Supplier Performance Scorecard Template

{ "DataType": "SupplierScorecardSubmission", "SchemaVersion": 1, "Title": "Supplier Performance Scorecard", "IntroductionHtml": "

Use this form during monthly supplier reviews to record key metrics, decide escalation actions, and capture a focused improvement plan. Suggested default weights and a simple weighted-score formula are provided. Weighted Score = sum(metric_value * weight) / sum(weights). Adjust weights to match your priorities (on-time delivery, quality, lead time, responsiveness, invoice accuracy).

", "SubmitLabel": "Save Scorecard", "SuccessMessage": "Scorecard saved. You can use this record for trend review and follow-up actions.", "Fields": [ { "Key": "supplier_name", "FieldType": "text", "Label": "Supplier name", "HelpText": "Full legal / trading name of the supplier.", "Required": true }, { "Key": "supplier_code", "FieldType": "text", "Label": "Supplier code / ID", "HelpText": "Internal supplier identifier (if used).", "Required": false }, { "Key": "review_period", "FieldType": "select", "Label": "Review period", "HelpText": "Choose the covered period for this scorecard.", "Required": true, "Options": [ { "Value": "month", "Label": "Month" }, { "Value": "quarter", "Label": "Quarter" }, { "Value": "other", "Label": "Other (enter below)" } ] }, { "Key": "review_period_notes", "FieldType": "text", "Label": "If Other, describe period", "HelpText": "E.g., 2026-07 (July 2026) or Q2 2026.", "Required": false }, { "Key": "review_date", "FieldType": "text", "Label": "Review date", "HelpText": "Date of the review meeting (YYYY-MM-DD).", "Required": true }, { "Key": "reviewer", "FieldType": "text", "Label": "Reviewer / owner", "HelpText": "Name and role of person completing the scorecard.", "Required": true }, { "Key": "section_metrics_header", "FieldType": "text", "Label": "--- Key metrics (enter values and weights) ---", "Required": false }, { "Key": "on_time_delivery_pct", "FieldType": "number", "Label": "On-time delivery (%)", "HelpText": "Percent of orders delivered on or before agreed date (0-100).", "Required": true }, { "Key": "on_time_weight", "FieldType": "number", "Label": "Weight for On-time delivery", "HelpText": "Suggested default: 40. Higher = more important.", "Required": true }, { "Key": "quality_ppm", "FieldType": "number", "Label": "Quality (PPM = defects per million) or % defective", "HelpText": "Enter defects per million parts or percent defective. Use your preferred unit consistently.", "Required": true }, { "Key": "quality_weight", "FieldType": "number", "Label": "Weight for Quality", "HelpText": "Suggested default: 30.", "Required": true }, { "Key": "lead_time_adherence_pct", "FieldType": "number", "Label": "Lead time adherence (%)", "HelpText": "Percent of orders meeting the agreed lead time (0-100).", "Required": true }, { "Key": "lead_time_weight", "FieldType": "number", "Label": "Weight for Lead time adherence", "HelpText": "Suggested default: 15.", "Required": true }, { "Key": "responsiveness_score", "FieldType": "scale", "Label": "Responsiveness (1 = poor, 5 = excellent)", "HelpText": "Supplier responsiveness to queries, changes, and corrective actions.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "responsiveness_weight", "FieldType": "number", "Label": "Weight for Responsiveness", "HelpText": "Suggested default: 10.", "Required": true }, { "Key": "invoice_accuracy", "FieldType": "yesno", "Label": "Invoice accuracy (are invoices accurate?)", "HelpText": "Yes = invoices accurate and match orders; No = frequent invoice issues.", "Required": true }, { "Key": "invoice_accuracy_weight", "FieldType": "number", "Label": "Weight for Invoice accuracy", "HelpText": "Suggested default: 5.", "Required": true }, { "Key": "calculation_helper", "FieldType": "textarea", "Label": "Manual scoring helper", "HelpText": "This system currently does not auto-calculate the weighted score. Use this formula: convert all metrics to a common direction where higher is better (e.g., convert quality PPM to quality_score = max_expected_ppm - ppm then normalize). A simple approach: use the percent-based metrics directly, convert responsiveness (1-5) to a 0-100 scale by (value-1)/4 *100, convert invoice accuracy Yes=100 No=0. Then compute weighted score = sum(metric_scaled * weight) / sum(weights). Enter final consolidated score below.", "Required": false }, { "Key": "consolidated_score", "FieldType": "number", "Label": "Consolidated weighted score (0-100)", "HelpText": "Enter the manually calculated weighted score using the helper formula above.", "Required": true }, { "Key": "escalation_triggers", "FieldType": "checkbox", "Label": "Escalation triggers observed", "HelpText": "Check any triggers that apply this period.", "Required": false, "Options": [ { "Value": "otd_below_threshold", "Label": "On-time delivery below threshold" }, { "Value": "quality_above_ppm", "Label": "Quality above PPM threshold" }, { "Value": "consecutive_late_deliveries", "Label": "Consecutive late deliveries" }, { "Value": "missed_corrective_actions", "Label": "Missed agreed corrective actions" }, { "Value": "contract_terms_breach", "Label": "Contract terms breach" }, { "Value": "safety_compliance_issue", "Label": "Safety or regulatory compliance issue" } ] }, { "Key": "recommended_escalation_action", "FieldType": "select", "Label": "Recommended escalation action", "HelpText": "Select the action your team recommends when escalation triggers apply.", "Required": false, "Options": [ { "Value": "none", "Label": "No escalation — monitor" }, { "Value": "notify_procurement", "Label": "Notify procurement and operations" }, { "Value": "formal_escalation", "Label": "Open formal escalation (SRM)" }, { "Value": "hold_new_orders", "Label": "Apply hold on new orders until improvement" }, { "Value": "improvement_project", "Label": "Start joint improvement project" } ] }, { "Key": "meeting_agenda_topics", "FieldType": "checkbox", "Label": "Meeting agenda (select topics to cover)", "HelpText": "Use this checklist during your monthly review.", "Required": false, "Options": [ { "Value": "review_actions", "Label": "Review previous actions and status" }, { "Value": "performance_trends", "Label": "Review performance trends and dashboards" }, { "Value": "root_cause", "Label": "Root cause analysis for major issues" }, { "Value": "forecasting_capacity", "Label": "Forecasting, capacity & lead time planning" }, { "Value": "quality_improvements", "Label": "Quality improvement opportunities" }, { "Value": "commercial_terms", "Label": "Commercial / contractual items" } ] }, { "Key": "improvement_plan_instructions", "FieldType": "text", "Label": "Improvement plan guidance", "HelpText": "Capture 1-3 specific actions, owners, and due dates. Prefer measurable targets and short cycles (30-90 days).", "Required": false }, { "Key": "action_1_desc", "FieldType": "textarea", "Label": "Action 1 — Description", "HelpText": "Specific corrective or improvement action.", "Required": false }, { "Key": "action_1_owner", "FieldType": "text", "Label": "Action 1 — Owner", "HelpText": "Person responsible for driving the action.", "Required": false }, { "Key": "action_1_due", "FieldType": "text", "Label": "Action 1 — Due date", "HelpText": "Target completion date (YYYY-MM-DD).", "Required": false }, { "Key": "action_2_desc", "FieldType": "textarea", "Label": "Action 2 — Description", "HelpText": "Optional second action.", "Required": false }, { "Key": "action_2_owner", "FieldType": "text", "Label": "Action 2 — Owner", "HelpText": "Owner for action 2.", "Required": false }, { "Key": "action_2_due", "FieldType": "text", "Label": "Action 2 — Due date", "HelpText": "Target completion date (YYYY-MM-DD).", "Required": false }, { "Key": "action_3_desc", "FieldType": "textarea", "Label": "Action 3 — Description", "HelpText": "Optional third action.", "Required": false }, { "Key": "action_3_owner", "FieldType": "text", "Label": "Action 3 — Owner", "HelpText": "Owner for action 3.", "Required": false }, { "Key": "action_3_due", "FieldType": "text", "Label": "Action 3 — Due date", "HelpText": "Target completion date (YYYY-MM-DD).", "Required": false }, { "Key": "next_review_date", "FieldType": "text", "Label": "Next review date", "HelpText": "Planned date for the next supplier review (YYYY-MM-DD).", "Required": false }, { "Key": "notes", "FieldType": "textarea", "Label": "Additional notes & context", "HelpText": "Anything else the team should record (capacity issues, market context, customer escalations).", "Required": false } ] }