Sales Balanced Scorecard metrics template for Excel
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Sales Metrics Balanced Scorecard Template for Excel

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.

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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:
Measure sales performance - Cascading Strategy Map

Cyclical Strategy Map:
Measure sales performance - Cyclical Strategy Map

Check overview scorecard report sample.

Check html scorecard report sample.

Check metrics (diamond) report sample.
 
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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.
  • Check Balanced Scorecard Toolkit for scorecard designing instructions.
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:

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.

Sales Balanced Scorecard Screenshots

This is the actual scorecard with Sales Metrics and performance indicators.

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.

 
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.

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