Analytic Rubric: Automating Accounting Ledger, Trial Balance, Income Statement, and Balance Sheet in

Excel

Criteria: Exemplary (20) Proficient (19) Basic (18) Limited (17) Insufficient (16)

Accounting The ledger is The ledger is The ledger is The ledger is No ledger is
Ledger fully automated mostly partially mostly provided, or it
and free from automated and automated but inaccurate or is entirely
errors. It has minor errors. contains not automated. inaccurate and
accurately It records the significant It lacks crucial unautomated.
records all majority of errors. It may transaction data
financial financial have omissions and is poorly
transactions, transactions, and is organized.
provides clear offers reasonably somewhat
account clear account organized.
summaries, and summaries, and
is visually is generally well-
appealing. organized.

Trial Balance The trial balance The trial balance The trial balance The trial balance No trial balance
is fully is mostly is partially is mostly is provided, or
automated and automated with automated but inaccurate or it is entirely
error-free. It minor errors. It contains not automated. inaccurate and
includes all includes most significant It lacks unautomated.
accounts, and accounts, and discrepancies. It significant
the debits and the debits and may have some accounts, and
credits match credits mostly omissions and is the debits and
precisely. It is match. It is somewhat credits do not
visually generally well- organized. match. It is
appealing and organized. poorly
easy to navigate. organized.

Income The income The income The income The income No income
Statement statement is fully statement is statement is statement is statement is
automated and mostly partially mostly provided, or it
error-free. It automated with automated but inaccurate or is entirely
includes all minor errors. It contains not automated. inaccurate and
revenue and includes most significant It lacks essential unautomated.
expenses, revenue and omissions or revenue and
offering a clear expenses and errors. It may be expense items
profit/loss provides a somewhat and is poorly
picture. It is reasonably clear organized. organized.
visually profit/loss
appealing and picture. It is
easy to generally well-
understand. organized.

Balance The balance The balance The balance The balance No balance
Sheet sheet is fully sheet is mostly sheet is partially sheet is mostly sheet is
automated and automated with automated but inaccurate or provided, or it
error-free. It minor errors. It contains not automated. is entirely
includes all includes most significant It lacks crucial inaccurate and
assets, liabilities, assets, liabilities, discrepancies. It asset, liability, unautomated.
and equity, and equity data may have some and equity data
presenting a and provides a omissions and is and is poorly
clear financial reasonably clear organized.
 position. It is financial somewhat
visually position. It is organized.
appealing and generally well-
easy to navigate. organized.

Automation The Excel The Excel The Excel The Excel No automation
& automation is automation is automation is automation is or functionality
Functionality exceptional, proficient, using basic, with minimal, with is incorporated
incorporating basic formulas limited use of little to no into the Excel
advanced and some formulas and formulas or model.
formulas and automation automation automation
macros, ensuring features, features, features, leading
minimal manual reducing manual requiring some to extensive
data entry. The data entry. The manual data manual data
model is highly model is entry. The entry. The
efficient and functional and model is model is not
user-friendly. user-friendly. somewhat very functional.
functional.

Presentation The document is The document is The document is The document is The document
& exceptionally well-organized, somewhat disorganized, lacks any
Organization well-organized, with a clear organized, with with unclear organization,
with a clear structure, a basic structure, structure,
structure, headings, and structure, headings, and headings, or
headings, and labels. It is headings, and labels. It is not labels. It is
labels. It is mostly labels. It is aesthetically difficult to
aesthetically aesthetically presentable but pleasing and follow and
pleasing, easy to pleasing and lacks some challenging to visually
read, and easy to read. aesthetic read. unappealing.
visually appeal.
appealing.

Overall The work The work shows The work The work The work
Quality & demonstrates an a proficient level reflects a basic demonstrates reflects little to
Effort exceptional level of effort and level of effort, limited effort no effort, with
of effort, attention to but some and a lack of minimal regard
creativity, and detail, meeting aspects may be attention to for detail or
attention to all the basic rushed or detail, with quality.
detail, going requirements. overlooked. significant
above and shortcomings.
beyond the
minimum
requirements.

Total Score: _______ out of 100