Partner scorecard template
Multi-dimensional, evidence-backed scoring of partnership health. A seven-dimension rubric that feeds the QBR and surfaces partnerships needing intervention before deals slip.
What this template is
A structured rubric for evaluating partnership health across seven dimensions: revenue contribution, activity intensity, account coverage, joint pipeline health, execution and project health, relationship sentiment and executive engagement, and external signals. Each dimension scored 1-5 with evidence and trend.
The scorecard is the evaluation that feeds the QBR — refreshed monthly or quarterly, mostly internal, with composite health categories and risk flags surfacing partnerships that need attention.
Download the template
Two formats included. DOCX for prep and speaker notes. PPTX for slide-ready presentations. Fill in your email and we'll send the download links.
What's inside
Five sections:
- Scoring scale — five-point rubric (Strong / Healthy / Acceptable / At risk / Significant concern) with definitions.
- Dimension scoring — seven dimensions, each scored 1-5 with evidence and trend. Revenue, activity, coverage, pipeline, execution, relationship, external signals.
- Aggregated health score — composite score, trend, and category.
- Risk flags — dimensions scoring 2 or below, with severity, owner, and action.
- Recommendations and action items — what to do based on the scorecard, with priority, owner, and target date.
How to use it
Run the scorecard at your chosen cadence (monthly or quarterly). Score each dimension based on evidence from the period — specific numbers, named events, recent conversations. If you can't score a dimension with evidence, mark it as a gap.
Aggregate to a composite score and surface risk flags. The recommendations section is where the scorecard becomes action — every flag needs an owner and a date.
For partnerships running on Triad, most of the dimensions are computed automatically. For partnerships running on spreadsheets, the manual scorecard surfaces the same picture, with the cost of monthly effort to compile.
Frequently asked questions
- Is this template free?
- Yes. Download, use, modify, share. Triad branding can stay or go.
- What's the difference between a scorecard and a QBR?
- The scorecard is the structured evaluation that feeds the QBR. Scorecard is refreshed monthly or quarterly; QBR is the partner-facing review built on top of scorecard data plus narrative. Scorecard is mostly internal; QBR is jointly delivered.
- How often should I run a scorecard?
- Monthly or quarterly. Monthly works well for active strategic partnerships; quarterly is fine for stable, lower-activity partnerships. The cadence should match the rate at which the underlying dimensions actually change.
- How do I score a dimension if I don't have data?
- If you can't score a dimension with evidence, that's itself a signal — usually that the partnership lacks visibility on that dimension. Note it as a gap rather than guessing a number. Scorecards based on vibes are theater; scorecards based on evidence are management.
- Should I share scorecards with the partner?
- Internal scorecards are typically not shared verbatim. The QBR is the shared artifact. That said, summarized scorecard data (overall health, key dimensions) can inform the joint conversation, especially when calling out a gap that needs joint attention.
- How does this relate to Triad?
- Triad computes the underlying dimensions automatically from partner activity, pipeline, project, and signal data. The scorecard structure here is the manual version; the platform turns it into a live, evidence-linked health view across the portfolio.
Want the platform that builds these automatically?
Triad is the relationship intelligence platform for alliance teams. Partner scorecard generation is one of several capabilities — partner health scoring, joint pipeline math, external signal surfacing, and activity capture are the others. Triad is in private beta. Request access if your team is running strategic GSI, Hyperscaler, ISV, OEM, or tech alliance partnerships.