Data & reporting · A4 portrait · v0.1.0
KPI Scorecard
Executive one-page KPI scorecard for monthly business reviews: headline stat tiles with deltas, a KPI table with targets, progress bars and status chips, then highlights and attention lists. Pick it for MBRs, board packs and monthly metric roll-ups.
Paste the prompt into Claude (or any agent that can fetch URLs) with your content — you get back a finished, self-contained HTML file. Manifest ↗
Live preview — the example content ships with the template and is replaced by your content.
What an agent may change — and what content you should have ready. Everything outside these slots is fixed by design.
Slots
| Slot | Type | Req. | Example |
|---|---|---|---|
doc-title |
text | yes | KPI Scorecard — Aurora Software B.V. — July 2026 |
company-name |
text | yes | Aurora Software B.V. |
period |
text | yes | July 2026 |
prepared-line |
text | yes | Prepared 14 Aug 2026 · FP&A — S. Jansen |
highlights-content |
html | yes | <ul><li>NRR at 108,4% — seat expansion added € 11k MRR.</li><li>Gross churn fell to 1,9%, the lowest since January.</li></ul> |
attention-content |
html | yes | <ul><li>New logos at 23 vs 26 target — SDR hiring starts 1 Sep.</li><li>CAC payback at 21,4 months vs 18,0 ceiling.</li></ul> |
footnote-text |
text | no | MRR and churn from the finance mart (dbt snapshot of 4 Aug 2026) · targets per the 2026 operating plan v2.1. |
footer-note |
text | no | Confidential — Aurora Software B.V. · management reporting |
Repeat: tile (3–4×)
One headline stat tile in the top row.
| Slot | Type | Req. | Example |
|---|---|---|---|
tile-label |
text | yes | MRR |
tile-value |
text | yes | € 412k |
tile-delta |
text | yes | +€ 9k |
tile-delta-class |
text | yes | delta delta-green |
Repeat: kpi (3–14×)
One row of the KPI table.
| Slot | Type | Req. | Example |
|---|---|---|---|
kpi-name |
text | yes | Monthly recurring revenue |
kpi-unit |
text | yes | € thousand |
kpi-actual |
text | yes | 412 |
kpi-target |
text | yes | 405 |
kpi-delta |
text | yes | +9 |
kpi-bar-style |
text | yes | width:84% |
kpi-status |
text | yes | On track |
kpi-chip-class |
text | yes | chip chip-green |
Optional blocks
footnote— Footnote strip for sources, definitions and sample sizes. Remove only when there is nothing to cite.
The authoritative fill instructions from manifest.json — the only place a template may instruct an agent (why).
COMPUTE EVERY NUMBER YOURSELF, then re-check: kpi-delta = actual − prior month (signed: '+9', '−0,3'); tile deltas must equal their matching table rows. kpi-bar-style is exactly 'width:NN%' (integer NN, no spaces), NN = actual ÷ target × 100, rounded, capped at 120 — same formula for lower-is-better KPIs (churn, CAC payback): the bar shows how much of the ceiling is used; the chip carries the judgment. kpi-chip-class is EXACTLY one of 'chip chip-green' | 'chip chip-amber' | 'chip chip-red'; tile-delta-class EXACTLY one of 'delta delta-green' | 'delta delta-amber' | 'delta delta-red'. Colour marks performance, not direction: green = good vs target even when the value went DOWN (falling churn = green); amber = borderline (within ~5% of target); red = clearly off. kpi-status must match the chip: On track / Watch / Off track. Mirror the placeholder formats: decimal comma, '€ 412k', true minus '−', consistent decimals within a row, units only in kpi-unit. Keep ONE page: 3–14 KPI rows (drop the least material beyond 14), 2–4 crisp bullets per panel — shorten highlights before cutting KPIs. Delete all data-example tiles and rows. Unknown values: leave [PLACEHOLDER] and tell the user to fill them via the built-in Edit button; remove the footnote block only when there is nothing to cite.
Published versions are immutable: /t/kpi-scorecard@{version}/ never changes once live. /t/kpi-scorecard/ always points at the latest.