Mid-Market Operations Scorecard

Score your operations across 5 key areas and get a visual breakdown of where to focus.

Financial Close

Month-end close takes less than 7 business days

12345

Account reconciliations are automated or templated

12345

Financial statements are accurate on first draft

12345

Order-to-Cash

Orders flow from CRM to fulfillment without manual entry

12345

Invoicing is automated and timely

12345

AR aging is monitored in real time

12345

Procure-to-Pay

Purchase orders are created and approved digitally

12345

3-way matching (PO, receipt, invoice) is automated

12345

Vendor payments are processed on schedule

12345

Inventory & Warehouse

Inventory levels are accurate within 2% of physical count

12345

Warehouse receiving is digital and real-time

12345

Reorder points are automated

12345

Reporting & Analytics

Management reports are available within 24 hours of period end

12345

KPIs are visible in a live dashboard

12345

Data is not manually compiled from multiple sources

12345
Calculate My Score

Top Improvement Areas

Frequently Asked Questions

What areas does this scorecard cover?
The scorecard evaluates five operational areas: Financial Close, Order-to-Cash, Procure-to-Pay, Inventory and Warehouse Management, and Reporting and Analytics.
How should I score each question?
Score 1 (Poor) to 5 (Excellent) based on your honest assessment of your current state, not your aspirational state.
What does a good overall score look like?
Scores above 70/100 indicate strong operational health. Scores below 50 suggest significant improvement opportunities that a well-configured NetSuite can address.
How often should I run this scorecard?
We recommend running this scorecard quarterly. Track your scores over time to measure the impact of your operational improvements.

Ready to Fix Your Operations?

TFR Solutions has completed 40+ successful projects with a 97%+ success rate. Let's talk about yours.

Schedule a Call
Talk to a NetSuite Expert