Balanced Scorecard Excel Template

7/23/2019 Balanced Scorecard Excel Template

http://slidepdf.com/reader/full/balanced-scorecard-excel-template 1/9



BSC Template: Instructi

Instructions1. Enter your objectives in column E.

2. Enter your measures in column G.

On Target

Caution

Needs Help

No Data

. !emember to adjust your merged cells b"t column E and G sot#at your measures align $it# your objectives.

%. &djust your number 'ormat 'or actual and targets in columns ()*.

+. Enter your targets ,'or your annual target- it may roll up or beindependent 'rom your uarterly targets/

0. Enter you actuals eac# uarter ,'or annual- it may roll up in asum or average/.

. se t#e drop do$n in columns 3- 4- 5- 6- and 7 to s#o$ yourcolor status 'or t#e uarter and 'or t#e year. T#e 'ollo$ing aret#e options 'or status9

:. Enter your initiatives in column ;. 5lease note t#at someinitiatives may repeat.



ns & C



utions

Cautions1. T#is E<cel template does not evaluate objectives or initiatives

. T#is E<cel template does not support a strategy map.

=or a compre#ensive tool 'or >alanced 6corecard reporting go to9

2. T#is E<cel template does not automatically evaluate measuresas t#ey are manual $it#out conditional 'ormatting.

%. T#is E<cel template is only 'or one level in an organi?ation- andso it does not support alignment across organi?ations.

+. T#is E<cel template $as not designed to support ualitativeassessments.

0. (' you let more t#an one person use t#e template- you maycreate version control issues.

$$$.clearpointstrategy.com

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Balanced Scorecar

Perspective Objective Measure

Financial

Objective 14easure 1

4easure 2

Objective 24easure

4easure %

Objective 4easure +

4easure 0

Customer

Objective %4easure

4easure :

Objective +4easure @

4easure 1A


4easure 12

Objective 4easure 1

4easure 1%

Objective :

4easure 1+

4easure 10

4easure 1

Objective @4easure 1:4easure 1@

4easure 2A

Objective 1A4easure 21

4easure 22


4easure 2%

Objective 12 4easure 2+

InternalBusinessProcesses

Learning &ro!t"



Template#$ #% # #' (ear)To)

+ctual Status +ctual Status +ctual Status +ctual Status Total Status

BA.AA On Target BA.AA On Target BA.AA On Target BA.AA On Target BA.AA On Targ

BA.AA Caution BA.AA Caution BA.AA Caution BA.AA Caution BA.AA Caution

A.AA Needs Hel A.AA Needs Hel A.AA Needs Hel A.AA Needs Hel A.AA Needs

A.AA No Data A.AA No Data A.AA No Data A.AA No Data A.AA No Data

A.AA On Target A.AA On Target A.AA On Target A.AA On Target A.AA On Targ













A.AA On Target A.AA On Target A.AA On Target A.AA On Target A.AA On TargA.AA On Target A.AA On Target A.AA On Target A.AA On Target A.AA On Targ









ateInitiativesTarget

BA.AA

BA.AA

A.AA

A.AA

A.AA

A.AA

BA.AA

BA.AA

A.AA

A.AA

BA.AA(nitiative 1

BA.AA

A.AA

A.AA

A.AA

A.AA

A.AA

A.AA(nitiative %A.AA

A.AA

BA.AA(nitiative +

BA.AA

A.AA

A.AA

A.AA (nitiative :

(nitiative 2(nitiative

(nitiative 0(nitiative



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Balanced Scorecard Excel Template