Vendor Scorecards
Generate per-vendor compliance scorecards showing performance across all assigned projects.
What Are Vendor Scorecards?
A vendor scorecard aggregates compliance data for a single vendor across every project they are assigned to. It provides a unified view of that vendor's insurance compliance posture.
Generating a Scorecard
- Navigate to Reports from the sidebar
- Select the Vendor Scorecards tab
- Choose a vendor from the dropdown or search by name
- Click Generate Scorecard
Scorecard Contents
Each scorecard includes:
- Overall compliance rate — percentage of compliant records across all projects
- Records breakdown — count by status (compliant, non-compliant, expired, etc.)
- Project-by-project detail — compliance status per assigned project
- Gap summary — most common compliance gaps for this vendor
- Response time — average time from COI request to upload
Using Scorecards
Vendor scorecards are useful for:
- Vendor reviews — share scorecards during periodic vendor evaluations
- Risk decisions — identify consistently non-compliant vendors
- Trend analysis — track improvement or deterioration over time
Tip
Export any scorecard as PDF by clicking the Export button in the top-right corner of the scorecard view.
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