Balanced Scorecard Example 2 - Free Download
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<Company Name>
Balanced Scorecard — Financial Metrics
<Date>
Financial Metrics
Financial Objective Type Measures Targets Supporting Initiatives Q1 Q2 Q3 Q4 Annual Analysis
Revenue growth and mix Sales growth by segment 5% quarterly growth for segment A. 4.00% 5.00% 6.00% 5.00% 5.00% Target achieved
Revenue growth and mix Percentage of revenue from new products
Revenue growth and mix Percentage of revenue from new services
Revenue growth and mix Percentage of revenue from new customers
Revenue growth and mix Share of wallet from target accounts
Revenue growth and mix Customer profitability
Revenue growth and mix Product profitability
Revenue growth and mix Percentage of unprofitable customers
Cost reduction/productivity Revenue per employee
Cost reduction/productivity Cost reduction rate
Cost reduction/productivity Indirect expenses as a cost of sales
Cost reduction/productivity Unit cost per transaction
Asset utilization Research and development as a percentage of sales
Asset utilization Working capital ratio
Asset utilization Payback
Asset utilization Throughput
Market performance Economic value added
Market performance Stock price growth Grow stock price by 25% by the end of the year.
VP of sales will hire 2 new sales
representatives to focus on segment A
by January 31.
15% of annual revenue will come from new
product B.
10% of annual revenue will come from new service
C.
5% of annual revenue will come from new
customer D.
Increase wallet share of target account E from
15% to 25% by the end of the year.
Increase profitability in customer segment F from
15% to 20% by the end of the year.
Increase profitability of product line G from 20% to
25% by the end of the year.
Reduce the percentage of unprofitable customers
from 10% to 0% by the end of the year.
Increase revenue per employee from $110,000 to
$115,000 by the end of the year.
Increase cost reduction rate by 2% by the end of
the year.
Reduce general and administrative expenses as a
percentage of sales from 15% to 12%, to meet
competitors' expense ratios.
Reduce unit cost per procurement transaction
from $0.75/unit to $.50/unit by the end of the year.
Increase research and development as a
percentage of sales from 15% to 20% by the end
of the year.
Increase our working capital from $1,000,000 to
$1,200,000 by the end of the year.
Decrease average payback time on capital
equipment purchases from 9 months to 7 months
by the end of the year.
Increase throughput from 20 widgets per day to 25
widgets per day by the end of the year.
Improve economic value added by 10% by the end
of the year.
