EXCEL BALANCED SCORECARD APPLICATION ( Manual of Operation )

DATA ENTRY: Qualifying the macros of Excel 2007 Introduce the name of the Company Introduce Strategic Objectives and the Indicators, just as the Target and Real values for each Indicator Specifying if the indicator is of + type or - type, if an increase of the real value on the objective is negative for the indicator and on the contrary for + If you want to add one more indicator, rename the objective with the same name for all indicators in the same objective Introduce the weight for each objective by perspective, and for each indicator by objective. Remember that all objectives in the perspective need to sum 100%, and all indicators in the objective need to sum 100% The label for each perspective is possible to rename Remember that all changes in text and values, you need to click to Refresh bottom It can configure the value in % for each colored area of the semaphores, by defining the value as of which is Green , Yellow and Red, in the Objective Tab In the Real Values you can introduce the real values for each Indicator

STRATEGIC MAP The strategic map visualizes the state of our company per months, by contemplating all perspectives to global level and indicating semaphoric the state of each Strategic Objective

BALANCED SCORECARD SCREEN Sample a summaries per months of the state of the Strategic Objectives and the Indicators, with an annual report of the real values for everyone of them and the state of each perspective You can see the progress by month Also, we incorporate an accumulated to see status from the first month to selected month

FINANCIAL PERSPECTIVES, CLIENTS, PROCESSES AND PERSONAL You can visualize the states annual of this perspective, by selecting the strategic objectives and the indicators, with annual comparative reports of the real values and it objective, as well as numerically. The Performance Analisys permits write us explanatory annotations on the data and the deviations The Recommendations square permits write us recommendations several for the enhancement of the results and avoid negative deviations The Strategic Initiatives square will permit draft us diverse initiatives found one's bearings to the enhancement of the results, indicating the state out of every one, by means of numbers: o 1 - Red- Not Good! o 2- Yellow-In process o 3- Green-Go Well!