Customer Scorecard

[DanielASouza]

Hi,

I am seeking an inspiration to develop a dashboard "Customer score card", I already have the following KPI's:

Sales (Current and Previous)

Quotes conversion % (No of quotes and $ value)

Credit limit utilised %

Credit Status

Invoice Payment terms

Late Payment Days/% (Calculated using Invoice date and Transaction date and compared with Invoice Paymnet Terms) 

I would like to develop a summary page to show the customer scored as below:

20-Point Scoring System : customer credibility

This system assigns points based on five key performance indicators (KPIs). The total possible score is 20.

MetricCondition for PointsPoints Assigned

Payment Reliability: Invoices paid within agreed terms (e.g., Net 30) 6

Profitability: Net profit margin consistently > 50% 5

Quote Conversion: Quote-to-order conversion rate > 60% 4

Credit Discipline: Maintained credit limit without overages 3

Sales Growth: Yearly sales revenue increased vs. prior year 2

Total Possible Score = 20

Tier A (17–20 Points): "VIP / Low Risk"

Tier B (13–16 Points): "Stable / Growth"

Tier C (8–12 Points): "Watchlist / Average Risk"

Tier D (< 8 Points): "High Risk / Review"

Request to share any inspirations/best practises to develop this.

Thank you

[v-tejrama]

Hi @DanielASouza ,

Thank you @ribisht17  for the response provided!

Has your issue been resolved? If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

Thank you.

[v-tejrama]

Hi @DanielASouza ,

I wanted to follow up and see if you had a chance to review the information shared. If you have any further questions or need additional assistance, feel free to reach out.

Thank you.

[ribisht17]

@DanielASouza 

Please mark the answer if helpful so that it can help others

[ribisht17]

hi @DanielASouza 

To design your customer scorecard dashboard effectively, keep it clean and focused by showing each customer’s overall score (out of 20) alongside their tier classification (A–D), supported by clear visuals for each KPI. Use conditional formatting with color bands to highlight risk levels, and structure the layout so the top section gives a quick overview, the middle section breaks down KPI performance with points assigned, and the bottom section shows trends and alerts for customers slipping into lower tiers. Best practices include using Power BI’s goal tracking to automate thresholds, sparklines for quick trend visualization, drill‑through pages for invoice/payment history, and benchmarking against industry averages. This way, the dashboard becomes both a credibility monitor and a decision‑support tool, helping you instantly identify VIP customers and those needing review.

How to Create a Scorecard in Power BI

Create scorecards and manual goals - Power BI | Microsoft Learn

32 Best Power BI Dashboard Examples & Templates in 2026 | Coupler.io Blog

Regards,

Ritesh

Community Champion

Please mark the answer if helpful so that it can help others

Dance-Sing with Data -BI & Analytics

[DanielASouza]

Hi Ritesh, 

I was wondering if you have any file that i can refer to as a base, with Measures for scoring and summary layout as a mock up.

Thank you.

Regards,

swathi