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Reporting Maturity Scorecard

How well does your monthly reporting tell the leadership team what changed and what to do? Answer twelve questions across six areas and get a score out of 100, your level and your first three steps. It takes about three minutes, needs no sign-up, and your answers stay in your browser.

1

Speed

How soon the numbers arrive, and what they take to produce

How many working days after month-end does the leadership team see last month's numbers?
How many hours a month does it take to produce the management pack?
2

Explanation

Whether the pack says why, not only what

When sales miss plan, what does the monthly report say?
How is the commentary written?
3

Customers

Who is growing, who is slipping, and how much revenue you keep

Could you name the customers whose spend fell this year, and by how much?
Do you measure how much revenue you keep from existing customers?
4

Cash

How far ahead you can see, and who is paying later

How far ahead can you see your cash position with confidence?
How do you track how long customers take to pay?
5

Risk

Whether risks have owners, measures and thresholds

Do you keep a risk register?
If your largest customer's share of revenue crept past 20%, who would notice?
6

Margin and competitors

Why margin moved, and who you are losing customers to

Can you explain a change in gross margin by price, volume, mix and input costs?
Do you know which competitor won the customers you lost?

0 of 12 answered

How the score works

Each of the 12 answers scores 0 to 3, from least to most mature, so the total is out of 36 and is shown as a score out of 100. Two questions cover each of the six areas. The levels describe ways of working, not a benchmark against other companies.

Recording0 to 30
The numbers arrive late and say what happened. Decisions rest on instinct and last month's figures.
Reporting31 to 55
A regular pack says what happened, with little on why or what next. Customers, cash and risk get attention when something goes wrong.
Explaining56 to 80
The pack explains the main movements and tracks some forward measures. The gaps are usually in customers, risk or speed.
Steering81 to 100
The leadership team works from measures with thresholds and owners every month, and the pack says what to decide.

Most of what the scorecard asks about can be measured from data a business already holds: who bought less this year, who pays later than usual, how concentrated revenue is, and why margin moved. Stratavor connects read-only to Xero, QuickBooks Online, Sage, NetSuite, Deltek Vantagepoint and HubSpot, computes every figure in code from the ledger and the CRM, and writes a monthly report on what changed across customers, competitors, risk, cash and costs, and what to decide. The Power BI add-on carries the same figures into Power BI.

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Frequently asked questions

What is a reporting maturity scorecard?
A short self-assessment of how well a business's monthly reporting tells the leadership team what changed and what to do about it. This one asks twelve questions across six areas: speed, explanation, customers, cash, risk, and margin and competitors.
How is the score calculated?
Each answer scores 0 to 3, so the twelve answers add up to a total out of 36, shown as a score out of 100. The four levels are Recording (0 to 30), Reporting (31 to 55), Explaining (56 to 80) and Steering (81 to 100).
Is my score compared with other companies?
No. The levels describe ways of working, not a benchmark. Your answers are not stored or sent to Stratavor; they stay in your browser unless you copy the link to share them. With analytics consent, we count that a scorecard was completed and at which level, without your answers.
What should we improve first?
Start with your lowest-scoring area. The results give a first step and free resources for each of your three lowest areas, most of which can be measured from the ledger every month.
How does Stratavor help?
Stratavor connects read-only to Xero, QuickBooks Online, Sage, NetSuite, Deltek Vantagepoint and HubSpot, computes every figure in code from the ledger and the CRM, and writes a monthly report on what changed across customers, competitors, risk, cash and costs, and what to decide. The Power BI add-on carries the same figures into Power BI.

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