Scorecard Templates by Industry

Your Scorecard should include 5-15 key metrics that give you a weekly pulse on your business. Here are proven metrics by industry to get you started.

SaaS Company Scorecard

Core Metrics

Metric	Owner	Goal	Why It Matters
Monthly Recurring Revenue (MRR)	CEO/CFO	Growth	The heartbeat of SaaS - are you growing?
Net New MRR	Sales	$150K	How much new revenue this month?
Churn Rate	CS	<3%	Are customers leaving? Retention is king
Net Revenue Retention (NRR)	CS	>110%	Are customers expanding or contracting?
New Customers	Sales	25	How many logo wins this month?
Customer Acquisition Cost (CAC)	Marketing	<$10K	How much does it cost to acquire a customer?
LTV:CAC Ratio	CEO	>3:1	Are unit economics healthy?
Pipeline Coverage	Sales	4x	Do we have enough pipeline for next quarter?
Product Qualified Leads (PQLs)	Product	100	How many users hit activation?
Support Tickets	CS	<50	Product quality & customer satisfaction
System Uptime	Engineering	99.9%	Is the product reliable?
Burn Rate	CFO	<$500K	How fast are we spending cash?
Cash Runway	CFO	18mo	How much time do we have?

Growth Stage Additions

ARR (Annual Recurring Revenue)
Average Contract Value (ACV)
Sales Cycle Length
Trial-to-Paid Conversion Rate
Feature Adoption Rate
Time to Value

Agency Scorecard

Core Metrics

Metric	Owner	Goal	Why It Matters
Gross Revenue	CEO	$500K/mo	Top line growth
Utilization Rate	Ops	75%	Are billable people billing?
Project Margin	Ops	45%	Profitability per project
New Business Revenue	Sales	$150K/mo	Growth from new clients
Client Retention Rate	Account Mgmt	>90%	Are clients staying?
Average Project Value	Sales	$75K	Deal size trending
Proposals Sent	Sales	15	Sales activity level
Win Rate	Sales	40%	Proposal effectiveness
Accounts Receivable <60 days	Finance	95%	Cash collection health
Team Capacity Next Month	Ops	100%	Can we deliver on commitments?
Client NPS	Account Mgmt	>50	Client satisfaction
Project Delivery On-Time	Ops	85%	Execution quality

Services Additions

Average Bill Rate
Scope Creep Hours
Repeat Client Revenue %
Referral Revenue
Marketing Qualified Leads (MQLs)

Professional Services Scorecard

Core Metrics

Metric	Owner	Goal	Why It Matters
Billable Hours	Ops	1,200/wk	Revenue driver
Realization Rate	Finance	95%	Collectability of billed time
Utilization Rate	Ops	70%	Efficiency of billable staff
Revenue per FTE	CEO	$250K	Productivity measure
Average Hourly Rate	Finance	$200	Pricing effectiveness
New Client Acquisition	BD	4/mo	Growth rate
Client Retention	Partners	95%	Relationship quality
Accounts Receivable Days	Finance	<45	Cash flow health
Pipeline Value	BD	$2M	Future revenue visibility
Proposal Win Rate	BD	50%	Sales effectiveness
Staff Turnover	HR	<10%	Team stability
Training Hours per Person	HR	40/yr	Professional development

Consulting Additions

Engagement Margin
Revenue per Partner
Repeat Business %
Thought Leadership Metrics (speaking, publishing)

E-commerce Scorecard

Core Metrics

Metric	Owner	Goal	Why It Matters
Daily Revenue	CEO	$50K	Core business health
Orders per Day	Ops	250	Volume indicator
Average Order Value (AOV)	Marketing	$200	Revenue per transaction
Conversion Rate	Marketing	3.5%	Site effectiveness
Website Traffic	Marketing	25K/day	Top of funnel
Customer Acquisition Cost	Marketing	<$30	Marketing efficiency
Return Rate	Ops	<5%	Product quality
Inventory Turnover	Ops	8x/yr	Inventory efficiency
Stockout Rate	Ops	<2%	Fulfillment capability
Shipping On-Time %	Ops	95%	Customer satisfaction
Gross Margin	Finance	55%	Profitability
Customer Lifetime Value (LTV)	Marketing	$600	Long-term value
Repeat Customer Rate	Marketing	35%	Customer loyalty

E-commerce Additions

Cart Abandonment Rate
Email Open Rate / Click Rate
Social Media Engagement
Customer Support Response Time
Mobile vs Desktop Conversion

Manufacturing Scorecard

Core Metrics

Metric	Owner	Goal	Why It Matters
Units Produced	Operations	10K/wk	Output level
Production Efficiency	Operations	85%	Capacity utilization
Defect Rate	Quality	<1%	Quality control
On-Time Delivery	Operations	95%	Customer satisfaction
Safety Incidents	Safety	0	Worker safety
Raw Material Inventory Days	Supply Chain	30	Inventory efficiency
Machine Downtime	Maintenance	<5%	Equipment reliability
Labor Cost per Unit	Finance	$12	Cost efficiency
Gross Margin per Product Line	Finance	40%	Profitability
Order Backlog	Sales	4 weeks	Demand indicator
New Orders	Sales	$500K/wk	Sales performance
Rework Hours	Quality	<50/wk	Quality issues

Manufacturing Additions

Overall Equipment Effectiveness (OEE)
Cycle Time
First Pass Yield
Supplier On-Time Delivery
Capacity Utilization %

How to Build Your Custom Scorecard

Step 1: Identify Your Core Drivers

What 5-7 numbers tell you if your business is healthy?

Revenue Indicators: Sales, MRR, orders, pipeline
Profitability Indicators: Margins, costs, cash flow
Customer Indicators: Churn, NPS, retention
Operational Indicators: Efficiency, quality, delivery
People Indicators: Utilization, turnover, capacity

Step 2: Add Industry-Specific Metrics

Choose 3-5 metrics specific to your industry from the templates above.

Step 3: Add Growth Metrics

What 2-3 metrics indicate you're growing and improving?

New customers/users
Market expansion
Product development
Team capacity

Step 4: Assign Owners

Every metric needs ONE person accountable for hitting the goal.

Step 5: Set Goals

Each metric needs:

Current baseline: Where are you today?
Goal: Where do you want to be?
Direction: Should it go up (↑) or down (↓)?

Step 6: Automate Data Collection

Use MeetingTango's integrations to pull metrics automatically from:

Financial Systems: QuickBooks, Xero, Stripe
CRM: Salesforce, HubSpot, Pipedrive
Project Management: Asana, Monday, Jira
Analytics: Google Analytics, Mixpanel
Support: Zendesk, Intercom
Custom: Connect your data warehouse

Scorecard Best Practices

Keep It Simple

5-15 metrics maximum
Weekly cadence (not daily or monthly)
Easy to understand (no complex calculations)
Visible to everyone

Make It Actionable

Track trends, not just numbers
3 weeks "off-track" = creates an Issue
Focus on leading indicators (predictive) not just lagging (historical)

Review Weekly

Spend 5 minutes in Level 10 Meeting
Discuss off-track metrics
Add to Issues List if needed
Celebrate wins

Update Quarterly

Add metrics that matter more
Remove metrics that don't drive decisions
Adjust goals as business evolves

Common Scorecard Mistakes

❌ Too Many Metrics: 25 metrics = information overload ✅ Focused: 5-15 metrics you actually use

❌ Vanity Metrics: "Social media followers" ✅ Actionable: "MQLs from social media"

❌ Lagging Only: All historical data ✅ Mix of Leading & Lagging: Predictive + historical

❌ No Goals: Just tracking numbers ✅ Clear Goals: Every metric has a target

❌ Manual Updates: Spending hours updating spreadsheets ✅ Automated: Integrate systems for real-time data

Scorecard Quality Checklist

Is your Scorecard effective? Check:

Integration Quick Start

MeetingTango connects to 20+ tools to automate your Scorecard:

SaaS Stack

Stripe/Chargebee: MRR, churn, new customers
Salesforce/HubSpot: Pipeline, new deals, win rate
Mixpanel/Amplitude: Product usage, activation
Zendesk/Intercom: Support tickets, response time

Agency Stack

QuickBooks/Xero: Revenue, expenses, AR
Harvest/Toggl: Utilization, billable hours
HubSpot/Pipedrive: New business, proposals
Monday/Asana: Project delivery, capacity

E-commerce Stack

Shopify/WooCommerce: Revenue, orders, AOV
Google Analytics: Traffic, conversion rate
Klaviyo/Mailchimp: Email performance
ShipStation: Fulfillment, shipping times

See all 20+ integrations →

Get Started

Ready to build your custom Scorecard?

Remember: Your Scorecard should give you a weekly pulse on business health. Start with 5-7 core metrics, then add industry-specific ones. Automate data collection and review weekly in Level 10 Meetings.