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Bringing Export Performance Metrics into Annual Reports: The PERFEX Scorecard


  • Lages, Luis Filipe
  • Lages, Carmen
  • Lages, Cristiana Raquel


At a time when exporting activity is becoming a major resource for creating firms value and national economic wealth, it is surprising that annual company reports rarely distinguish between domestic market performance and the performance of export markets operations. Even more rarely do annual reports provide information on annual indicators of specific export ventures performance. Shareholders might assume that if executives choose not to disclose export information in annual reports their exporting activity is not relevant or not successful. Trying to overcome this state of affairs, the authors develop and test a new measure for assessing the Annual Performance of an Export Venture (the APEV scale). The new measure comprises five dimensions: 1) annual export ventures financial performance; 2) annual export ventures strategic performance; 3) annual export ventures achievement; 4) contribution of the export venture to annual exporting operations; and 5) satisfaction with annual export ventures overall performance. In addition, the APEV scale is used to generate a scorecard of PERFormance in EXporting (the PERFEX scorecard) to be included in annual reports. The PERFEX scorecard allows the assessment of export performance at the corporate level while comparatively evaluating all export ventures of the firm. Both the scale and the scorecard are expected to help disclose export (ventures) performance and are provided as useful instruments for annual planning, management, monitoring, and improvement of exporting programs.

Suggested Citation

  • Lages, Luis Filipe & Lages, Carmen & Lages, Cristiana Raquel, 2005. "Bringing Export Performance Metrics into Annual Reports: The PERFEX Scorecard," FEUNL Working Paper Series wp469, Universidade Nova de Lisboa, Faculdade de Economia.
  • Handle: RePEc:unl:unlfep:wp469

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    Cited by:

    1. Lages, Luis Filipe & Silva, Graça & Styles, Chris & Pereira, Zulema Lopes, 2009. "The NEP Scale: A measure of network export performance," International Business Review, Elsevier, vol. 18(4), pages 344-356, August.
    2. Matanda, Margaret Jekanyika & Freeman, Susan, 2009. "Effect of perceived environmental uncertainty on exporter-importer inter-organisational relationships and export performance improvement," International Business Review, Elsevier, vol. 18(1), pages 89-107, February.
    3. Papadopoulos, Nicolas & Martín Martín, Oscar, 2010. "Toward a model of the relationship between internationalization and export performance," International Business Review, Elsevier, vol. 19(4), pages 388-406, August.
    4. Chetty, Sylvie & Johanson, Martin & Martín Martín, Oscar, 2014. "Speed of internationalization: Conceptualization, measurement and validation," Journal of World Business, Elsevier, vol. 49(4), pages 633-650.

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    Export Performance; Export Marketing; APEV; PERFEX; EXPERF; Scorecard;

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