D013 Balanced Scorecard & KPI Tracker (Google Sheet)

Can be used on Google Sheets, web browser and application.
You will need to have Google Account in order to use the template.
  The template contains script. You must authorize script before using it.

🚫 It doesn’t work on Excel

How to use the template
https://youtu.be/j0MZzRtzt3g
How to Authorize Google Script
https://youtu.be/0rkgD9bXxkQ

Balanced Scorecard & KPI Tracker

🤔 What is a Balanced Scorecard?
Balanced Scorecard is a strategic management tool that provides a comprehensive view of an organization’s performance across multiple dimensions—not just sales. The Balanced Scorecard is divided into four key perspectives:
🤩 Customer – This is one of the most familiar dimensions. It focuses on how well the organization satisfies its customers. For example, is the service quality meeting expectations?
💰 Financial – A core focus for nearly every business. This perspective looks at profitability and cost control—whether the organization is generating healthy returns and managing expenses effectively.
🔁 Internal Processes – This area assesses the efficiency of internal operations. Are workflows streamlined? Are errors being minimized?
🎓 Learning & Growth – This perspective evaluates how well the organization is developing its people and technology. It includes employee satisfaction, training, skill development, and the adoption of new tools that enhance productivity.

🤔 What is a KPI?
KPI is a measurable value used to track progress toward a specific goal.
📌 To be effective, a KPI must have to a clear target and tied to a time-bound. For example: “January revenue must reach at least 5,000,000 THB.”

🤔 What is this template for?
This template helps you track various KPIs to see whether your goals are being achieved. It also provides a clear overview of your Balanced Scorecard, making it easier to monitor performance across key dimensions.

📊 Dashboard
✅ View results annually / monthly
✅ Filter by department or responsible person
✅ Change status icons (pass/fail)
✅ Filter KPIs by specific Balanced Scorecard perspective

📊 Data Entry
✅ Includes a smart form for entering, editing, and deleting KPI records

🔎 You can search for KPIs using five criteria:
✅ KPI Title
✅ Year
✅ Category
✅ Measurement Unit
✅ Responsible By

⚠️ Remark
📌 Prices are for ready-made templates only (layout graph, formulas, data structures), excluding setup and any additional modifications.
📌 If you need help with setup or additional modifications such as adjusting design or adding functions, we have a service. Please send your inquiry to support@sweetexcel.com.