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The Balanced Scorecard (BSC) is a strategic planning and management system developed by Robert Kaplan and David Norton that can be used by managers to track important aspects of the organization’s strategic performance.

The BSC Template is an Excel spreadsheet tool designed carefully to help manage and to monitor your company’s most important KPIs in the 4 perspectives described in the BSC methodology:

  • Financial
  • Customer
  • Internal Business Process
  • Learning & Growth

For each perspective, you can register up to 7 indicators and easily change the number format throughout the spreadsheet. Communicate with your coworkers more effectively using the BSC template.

Key Features

  • Beautiful scorecard to display the performance of the 4 perspectives in a single page;
  • A status view report that clearly shows the status of the indicator using color icons (red, yellow, and green);
  • One dashboard for each perspective (Financial Dashboard, Customer Dashboard, Internal Business Dashboard, and Learning & Growth Dashboard);
  • Multilingual template: Select one of the available languages (English, French, or Portuguese) or manually translate to the language of your choice.

Simple and Professional

  • Fully unlocked template
  • Spreadsheets ready for printing without Mettrics logo
  • No monthly fees
  • Immediate download
  • Secure payment with PayPal (no PayPal account needed)

Take a tour: 

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Other Information

  • Built for Excel 2010 or later
  • This template contains macros and VBA code to automate some tasks
  • Licensed for Private Use Only (not for distribution or resale)

Product Specs:

  • License to 3 Computers
  • 100% Editable File
  • Immediate Access
  • Works on MAC and PC
  • All Excel Versions
  • Premium Support
  • Over 30.000 satisfied customers