Vendor Evaluation Scorecard – Excel Template

Why download it

• Make an apples-to-apples comparison and avoid demo bias.
• Decide in under an hour with a transparent rationale.
• Keep a record you can share with leadership and audit later.

How the scorecard works

• Score each vendor 1–5 across five categories.
• Totals highlight the best balance of speed, fit, and long-term value.
• Optional weights let you emphasise what matters most this cycle.

Categories to score

1. Ease of Cycle — testable inside 30 days with low setup?
2. Data Fit — integrates cleanly with your current sources?
3. Business Impact — expected revenue, savings, time, or CX gain?
4. Scalability — easy to expand across teams/regions if it works?
5. Support & Reliability — onboarding, support quality, security posture?

What the scorecard shows

• A table with vendors across the top (Vendor A, B, C…).
• Categories down the left with 1–5 scores and notes.
• A Total Score column and optional weighted total.
• Optional charts (radar and bar) to visualise strengths.

Inside the file

• Scorecard — enter vendor names, select 1–5 scores, add notes.
• Weights — tweak category weights (defaults equal).
• Charts — radar + bar views updating automatically.
• Checklist — quick readiness ticks (data access, owner, metric set).

Why it matters

Once you shortlist vendors, decisions should be fast and fair. This scorecard gives you a simple, defensible way to pick the best fit for a 30-day cycle.