Template

Supplier scorecard and monthly review agenda

An actionable supplier scorecard you can fill and save monthly. Includes recommended metrics, scoring guidance and thresholds, a corrective-action template, and a compact monthly review agenda with decision rules (keep, reduce spend, escalate, replace). Designed to collect consistent data so teams can track trends and make decisions reliably.

Interactive Tool

Supplier scorecard and monthly review

Purpose

This scorecard helps teams turn supplier relationships into predictable, measurable performance. Use the numeric metrics plus the guided scoring scales to record objective data and judgement-based ratings, capture corrective actions when needed, and record a clear monthly decision. Guidance and suggested thresholds are listed below to keep scoring consistent across reviewers.

Suggested thresholds and scoring guidance

  • On-time deliveries: >98% = excellent, 95–98% = good, 90–95% = requires attention, <90% = problem.
  • Order accuracy: >99% = excellent, 97–99% = good, 95–97% = requires attention, <95% = problem.
  • Quality defects (items rejected as % of received): <0.5% = excellent, 0.5–1.5% = good, 1.5–3% = requires attention, >3% = problem.
  • Price variance: within agreed terms (0–+1%) = acceptable, deviations >+/-2% require review.
  • Responsiveness: rate on a 0–10 scale using timeliness of replies, helpfulness, and ability to resolve issues.

Scoring approach: use the per-metric 0–10 scale fields below. Teams may apply weights (example weights: on-time 25%, order accuracy 25%, quality 25%, price 15%, responsiveness 10%) to compute an overall score outside this form (spreadsheet or dashboard). Record the decision rule at the end: keep, reduce spend, escalate, or replace.

Monthly review agenda (compact)

  • Confirm supplier identity, product lines covered, and review period.
  • Review objective metrics and notable deviations since last review.
  • Discuss quality incidents, root causes, and corrective actions taken.
  • Assess responsiveness and communication effectiveness.
  • Review price and contract compliance.
  • Agree corrective actions, owners, and timelines if performance needs improvement.
  • Apply decision rule (keep, reduce spend, escalate, replace) and note next review or check-in date.
Official supplier name as used in your purchasing records.
Enter the month and year for this review, e.g. '2026-08'.
List the SKUs, categories, or contracts included in this scorecard.
Percent of deliveries on or before the promised date during the review period.
Use thresholds in the guidance to translate percent to 0–10.
1.0 10.0
Percent of orders delivered with the correct items and quantities.
Use thresholds in the guidance to translate percent to 0–10.
1.0 10.0
Percent of received items rejected for quality during the review period.
Lower defect rates should receive higher scores per guidance.
1.0 10.0
Positive values indicate prices above agreed terms; negative values indicate below-agreement pricing.
Rate how well the supplier adhered to agreed pricing and billing practices.
1.0 10.0
Rate timeliness and helpfulness in communications and issue resolution.
1.0 10.0
Examples: average reply time, examples of effective/poor communication, escalations handled.
List dates, SKUs, consequences (waste, guest complaints), and whether supplier root-cause was established.
Select 'Yes' if performance requires a supplier corrective action plan (SCAR).
If corrective action is needed, capture what will be done, who owns it, and the target date. Use concrete measures and a verification step.
Choose the recommended action for this supplier based on performance and risk.
Add context: market issues, alternative suppliers identified, contract clauses relevant to decision.
Person completing the review.
Enter the date for follow-up (e.g., when corrective actions should be verified).
Reference to spreadsheets, incident reports, photos, email threads, or contract documents stored elsewhere.
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