Guides › Trades & Field Services
Show customers how you performed against the agreement
Turn delivery data into a monthly scorecard for each customer with results against targets, reasons for misses and next steps.
When to use it
Before each monthly or quarterly customer review
Step by step
Set up a results sheet
In Google Sheets keep one tab per customer with their agreed targets (on-time, damage, order accuracy, response time) and a row each month with your actual results and notes on any misses.
Ask for the scorecard
Copy the customer's tab into your AI assistant with this prompt.
Prompt to copyCreate a monthly service scorecard for a logistics customer. Targets and results are below. Please produce: 1) a table of each measure with target, actual, and status (met, close, missed); 2) a three-month trend comment for each measure; 3) a short honest explanation of each miss, using only the notes I've given; 4) 2 or 3 concrete actions for next month with an owner; 5) a 4-sentence summary suitable for the opening of the review meeting. Keep the tone professional and open, not defensive. Data: [paste tab]Put it in a template
Paste the result into a Google Docs scorecard template with your logo and check every number against the sheet.
Send ahead of the meeting
Email the scorecard from Gmail a couple of days before the review, so the meeting can focus on actions rather than reading figures.
What you get
On-time delivery: target 98%, actual 96.4% (missed) - two days lost to the M6 closure. Damage: target under 0.5%, actual 0.2% (met). Actions: add a backup route for Lancashire drops (owner: Sam, by 15th).
Tips
- Gemini in Google Sheets can help summarise the tab directly if your plan includes it; otherwise copy and paste works fine.