Balanced Scorecard Excel Template Key Indicators (KPIs) Control

Excel Template for control Key Indicators (KPIs) in a classic Balanced Scorecard.

Would you like to have a clear, organized and simple vision of the Key Indicators (KPIs) of your company?
Many companies due to size or volume cannot afford, nor do they need, a technologically advanced or complex tool.

Sometimes with a simple tool or application it is enough to achieve your needs.

What is the purpose of using a tool like the Balanced Scorecard?

It allows people who control and make decisions in the company to have a quick and clear visualization of how the business is performing.

In the following images I show how to register data and use the indicator control scorecard tool to make an annual comparison.

Definition of objectives and key indicators in the objectives table
Entering key indicator data in the previous year’s monthly table
Introduction of actual monthly data of the indicators as the period is closed
Annual comparative control of the key indicators
Possibility of period selection
Comparative and accumulated monthly individual control of each indicator
Aggregate summary of all indicators
Monthly comparative chart
Cumulative monthly comparative chart

The example of how to manage a Balanced Scorecard with Excel includes:

The 4 Perspectives of Kaplan and Norton (Customers, Finance, Processes and Resources)
25 Management Indicators per perspective (Total 100 Management Indicators)
Definition of objectives
Comparison with actual and historical data
Individual control of indicators, monthly, quarterly, semi-annual and annual comparison
Control of accumulated
Control indicators on a single screen
Alert configuration
Possibility of including the strategic map
Open and modifiable template