Build your supplier performance scorecard.
Review supplier promises and actual deliveries with visible source observations.
How to build your supplier performance scorecard
Describe the job
Review supplier promises and actual deliveries with visible source observations.
Review the first version
Choose how the buyer records the supplier and how the budget reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A supplier performance scorecard example
Supplier Cedar delivered two of three sample orders late.
Supplier performance scorecard example
- Record
- Supplier performance scorecard · 01
- Owner
- Buyer
Current stage · Buyer
Open the purchasing request
Supplier Cedar delivered two of three sample orders late.
Read the full walkthrough
Open the purchasing request
Supplier Cedar delivered two of three sample orders late.
- Record:
- Supplier performance scorecard · 01
- Owner:
- Buyer
Review the required decision
Keep each promised and actual date as evidence; the reviewer can request an improvement plan without treating three orders as a statistically reliable rating.
- Stage:
- Review pending
- Owner:
- Budget reviewer
Record the purchasing handoff
Keep each delayed order as evidence without treating a small sample as a definitive rating.
- Next action:
- Keep each delayed order as evidence without treating a small sample as a definitive rating.
- Owner:
- Procurement coordinator
What to include in your supplier performance scorecard
Keep the supplier in context
Keep supplier, review period, delivery promise, actual receipt, quality observation, source and review decision together so the next person can understand the request or record.
When the next step needs a decision
Supplier Cedar delivered two of three sample orders late. Keep each promised and actual date as evidence; the reviewer can request an improvement plan without treating three orders as a statistically reliable rating.
Keep review decision visible
Keep each delayed order as evidence without treating a small sample as a definitive rating.
Choose what each person needs
Give the buyer a working view and the budget reviewer a review view. Keep supplier and review period attached to the decision as the work moves between them.
Questions about supplier performance scorecard
Start with supplier, review period, delivery promise, actual receipt, quality observation, source and review decision. Describe who enters the information and who reviews the next step.