Organizational Scorecard

This template outlines an initial sketch of a scorecard, formed of perspectives, objectives and relevant KPIs. For each KPI, additional fields should be identified and recommended as part of scorecard design. Use as many fields as needed for your context.

Trend
Increasing
Constant

Decreasing

Perspective / Objective / KPI KPIs Code Number SRF Previous Period Results Current Results Trend Target % Results Completed KPI Owner Comments
BSC Perspective: Finance
Objective: Increase sales
$ Sales
Org. KPI 0001 M 45000000 50000000 52500000 95% Sales Manager Trend is increasing but did not meet target
% Cost of goods sold Org. KPI 0002 M 54% 56% 56% 100% Sales Manager Meet the target

BSC Perspective: Customer

Objective: Increase market share
% Market share Org. KPI 0003 M 1% 0.80% 1.20% 67% Marketing Manager Trend is decreasing and it is alarming.
# Potential customer contacted Org.KPI 0004 M 17000 16500 18500 89% Sales Manager Potential customer were not met, as such
necessary action to be taken by Sales
Manager

BSC Perspective: Process

Objective: Increase new product portfolio
# New products introduced in the market 17 20 25 80% Marketing Manager Trend is decreasing and it is alarming despite
Org. KPI 0005 Q of introduction of new product.
# New brand developed 7 7 9 78% Marketing Manager Alerming for the business for not taking
Org.KPI 0006 Q sufficient initiatives to establish brand.

BSC Perspective: People, Learning &

Growth
Objective: Nurture talent within the
organization
# Training hours for FTE 6000 6000 7000 86% HR Manager Less training and development initiatives have
taken as such quarter business performance
Org.KPI 0007 Q found declining.
% Staff with competencies at desired level 35% 34% 40% 85.00% HR Manager Desired levels of competencies were not
Org. KPI 0008 Q achieved.