Template

Supplier Performance Scorecard (Monthly Review Template)

A structured monthly scorecard you can complete, save, and share. Collects key supplier metrics (delivery, quality, cost, responsiveness), maps numeric values to a 1–5 rating rubric, highlights red flags, and includes an editable improvement-plan section and a ready-to-send supplier summary email.

Interactive Tool

Supplier Performance Scorecard

This monthly scorecard helps purchasing teams convert metrics into clear, consistent feedback and improvement plans. Enter measured values, use the scoring rubric to set 1–5 ratings, flag urgent issues, and draft a short improvement plan. Save the scorecard to keep a monthly history or share the supplied summary email with the supplier.

Scoring rubric (use as a guideline)

  • On-time delivery: 95–100% = 5; 90–94% = 4; 85–89% = 3; 80–84% = 2; <80% = 1
  • Invoice accuracy: 99–100% = 5; 97–98% = 4; 95–96% = 3; 92–94% = 2; <92% = 1
  • Quality incidents (monthly): 0 = 5; 1 = 4; 2–3 = 3; 4–6 = 2; >6 = 1
  • Substitution frequency: <1% = 5; 1–2% = 4; 2–4% = 3; 4–7% = 2; >7% = 1
  • Responsiveness (hours): <4 hrs = 5; 4–8 hrs = 4; 8–24 hrs = 3; 24–72 hrs = 2; >72 hrs = 1
  • Cost variance vs contract: within ±0% = 5; ±1–2% = 4; ±2–4% = 3; ±4–6% = 2; >±6% = 1
Full legal or commonly used supplier name.
Person to receive the summary email and improvement plan.
Enter month and year (e.g., June 2026).
Enter your contractual or internal target (e.g., 95). Leave blank if none.
Enter as a percentage (0–100). If you track by PO line or SKU, use the aggregated % for this supplier.
Percent of invoices without errors (quantity, price, invoiced items).
Number of defects, out-of-spec deliveries, or returns logged this month.
Percent of deliveries where items were substituted without prior approval.
Average time between your outreach about an issue and supplier response acknowledging or addressing it.
Average percentage above or below contracted price this month. Enter positive for price increases, negative for decreases.
Set a 1–5 rating using the rubric above. You may convert the measured % into this rating.
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
Recommended: compute a weighted average offline or use platform integrations. Enter the final overall rating here.
1.0 10.0
Quickly mark urgent recurring problems.
Select yes to create a corrective action plan that will be tracked.
Be specific: who will do what by when, and how success will be measured. Example: 'Supplier to reduce substitutions to &lt;2% within 90 days; weekly P1 calls; corrective action owner: Supplier QA Manager.'
Any context about events, promotions, weather, or one-off issues that affected this month's performance.
Edit before sending. Use {{supplier_name}} and {{review_month}} placeholders.
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