Description

Balanced Scorecard (BSC) Excel Spreadsheet Template

Mission and Vision Statements
Register your business name, the starting year, and how long will be your plan. On this same tab, you should also define your mission, vision, and values for the period.

Goals Setting
This section has to be filled with all global goals for the period and on its second tab related to specific indicators separated by all 4 BSC Perspectives: Financial, Customers, internal processes and learning and growth! 

Goals Monthly Breakdown
For each Perspective , you can set up to 8 monthly breakdowns to follow-up on r results. For each goal, you can set a monthly planned vs actual visualization.

Action Plans for each Goal
For each goal that has been detailed, you can create action plans describing the initiative, defining a responsible, and its deadline. This will generate automatically a status alert based on TODAY´s date.

General Follow-Up Report
Follow-up each Perspective performance on its planned activities and the percentage of success on action plan conclusion.

Global Goals Alert Report
This report shows the development of each goals setting specific alerts and suggestions for each status.

Action Plans Report
A monthly status report for all your action plans. Choose the year and the Perspective you want to visualize and the data will change dynamically.

Specific Analysis of Action Plans
Visualize very specific performance on your action plans, breaking down to each business area and to each employee.

BSC Strategic Map
The spreadsheet automatically creates your BSC's strategic map, consolidating all data and generating a beautiful visual analysis of your strategy's performance.

BSC Perspectives Dashboard

A beautiful, automated, and dynamic dashboard that will showcase your strategic and action plan overview monthly for each Perspective.

Action Plans Dashboard

A beautiful, automated, and dynamic dashboard that will showcase yearly and monthly all action plans created and their status.

Strategy Tracking Dashboard
See the overall completion percentage of all your strategies and the percentages separated by the perspectives and overall global goals you've created.

Balanced Scorecard (BSC) Excel Spreadsheet Template
average rating 4.8 out of 5
Based on 8 reviews
  • 5 Stars
    6 Reviews
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8 Reviews
Reviewed by Meadow Tech Consultoria & E.
Verified Buyer
I recommend this product
Como você usou a planilha adquirida?
Na minha própria empresa
Qual o seu nível de conhecimento de Excel?
Intermediário
O que você usava antes da planilha?
Uma planilha própria
Age Range
25 - 34
O que lhe agradou mais no produto?
  • Visualmente Bonito
  • Aplicação Imediata
Rated 5 out of 5
Review posted

Planilha Muito Boa

Ajuda muito a ganhar tempo na elaboração e aplicação de nova metodologia de controle. Recomendo

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Rated 3 out of 5
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Reviewed by Fernando D.
Verified Buyer
I recommend this product
Como você usou a planilha adquirida?
Apliquei em um cliente
Qual o seu nível de conhecimento de Excel?
Especialista
O que você usava antes da planilha?
Uma planilha própria
Age Range
45 - 54
O que lhe agradou mais no produto?
  • Facilidade de Preenchimento
  • Aplicação Imediata
  • Desenvolvido por Especialistas
  • Suporte Rápido
  • Específico para meu Desafio
Rated 5 out of 5
Review posted

Excelente Planilha de BSC

Excelente planilha, atendeu perfeitamente as necessidades da minha consultoria. Como oportunidade de melhoria, sugiro que vocês programem a relação de causa e efeito na planilha do Mapa Estratégico.

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Rated 5 out of 5
Was this helpful?
Reviewed by Giuseppe H G D., from Brazil
Verified Buyer
I recommend this product
Rated 5 out of 5
Review posted

Excelente Planilha!

Excelente Planilha! Fácil de usar e muito útil nos planejamentos estratégicos.

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Reviewed by Denis M., from Brazil
Verified Buyer
I recommend this product
Rated 5 out of 5
Review posted

Excelente!!!

Planilha excelente e atendimento rapido

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Reviewed by helio ramos v., from Brazil
Verified Buyer
I recommend this product
Rated 5 out of 5
Review posted

5 Stars

.

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Product Specs:

  • License to 3 Computers
  • 100% Editable File
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  • Works on MAC and PC
  • All Excel Versions
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