Balanced Scorecard
Strategic balanced scorecard linking vision to performance metrics.
A balanced scorecard connects strategy to measurement across four perspectives — financial, customer, internal process, and learning and growth — so you manage more than just the financial numbers. This free template lays out all four with objectives, measures and targets, giving you a single strategic view.
How to use it: for each of the four perspectives, set the objectives, the measures that track them and their targets, then record actuals to see performance balanced across the whole strategy rather than one dimension. Review it on your strategic cycle.
Key features
- Four balanced-scorecard perspectives
- Objectives, measures and targets
- Balanced strategic view
- Track actuals vs targets
- Works in Excel and Google Sheets
This template is designed for professionals and teams working in Corporate & Governance who want to manage Corporate Performance tasks efficiently in Microsoft Excel — without the need for expensive specialist software.
The Balanced Scorecard is part of our Corporate & Governance collection — downloaded 7 times and counting. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.
Frequently asked questions
Is the balanced scorecard template free?
Yes, free download, no sign-up.
What are the four perspectives?
Financial, customer, internal process, and learning and growth.
What is a balanced scorecard used for?
Translating strategy into balanced, measurable objectives.
Is it editable?
Fully editable in Excel or Google Sheets.