Stop Drowning in Data
You have plenty of numbers. What you need are clear signals and the next move. This post shows how to clean up your Scorecard so the team knows what changed, why it matters, and what to do this week.
Turn scorecard sludge into real-time insight with AI
The problem (in plain English)
- Too many metrics. The important stuff gets lost.
- Data is old by the time you see it.
- No clear owner for each number.
- Meetings turn into talk, not action.
The goal
A Scorecard that:
- highlights the few numbers that truly matter,
- tells you when one drifts off course, and
- assigns a specific action to a specific person.
Step 1: Keep only seven signals
List all your weekly metrics. Keep seven that predict results and drive action. Archive the rest for a monthly review.
Add three fields for each signal:
- Owner (one name)
- Healthy range (what “good” looks like)
- If off, do this (one short play)
Tip: Link “If off, do this” to a short checklist. Keep it simple enough to run this week.
Step 2: Make the numbers current
Pick the one system where each number comes from. Set a refresh rule (daily for leading numbers, weekly for lagging numbers). Show the “last updated” time right on the Scorecard so no one argues about freshness.
Step 3: Add a small AI helper
Give your team a simple assistant that sits in Slack or Teams. It should do three things only:
- Explain what changed in one paragraph.
- Predict what happens if you do nothing for two weeks.
- Create a task with owner and due date using your checklist.
No fancy build. Use your existing tools and light automation.
What this looks like (example)
| Signal | Owner | Healthy Range | If Off, Do This | Automation? |
|---|---|---|---|---|
| Pipeline coverage (x weeks) | Head of Sales | ≥ 3.0× target | Run a 3-day outreach sprint to 50 top accounts. Review Friday. | Auto alert + task |
| First reply to customers | CS Lead | < 2 hours | Escalate on-call, adjust shift, post status note. | Auto page + task |
| On-time delivery % | Ops Manager | ≥ 97% | Open fix ticket, re-sequence jobs, call top 10 customers. | Creates ticket + checklist |
| Invoices > 90 days | Finance | < $250k | Start call list, offer payment plan where allowed. | Builds call list + due dates |
How the L10 changes
- Before: “Is this number right?”
- After: “We slipped here. Here’s the fix. Who owns it? Done.”
Ten-day rescue plan
Day 1–2: Write down every weekly metric. Circle the seven that matter.
Day 3: Add owner, healthy range, and “if off, do this” for each.
Day 4: Pick the source system for each number. Add “last updated” stamps.
Day 5: Connect a simple alert that posts to your team channel when a number drifts.
Day 6: Let the assistant draft one task with owner and due date.
Day 7: Pilot with two signals (one Sales, one Ops).
Day 8: Tune the healthy ranges.
Day 9: Publish a one-page “How we read the Scorecard.”
Day 10: Go live with all seven signals.
Copy-paste checklist (one per signal)
Signal name:
Owner:
Healthy range:
Source system (and last updated time):
If off, do this (one short paragraph):
Where the task should be created:
Keep it honest
- Show where the number comes from.
- Keep one definition everyone uses.
- Share summaries widely. Limit deep drill-downs to owners.
- When an action works, keep it. When it doesn’t, update the checklist.
Explore the Member Resource Hub
Grab templates, checklists, and quick-start guides that turn Scorecards into action.
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See you on the track. 🏁
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