Supplier Performance Scorecard Template

{ "Title": "Supplier Performance Scorecard", "IntroductionHtml": "

Use this scorecard to capture measured supplier performance for a review period, record observations, and assign improvement actions. The form collects consistent, comparable fields so you can track trends and strengthen negotiating or remediation conversations.

Suggested weighted scoring method: choose metric weights that reflect your priorities (weights should sum to 100). Compute overall score = sum(metric_percent_value * weight/100). For "quality defects per 100 cases" convert the defect rate to a % performance (example: target = 0.5 defects per 100 → 100% at or below target; every 0.5 above target reduces % by a defined step). If you prefer, record weights here and calculate overall scores in your reporting tool.

", "SubmitLabel": "Save scorecard", "SuccessMessage": "Scorecard saved. Use the saved records to run trend reports, drive supplier reviews, or trigger follow-up actions.", "DataType": "SupplierPerformanceScorecard", "SchemaVersion": "1.0", "Fields": [ { "Key": "supplier_name", "FieldType": "text", "Label": "Supplier name", "HelpText": "Full supplier name (required)", "Required": true }, { "Key": "supplier_id", "FieldType": "text", "Label": "Supplier ID", "HelpText": "Internal vendor code or identifier", "Required": false }, { "Key": "review_period", "FieldType": "text", "Label": "Review period", "HelpText": "E.g., 'Q2 2026' or '2026-04-01 to 2026-06-30'", "Required": true }, { "Key": "delivery_punctuality_pct", "FieldType": "number", "Label": "Delivery punctuality (%)", "HelpText": "Percent of deliveries received on or before the agreed delivery date. Enter 0–100.", "Required": true, "Min": 0, "Max": 100 }, { "Key": "order_accuracy_pct", "FieldType": "number", "Label": "Order accuracy (%)", "HelpText": "Percent of orders that matched the purchase order (correct items and quantities). Enter 0–100.", "Required": true, "Min": 0, "Max": 100 }, { "Key": "quality_defects_per_100", "FieldType": "number", "Label": "Quality defects (per 100 cases)", "HelpText": "Number of defect cases per 100 cases received. Lower is better. Use integer or decimal.", "Required": true, "Min": 0 }, { "Key": "invoice_accuracy_pct", "FieldType": "number", "Label": "Invoice accuracy (%)", "HelpText": "Percent of invoices that matched delivery and purchase order. Enter 0–100.", "Required": true, "Min": 0, "Max": 100 }, { "Key": "price_change_log", "FieldType": "textarea", "Label": "Price change log", "HelpText": "Record recent price changes, effective dates, and whether advance notice was given. Include supplier rationale if known.", "Required": false }, { "Key": "contract_terms_summary", "FieldType": "textarea", "Label": "Contract terms summary", "HelpText": "Short summary of key contract terms: lead times, minimum order quantities, penalties, SLAs, payment terms.", "Required": false }, { "Key": "metric_weights", "FieldType": "textarea", "Label": "Suggested metric weights (optional)", "HelpText": "List weights that sum to 100 (example: delivery 30, accuracy 25, quality 30, invoice 15). Use these weights for offline or reporting-tool computation of an overall score.", "Required": false }, { "Key": "overall_rating", "FieldType": "scale", "Label": "Overall supplier rating (1 = poor, 5 = excellent)", "HelpText": "Assessor's overall rating based on metrics, service, and strategic fit.", "Required": true, "Min": 1, "Max": 5 }, { "Key": "critical_nonconformance", "FieldType": "yesno", "Label": "Any critical nonconformance discovered?", "HelpText": "Mark yes if a recent event caused safety, legal, or major service failure.", "Required": true }, { "Key": "nonconformance_details", "FieldType": "textarea", "Label": "Nonconformance details", "HelpText": "Describe the event, date, impact, and immediate containment actions. Leave blank if none.", "Required": false }, { "Key": "improvement_actions", "FieldType": "textarea", "Label": "Improvement actions and owner", "HelpText": "List actionable improvements, owners, and due dates. Example: 'Improve lead time accuracy — Anna — 2026-08-01'.", "Required": false }, { "Key": "next_review_date", "FieldType": "text", "Label": "Next review date", "HelpText": "Suggested next review date (YYYY-MM-DD)", "Required": false }, { "Key": "reviewer_name", "FieldType": "text", "Label": "Reviewer name", "HelpText": "Person completing this scorecard", "Required": true }, { "Key": "reviewer_notes", "FieldType": "textarea", "Label": "Additional notes and context", "HelpText": "Any contextual information useful for trends and decisions.", "Required": false } ] }