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Google Sheets Project Portfolio Balanced Scorecard​ Example Templatehttps://www.smartsheet.com/try-it?trp=12081&utm_source=template-google-sheet&utm_medium=content&utm_campaign=Google
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Enter project details on the Projects tab, applying a Project ID to each.
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Enter data for each project on the KPI tabs.
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Project Portfolio and Individual Project Results will display automatically on the Balanced Scorecard below.
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Project Portfolio Balanced Scorecard​
Project ID Selected1
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RESULTS
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Project PortfolioIndividual Project
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PerspectiveKPIsKPI Description
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FINANCIALCost Performance Index
(CPI)		Measures financial efficiency, calculated as the ratio of earned value to actual costs.0.90.9
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CUSTOMERCustomer Satisfaction Index
(CSI)		Indicates how satisfied customers are based on survey data.41%85%
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INTERNAL PROCESSESProject Schedule Performance Index
(SPI)		Indicates how well projects are staying on schedule, calculated as the ratio of earned value to planned value.0.70.8
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LEARNING AND GROWTHEmployee Skills Competency RatePercentage of project staff who meet the required skill levels for their roles based on assessments.79%88%
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