Management Reporting Scorecard

CA, CS & Accounts Departments

Based on EOS Traction Methodology • Accountability & Measurable Results

Reporting Period: Q2 2023
Next Review: July 15, 2023
Accountable: CFO & Department Heads

CA Department

Chartered Accountants Team

84%
3% from last quarter
Financial Accuracy 92%
Audit Findings 3

CS Department

Company Secretaries Team

91%
2% from last quarter
Compliance Rate 96%
Meeting Deadlines 88%

Accounts Department

Accounting & Finance Team

89%
4% from last quarter
Reporting Timeliness 94%
AP/AR Efficiency 85%

EOS Traction Scorecard - Q2 2023

Weekly Accountability Metrics - CA, CS & Accounts Departments

Metric Owner Target Current Status Trend
Financial Reporting Accuracy
% of error-free financial reports
 Rajesh Kumar ≥95% 92% Needs Attention 2%
Tax Filing Compliance
On-time tax submissions
 Priya Sharma 100% 100% On Track Consistent
Statutory Compliance Rate
% of regulatory requirements met
 Amit Patel 100% 98% On Track 1%
Board Meeting Preparation Time
Days in advance materials ready
 Neha Gupta ≥5 Days 3 Days Off Track 1 Day
Month-End Close Time
Days to close monthly books
 Sanjay Mehta ≤5 Days 4 Days On Track 1 Day
Accounts Receivable Days
Avg. days to collect payment
 Vikram Singh ≤30 Days 35 Days Needs Attention 3 Days

EOS Traction Notes:

  • Metrics reviewed weekly in L10 meetings
  • Red metrics require immediate action plans
  • Yellow metrics to be addressed within current quarter
  • Green metrics to be maintained and benchmarked

Employee Performance Reporting

Top Management Reporting for Quarterly Reviews

Top Performers

Rajesh Kumar
Senior CA
96%
2
Neha Gupta
Company Secretary
94%
3
Sanjay Mehta
Accounts Manager
92%

Improvement Focus

Vikram Singh
78%
AR Specialist - Accounts Department
AR days increased to 35 (target: ≤30 days)
Anita Desai
82%
Compliance Officer - CS Department
Delayed in 2 statutory filings this quarter

Performance Management Actions

  • Vikram Singh to implement new collection strategy by July 10
  • Anita Desai to attend advanced compliance training in June
  • Cross-departmental workshop on process improvements scheduled for June 25
  • Monthly performance check-ins implemented for all staff below 85% score