BSC Template: Instructio
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 I-W.
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.
tructions & Cautions
ons & 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 Measure
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
Q1
ActualStatus Actual
Measure
Measure
Measure
Measure
Measure
Measure
1
2
3
4
5
6
Measure
Measure
Measure
Measure
7
8
9
10
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure
Measure
11
12
13
14
15
16
17
18
19
20
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00% On Target
Measure
Measure
Measure
Measure
Measure
21
22
23
24
25
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
0.00% On Target
$0.00 On Target
$0.00 Caution
0.00 Needs Hel
0.00 No Data
0.00% On Target
0.00% On Target
d Template
Q2
Q3
Q4
ActualStatus ActualStatus ActualStatus
Year-To-Date
Total StatusTarget
$0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Targ $0.00
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00 Caution $0.00
0.00 Needs Hel 0.00 Needs Hel 0.00 Needs Hel 0.00 Needs H 0.00
0.00 No Data
0.00 No Data
0.00 No Data
0.00 No Data 0.00
0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Targ 0.00%
0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Targ 0.00%
$0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Targ $0.00
$0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Targ $0.00
0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Targ 0.00
0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Targ 0.00
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00% On Target
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00% On Target
$0.00 On Target
$0.00 On Target
0.00 On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00 On Target
0.00% On Target
0.00% On Target
$0.00 On Targ
$0.00 On Targ
0.00 On Targ
0.00 On Targ
0.00% On Targ
0.00 On Targ
0.00% On Targ
0.00 On Targ
0.00% On Targ
0.00% On Targ
$0.00
$0.00
0.00
0.00
0.00%
0.00
0.00%
0.00
0.00%
0.00%
$0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Targ $0.00
$0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Targ $0.00
0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Targ 0.00
0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Targ 0.00
0.00% On Target 0.00% On Target 0.00% On Target 0.00% On Targ 0.00%
Initiatives
Initiative 1
Initiative 2
Initiative 3
Initiative 4
Initiative 5
Initiative 6
Initiative 7
Initiative 8
