Insyt
All charts in the library

Targets, progress and status

Performance scorecard

Summarises several measures against targets with optional prior values and statuses.

  • Table
  • Performance against target
  • Status

What it answers

Which measures meet their targets?

Shape
Rows of metrics, actuals and targets
What it shows
Target attainment and conflicting outcomes.

Example

The question

How are our key measures doing against target this quarter?

Q3 2026 scorecard

Q3 2026 scorecardScorecard with actual, target and status for each measure. Revenue (EUR m): actual 18.4, target 18.0, on track; Gross margin: actual 41.2%, target 42.0%, at risk; New customers: actual 3,120, target 3,500, off track; Churn: actual 1.9%, target 2.0%, on track; NPS: actual 46, target 45, on track.MeasureActualTargetStatusRevenue (EUR m)18.418.0✓On trackGross margin41.2%42.0%!At riskNew customers3,1203,500✕Off trackChurn1.9%2.0%✓On trackNPS4645✓On track
Q3 2026 scorecardScorecard with actual, target and status for each measure. Revenue (EUR m): actual 18.4, target 18.0, on track; Gross margin: actual 41.2%, target 42.0%, at risk; New customers: actual 3,120, target 3,500, off track; Churn: actual 1.9%, target 2.0%, on track; NPS: actual 46, target 45, on track.MeasureActualTargetStatusRevenue (EUR m)18.418.0✓Gross margin41.2%42.0%!New customers3,1203,500✕Churn1.9%2.0%✓NPS4645✓
Scorecard with actual, target and status for each measure. Revenue (EUR m): actual 18.4, target 18.0, on track; Gross margin: actual 41.2%, target 42.0%, at risk; New customers: actual 3,120, target 3,500, off track; Churn: actual 1.9%, target 2.0%, on track; NPS: actual 46, target 45, on track.

Illustrative data. It belongs to no company.

When to use it

Use it when

Reviewing a manageable set of business measures.

Avoid it when

Aggregating incomparable KPIs into an unexplained overall score.

How to read it

Read each row's units, actual, target and status rule.

Note

A structured display rather than a single elementary chart.

The data you need

Layout
Wide metric summary
Fields
Metric: text; Actual: number; Target: number; Unit: text
One row is
One performance measure with comparable actual and target. What is the grain?
Rules
Allow different units across rows but not within one comparison. Define favourable direction and status rules.
Optional
Prior,Period,Owner and Status.
Preparation
Define every KPI's unit, period, target and favourable direction before deriving statuses.
Units
State each metric's unit. Achievement or completion needs its goal/baseline denominator; status colours and ordinal ratings are not numeric units.
Example of the input layout: Wide metric summaryA wide table: one row per item, with a separate column for each measure or period.MetricActualTargetUnit…ABC
A wide table: one row per item, with a separate column for each measure or period.

Worked example

Revenue 120, target 100 meets target; defects 3%, target 2% misses a lower-is-better target. Favourable direction differs.

MetricActualTargetUnit
Revenue120100SEK thousands
Defects32percent
All charts in the library