Template

Supplier Scorecard & Quarterly Review Template

A practical, ready-to-use supplier scorecard plus an interactive quarterly review form that captures KPI values, incidents, corrective actions, escalation triggers, and meeting checklist items. Includes guidance, example thresholds, and fields you can save for historical tracking.

Interactive Tool

Supplier Scorecard & Quarterly Review

Purpose

This interactive scorecard helps turn suppliers into predictable partners. Use it to record KPI values for a period, log up to three priority incidents for the review packet, capture corrective actions, and note escalation triggers and meeting outcomes. Guidance and example thresholds are included below the form fields so you can adapt them to your menus and risk tolerance.

Quick overview

Enter numeric KPI values (percent or counts), select R/A/G for qualitative items when appropriate, add incidents you want to discuss, and flag escalation triggers. The form stores each submission so teams can track trends. If you want automatic scoring from numeric inputs, copy the SUMPRODUCT formula into a spreadsheet tab as noted in the Help text — future automation could compute this for you.

Supplier company or trading name
Reporting period for this scorecard (quarter or month)
Shipments received on or before agreed delivery date. Example target: ≥95%
% of ordered quantity delivered. Example target: ≥98%
Number of units rejected due to quality per 1,000 units. Example target: ≤5
Price deviation vs agreed price / PO. Example target: ≤2%
Select the R/A/G level for responsiveness during the period.
Number of incidents causing inventory or safety issues. Example: 0 = Green; 1–2 = Amber; >2 = Red
If you compute the weighted average in a spreadsheet, paste the result here. Example mapping when using R/A/G mapping (Green=3, Amber=2, Red=1) or normalize percent KPIs to 0–3 or 0–100 then use SUMPRODUCT with weights. Example spreadsheet formula (for numeric KPI scores in B2:B7 and weights in C2:C7): =SUMPRODUCT(B2:B7,C2:C7)/SUM(C2:C7)
Optional R/A/G status for the supplier this period. If you enter an overall score, you may use that to set status.
Flag any triggers that should initiate escalation or CAPA.
Summarize commercial items discussed (price, lead times, forecasts) and decisions from the review.
YYYY-MM-DD or freeform date
What happened? Include SKU, PO, or delivery reference.
Operational, financial, guest, or safety impact.
Describe corrective action, owner and target due date.
Check the agenda items you completed during the meeting.
List POs, delivery notes, photos, inventory reports or other evidence you attached to the review packet.
List owners, due dates and acceptance criteria for corrective actions decided in the meeting.
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