Build a Balanced Scorecard From Scratch Using Excel

Improve Your Organization's Performance By Building This Data-Driven Tool!
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  • Lectures 24
  • Length 3.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

Last course update: December 12, 2016

A complete template with additional formulas for Mac and PC added for easier use!

Free ready to use Scorecard Included!

See FOUR FREE Preview lectures below!


Improve your organizational performance! Everything you need to build a Balanced Scorecard from scratch using Excel!


Every organization seeks to improve its performance. Having worked with organizations around the world I found a pattern: Many are spending thousands of dollars on software and consultants to track performance each year. A team and I used our education and experience to build the same scorecard using Excel—the results speak for themselves.

And now…I want to share this process with you so you can have a tool to make better decisions and improve your organization’s performance.


21+ Lectures and Over 3.5 hours of content!

✔ Easy to Learn Material—free template download available to get started

Project Based Learning—Build your scorecard to fit your organization

Use data to manage your organization’s performance

Follow the Best Practices of Top Corporations For Your Context

Five-Star Review: Perfect for beginners.

The Balanced Scorecard is the best practice to improve your organizations performance. Here's some stats that prove that using a scorecard in your business will produce positive results:

  • The Advanced Performance Institute reports that about half of major companies in the US, Europe and Asia are using Balanced Scorecard Approaches. The exact figures vary slightly but the Gartner Group suggests that over 50% of large US firms had adopted the BSC by the end of 2000
  • ClearPoint Strategy put together a list of the top companies using the Balanced Scorecard:
  • Private Sector: (Banking: Wells Fargo, Energy: Mobil North America Marketing and Refining (NAM&R), Electronics: Philips Electronics, Financial: Thomson Reuters)
  • Public Sector: (Local Government: City of Charlotte, NC, U.S. Government: Defense Logistics Agency and Higher Education: University of Virginia

There is no better time to build a Balanced Scorecard for your organization--big or small.

Here's what we will cover in this course...

Learn how to build your Balanced Scorecard from scratch using Excel. We start with the dashboard, formulate the perspectives and then craft the input sheets. Finally, we tie it all together and use it to track organizational performance.

BONUS PDF REPORT – links to important articles and blogs to learn from other experts - Must finish the course to access this free report. 21+ Informative Videos including:

  • What is a Balanced Scorecard?
  • Basics of the Dashboard
  • How to formulate your perspective sheet
  • What does an input sheet look like for my departments?

Don't forget to check out the free preview lectures to sample my course. Are you ready to learn with me? By the end of this course students will know:

  • Basics of the Balanced Scorecard 
  • How to design you own dashboard
  • Manipulate Excel to craft your perspective sheets
  • Formulate input sheets
  • Link sheets to capture trends
  • Use the tool to increase revenue
  • Much More!

Don't wait another day to begin building your Balanced Scorecard.


What are the requirements?

  • Speak English
  • Ready to learn and engage in a community committed to excellence

What am I going to get from this course?

  • Build a Balanced Scorecard from scratch using Excel
  • Use click method and formulas to change color of cells to visually see results
  • Link cells and sheets to enhance your dynamic tool

Who is the target audience?

  • Anyone interested in improving their organization's performance

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Let's Get Started :)

Welcome to the Course :) By the end of this lecture you will have an understanding of the major pieces of the scorecard.


After downloading the Excel template and the Explanation sheet, this lecture will introduce you to the Dashboard--the heart of the scorecard. We will discuss the purpose, composition, and content of the dashboard and guide you to tweak it to your needs.

Section 2: Unpacking Scorecard Perspectives

A perspective is a lens through which to view your organization. By the end of this lecture you will be able to formulate your own mission, and design the scorecard to measure your journey to this goal.


Serving customers is critical to the bottomline. In this lesson we use formulas to integrate what we know about the customers with what we do to serve them better.


By the end of this lecture, you will know how to use formatting to create a visual of your organizations performance, measure customer satisfaction and new customer referal.


Internal processes are critical to success. This lecture outlines the basic components of measuring internal processes and makes suggestions as to how to increase efficiency. Students will learn some Excel tricks to include in their scorecards.


In this lecture, we dive into learning and knowledge. After this lecture, students will learn about learning plans, skill level assessments and integrate them into their workplace.


Money talks--in this scorecard we discuss the language of money--how to measure in an effective way the financial health of your organization. By the end of this lesson, the student will have updated their financial perspective and used an efficiency ratio to map financial status.

Troubleshooting: A summary
Section 3: Crafting The Input Sheets

If the dashboard is the heart, perspectives limbs, then the input sheet are the organs that keep your scorecard running. At the end of this lecture students will build their own input sheet and learn how to link it to the perspective and dashboard.


We focus on departments in this lecture. You learn how to craft the input sheet for various sized departments.


By the end of this lecture students learn how to input data to manage their internal processes.

How to Input Professional Development Data
Show me the Money: Inputting Financial Data
Applying what we Learned to a New Department

In this lecture we wrap up the key information needed to construct your input sheet.

Section 4: Linking everything back to the Dashboard

In this lecture we link all the components of the scorecard. By the end of this lecture students will learn how to link the mission to the perspective and input sheets.

Capturing our Client Focus Data
Measuring our Internal Processes
Professional Development and Financial Data
Troubleshooting your scorecard--make it work for you.

We tie the course together in this lecture. By the end of the of this lecture students will have full scorecard. They will be proficient in building, updating, and utilizing the scorecard tool in their daily organizational life.

Section 5: Bonus Section
Bonus: More Courses from Warren
Helpful resources

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Instructor Biography

Warm greetings to you. My name is Dr. Warren Leslie Chalklen, a passionate educator and scholar in the field of multiculturalism. I have been teaching online and face to face classes for the past three years and wanted to begin sharing what I have learned with the world. My research area focuses on how to move multicultural theory to practice. My focus is the intersections of race, class, religion, sexual orientation, and geography in reproducing power in society.

To develop my knowledge base further, I have traveled extensively and taught courses in multiculturalism in universities across the world: Texas A&M University, University of Dar Es Salaam, and University of Witwatersrand. My published work includes an analysis of race in South Africa and the United States.

As my goal is to learn from, and impact people interested in multicultural issues the world over; I aim to produce courses on Udemy that continue to make our communities, states, nations, and the world a more inclusive and welcoming place for all.

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