In this section we list, as a checklist, all the actions to be carried out to achieve each objective. For each action we must assign all the resources involved and the breakdown of tasks for each action; this is how a comprehensive control is completed in Excel.
Within the actions, the factors that directly influence their achievement must be taken into account. It may be the case that in order to achieve a specific action, a financial amount must be invested or that it is necessary to successfully complete a previous action.
4. Metrics
This sheet will be the basis for all the data extracted from the different analytical tools ( Analytics , ERPs, CRMs). It will show the evolution of our business in a quantitative way, comparing the objectives set with the results obtained. In this section we will have the different KPIs and graphs that will allow us to know at all times whether or not we are deviating from our objectives.
5. Target or audience we are addressing
Whatever your type of CMI , you must establish the specific brazil phone number data target audience to which each of the actions you plan will be directed. Around this audience, you must appropriately set the actions, taking into account a series of characteristics such as sex, age, geographic location, tastes and preferences, needs and problems, among others.
6. Schedule
Excel balanced scorecardThe timeline on our dashboard represents our actions over time. This way we can quickly identify the dependent actions or milestones to be met to achieve the general objectives.
The schedule, in addition to identifying the execution times of the activities, also identifies the resources involved in each activity.
7. Responsibility
Each action must have a responsible person assigned to lead and achieve the set objectives. They are usually the heads of each department, specialized people with a high degree of commitment and orientation towards results.
In conclusion, these seven points will serve as a guide if you are wondering how to make a balanced scorecard step by step . The goal is to keep the performance of your company's activities under control, to note all the irregularities in your objectives and strategies in your BSC and to be able to correct them in time.