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Business Performance Scorecard
A business performance scorecard measures how your service business performs across the six areas that determine whether you grow, stall, or leak revenue. Use this framework to identify your strongest and weakest areas before taking the full assessment.
For: Contractors and service business owners at any stage.
Get your scored result
The full Metrix Score assessment scores each category, identifies your biggest leak, and builds a personalized roadmap.
Take the Full Assessment -- FreeThe six categories
Review each category. Be honest about where you stand. The category where you are weakest is likely your biggest revenue leak.
Concept Clarity
Do you have a clear trade, target customer, service offering, and service area?
Strong
You know exactly who you serve, what you offer, and where you operate.
Needs work
Your positioning is vague, making it hard to market consistently.
Legal and Admin
Is your entity formed, EIN obtained, insurance in place, and licensing current?
Strong
You can operate, invoice, and take on any customer safely.
Needs work
Operating without proper foundation creates legal and financial exposure.
Customer Acquisition
Do you have a consistent way to generate and convert leads?
Strong
Leads come in predictably and you close a healthy percentage.
Needs work
You wait for calls instead of generating them, and follow-up is inconsistent.
Market Presence
Can customers find you when they search for your service in your area?
Strong
Your Google Business Profile is complete, active, and generating inquiries.
Needs work
Customers searching for your service do not see you.
Operations
Do you have bookkeeping, a CRM, invoicing, and repeatable processes?
Strong
Your business runs on systems, not memory.
Needs work
You are the entire system, which limits how much work you can handle.
Financial Systems
Do you track income, expenses, and job profitability?
Strong
You know your margins and can plan for taxes and growth.
Needs work
You guess at profitability and face tax surprises.
FAQ
What is a business performance scorecard?
A structured self-assessment that evaluates your business across multiple categories — not just revenue — to identify where you are strong and where you are leaking performance.
How is this different from the full Metrix Score?
This page is a framework overview. The full Metrix Score assessment asks specific questions, computes a weighted score, and delivers a personalized priority and roadmap.
Which category should I fix first?
The one where you are weakest. The priority order depends on your business stage — the full assessment determines the right sequence for you.
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Start Free AssessmentThis tool is educational only -- not professional business, legal, or financial advice.