---
title: Distribution Performance Overview
slug: distribution-performance
icon: {"lucideIcon":"LayoutDashboard"}
docTags: 
createdAt: 2026-08-17T11:14:25.631Z
---

## 🎯 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.

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**📊 Operational reporting scope**

This operational reporting space supports monthly executive governance, channel performance management, and operational risk escalation across distribution operations.
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### 📌 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
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### 📅 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
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## 📊 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

```mermaid
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.

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## ⚠️ 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.
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## 🛠️ Reporting support

:::CtaButton{label="Submit Reporting Data Issue" externalHref="https://example.com/reporting-support" openInNewTab="true"}

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