Customer Scorecard Template

Customer scorecards provide essential insights that help your team increase engagement and share of wallet for each customer. 

They help your team understand how to prioritize their next best actions, whether they’re preparing for a meeting and need a quick overview of recent orders or planning a marketing campaign that targets specific, high-value accounts. 

Download our interactive scorecard template to serve as a resource for your sales team to start measuring essential customer KPIs.

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Fill in and track key metrics like:

  • Top 5 Search Terms to see what products your customers are looking for
  • Most Recent Abandoned Carts to resurface products of interest
  • Profit Percentage to spot profitability trends and take action 

…and more! Use this template as a starting point to gain a deeper understanding of your customers and have more informed, data-driven conversations.