For companies running on a business operating system like EOS®, the EOS Scorecard is a vital tool for tracking and measuring success. But as your business evolves, your scorecard tool needs to evolve too. Here are some practical strategies to keep your EOS Scorecard relevant, engaging, and impactful for your team.
What Is The Scorecard and Why It Matters
What is the Scorecard in EOS? It’s a weekly report containing five to fifteen high-level numbers for your organization.
The EOS Scorecard is available as a free tool from EOS Worldwide. It enables you to check on your business, predict future developments, and quickly identify when things have fallen off track. Rather than reacting to bad numbers in financial statements long after the fact, this powerful Scorecard tool allows you to spot and solve problems as they arise.
Signs Your EOS Scorecard Needs Refreshing
- Your team seems disengaged during scorecard reviews.
- Measurements consistently stay green (or red) for extended periods.
- Team members struggle to explain the impact of their numbers.
- Your business goals have evolved but your metrics haven’t.
- You’ve added new products, services, or departments that aren’t represented in your EOS Scorecard examples.
Best ways to keep your EOS scorecard relevant
1. Schedule Regular Scorecard Tool Reviews
Set aside time quarterly to assess whether your EOS Scorecard still measures what’s most important to your business. Are there metrics that have become outdated or irrelevant? Are there areas of your business that aren’t being properly measured?
Commit to evaluating your scorecard tool at least once per quarter, asking tough questions about whether each metric truly drives your business forward. It’s a great item to include on your quarterly meeting agendas.
2. Align Metrics with Your Current Goals
Make sure your EOS Scorecard metrics directly connect to your company’s quarterly Rocks and annual goals. If your priorities have shifted, your metrics should shift too.
3. Steal EOS Scorecard Examples
Looking at EOS Scorecard examples from successful companies can inspire your own scorecard development. No need to reinvent the wheel! Some common EOS Scorecard examples include:
- Sales pipeline value
- Number of qualified leads
- New clients/customers
- Churned clients/customers
- Revenue per employee
- Project completion rate
- Net Promoter Score
Review whether each team member still has ownership of a meaningful metric on your scorecard tool that they can directly impact. Personal accountability drives engagement with the EOS Scorecard. Even having just one metric helps people connect to the larger mission, which is so important for employee engagement.
If someone is new or their metric would be too granular to include on a company or team scorecard, you can still have them create a scorecard and use calculated metrics to tie it to the larger picture.
For example, say your company metric for successfully onboarded customers is 300 per week. You can divide 300 by the number of onboarding reps you have so they each have individual numbers to stay accountable to, and use a calculated metric to add the numbers together for a weekly company-wide metric. This way you’re able to see not only whether you’re hitting your goals as a whole, you’ll be able to see who is contributing (or not) toward the metric.
4. Balance Leading and Lagging Indicators in Your Scorecard Tool
Your EOS Scorecard should include both:
- Leading indicators: Metrics that predict future results
- Lagging indicators: Metrics that show past performance
Many scorecards become stale because they focus too heavily on lagging indicators (like revenue and profit) while neglecting the leading indicators that drive future success (like sales activities, customer satisfaction, or delivery time).
5. What Is The Scorecard’s Customer Connection?
Add metrics that reflect the customer experience, not just internal operations. Consider including Net Promoter Scores, customer satisfaction ratings, or product/service quality measures in your EOS Scorecard.
At Strety, we believe that truly calm growth comes from connecting your metrics directly to customer success. After all, when your customers do well, so do you!
Perfecting Marketing Scorecard Metrics: Learning from Experience
As Strety’s marketing person, I’ve gone through several iterations of our marketing scorecard metrics. Biggest takeaway: do not be afraid to change your metrics — make them matter!
Moving Beyond Basic Website Traffic
When I first built our marketing scorecard tool, I included overall website visitors as a key metric. It seemed logical — more visitors should mean more prospects. However, I quickly discovered this wasn’t very informative for several reasons.
First, total website visitors is a metric that compounds every week (hopefully!), making it difficult to establish a consistent target. In order to have the metric make sense, I would have to be constantly shifting the target, which is a no-no.
Second, this broad metric was something I could already see in Google Analytics 4 with much more detailed charts and breakdowns. Having it in our EOS Scorecard was redundant and didn’t add value to our decision-making process.
Making more meaningful marketing metrics
To make our EOS Scorecard truly useful, I shifted to more granular, actionable metrics:
New Website Visitors from Organic Traffic
This metric proved much more informative because it specifically showed new people exposed to Strety each week and directly measured whether our content strategy was working. Unlike total traffic, this metric has a clearer cause-and-effect relationship with our marketing activities:
- Content publication spikes = increases in new organic visitors
- Algorithm changes = potential fluctuations we need to address
- Seasonal trends = patterns we can anticipate and plan around
Website Engagement Time
I also added website engagement time to our scorecard tool, which proved far more informative than raw visitor counts. The higher the engagement, the better our website was performing at keeping potential customers interested.
This metric helps me identify:
- Which pages were actually resonating with visitors
- Whether our content changes were improving user experience
- If visitors were spending enough time to understand our value proposition
Practical Tips for Your Marketing Scorecard
If you’re refining your marketing metrics in your EOS Scorecard, consider:
- Breaking down broad metrics into more specific, actionable components
- Eliminating redundant metrics that you can view better elsewhere
- Focusing on leading indicators that predict future success rather than just reporting what happened
- Connecting metrics directly to your quarterly Rocks and marketing goals
By continuously questioning what goes into your marketing scorecard tool, you’ll develop a much clearer picture of what’s actually driving business growth — and that’s what an effective EOS Scorecard is all about!
Scorecard Case Study: Valiant Technology Transforms Their EOS Scorecard
Georg Dauterman, president of Valiant Technology, shared with us how transformative the EOS Scorecard has been for his team. In our recent case study with Valiant, Georg explained:
The scorecard is a big one — having those metrics out in the open that anyone can view is really powerful. From a leadership perspective, having some of our scorecards be so public has helped us be more accountable.
Georg further explained how this visibility drives real-time improvements and gives him opportunities to help his team: “I can see someone falling behind and help them course-correct. Let’s say I ask an account manager about why they’re not hitting their goals, and they say, ‘Well, I can’t get in touch with so and so.’ Then I can text the owner of the other business, and ask, ‘Hey, can you give my account manager the time of day?’ And that gives the account manager the help they need to hit that goal.”
Valiant uses Strety’s EOS Scorecard capabilities to make their incentive programs more effective. As Georg told us, “A good example — our account managers have a requirement to touch every customer every month with a phone call. They have a QBR goal that they have to hit for every customer, or they don’t qualify for their incentive pay. In Strety, I can see someone falling behind and help them course-correct.”
The result? According to Georg:
We’ve gotten to a point where we’re clear what we want to do. It’s the first step in improving the culture around accountability. With Strety, we’re better than we’ve ever been with accountability.
Evolving What Is The Scorecard For Your Business
- Schedule an EOS Scorecard review meeting with your leadership team
- Evaluate each metric against your current goals and priorities
- Ask team members for input on what should be measured
- Test new metrics before fully adopting them
- Communicate changes clearly to maintain momentum
- Leverage Strety’s scorecard tool to make your EOS Scorecard more visual and accessible
Remember, your EOS Scorecard isn’t just a management tool—it’s the pulse of your business. By keeping it fresh, relevant, and engaging using Strety, you’ll ensure your team stays focused on what truly matters most, leading to calm, sustainable growth.
Want to take your scorecard game to the next level? Start your free Strety trial today or book a demo with our team to see how our integrated EOS platform can transform your Scorecards for the better!
