Non-Profit Balanced Scorecard Metrics Template
A lack of pre-defined framework for managing the performance of a Non-Profit organization is a major hurdle that often halts their momentum in achieving specific goals and objectives. Many non-profit organizations are turning their sights towards KPI framework in order to move on to their path of social development effectively and efficiently.
KPIs in Non-Profit Organizations can be broadly categorized under four major perspectives-financial perspective, customer perspective, process perspective and learning and growth perspective.
Financial Perspective takes into consideration KPIs in the form of % increase in cash flows, % decrease in cost per service offered, % increase in contributions made and average gift amount. This perspective helps in having a financial outlook of the NPO-s.
Customer Perspective includes indicators such as collection rates, average collection time, % increase in number of clients serviced per hour and % decrease in number of customer complaints.
Process Perspective provides a view of the internal and external processes related to the NPO-s. It comprises of KPIs such as % increase in productivity, % decrease in average time to process to grant application, average time to receive planned gift and % decrease in delivery delays.
Learning and Growth Perspective consists of KPIs like employee turnover, number of training sessions, % decrease in absenteeism rate and certification levels.
Non-Profit Metrics in Excel:
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Download trial version of
Non-Profit Indicators.
Non-Profit Evaluation Balanced Scoreboard is distributed
as an Excel file. Before purchase you can download a
trial version of the scorecard.
Non-Profit Evaluation Balanced Scoreboard Excel file
contains a dashboard (see screenshots below), help information
section, Balanced Scorecard details.
- Purchase full version of
Non-Profit Indicators. Immediately after your order will be processed you
will have a link to download Balanced Scorecard (BSC) Excel file and file
in
Balanced Scorecard Designer format.
- Use Non-Profit scorecard online with BSC Designer Online system. This SaaS solutions provides world-wide access to scorecards with any web-browser.
- It is necessary to start the design of KPIs with analysis of business problems, use Free SWOT Method Guide to perform this analysis. Check Balanced Scorecard Toolkit for scorecard designing instructions,
download Key Risk Indicators (KRI) Toolkit for risk management.
More ideas on using Non-Profit KPI: Non-Profit organizations are involved in providing services to public without the characteristic ‘monetary aims’ being in the picture. Some of the examples of these organizations can be trade unions, public arts organizations and charities. These groups do not provide the surplus funds to shareholders or owners but puts those to take their purpose forward. Major chunk of funds go into providing appropriate leadership and management personnel. A number of both ‘government’ and ‘non-government’ organizations confirm to this definition of NPOs. Management of these organizations move almost through a similar set of difficulties as is faced by other organizations. This makes it mandatory to employ a performance tracking device to be brought into picture. BSC (Balanced Scorecard) has frequently been used for taking these ‘measurable’ ambitions ahead. One can utilize this tool by putting together the indicators that ‘matter’. By making sure that values remain within the range prescribed, managers can be assured of moving on a calculative and statistical route. This further simplifies the job of making decisions and conclusions. Also, dispersion of information takes an altogether ‘new’ and ‘better’ meaning post the implementation of this management instrument.
More useful information for Business management Evaluation:
Business Intelligence (BI) for Business - measure performance with Non-Profit Scorecard for Excel
We have designed Non-Profit Balanced Scorecard (BSC) in MS
Excel, so now you can measure and control your performance using this popular
business tool. Download
trial
version right now.
Alignment with Balanced Scorecard and KPIs is a great way to control the performance of Business.
In comparison to other business performance measure and control methods, alignment with KPI is much more easier to implement and use.
Use Non-Profit scorecard to align business performance.
Why do I need these metrics?
MS Excel files that we distribute are a
spreadsheets packed with metrics information and the performance
calculation formulas.
It's a real-business information. We
invested in research that involved experts from Business management Evaluation industry who elaborated and shared certain metrics.
It's valuable, real-life experience which will help to improve the performance of your business.
I'm sure you understand the importance of measuring and controlling business using correct metrics, so this small investment will return in a great increase in sales.
To get a basic idea about what metrics to use. We learned a lot of business metrics and packed scorecard with the most successful.
To have a sample excel file, which is easy to modify to fit your needs. All Excel formulas are available for copy and change.
To start with measuring business performance. It's important to start with correct metrics, then you will be able to fulfill scorecard.
Non-Profit Evaluation Balanced Scoreboard Screenshots

Metrics for Business management Evaluation. This is the actual scorecard with Non-Profit Indicators and performance indicators.
The performance indicators include: financial perspective,% increase in cash flows,% decrease in cost per service offered,% increase in contributions made,average gift amount,customer perspective,collection rates,average collection time,% increase in number of clients serviced per hour,% decrease in number of customer complaints,process perspective,% increase in productivity,% decrease in average time to process to grant application,average time to receive planned gift,% decrease in delivery delays,learning and growth perspective,employee turnover,number of training sessions,% decrease in absenteeism rate,certification levels.
These indicators can be converted from text into the visualized view with BSC
Designer
strategy map function. Right now you can download trial version of Non-Profit Indicators or purchase full version of this Balanced Scorecard.
Also, it is possible to import this scorecard into web-based balanced scorecard (BSC) software - BSC Designer Online, so it will be accessible to you and your employees with any web-browser. |
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Some Balanced Scorecard help information that explains how to interpret scorecard.
What scores and weights can be changed. |
Download or purchase Non-Profit Evaluation Balanced ScoreboardRight now you can download a trial version
of Non-Profit Evaluation Balanced Scoreboard or purchase a
full version online. Also, if you are interested you can subscribe to our
e-course that helps a lot with Balanced Scorecard design.
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