Template

KPI Scorecard Template

A lighter scorecard for regular management use — one page, updated weekly.

Summary

The scorecard is the executive version of the dashboard: 5-7 top KPIs, trend arrows, and decisions needed.

Scorecard structure

Business area
KPI name
This week (value)
Target
Trend (↑ / → / ↓)
Status (🟢 / 🟡 / 🔴)
Action needed
Owner

Suggested KPI set (pick 5-7)

Revenue vs target
Pipeline value
New customers this period
Gross margin
Cash runway (months)
Customer churn
CSAT / thumbs
SLA compliance

Status thresholds

🟢 — within 10% of target
🟡 — 10-25% off target
🔴 — more than 25% off target, or 2+ consecutive weeks red

Use weekly

Owners update their numbers Monday AM
15-min review — every red KPI gets an action
Actions carry into next week's scorecard

Tips

One page, no scrolling
Same format every week — consistency matters
Archive monthly scorecards — useful for year-end review

Frequently asked questions

Scorecard vs dashboard?

Scorecard: executive, manual, weekly review. Dashboard: operational, live data, daily monitor.

Next step

Keep exploring related resources to strengthen this area of the business.

See KPI Dashboard Template

Phase 2 content slot (ads / affiliate)