Scorecards and dashboards templates

PowerPoint Smartsheet. This template is suitable for scorecard presentations, which is helpful because many executive-level meetings require presentations in PowerPoint. You can add creative graphics for instructions, logos, and images, and crop, rotate, or use your scorecard as a graphic in itself.

The scorecard is fillable, but you can easily turn it into a picture for your presentation needs. The scorecard contains all four perspectives, including objectives, KPIs, targets, and initiatives. The scorecard also includes the reporting frequency, along with a budget for the proposed projects. What makes the balanced scorecard so successful is its adaptability: you can use it with a wide variety of programs, formats, and templates. Below are two different examples of what your BSC might look like.

The first BSC incorporates a strategy map in the left portion, which outlines the main and lower-level objectives. This BSC also lists the objectives as well as the measures, targets, and initiatives in the traditional BSC format, and leaves room for budget calculations.

The second BSC is a simple chart that does not incorporate any fancy graphics or cells. This is an example of a balanced scorecard for a hospital. This group may include not only the patients but also the health board, staff, and investors.

Starting from the customer perspective will give you the transparency that a public agent requires, and enable you to prioritize responsibly. Excel PDF. This is an example of a balanced scorecard for an information technology department. A department like this would not be concerned with external income, but it would have to keep within its allotted company budget and serve the staff accordingly.

Developed uniquely for your company, this holistic system enables you to maintain focus and move in a cohesive, consistent direction. The balanced scorecard includes your overarching objectives, measures key performance indicators or KPIs , targets for your KPIs, and the initiatives that can help you reach those targets. Part of the benefit of having a scorecard is that you will design it yourself. You and your team design and implement the BSC so that it meets your unique business needs.

Essentially, you are flushing out your business goals to determine the best and most realistic course to achieve them. You may then cascade those goals down through the structure of your business to maintain alignment. When using this management system, you should also perform a strategic mapping of your objectives.

A strategy map gives your objectives cause-and-effect directionality. For more information on the balanced scorecard concept, see this BSC guide.

You use BSC software to manage your documents and updates. You can work with templates, pre-implemented performance management software modules, or standalone BSC tracking and development programs. Ideally, you should choose a software system that you can update easily and regularly and that your BSC users have access to.

All companies begin with a vision. Whether that vision is captured informally or formally, in order to get the company off the ground, you must design a strategy.

Once the strategy is designed, you may think planning is complete and, therefore, dive directly into running your business.

This is what the balanced scorecard does. Further, it is an exercise in getting everyone in your company on the exact same page. Other benefits of the balanced scorecard include:. For all four perspectives, you should follow a series of loose steps.

Also, consider using a template to ask your initial questions. Here are the five steps to develop a BSC:. To design an effective dashboard, an organization should choose the most relevant KPIs, ensure the presence of precognitive attributes in the visuals, make the features interactive, and regularly provide updates.

A balanced scorecard is a tool in strategic planning and performance management that shows the four dimensions of an organization: financial, customer, internal processes, and learning, and growth. Some of the benefits of using a balanced scorecard are integrated strategic planning, the alignment of KPIs with strategy at all levels of an organization, and a comprehensive view of business performance.

The KPI Institute has put together KPI templates and a platform where you can download scorecards, dashboards, and other performance templates. For inquiries, email us at office kpiinstitute. Tip: If you do not have any data sources available, then you might need to create them. Select the KPIs. Depending on the template and the data source that you selected, you create or import the KPIs that you want to use for your scorecard. Then, you can configure each KPI by changing its name, banding method, and actual or target values.

Add measure filters this is optional. Depending on the template and the data source that you selected, you might have the option to add measure filters and then add member columns. You use measure filters to restrict the information that you display in your scorecard. For example, suppose that you are creating a scorecard to show sales for some, but not all, geographical regions of an organization.

You can use measure filters to select just the geographical regions that are of interest. Add member columns this is optional. Depending on whether you chose to add measure filters, you might have the option to add member columns to your scorecard. As the name suggests, member columns are items that you add to columns in your scorecard. For example, suppose that you are creating a scorecard to show sales and you selected some geographical regions for measure filters.

You can add other members, such as one or more time periods, as columns in your scorecard. Select a KPI location. The location that you specify is the display folder for the KPIs that you use for your scorecard. When you create a scorecard, all the KPIs that you use in that scorecard appear as newly created items in the Workspace Browser.

This occurs even if you import existing KPIs from the data source that you used for your scorecard. Finish configuring your scorecard. When you have completed the steps in the wizard for the scorecard template that you selected, the scorecard opens in the center pane of the workspace.

There, you can further configure your scorecard. For example, you can add or remove members from the rows or columns.

Or, you can modify your KPIs by changing their names, actual or target values, data sources, and indicator settings. When you create a scorecard manually, you start with a scorecard that does not have a data source or any content in it.

To populate the scorecard, use the following procedure:. Locate or create the KPIs that you want to use in your scorecard. Add items to your scorecard. In the Details pane, locate the KPIs, Metrics, and other items that you want to use and add them to the scorecard in the rows and columns sections.

You can add KPIs that use different data sources to your scorecard. Deciding which monitoring instrument to make use of is dependent mostly on what you really are searching for. Today, most businesses use dashboards and scorecards as his or her primary reporting resources. Much more importantly, this will depend about what analytics are now being monitored, as well as the objectives related to monitoring this information.

Before selecting 1 more than another, its essential to know what advantages scorecards and dashboards can deliver. Scorecards are most frequently utilized to monitor kpis, because they concentrate on both present standing from the measurement becoming monitored as well as the focus on value.

However, scorecards are not live, therefore information is not up-to-date in actual-time. Rather, scorecards help to keep track of strategic objectives in accordance with kpis and to help make it choices on the bigger scale.