The document discusses creating a balanced scorecard using dashboard design in SharePoint Server. It recommends including key performance indicators (KPIs) across financial, customer, internal, and learning and growth perspectives. It provides examples of KPIs for each perspective and outlines steps to create the balanced scorecard, which includes identifying KPIs and data sources, creating the scorecard and strategy map in Visio, and publishing the dashboard to SharePoint Server. Contact information is provided for additional details.

1. By – Manish Singh
Create a Balanced Scorecard by
using Dashboard Design
Applies to: SharePoint Server Enterprise

2. Requirement
 Financial perspective KPIs for productivity, revenue,
growth, usage, and overall shareholder value.
 Customer perspective KPIs for customer acquisition,
customer satisfaction rates, market share, and brand
strength.
 Internal perspective KPIs for resource usage,
inventory turnover rates, order fulfilment, and quality
control.
 Learning and growth perspective KPIs for
employee retention, employee satisfaction, and
employee training and development.

3. Summery

4. KPIs are everywhere…
Win by balancing perspectives and maximizing corporate impact.
Revenue
Margins
Spend
Scorecards need to be:
•Easy to understand and relevant (contextual and actionable)
•Easy to communicate (portable and re-usable)
•Aligned and owned (managed and auditable)
Acquire
customers
Satisfy
customers
Retain
customers

5. Steps to create BSC
 Step 1- Identify the KPIs that you want to use. Make a list of those
KPIs and the data sources that you must have to create them
 Step 2- Create a scorecard that includes KPIs across the financial,
customer, internal, and learning and growth perspectives.
 Step 3- Create a strategy map that uses a Microsoft Visio diagram to
represent the four perspectives.
 Step 4- Add the scorecard and strategy map to a dashboard page,
and publish it to SharePoint Server.

6. For More details-
Manish.singh@mazikglobal.com
skype -Manish_mms2
Call- 9900030538

7. For More details-
Manish.singh@mazikglobal.com
skype -Manish_mms2
Call- 9900030538