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Business scorecard

Review your team or business results with a one-page scorecard. Compare targets and results, then add a summary and next steps.

A quarterly business scorecard with an A minus grade on a hanging ribbon, a summary, a table of measures against their targets, and next steps.
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File types
PDF
Size
A4 PDF
Use case
Reports
Licence
Free to copy and use in your own templates
Source
Made by thirds.ai with the open-licence Fraunces font, original graphic marks, and fictional sample names.

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Give every client this design in their own brand.

Add a client's logo, colours, and fonts in one step, and you've got a file that looks made just for them, with no new design to build.

  • A quarterly business scorecard with an A minus grade on a hanging ribbon, a summary, a table of measures against their targets, and next steps.
  • The Business scorecard design made for a second business, with its own details and brand.
  • The Business scorecard design made for a third business, with its own details and brand.

About this design

What you can make with it.

Give your team or a client one clear grade for the quarter. A big overall grade sits beside a short summary, above a table that checks each target against the result. The page ends with next steps, ready to update each quarter.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

  1. OrganisationA short text.
  2. TitleA short text.
  3. PeriodA short text.
  4. Score labelA short text.
  5. ScoreA short text.
  6. MetricsA list of items. Each item has name, target, result and status.
  7. SummaryA longer text with more than one line.
  8. Next stepsA longer text with more than one line.
  9. Prepared byA short text.
Sample data
{
  "organisation": "Orbit Analytics",
  "title": "Quarterly scorecard",
  "period": "July to September 2026",
  "score_label": "Overall",
  "score": "A-",
  "metrics": [
    {
      "name": "New customers",
      "target": "120",
      "result": "134",
      "status": "Above target"
    },
    {
      "name": "Monthly churn",
      "target": "2.0%",
      "result": "1.7%",
      "status": "Above target"
    },
    {
      "name": "Support reply time",
      "target": "1 hour",
      "result": "52 min",
      "status": "On target"
    },
    {
      "name": "Uptime",
      "target": "99.9%",
      "result": "99.95%",
      "status": "On target"
    },
    {
      "name": "Net revenue",
      "target": "£410k",
      "result": "£388k",
      "status": "Below target"
    },
    {
      "name": "Feature releases",
      "target": "6",
      "result": "5",
      "status": "Below target"
    },
    {
      "name": "Customer satisfaction",
      "target": "4.5 / 5",
      "result": "4.7 / 5",
      "status": "Above target"
    },
    {
      "name": "Active seats",
      "target": "2,400",
      "result": "2,510",
      "status": "Above target"
    },
    {
      "name": "Marketing spend",
      "target": "£60k",
      "result": "£58k",
      "status": "On target"
    }
  ],
  "summary": "Growth and service both beat their targets this quarter. Revenue came in five percent below plan because two large renewals moved into October. Release pace slowed while the team fixed the reporting engine.",
  "next_steps": "Close the two delayed renewals in October. Ship the two held releases by mid November. Keep support staffing at current levels.",
  "prepared_by": "Prepared by the Orbit Analytics operations team on 30 September 2026"
}

For developers

Make this file from your code or your AI tools.

Save your design once, then your code or AI tool sends the details and gets the finished file back. Each one costs 1 credit.

API request
curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: report-card-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"organisation":"Orbit Analytics","title":"Quarterly scorecard","period":"July to September 2026","score_label":"Overall","score":"A-","metrics":[{"name":"New customers","target":"120","result":"134","status":"Above target"},{"name":"Monthly churn","target":"2.0%","result":"1.7%","status":"Above target"},{"name":"Support reply time","target":"1 hour","result":"52 min","status":"On target"},{"name":"Uptime","target":"99.9%","result":"99.95%","status":"On target"},{"name":"Net revenue","target":"£410k","result":"£388k","status":"Below target"},{"name":"Feature releases","target":"6","result":"5","status":"Below target"},{"name":"Customer satisfaction","target":"4.5 / 5","result":"4.7 / 5","status":"Above target"},{"name":"Active seats","target":"2,400","result":"2,510","status":"Above target"},{"name":"Marketing spend","target":"£60k","result":"£58k","status":"On target"}],"summary":"Growth and service both beat their targets this quarter. Revenue came in five percent below plan because two large renewals moved into October. Release pace slowed while the team fixed the reporting engine.","next_steps":"Close the two delayed renewals in October. Ship the two held releases by mid November. Keep support staffing at current levels.","prepared_by":"Prepared by the Orbit Analytics operations team on 30 September 2026"}}'
MCP call
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "report-card-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "organisation": "Orbit Analytics",
          "title": "Quarterly scorecard",
          "period": "July to September 2026",
          "score_label": "Overall",
          "score": "A-",
          "metrics": [
            {
              "name": "New customers",
              "target": "120",
              "result": "134",
              "status": "Above target"
            },
            {
              "name": "Monthly churn",
              "target": "2.0%",
              "result": "1.7%",
              "status": "Above target"
            },
            {
              "name": "Support reply time",
              "target": "1 hour",
              "result": "52 min",
              "status": "On target"
            },
            {
              "name": "Uptime",
              "target": "99.9%",
              "result": "99.95%",
              "status": "On target"
            },
            {
              "name": "Net revenue",
              "target": "£410k",
              "result": "£388k",
              "status": "Below target"
            },
            {
              "name": "Feature releases",
              "target": "6",
              "result": "5",
              "status": "Below target"
            },
            {
              "name": "Customer satisfaction",
              "target": "4.5 / 5",
              "result": "4.7 / 5",
              "status": "Above target"
            },
            {
              "name": "Active seats",
              "target": "2,400",
              "result": "2,510",
              "status": "Above target"
            },
            {
              "name": "Marketing spend",
              "target": "£60k",
              "result": "£58k",
              "status": "On target"
            }
          ],
          "summary": "Growth and service both beat their targets this quarter. Revenue came in five percent below plan because two large renewals moved into October. Release pace slowed while the team fixed the reporting engine.",
          "next_steps": "Close the two delayed renewals in October. Ship the two held releases by mid November. Keep support staffing at current levels.",
          "prepared_by": "Prepared by the Orbit Analytics operations team on 30 September 2026"
        }
      }
    }
  }
}

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