Sales Prospect Evaluation Scorecard Form
Use this scorecard to systematically evaluate and rate sales prospects across key qualification criteria. Designed for clarity, ease, and effective decision-making.
Prospect Name
*
Company Name
*
Prospect Fit with Ideal Customer Profile
*
1
2
3
4
5
Level of Identified Need or Pain Point
*
1
2
3
4
5
Prospect's Budget Alignment
*
Strongly aligned
Somewhat aligned
Not aligned
Decision Maker Identified
*
Yes
No
Unclear
Level of Prospect Engagement
*
1
2
3
4
5
Estimated Deal Size Potential
*
Please Select
Under $5,000
$5,000 - $25,000
$25,001 - $100,000
Over $100,000
Sales Cycle Stage
*
Please Select
Initial Contact
Discovery
Proposal
Negotiation
Closed/Won
Closed/Lost
Overall Prospect Quality Score
*
1
2
3
4
5
Evaluator Comments
Submit Evaluation
Should be Empty: