Distribution monthly scorecard

📊 scorecard contents the monthly scorecard reports these measures, one page per channel plus a consolidated view definitions, formulas and data sources live in the kpis and performance measures space — the scorecard states values and trends only 🔄 monthly reporting lifecycle data extraction completed from policy admin, crm, and actuarial systems finance reconciliation and tolerance checks performed rag thresholds automatically applied and validated business owners submit commentary for all consecutive amber/red indicators distribution leadership reviews consolidated scorecard approved scorecard published and archived in the reporting library 🗺️ reporting process overview flowchart lr a\[source systems] > b\[data extracts] b > c\[scorecard workbook] c > d\[reconciliation checks] d > e\[rag classification] e > f\[leadership review] f > g\[publication & archive] d >|exception| h\[finance operations escalation] 🛡️ operational governance role responsibility escalation trigger distribution operations produce and validate the monthly scorecard data not delivered by working day 6 finance operations own financial reconciliation and tolerance disputes gwp variance exceeds 0 5% channel heads provide commentary and remediation actions amber/red kpi without owner action coo office review persistent operational risk themes any kpi red for 3 consecutive months 📈 live scorecard workbook the live scorecard workbook (sample data) measure target tolerance gross written premium vs plan 100% 95% amber, 90% red new business policy count plan 10% quote to bind conversion 32% 28% amber measure target tolerance first pass completeness of proposals 85% 75% amber never taken up rate < 4% 6% red 12 month persistency 88% 84% amber measure target tolerance intermediary onboarding cycle time 10 working days 15 amber referred quote turnaround 4 business hours 8 amber control self assessment overdue actions 0 any = amber 🚦 rag rules ℹ️ commentary requirements red or amber for two consecutive months requires a commentary block cause, action, owner, date green measures carry no commentary — the scorecard is for exceptions, not narration ⚠️ escalation threshold any kpi remaining red for three consecutive reporting periods must trigger a remediation plan review with the distribution coo and finance operations owners must provide recovery milestones and revised target dates before the next ops review 🧩 data quality and control principles source data must remain system derived with no manual adjustment inside the reporting workbook reconciliation differences greater than 0 5% must be investigated before publication missing values are recorded explicitly as "no data" rather than left blank historical kpi thresholds may only be changed through the kpi governance approval process 💼 executive review expectations during monthly operational reviews, leadership focus is expected on persistent amber/red trends material deviations from production plan deterioration in customer or intermediary quality metrics operational control themes and remediation progress emerging distribution capacity constraints