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Balanced Scorecard Excel Template

4.5 (6 reviews)

Balanced scorecard dashboard in Excel. Evaluate your business with key metrics for Financial, Internal, Customer and Growth aspects. Ready for use.

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TEMPLATE DESCRIPTION

The Balanced Scorecard referred to as the BSC, is a business-performance management tool that is developed for strategic decisions. That’s why it’s known as well as a strategic management tool. So, this Balanced Scorecard Excel Template will help you to follow up on your strategic decisions based on reasonable performance metrics and professional design.

Above all, tracking a Balanced Scorecard can help manage feedback, and the learning process, determine the target figures and provide information on the chosen strategy. Furthermore, there are numerous potential benefits of Balanced Scorecard tracking such as evaluating employees’ work performance, identifying strengths and weaknesses, and goal settings for the future.

Balanced Scorecard Template Main Features

Basically, to manage your business more professional, we’ve focused on the most used 40 metrics in 4 main groups:

Balanced-Scorecard-Template-Flow-1Then, let’s see the details of the Balanced Scorecard Excel Template.

Financial Section:

Firstly enter your financial statements and targets in this section. In that way, you will be able to gain a perspective view of your financial performance on your balanced scorecard template.

Balanced-Scorecard-Template-S01

Then, answer this question: “How should we appear to our shareholders?”

Customer Section:

Firstly, to gain a perspective view about your organization which is designed to serve, insert your customer values and targets.

Balanced-Scorecard-Template-S03

Then, answer this question: “How we can improve our services for our customers?

Internal Process Section:

Primarily, improving the internal processes of your company gains a perspective view of your efficiency and quality to deliver value proposition for the customers. In this section of the balanced scorecard template, simply enter your statements and targets.

Balanced-Scorecard-Template-S02

Then, answer this question: “How well our business process is running?”

Learning and Growth Section:

Firstly, enter your investment with your assets and potential. Finally, you will gain a perspective view of your healthy growth.

Learning-and-growth-S04

Finally, answer this question: “How can we sustain our ability to create value?”

Balanced Scorecard Template Summary Features:

  • Business Performance Framework
  • Easy to fill
  • Professional design
  • Full Print Ready
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Balanced Scorecard Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

6 reviews for Balanced Scorecard Excel Template

  1. Jason B

    Hi Someka, we are very impressed with this template, it was thoughtfully designed and built. There is a requirement for a worksheet view of the template elements for different groups. For example, sheet 1 is Group A, sheet 2 is Group B. Is there a way to break out the template in this manner? Or, can we separate the template to display individual sheets?

    • Someka

      Hi Jason, first of all, we are glad that you like our template!
      We can suggest a way to divide worksheets into groups. You can add the group names to the button name which are responsible for that section. In that way, it might be more clear which group are interested in that section. Hope our suggestion works for you!

  2. Daryl

    Hello,
    How can I remove the small scorecard image inside the symbols (financial, customer, internal, learning and growth)? Also, how can I change the colors of the tables in the linked pages?

    • Someka

      Hi Daryl,

      Thanks a lot for your interest!

      You should unlock the template as a first to remove the icons. The buttons are grouped with icons so, you should ungroup all of them and then delete the icon. These steps also apply to other buttons.

      In addition, you can change the color of sheets in the “Home” tab and paint them with other colors.

      Hope that helps!

    • Daryl

      Thank you for your quick reply!

  3. Salim Mbarak Salim

    An excellent dashboard scorecard tool for executive business presentations and monitoring with ease the KPI’s of the company by effectively measuring and tracking the critical areas.i really loved this template

  4. reachel3

    Cool!

  5. Alex

    Lacking a few features but it is great overall

  6. michael

    good

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