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Excel Analytics $18-67$: Balanced Scorecard $-$ Data Analysis and Data Visualization

$[$The following information applies to the questions displayed below.$]$

Norfolk Advisors operates a network of offices that provide business and financial advice to small businesses. Each office is managed by an office director. The office director is given relatively wide latitude in running the office, although any products sold, especially financial products, are determined by the corporate office. The company adopted a balanced scorecard approach to performance measurement several years ago. Until that time, office profit relative to the budget was the primary $($and some directors would say only$)$ measure that counted. Although there were some initial modifications to the measures used, the current scorecard has remained the same for the past five quarters. The scorecard has four perspectives with two measures in each perspective $($the words in parentheses are the short titles used for the measures$).$

Financial

Profit as a percentage of budget $($Profit$)$

Revenue growth $($Rev$-$Gro$)$

Customer

Customer satisfaction $($Cust$.$ Sat.$)$

Customer growth $($Cust$-$Gro$)$

Learning & Growth

Employee satisfaction $($Empl$.$ Sat.$)$

Certificate exams passed $($Certs Passed$)$

Internal

Trading errors $($Trade Errors$)$

Regulatory actions $($Reg Actions$)$

Some of the measures, such as profit as a percentage of budget and revenue growth, are common, but some of the others require explanation. Customer satisfaction is measured on a scale of $0-100$ percent based on periodic surveys.

Employee satisfaction is based on a survey of office employees and is taken quarterly. The survey is administered by the Corporate Human Resources Department. Certificate exams passed are passed on industry$-$based traininq modules,