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Our leadership team members frequently argue about what our scorecard numbers actually mean, resulting in different departments pulling conflicting data for the same metrics. How do we standardize our scorecard definitions?

If your leadership team is arguing over the meaning of a metric during your Level 10 Meeting, you do not have a data problem; you have a definition problem. Every single metric on your company scorecard must have a single, unambiguous definition that is agreed upon by the entire team. To standardize your data, you must create a scorecard dictionary. For every metric on your scorecard, document the following four details:
- The exact name of the metric and the seat on the Accountability Chart that owns it.
- The specific formula or data source used to calculate the number.
- The exact day and time the data must be pulled and entered.
- The clear definition of what constitutes a success versus a failure.
For example, if you track weekly leads generated, define exactly what a lead is. Is it a website form submission, a booked discovery call, or a qualified prospect? If sales defines it one way and marketing defines it another, your data is useless. Once you have documented these definitions, print them or link them directly to your scorecard. The seat owner is responsible for ensuring the data is pulled strictly according to these rules. By taking the ambiguity out of your numbers, you eliminate unproductive debates and ensure everyone is looking at the same reality.

Category: Scorecards & Data

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