Performance Review Sheet

About this template

When to use it

A weighted review sheet: three scored items per person, a weighted total and a letter grade, all falling out of three numbers you type. Three sheets — Dashboard, Input data, Usage guide — and only Input data takes typing.

What the dashboard holds

Everything on the Dashboard is a formula. “Key metrics — summed automatically from the ‘Input data’ sheet” holds B7:E7 — Rows entered, Performance (50%) total, Performance (50%) average, Performance (50%) max — and, unusually for this family, they read column D rather than column G. Under it, Summary by department (rows 12–15) splits the same scores across the four teams in column B, and Grade distribution (%) (rows 19–22) is hand-typed for Grade S, Grade A, Grade B and Grade C or below, with a total in B23 and an average in B24.

Filling order

1. Rows 2–21 of Input data take Emp. No., Name / Rank, Department, Performance (50%), Competency (30%), Contribution (20%), Weighted total, Grade, First reviewer, Second reviewer in columns A–J.
2. Score each of the three items out of 100. The percentages in the headers are the weights, not the ceilings.
3. The department names in B12:B15 of the Dashboard (Corporate Planning Team, Sales Team 1, Finance Team, Infrastructure Team) are matched as text against column C. Rename a team and you have to change it in both places, or its row reports zero.
4. Column D must hold plain numbers — it is the column the key metrics read.
5. Name both reviewers, as the samples do with Team lead Kim Tae-ho and Division head Jung Min-a. Where the two disagree, record the reason for the adjustment separately and enter only the final score.

How the formulas calculate

• Key metrics: =COUNT(‘Input data’!$D$2:$D$21), =SUM(‘Input data’!$D$2:$D$21), =IFERROR(AVERAGE(…),0), =IFERROR(MAX(…),0).
• Each department row pairs =COUNTIF(‘Input data’!$C$2:$C$21,$B12) with SUMIF and AVERAGEIF over column D, and a share of =IFERROR(C12/COUNT(‘Input data’!$D$2:$D$21),0).
• Weighted total is =ROUND(D2*0.5+E2*0.3+F2*0.2,1). To reweight, edit 0.5, 0.3 and 0.2 together on every row — the three must still add up to 1.
• Grade is =IF(G2>=90,”S”,IF(G2>=80,”A”,IF(G2>=70,”B”,IF(G2>=60,”C”,”D”)))).
• Under the distribution table, =SUM(C19:C22) and =AVERAGE(C19:C22) return 100 and 25.
• Nothing on the Dashboard reads Competency or Contribution. Only the weighted total does.

Examples

• Row 2 — E-1001 · Kim Seo-yeon / Manager · Corporate Planning Team · 92 · 88 · 85, giving a weighted 89.4 and a grade of A — six tenths short of an S, which is the kind of margin the reviewers should see.
• Row 4 — E-1003 scores 95 · 93 · 88 for a weighted 93.0 and the only S among the samples.
• The eight sample rows total 608 on Performance, average 76.0 and peak at 95.

Common mistakes

• Scoring an item out of 50 because its header says 50% — the weighting is already in the formula, so the score would be halved twice.
• Changing one coefficient in column G and leaving the other two, so the totals no longer sit on a 100-point scale.
• Renaming a team in column C but not in B12:B15, which quietly zeroes that row.
• Typing over columns G and H rather than correcting the three item scores.