Distribution and Sales scorecard templates
Insurance
Performance scorecards for the Distribution and Sales function in Insurance, including Head of Distribution and Sales Manager. Each of the 2 templates is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
2 Distribution and Sales scorecards
Distribution and Sales scorecards — FAQs
Which Distribution and Sales roles have a scorecard template?
Head of Distribution, Sales Manager. Each has its own scorecard with KPIs written for that specific role.
Can I use a Distribution and Sales scorecard for a different industry?
Yes. These are written for Insurance, but the structure and most measures transfer to other industries — the KPI rows, targets and weightings are all editable.
How does the scoring work?
Rating % = (Actual − Base) ÷ (Stretch − Base) × 100, where Base = 0% and Stretch = 100%. Ratings are weighted by each KPI's Weight % and summed into an overall score. Only the yellow Actual cells need filling in — everything else calculates.
Can the templates be edited?
Yes. The KPIs, goals, targets and weightings are all editable, with dropdowns on direction, reporting frequency and target period, and cell comments explaining each column.