Sales Metrics Balanced Scorecard Template for Excel

Online KPI Dashboard for management of KPIs

Measure sales performance KPI - Balanced Scorecard metrics template example

The Balanced Scorecard (BSC) dashboard indicates performance within each perspective and the total performance of Sales.

Click to see more screenshots below.

Sales metrics. This is a Sales Balanced Scorecard for Excel that describe the sales machine in company. These metrics will help to measure and evaluate the performance and quality of sales department, compare one sale team against another, providing additional information for benchmarking. Such a sales kpi system will make it easier to manage sales department providing company leaders with an easy to use dashboard with correct sales-related indicators.

Notice from developers: the version of web-based KPI system is in development now.

There are more types of strategy map supported - including snowflake, vertical and horizontal trees

Measure sales performance - Strategy Map

Cascading Strategy Map:

Cyclical Strategy Map:

Check overview scorecard report sample.

Check html scorecard report sample.

Check metrics (diamond) report sample.

Guide from KPI design to implementation and analysis of results.

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We share best "how-to" ideas:

Sales Metrics in Excel:

Download trial version of Sales Metrics. Sales Balanced Scorecard is distributed as an Excel file. Before purchase you can download a trial version of the scorecard. Sales Balanced Scorecard Excel file contains a dashboard (see screenshots below), help information section, Balanced Scorecard details.
Purchase full version of Sales Metrics. 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 Sales 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 Sales KPI:

Measuring sales is necessary for any and every business type, irrespective of the size the organization has. This is because contributing maximally to the ‘sales volume’ is what the ultimate aim of a firm is.

This makes it important for the sales department people to evaluate the parameter constantly. One can do this in a logical and scientific manner by looking for the useful metrics to gauge the performance of sales division of the organization.

In other words, knowing the effect of efforts of marketing people is a must in case the company intends to be on the growth path continuously.

One can do this by arranging the parameters on a sales scorecard and handing over the task of ‘monitoring and tracking’ to this management tool.

This strategy was devised in 1990s by Norton and Kaplan as the need for ‘non-financial’ assessment w as felt. Earlier, only the financial counterpart was utilized however, dilemmas regarding the true direction in which the processes were moving starting coming up. This led to the inclusion of ‘non-financial’ portion inside the scene. Consequently, by having such an instrument in hand, one can get assured of shaving success in the task.

More useful information for Sales Performance Measurement:

Related metrics and KPIs for: Retail Sales, Credit Risk, Retail Banking, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Operational Risk, Active Portfolio Management, Passive Investments, Accounting Firm, Profit Focused Accounting, Credit Card Processing, Financial Crisis, Budgeting and Forecasting, Investment Banking, Financial Securities, Financial Insurance Company, Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance, Financial Advisory, Online Retail, Earned Value.
Customers who viewed this item also viewed: Operations Scorecard | Marketing Metrics Pack | Accounting Scorecards Pack | Operational Risks
Are you a specialist in Sales area? Be a partner for balanced scorecard software and info-products.
Sales best practices articles: Measure Sales performance, Retail Sales Performance - To buy or not to Buy, KPI vs. Balanced Scorecard, Design Scorecard with BSC Designer, Crisis and recession KPIs, Scorecard, Metrics, Performance Managements Tools for Finance, Recommended: Figurro - versatile, easy to use and effective accounting software, Best practices and case studies with Balanced Scorecard in Finance, Toolkit: How to use Key Risk Indicators, How to Design KPI All articles about measuring performance in Sales.
Balanced Scorecard e-course. In this e-course you will learn more about Balanced Scorecard niche. We talk about Balanced Scorecard design and management issues.
With BSC Designer user can generate strategy map for Sales Metrics. The map is a great way to visualize performance indicators and relationship between them.
Balanced Scorecard toolkit. Is a whitepaper where you will learn more about mathematics that stands behind Balanced Scorecard, you will learn basic ideas that will help to design your own scorecard, develop and implement KPI in your business processes.
Balanced Scorecard fact sheet. The collection of business facts and statistics on Balanced Scorecard.
Recent posts in KPI forum: New homepage of BSC Designer - more information on KPIs, KPI Guide Letter: Todo- and Check- lists, no marketing hype, Use promotion scorecard for having marketing attempts
BSC Designer. This metric was designed with Balanced Scorecard Designer. This is a great tool for scorecards or KPI building, performance measurement and information sharing.
BSC Designer Online. If you don't want to download and install any software you can use web-based scorecard software, this scorecard can be imported into BSC Designer Online and you will have access to your data all over the World.
Can you add value to Sales Metrics? Be a partner for balanced scorecard software and info-products.

Business Intelligence (BI) for Sales - measure performance with Sales Scorecard for Excel

We have designed Sales 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 Sales.

In comparison to other business performance measure and control methods, alignment with KPI is much more easier to implement and use. Use Sales 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 Sales 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.

Cascading Scorecards. Establish connection to scorecard located in the web or in local network

Strategy Maps in Balanced Scorecard Designer

Sales Balanced Scorecard Screenshots

Metrics for Sales Performance Measurement. This is the actual scorecard with Sales Metrics and performance indicators. The performance indicators include: Sales per employee, CRM usage, Product and service related education, Customer segmentation.

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 Sales Metrics 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.

Some help information that explains how to interpret scorecard.

Some Balanced Scorecard help information that explains how to interpret scorecard. What scores and weights can be changed.

Download or purchase Sales Balanced Scorecard

Right now you can download a trial version of Sales Balanced Scorecard 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.