Distribution Performance Overview

🎯 purpose this space defines how distribution performance is measured and reported the monthly scorecard, its production procedure, and the interpretation guides used at review meetings 📊 operational reporting scope this operational reporting space supports monthly executive governance, channel performance management, and operational risk escalation across distribution operations 📌 reporting objectives provide a single source of truth for operational distribution kpis support timely escalation of risk and performance deterioration enable cross functional operational governance improve transparency of delivery against plan 📅 governance cadence working day 3 data cut working day 4 source extraction working day 6 validation and commentary chase working day 8 executive review and publication 📊 reporting landscape report audience frequency distribution monthly scorecard distribution leadership, ops review monthly, working day 8 panel performance matrix quarterly distribution committee quarterly ad hoc channel deep dives as commissioned on request 🔄 operational performance management cycle flowchart td a\[kpi definitions] > b\[scorecard production] b > c\[operational review] c > d\[remediation actions] d > e\[performance improvement tracking] e > b 🧩 where the numbers come from kpi definitions are owned centrally in kpis and performance measures — this space consumes those definitions and must never redefine a measure locally if a scorecard needs a measure that does not exist, raise it through the kpi dictionary change process first ⚠️ known reporting limitations some broker onboarding metrics depend on manual crm status updates historical comparatives may vary after finance restatement periods persistency calculations exclude legacy migrated books before fy2022 ad hoc channel deep dives are outside standard assurance scope 🛠️ reporting support