per transaction, basket value targets around R800, customer turnover goals near 80 percent, merchandising look and feel, opening and closing routines, and time and attendance. Capture employee and manager comments, agree next steps, and attach evidence. Use it to support coaching, accountability, and consistent store operations.

by Ilanga CUM, from the Community

Get

Template

Retail Store Optimization Check V2.2

This optimization checklist helps retail store leaders evaluate daily operations and customer experience. Review team leadership and training, front-of-house service interactions, fitting rooms, visual merchandising compliance, and promotional execution. Audit POS standards, stock management and replenishment, pricing, consolidations, and stockroom organization. Verify maintenance, housekeeping, safety equipment, and risk controls including security tagging, refunds, hazard counts, and loss action plans. Track performance KPIs such as UPT, basket size, growth, and omni sales to drive continuous improvement.

by Gerhard Devilliers, from the Community

Get

Monthly Performance Tracker

About author

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Monthly Team Performance Discussion

Retail Team Member Performance Review

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Retail Store Optimization Check V2.2

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Monthly Team Performance Discussion

Retail Team Member Performance Review

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