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

Learning 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


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.

365 Days