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.
ructions & 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.

Learn how ClearPoint can help you manage and report on your
Balanced Scorecard:
www.clearpointstrategy.com
Balanced Scorecard Temp
Perspective ObjectiveMeasure Q1 Q2
ActualStatus Actual

Measure 1 $0.00 $0.00

Objective 1 On Target

Measure 2 $0.00 Caution

$0.00

Financial Measure 3 0.00 0.00

Objective 2 Needs Help

Measure 4 0.00 No Data

0.00
Measure 5 ### ###
Objective 3 On Target

Measure 6 ### On Target

###

Measure 7 $0.00 $0.00

Objective 4 On Target

Customer Measure 8 $0.00 On Target

$0.00
Measure 9 0.00 0.00
Objective 5 On Target

Measure 10 0.00 On Target

0.00

Measure 11 $0.00 $0.00

Objective 6 On Target

Measure 12 $0.00 On Target

$0.00
Measure 13 0.00 0.00
Internal Objective 7
Measure 14 0.00
On Target

On Target
0.00

Business Measure 15 ### On Target

###
Objective 8 Measure 16 0.00 On Target
0.00

Processes Measure
Measure
17
18
###
0.00
On Target

On Target
###
0.00
Objective 9 Measure 19 ### On Target
###
Measure 20 ### On Target
###

Measure 21 $0.00 $0.00

Objective 10
Learning
On Target

Measure 22 $0.00 On Target

$0.00
Measure 23 0.00 0.00
& Growth Objective 11 On Target

Measure 24 0.00 On Target

0.00
Objective 12 Measure 25 ### On Target
###
rd Template
Q2 Q3 Q4 Year-To-Date
Status ActualStatus ActualStatus TotalStatusTarget

On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
Caution
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00
Needs Help
0.00 Needs Help
0.00 Needs Help
0.00 Needs Help
0.00
No Data
0.00 No Data
0.00 No Data
0.00 No Data
0.00
On Target
### On Target
### On Target
### On Target
###
On Target
### On Target
### On Target
### On Target
###

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 Target
0.00 On Target
0.00
On Target
### On Target
### On Target
### On Target
###
On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
On Target
### On Target
### On Target
### On Target
###
On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
On Target
### On Target
### On Target
### On Target
###
On Target
### On Target
### On Target
### On Target
###

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
### On Target
### On Target
### On Target
###
Initiatives

Initiative 1

Initiative 2
Initiative 3

Initiative 4

Initiative 5

Initiative 6
Initiative 7
Initiative 8