Perspective Objective Status Objective

Financial Perspective R  F1.. Achieve positive EBITDA contributions

Y  F2. Maximize earnings by selling the right

This is ESM's standard product mix
Balanced Scorecard
report. If you are
transitioning off Excel, Y  F3. Improve average net selling price
instantly generating
this report will save
you a ton of time. G  F4. Manage G&A costs

Y  F5. Reduce total cost of production

Customer Perspective G  C1. Seamless and Competitive Service and Price

R  C2. Give Me Top Quality Manufacturing

Excellence

Notice how measures

and initiatives are tied
to the objective in our
best practice report.

Internal Perspective R  I01. Continually analyze customer profitability

G  I02. Increase share with profitable customers

G  I02. Increase share with profitable customers

R  I03. Continually improve customer service

G  I04. Reduce claims by 50%

R  I05. Achieve optimal cost/quality of core

products

Y  I06. Launch new higher margin products

Y  I07. Reduce total break time losses

G  I08. Maximize machine availability

R  I09. Increase total efficiency

G  I10. Maximize average machine operating speed

 G  I10. Maximize average machine operating speed

Y  I11. Increase production levels

R  I12. Control and manage maintenance costs

G  I13. Maintain optimum average inventory levels

G  I14. Identify mitigate risk

Talent & Technology Perspective Y  L1. Obtain skill based training

Y  L2. Regularly communicate performance

G  L3. Maintain a safe and healthy environment

 Initiatives
Measures / Initiatives Status Actual Target Percent Complete
End Date
Measures
F1a. EBITDA R
31 45
Measures
F2a. Contribution Margin per hour R
F2b. Gross Margin per Ton G 18 77
Measures
F3a. Average Net Selling Price per Ton (YTD) G

Measures
F4a. Turn Around From Order Recieved to R
Invoice Sent
F4b. Cost SEGA R 99500 96000
Measures
F5a. Cost of Production per Ton 33 400
F5b. Fixed Manufacturing Cost Per Unit G
F5c Labor Costs per Ton Y 13 15
Measures
C1a. Product Mix Forecast to Plan - Current G 18 18
Quarter
C1b. Customer service Index Score Ranking Y 0.0926 0.1061
Initiatives
K101. Implement CRM Program Y  6/21/2016 30%
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K303 Customer Profitability Analysis G  95%
Improvement Activities
Measures
C2a. Defect Rate R 0.0933 0.07
Initiatives
K102. C3 Retooling and upgrade R  11/24/2016 45%
K103. New Product Launch Activities G  7/26/2017 40%
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
K301 Yield Efficiency Improvement Activities G 
K303 Customer Profitability Analysis G  95%
Improvement Activities
Measures
I01a. Percentage of tons by Profitability Category R 103 100
Initiatives
K101. Implement CRM Program Y  6/21/2016 30%
K102. C3 Retooling and upgrade R  11/24/2016 45%
K107. Implement revamped sales approach G  11/9/2016
Measures
I02a. Weighted Average Customer Profitability I
Margin per Ton
I02b. Net Number of Tons Migrated to Higher R
Profitability Status
Initiatives
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
Measures
I03a. Number of Service Related Complaints 53 30
Initiatives
K102. C3 Retooling and upgrade R  11/24/2016 45%
K103. New Product Launch Activities G  7/26/2017 40%
K107. Implement revamped sales approach G  11/9/2016
K303 Customer Profitability Analysis G  95%
Improvement Activities
Measures
I04a. YTD claims as a percentage of gross sales

Measures
I05a. Cost to Quality Index R
Initiatives
K101. Implement CRM Program Y  6/21/2016 30%
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K107. Implement revamped sales approach G  11/9/2016
Measures
I06a. Contribution Margin for New Grades G
I06b. Total Tons Higher Margin Products G
Initiatives
K103. New Product Launch Activities G  7/26/2017 40%
K301 Yield Efficiency Improvement Activities G 
Measures
I07a. Average Breaks Per Day Y 54 50
I07b. Average Time per Break Y 0.4 0.4
Initiatives
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K210. Implement high-performance diamond R  30%
tooling in regional plants
K301 Yield Efficiency Improvement Activities G 
Measures
I08a. Sales across division G
Initiatives
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
Measures
I09a. Total Efficiency R
Initiatives
K101. Implement CRM Program Y  6/21/2016 30%
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
K210. Implement high-performance diamond R  30%
tooling in regional plants
Measures
I10a. Operating Speed Y 77.5 100
Initiatives
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
Measures
I11a. Monthly Production Y 36 35
Initiatives
K101. Implement CRM Program Y  6/21/2016 30%
K104. Automated Machine Availability G  10/12/2013 50%
Optimization
K210. Implement high-performance diamond R  30%
tooling in regional plants
Measures
I12a. Monthly Maintenance Cost R
Initiatives
K103. New Product Launch Activities G  7/26/2017 40%
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
K301 Yield Efficiency Improvement Activities G 
Measures
I13a. Inventory Y 45000
Initiatives
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
Measures
Initiatives
K103. New Product Launch Activities G  7/26/2017 40%
Measures
L1a. Percentage of Employees Completing Y
Required Training training registrants
L1b. Corporate-wide Y
Initiatives
K110 Implement Integrated Training Curriculum 12/16/2015
K210. Implement high-performance diamond R  30%
tooling in regional plants
Measures
L2a. Progress vs. Communication Plan G
Initiatives
K103. New Product Launch Activities G  7/26/2017 40%
K105. Implement Machine Productivity Y  8/29/2015 62.14%
Improvements
K303 Customer Profitability Analysis G  95%
Improvement Activities
Measures
Initiatives
K110 Implement Integrated Training Curriculum 12/16/2015
You can include actuals
and targets going out
multiple years,
months, or quarters.