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Balanced Scorecard Excel Guide

The document provides instructions for completing a balanced scorecard template in Excel. It instructs the user to enter reporting period details in column A, scorecard name in column B, objectives in column D, measures in column F, targets in column I, actual data and year-to-date progress in columns H and I, status indicators in columns E, G and L, initiatives in column K and their status. It provides cautions that the template is only a snapshot, does not include conditional formatting, only supports one organizational level, and was not designed for qualitative assessments. It encourages users to use ClearPoint software which can help automate and manage balanced scorecards.

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Allan Villagonzalo
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166 views5 pages

Balanced Scorecard Excel Guide

The document provides instructions for completing a balanced scorecard template in Excel. It instructs the user to enter reporting period details in column A, scorecard name in column B, objectives in column D, measures in column F, targets in column I, actual data and year-to-date progress in columns H and I, status indicators in columns E, G and L, initiatives in column K and their status. It provides cautions that the template is only a snapshot, does not include conditional formatting, only supports one organizational level, and was not designed for qualitative assessments. It encourages users to use ClearPoint software which can help automate and manage balanced scorecards.

Uploaded by

Allan Villagonzalo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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BSC Template: Instructions & Cau

Instructions
1. Enter the period that you are reporting on in column A.

2. Enter your scorecard name (or department) in column B.


3. Enter your objectives in column D.
4. Enter your measures in column F.
5. Adjust your number format for actual and targets in columns H-
I.

6. Enter your target for each measure in column I.

7. Enter your actual data for the period, as well as your YTD
progress. If you're uploading your data to ClearPoint, the YTD will
be automatically calculated in the system (no need to update it on
this spreadsheet!).
8. Use the drop down in columns E, G, and L to show your color
status for the period.  The following are the options for status:
Above Target
Caution
Below Plan
No Information
9. Enter your initiatives in column K and set their status for the
period.  Please note that some initiatives may repeat.
tions & Cautions
Cautions
1. This Excel template does not show information and progress
over time. It is only a snapshot of your current data.
2. This Excel template does not automatically evaluate objectives,
measures or initiatives as they are manual without conditional
formatting.
3. This Excel template does not support a strategy map.
4. This Excel template is only for one level in an organization, and
so it does not support alignment across organizations.
5. This Excel template was not designed to support qualitative
assessments.

6. If you let more than one person use the template, you may
create version control issues.

Learn how ClearPoint can help you manage and automate your Balanced Scorecard:
www.clearpointstrategy.com
Reporting Period Scorecard Perspective Objective Objective Measure
Status

Q1-2019 Scorecard Name Financial Objective 1 Above Target Measure 1

Measure 2

Objective 2 Below Plan Measure 3

Customer Objective 3 Above Target Measure 4

Objective 4 Above Target Measure 5

Internal Objective 5 Below Plan Measure 6

Measure 7

Objective 6 Caution Measure 8

Measure 9

Objective 7 Above Target Measure 10

Learning &
Objective 8 Below Plan Measure 11
Growth

Objective 9 Caution Measure 12


Measure Actual Target YTD Initiatives Initiative
Status Status

Below Plan $0.00 $0.00 $0.00

Caution 0.00 0.00 0.00

Below Plan 0.00% 0.00% 0.00%

Caution $0.00 $0.00 $0.00

Above Target 0.00 0.00 0.00

Caution $0.00 $0.00 $0.00 Initiative 1 Above Target

Below Plan 0.00 0.00 0.00 Initiative 2 Below Plan

Caution 0.00% 0.00% 0.00% Initiative 3 Caution

Below Plan 0.00% 0.00% 0.00%

Below Plan 0.00% 0.00% 0.00% Initiative 4 Above Target

Above Target $0.00 $0.00 $0.00 Initiative 5 Above Target

Caution 0.00 0.00 0.00 Initiative 6 Above Target

Initiative 7 Caution

Initiative 8 Below Plan

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