Scorecards · Any framework

Universal Weekly Scorecard Template

A blank weekly scorecard for any industry: 5 to 15 metrics, one owner per metric, a target column, and thirteen weeks of tracking so a quarter fits on one page. Free, no email required.

Download the template

Free and ungated. Opens in Word, Google Docs or Pages. No macros, no signup, no email wall.

What this template includes

  • A metric grid with owners

    One row per metric with a named owner, because a number nobody owns is a number nobody updates.

  • Target and actual side by side

    Each week records the actual against the target, so the gap is visible without arithmetic.

  • Thirteen weeks per sheet

    A full quarter on one page, which is what makes a trend visible rather than a single bad week.

  • Red / yellow / green status

    A simple three-state indicator, with the rule that three consecutive off-target weeks becomes an open issue.

How to use it

  1. 1Pick 5 to 15 metrics that genuinely reflect the health of the business. Fewer than five hides problems; more than fifteen stops getting read.
  2. 2Give every metric one named owner. Shared ownership reliably produces no ownership.
  3. 3Set a target for each metric before the quarter starts, not after the first number comes in.
  4. 4Review it in the same meeting every week, at the same point in the agenda, in under five minutes.
  5. 5Track the trend, not the week. Three weeks off target is a signal; one week is noise.

Preview the full template

This is the complete template, exactly as it appears in the download.

Company: _____________________ Industry: _____________________ Week of: _____________________


🎯 YOUR WEEKLY SCORECARD

Instructions: Choose 5-15 metrics that give you a weekly pulse on your business health.

#MetricOwnerGoalWeek 1Week 2Week 3Week 4StatusTrend
1🟢🟡🔴⬆️➡️⬇️
2🟢🟡🔴⬆️➡️⬇️
3🟢🟡🔴⬆️➡️⬇️
4🟢🟡🔴⬆️➡️⬇️
5🟢🟡🔴⬆️➡️⬇️
6🟢🟡🔴⬆️➡️⬇️
7🟢🟡🔴⬆️➡️⬇️
8🟢🟡🔴⬆️➡️⬇️
9🟢🟡🔴⬆️➡️⬇️
10🟢🟡🔴⬆️➡️⬇️
11🟢🟡🔴⬆️➡️⬇️
12🟢🟡🔴⬆️➡️⬇️
13🟢🟡🔴⬆️➡️⬇️
14🟢🟡🔴⬆️➡️⬇️
15🟢🟡🔴⬆️➡️⬇️

💡 COMMON METRICS BY CATEGORY

Revenue & Financial

  • Weekly/Monthly Revenue
  • Gross Profit Margin %
  • Cash Balance
  • Accounts Receivable
  • Collections Rate
  • Revenue per Employee

Sales & Marketing

  • New Leads
  • Qualified Opportunities
  • Proposals Sent
  • Close Rate %
  • Average Deal Size
  • Sales Cycle Length

Customer

  • New Customers
  • Customer Churn Rate %
  • Customer Satisfaction Score
  • Net Promoter Score (NPS)
  • Customer Retention %
  • Average Customer Value

Operations & Delivery

  • On-Time Delivery %
  • Quality Defects
  • Project Completion Rate
  • Capacity Utilization %
  • Cycle Time
  • Rework Rate %

Team & Culture

  • Team Size
  • Open Positions
  • Time to Hire
  • Employee Turnover %
  • Employee Satisfaction
  • Training Hours

🎯 HOW TO BUILD YOUR PERFECT SCORECARD

Step 1: List all possible metrics Step 2: Ask: "If I could only know 5 numbers each week, what would they be?" Step 3: Balance leading (controllable) and lagging (results) indicators Step 4: Assign one owner to each metric Step 5: Set realistic but challenging targets Step 6: Review weekly in Weekly Leadership Meetings


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See also: scorecard software

Common questions

Is this scorecard template free?

Yes. It is a plain .docx with no macros and no email gate. Download it, open it in Word, Google Docs or Pages, and use it however you like.

How many metrics should a weekly scorecard have?

Most teams land between 5 and 15. Below five you cannot see the shape of the business. Above fifteen the review stops fitting in five minutes, and a scorecard nobody reads is worse than no scorecard.

Does this work with OKRs, Scaling Up or 4DX?

Yes. A weekly scorecard is framework-neutral. In OKRs the metrics often map to Key Results, in Scaling Up to the weekly meeting numbers, and in 4DX the same grid works as a scoreboard for lead and lag measures.

How often should a scorecard be reviewed?

Weekly, in the same meeting, at the same point in the agenda. The rhythm matters more than the format: a scorecard reviewed monthly tells you about a problem four weeks after it started, which is usually four weeks too late to do anything cheap about it.

Should a scorecard show leading or lagging indicators?

Both, but a scorecard made only of lagging indicators reports history. Revenue, churn and profit tell you what already happened. Pair each with something upstream you can still act on this week, like qualified conversations booked or onboarding calls completed.

What do you do when a metric is red?

Nothing, the first week. One red week is usually noise. The rule most teams use is three consecutive weeks off target, at which point it stops being a metric discussion and becomes an open issue with a named owner and a root cause to find.

Who should own a metric on the scorecard?

One person, by name, who can actually influence the number. Not a team, not a department, and not the person who happens to produce the report. Shared ownership of a metric reliably produces no ownership of it.

What is the difference between a scorecard and a dashboard?

A scorecard is a fixed, short list of numbers with owners and targets, reviewed on a set rhythm. A dashboard is usually a broader, exploratory view. The scorecard is the one you read out loud in a meeting.

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