Design a one-page company scorecard for my leadership team
A single page of leading and lagging metrics, with owners, targets, and thresholds, that the leadership team reviews every week.
The prompt
Help me design a one-page scorecard my leadership team reviews every week.
Business model: [e.g. "B2B SaaS", "marketplace", "manufacturing", "services"]
Company goals this year: [TARGETS]
Metrics we track today: [LIST, and where they come from]
Problems with current reporting: [e.g. "too many metrics", "we see problems a month late", "numbers don't match across teams"]
Leadership team roles: [LIST]
Design:
1. 10-15 metrics total, balanced across:
- Lagging outcomes (e.g. revenue, margin, cash).
- Leading indicators that predict them weeks ahead (e.g. pipeline created, activation, on-time delivery).
- Health metrics (e.g. customer satisfaction, employee attrition, quality).
2. For each metric: definition, formula, data source, owner on the leadership team, weekly target, and red/yellow/green thresholds.
3. Explain the causal chain: which leading indicators drive which outcomes for my business model.
4. Metrics to drop from current reporting and why.
5. A weekly review routine: how to spend 15 minutes on the scorecard, focusing only on reds and trends, with the owner explaining and proposing a fix.
6. Common traps: vanity metrics, metrics no one can influence, definitions that differ by team, and changing targets mid-quarter.
Return the scorecard as a table: Metric | Type | Definition | Owner | Target | Green | Yellow | Red | Source. Don't invent targets; propose ranges for me to set and mark them [SET].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Data & Analysis prompts
What to fill in
- e.g. "B2B SaaS", "marketplace", "manufacturing", "services"
- TARGETS
- LIST, and where they come from
- LIST
- SET
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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