Download · Excel and Google Sheets
Make the scorecards yours
Named measures, visible guidance, and space for the decisions that matter.
Five tabs, one connected review
- Executive View: Growth, demand, coverage, conversion, economics, and market interest.
- Marketing View: Program performance, opportunity quality, Sales feedback, and brand signals.
- Operating View: Campaign spend, response, conversion, qualification, and follow-up.
- Test Brief: Record success criteria, observation windows, guardrails, and decision rules before launch.
- Guide: Definitions, input instructions, and reporting conventions.
Use what fits your business
Open in Excel, or upload to Google Drive and open with Google Sheets. Save a working copy. Enter values in the amber cells; guidance remains visible beside each measure.
Start with the headline and exceptions. Adapt the metric set, periods, and qualification rules to your sales motion. Comparison formulas calculate actual minus plan, or prior performance when no plan is entered. Missing data stays blank.
This is a blank reporting template, with no macros or live data connections. The fictional worked example shows how to interpret signals and connect them to action.