You don’t need a complex dashboard to run a great business—you just need the right numbers in front of you each week. A simple weekly scorecard gives you a snapshot of performance so you can make better decisions, faster. In this guide, we’ll walk through how to build a basic scorecard that helps you lead with clarity, spot red flags early, and stay on track.

Why Use a Weekly Scorecard?

A scorecard keeps your business focused on what matters most. Instead of reacting to problems when it’s too late, you’re proactively monitoring the health of your business in real time.

Benefits include:

• Faster decision-making
• Accountability across your team
• Clear visibility into trends and trouble spots
• Less stress from flying blind

Step 1: Choose 5–7 Metrics That Matter

Start simple. Your goal is to track only the numbers that actually drive performance. Focus on leading indicators (things you can influence weekly), not just outcomes.

Here are some examples by category:

Sales & Marketing

• New leads this week
• Sales calls made
• Conversion rate (% of leads that became customers)

Operations

• Jobs completed
• Customer satisfaction score
• On-time delivery rate

Financial

• Revenue this week
• Expenses this week
• Cash in bank

People

• Hours worked by team
• Open roles or turnover
• Weekly team health check (scale of 1–10)

Step 2: Create a Simple Template

You can use Excel, Google Sheets, or project management software like ClickUp or Notion. Your layout should be:

MetricTargetWeek 1Week 2Week 3Week 4New Leads15121614?Sales Calls20182119?Weekly Revenue$5,000$4,600$5,100$4,900?Team Score (1–10)8786?

Color code anything that misses the target to catch trends faster.

Step 3: Set Targets and Ownership

Assign each metric to a team member or department. Setting ownership increases accountability and gives people clarity on what success looks like.

Make sure each target:

• Is realistic but stretches performance
• Can be influenced by actions, not luck
• Is updated regularly (weekly)

Step 4: Review It Every Week

Consistency is key. Schedule a 15–30 minute scorecard review with your leadership team (or yourself, if you’re solo) at the start of each week.

Ask:

• What’s off-track and why?
• What actions will we take this week to improve it?
• Are there new patterns we need to investigate?

Keep the meeting focused—this isn’t a brainstorm session. It’s about visibility, not solving every problem at once.

Step 5: Adjust as You Grow

Your scorecard should evolve as your business changes. Start with the basics, and over time you can add automation, charts, and more detailed metrics. But don’t lose the power of simplicity.

You’ll know it’s working when:

• Your team talks about metrics without prompting
• You spot issues before they become emergencies
• You feel less reactive and more strategic

Conclusion:

A weekly scorecard isn’t just a tool—it’s a leadership habit. It helps you stay grounded, focused, and aligned with your goals. You don’t need to be a numbers person to benefit from one—you just need the discipline to look at the right numbers every week.

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