Data Analyst Performance Review Form

Streamline Data Analyst Performance Reviews with Paperform

Evaluating data analyst performance requires a structured approach that goes beyond generic employee reviews. This Data Analyst Performance Review Form template is designed specifically for managers, HR teams, and analytics leaders who need to assess technical skills, analytical thinking, and business impact in one comprehensive form.

What Makes This Template Effective

This form covers the five critical dimensions of data analyst performance: report accuracy, insight quality, SQL proficiency, visualization effectiveness, and stakeholder impact. Each competency is evaluated using clear rating scales and supplemented with space for specific examples and constructive feedback.

Whether you're conducting quarterly reviews, annual evaluations, or probationary assessments, this template helps you document performance consistently across your analytics team while capturing both quantitative ratings and qualitative observations.

Built for Analytics Teams and Tech Companies

Data analysts play a crucial role in modern business decision-making, and their performance reviews should reflect the unique blend of technical expertise and business acumen they bring. This template is ideal for:

• Technology companies with dedicated analytics, business intelligence, or data science teams
• Digital agencies evaluating data analysts who support client campaigns and reporting
• SaaS companies assessing analysts responsible for product analytics and growth metrics
• Financial services firms reviewing analysts working with complex datasets and regulatory requirements
• Healthcare organizations evaluating analysts focused on clinical data and operational insights

Automate Post-Review Workflows with Stepper

Once a performance review is submitted, there's often a series of follow-up actions required—scheduling feedback meetings, updating HR systems, flagging development needs, or triggering promotion workflows. With Stepper (stepper.io), Paperform's AI-native workflow automation tool, you can automatically route completed reviews to the right stakeholders, create calendar invites for one-on-ones, update your HRIS, and even generate personalized development plans based on competency ratings.

This means managers can focus on meaningful conversations with their analysts rather than administrative tasks, while HR maintains complete visibility across all performance reviews in real-time.

Why Choose Paperform for Performance Reviews

Paperform's flexible design means you can brand this template to match your company's look and feel, embed it directly in your intranet or HR portal, and collect responses securely with SOC 2 Type II compliance. The doc-style editor makes it easy to customize competencies, adjust rating scales, or add company-specific values and behaviors without any coding required.

Plus, with conditional logic built in, you can create dynamic review paths—for example, asking different follow-up questions based on performance levels or automatically highlighting areas that need improvement based on rating thresholds.