Balanced Scorecard Excel Template – KPI Control & Business Performance Dashboard

Visualize and Control Your Company’s Key Indicators (KPIs) Easily

Would you like to have a clear, organized, and simple view of your company’s performance?
Many SMEs and mid-sized businesses don’t need expensive or complex business intelligence systems.

With a professional but simple Excel tool, you can monitor your Key Performance Indicators (KPIs) effectively and make better business decisions every month.

What Is the Purpose of a Balanced Scorecard?

The Balanced Scorecard (BSC) is one of the most powerful management control tools used by successful companies worldwide.

It allows managers, controllers, and decision-makers to have an instant, visual understanding of business performance, aligning day-to-day operations with strategic goals.

With the Balanced Scorecard Excel Template, you can:

Define strategic objectives and measurable indicators
Track performance monthly, quarterly, or annually
Compare actual vs. target and vs. historical data
Detect deviations early and take corrective action
Centralize all key information in one clear dashboard

Main Features of the Excel Balanced Scorecard Template

This ready-to-use Excel model provides a complete, structured framework to manage and control your KPIs efficiently:

🎯 1. Definition of Objectives and Key Indicators

Set up corporate, departmental, or process objectives
Assign indicators (KPIs) to each goal with target values

📊 2. Monthly Data Entry and Automatic Comparisons

Register previous-year data and current results as each period closes
Instantly compare performance year over year

📈 3. Visual Control and Strategic Analysis

Monthly comparative charts
Cumulative trend charts
Individual indicator dashboards with historical evolution

🔍 4. Custom Period Selection

View indicators monthly, quarterly, semi-annually, or annually
Analyze accumulated values or single-period results

📑 5. Aggregated Summary Dashboard

Global overview of all indicators
Color alerts and deviation warnings
Possibility to include your Strategic Map (Kaplan & Norton model)

Structure Based on the 4 Perspectives of Kaplan & Norton

The Balanced Scorecard Excel Template is built following the original methodology proposed by Kaplan & Norton, integrating four strategic perspectives:

1️⃣ Financial Perspective – profitability, liquidity, and efficiency indicators
2️⃣ Customer Perspective – satisfaction, loyalty, retention, and market share
3️⃣ Internal Process Perspective – productivity, quality, and cycle time
4️⃣ Learning and Growth (Resources) Perspective – talent, training, innovation

Each perspective includes up to 25 management indicators, for a total of 100 KPIs fully editable and customizable.

Why Use the Balanced Scorecard Excel Template?

✅ Ready to use — no programming or add-ins required
✅ Fully open and modifiable to your company’s needs
✅ Compatible with any Excel version
✅ Designed for quick data entry and powerful visual reporting
✅ Ideal for controllers, managers, and SMEs seeking better visibility and control

Achieve Strategic Alignment and Data-Driven Decisions

With this Excel Balanced Scorecard KPI Dashboard, you’ll be able to:

Align your team with strategic goals
Monitor performance in real time
Identify improvement areas instantly
Communicate results visually and effectively

All within a simple, flexible, and affordable Excel solution.

Get the Balanced Scorecard Excel Template Today

If you’re looking for a KPI Dashboard in Excel that gives you control, clarity, and focus — without needing expensive software —
the Balanced Scorecard Excel Template – KPI Control System is the perfect solution.

Free Excel Balanced Scorecard images