Balanced Scorecard Excel Template

The document provides instructions for using a Balanced Scorecard template Excel file. It explains how to enter objectives, measures, targets, actual results, and status indicators. Users are instructed to enter data for multiple quarters and annually. Statuses are selected from a dropdown menu with options like "On Target", "Caution", and "Needs Help". Cautions are listed such as the template not supporting evaluations, conditional formatting, or a strategy map. It is intended for one organizational level and may have versioning issues with multiple users.

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Balanced Scorecard Excel Template

Uploaded by

Remi Abo

Available Formats

Download as XLSX, PDF, TXT or read online on Scribd

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BSC Template: Instructions &

Instructions
1. Enter your objectives in column E.
2. Enter your measures in column G.
3. Remember to adjust your merged cells b/t column E and G so
that your measures align with your objectives.
4. Adjust your number format for actual and targets in columns IW.
5. Enter your targets (for your annual target, it may roll up or be
independent from your quarterly targets)
6. Enter you actuals each quarter (for annual, it may roll up in a
sum or average).
7. Use the drop down in columns J, M, P, S, and V to show your
color status for the quarter and for the year. The following are
the options for status:
On Target
Caution
Needs Help
No Data
8. Enter your initiatives in column Y. Please note that some
initiatives may repeat.

ctions & Cautions

& Cautions
Cautions
1. This Excel template does not evaluate objectives or initiatives
2. This Excel template does not automatically evaluate measures
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.

For a comprehensive tool for Balanced Scorecard reporting go to:

www.clearpointstrategy.com

Balanced Scorecard Tem

Perspective

Objective
Objective 1

Financial

Objective 2
Objective 3

Customer

Objective 4
Objective 5
Objective 6

Internal
Business
Processes

Objective 7
Objective 8

Objective 9

Learning &
Growth

Objective 10
Objective 11
Objective 12

Measure
Measure
Measure
Measure
Measure
Measure
Measure

1
2
3
4
5
6

Measure
Measure
Measure
Measure

7
8
9
10

Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure

11
12
13
14
15
16
17
18
19
20

Measure
Measure
Measure
Measure
Measure

21
22
23
24
25

ard Template
Q1

Year-To-Date

Actual Status

Total Status

$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target $0.00 On Targe
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00 Caution
0.00 Needs Hel
0.00 Needs Hel
0.00 Needs Hel
0.00 Needs Hel
0.00 Needs H
0.00 No Data
0.00 No Data
0.00 No Data
0.00 No Data
0.00 No Data
0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Targe
0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Targe
$0.00 On
$0.00 On
0.00 On
0.00 On

Target
Target
Target
Target

$0.00 On
$0.00 On
0.00 On
0.00 On

Target
Target
Target
Target

$0.00 On
$0.00 On
0.00 On
0.00 On

Target
Target
Target
Target

$0.00 On
$0.00 On
0.00 On
0.00 On

Target
Target
Target
Target

$0.00 On
$0.00 On
0.00 On
0.00 On

Targe
Targe
Targe
Targe