1. The Revenue Leakage Scorecard

This scorecard assesses where your organization may be losing, under-monetizing, or failing to capture revenue and margin.

The goal is not to evaluate sales performance in isolation. The goal is to understand whether your organization can identify, own, and act on the places where value may be leaking across acquisition, pipeline, retention, expansion, pricing, yield, profitability, cost-to-serve, ownership, and execution.

The Revenue Leakage Scorecard works alongside the Revenue Intelligence Scorecard and AI Value Creation Scorecard. Revenue Intelligence shows whether the organization has trusted, connected, decision-ready data. Revenue Leakage shows where revenue or margin may be lost or under-monetized. AI Value Creation shows whether AI is being applied in ways that improve business outcomes.

For Revenue Room™ CEO Boardroom members, these three scorecards connect to the CEO Value Creation Baseline. The CEO defines the value-creation priorities; the scorecards show where organizational capability, alignment, and execution gaps may support or slow progress against those priorities.

For Revenue Room™ Growth Room members, this scorecard can also be used independently to assess revenue leakage maturity within a function, business unit, brand, event portfolio, or revenue line. It creates a baseline that can be retaken every 3–6 months to track whether leakage-management capabilities are improving over time.

Who should complete this scorecard

This scorecard is most useful when completed by leaders with visibility into revenue growth, pipeline, customer retention, expansion, pricing, yield, margin, product performance, event performance, operations, finance, or customer-facing execution.

Relevant respondents may include leaders from Revenue, Sales, Marketing, Customer Success, Product, Events, Finance, Operations, RevOps, Strategy, or business-unit teams.

We strongly recommend a team-based approach. Multiple responses will provide a clearer view of where the organization is aligned, where perspectives differ, and which revenue leakage capabilities may need the most attention.
 
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