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 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.
ctions & Cautions
ns & 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.
Balanced Scorecard Tem
Perspective Objective Measure Q1
Actual Status

Measure 1 $0.00
Objective 1 On Target

Measure 2 $0.00 Caution

Financial Measure 3 0.00

Objective 2 Needs Help

Measure 4 0.00 No Data

Measure 5 0.00%
Objective 3 On Target

Measure 6 0.00% On Target

Measure 7 $0.00
Objective 4 On Target

Customer Measure 8 $0.00 On Target

Measure 9 0.00
Objective 5 On Target

Measure 10 0.00 On Target

Measure 11 $0.00
Objective 6 On Target

Measure 12 $0.00 On Target

Measure 13 0.00
Internal Objective 7
Measure 14 0.00
On Target

On Target

Business Measure 15 0.00% On Target

Objective 8 Measure 16 0.00 On Target

Processes Measure
Measure
17
18
0.00%
0.00
On Target

On Target

Objective 9 Measure 19 0.00% On Target

Measure 20 0.00% On Target

Measure 21 $0.00
Objective 10
Learning &
On Target

Measure 22 $0.00 On Target

Measure 23 0.00
Growth Objective 11 On Target

Measure 24 0.00 On Target

Objective 12 Measure 25 0.00% On Target

d Template
Q2 Q3 Q4 Year-To-Date
Status Actual Status Actual Status Actual Status Total StatusTarget

$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00 Caution
$0.00
0.00 Needs Help
0.00 Needs Help
0.00 Needs Help
0.00 Needs Help
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 Target
0.00%
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%

$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00

$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%

$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00 On Target
$0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00 On Target
0.00 On Target
0.00 On Target
0.00 On Target
0.00
0.00% On Target
0.00% On Target
0.00% On Target
0.00% On Target
0.00%
Initiatives

Initiative 1

Initiative 2
Initiative 3

Initiative 4

Initiative 5

Initiative 6
Initiative 7
Initiative 8