Context

A 40‑person SaaS company had 20+ dashboards but no clarity. Meetings dragged, metrics conflicted, and every department defended its own view. Leadership reset: what if we had one page everyone could read in 5 minutes?

Baseline (Before Scorecard)

• Dashboards in use: 23 (Mixpanel, GA, CRM, custom BI)

• Meeting time: 2.5h average weekly ops meeting

• Decisions/week: 1–2 (often deferred)

• North Star awareness: < 30% of staff could name it

Confusion isn’t free—it costs velocity.

What We Changed (Mon → Fri)

Monday — Choose the North Star

• Picked “% of trials reaching first‑aha in 24h” as compounding outcome

• Agreed on two health metrics: refund rate < 3%; support SLA < 2h median

Tuesday — Pick levers

• 3 leading indicators: % routed correctly; time‑to‑route; click‑to‑trial

• Each assigned an owner (initials visible on scorecard)

Wednesday — Draft the scorecard

• One Notion table (North Star • Leading • Health)

• Conditional colors (green/yellow/red)

• Linked demo URLs for evidence

Thursday — Dry run

• Owners updated metrics by 4pm

• Producer assembled screenshots and logs

Friday — Decision meeting

• 15‑minute stand‑up

• Each owner showed evidence; team decided on next week’s changes

Results (After 2 Weeks)

• Dashboards in use: cut from 23 → 5 supporting tools

• Meeting time: ↓ to 22 minutes average

• Decisions/week: ↑ to 5–6, logged with demo links

• North Star awareness: ↑ to 92% of staff could name it

Clarity scales. The scorecard ended turf wars.

Evidence (What We Showed)

• Scorecard screenshot: one page with NS, levers, health

• Before/after agenda: 2.5h ops deck vs 15‑min scorecard ritual

• Clip: Friday stand‑up excerpt (3 min, evidence shown)

What We’d Change Next Time

• Add “decision rule” column to make Friday faster

• Automate pulling refund % from Stripe; manual was error‑prone

• Move scorecard update deadline to Thursday noon to avoid Friday rush

Playbook You Can Copy (5 steps)

1. Pick one North Star. Compounding outcome only.

2. Limit levers to 3–5. Assign owners.

3. Add 2–3 health metrics. Guardrails matter.

4. Make it visual. Colors + links beat long decks.

5. Ritualize Friday. Evidence, decision, one learning.

Method Notes & Data Fingerprint

• Window: 2 weeks post‑scorecard

• Team size: 40; cross‑functional SaaS company

• Traffic: ~3,800 sessions/week; ~650 trial starts

• Privacy: PII masked; evidence links anonymized

What to Do Next (Pick Your Path)

• Open the Picker→ We’ll map you to Book, $97 Challenge, or Toolkits

• Try the 7‑Day Challenge → Your $97 becomes credit toward a Toolkit

• Get the Toolkit → Scorecard templates (Notion, GHL, Sheets)