Balanced Scorecard Example

In this simple example, an organization created a spreadsheet to offer a snapshot view of its scorecard. The scorecard contains a list of metrics related to the four perspectives: customer, financial, process, learning/growth. (Only two sample metrics are shown here for each category.)

This organization analyzes its measures quarterly, documenting targets and tracking performance data. In the example, color coding indicates the level of performance at a glance.

  • Red means behind target.
  • Yellow means at the threshold.
  • Green means meeting the target.

Scorecard Example

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Organization-Wide Approaches