Template

Supplier Scorecard & Monthly Review Template

Interactive supplier scorecard and guided monthly review that tracks on-time delivery, quality (PPM), lead-time adherence, change-request responsiveness, and risk — plus a repeatable meeting agenda, action tracker, escalation rules, and supplier development checklist.

Interactive Tool

Supplier Scorecard & Monthly Review

This interactive template helps procurement, operations, and supply chain teams run a constructive monthly supplier review focused on measurable performance, root-cause improvement, and clear commitments. Use the score fields to record objective performance, follow the agenda during the meeting, capture actions, and trigger escalation only when agreed thresholds or repeated issues occur.

Guidance: Enter metrics for the review month. Use the Action Items section to assign owners and due dates. If escalation is required, explain why and select the escalation level. This form captures the core record; organizations can later use stored submissions to trend supplier performance and drive supplier development plans.

Supplier name as recorded in your ERP or supplier master.
Where the goods/services are delivered or consumed.
Enter the month being reviewed (e.g., 2026-08 or Aug 2026).
% of deliveries received on or before the agreed delivery date during the review month (enter 0–100).
Contractual or internal target for on-time delivery (e.g., 95).
Defective parts per million for the month. Lower is better. If you track % defective, convert to PPM (1% = 10,000 PPM).
Acceptable PPM threshold for the supplier or part family.
% of orders that met the agreed lead time (measured the same way across periods).
Rate supplier responsiveness to engineering or order changes (1 = Very poor, 5 = Excellent).
1.0 5.0
High-level risk assessment considering delivery, quality, financial health, single-source status, and capacity.
List systems or reports used to calculate the above metrics (ERP, MRP, inspection records, delivery logs).
Suggested simple overall score: normalize each metric to 0–100, weight (example weights: On-time 35%, Quality(PPM) 35%, Lead-time 15%, Responsiveness 15%), and compute a weighted average. Use risk score to determine escalation thresholds (e.g., overall score <70 or PPM > target for 2 consecutive months triggers supplier development). This field is guidance — implement automated calculation in your analytics/dashboards if available.
Use this agenda during the review: 1) Quick status and data review (metrics and trends), 2) Review open actions from last meeting, 3) Root-cause discussion for issues this month, 4) Agree improvement actions with owners and due dates, 5) Confirm escalation if required, 6) Calendar next review.
Summarize outstanding actions and status updates.
Describe a specific improvement action agreed with the supplier.
Internal owner responsible for follow-up.
Supplier contact responsible for delivering the action.
Number of calendar days from review date.
Optional additional action.
Summarize the supplier development commitments and expected deliverables or measures of success.
Select Yes if the issue meets your agreed escalation criteria (repeated misses, critical quality, or capacity risk).
Choose the escalation level appropriate to the severity and recurrence.
Describe why escalation is necessary, include evidence (trend, PPM, OTDRs).
Use this checklist to structure supplier development planning.
Role/title of the reviewer (e.g., Procurement Lead).
Date when the review occurred (e.g., 2026-08-27).
Tentative date for the next monthly review.
Open observations, context, or things to watch.
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