Scorecards and Visual Reports Service

2: What types of metrics or KPIs are included in your current reports?
From sales and marketing to project delivery and financials, we need to define the categories that matter most right now.

3: Who are the main recipients of your current reports or performance updates?
This tells us how data flows, whether it’s leadership-only, team-wide, or client-facing, and how visible performance really is.

4: Are your reports visual, for example, charts, graphs, or color indicators, or are they mostly text and numbers?
We’re clarifying whether the format helps people interpret insights quickly, or forces them to dig through a spreadsheet.

5: What tools or platforms are you using to create your current reports (if any)?
Whether it’s Notion, PowerPoint, Google Sheets, or a CRM, we want to know what’s powering your reports today, and how manual it is.

6: How often are these reports reviewed, discussed, or used to make decisions?
We’re identifying the rhythm, and whether your reporting cycle is helping steer the ship or just collecting dust.

7: Are individual roles or departments held accountable to performance based on these reports?
If not, then the numbers might exist, but they’re not connected to behavior or ownership, and that’s a missed opportunity.

8: What information is typically missing or hard to access when you’re reviewing results?
This question reveals the blind spots, the things you want to measure but can’t see clearly in your current system.

9: How confident are you that your team knows what ‘success’ looks like based on their numbers?
If everyone isn’t working toward the same targets, or doesn’t know what winning looks like, you’ll never have aligned performance.

10: If you had a clean, visual, role-based scorecard updated weekly, what would that help you do better?
Think about faster decisions, better delegation, performance recognition, and tighter alignment across the team.