Creating a balanced scorecard using Excel - Recorded webinar

Overview

This recorded webinar demonstrates how to present both financial and non-financial indicators on a single page with an Excel balanced scorecard.

Key topics:

• Brief overview of the Balanced Scorecard
• Overview of the dataset
• Generate formula
• Create charts and arrange them on a page
• Build in the flexibility to report on different parts of the organisation

Objectives

• How to tie in strategic objectives with financial objectives in a measured way.

• Design a balanced scorecard in Excel with highlights key messages while presenting well.

• Learn how to maintain and update balanced scorecards with minimal effort each reporting period.

• Work through detailed tasks accompanying the webinar to test knowledge acquired

Audience

Professionals working in SME or Corporate entities in specialist or analyst and mid-level career roles working in job functions such as external reporting, financial control and management accounting.