Monitor and Control Business Performance with a Professional Balanced Scorecard in Excel
Are you looking for a free Balanced Scorecard (BSC) template in Excel to measure and improve your company’s performance?
You’ve come to the right place.
The Excel Balanced Scorecard 2KM15 is a complete, ready-to-use tool designed for companies that want to manage their strategy, performance, and results efficiently — all within a single Excel dashboard.
What Is a Balanced Scorecard (BSC)?
The Balanced Scorecard is a strategic management system that connects the company’s vision and strategy to measurable objectives and indicators.
It evaluates performance from four perspectives defined by Kaplan and Norton:
1️⃣ Financial Perspective – profitability, cost control, ROI
2️⃣ Customer Perspective – satisfaction, retention, market share
3️⃣ Internal Process Perspective – operational efficiency and quality
4️⃣ Learning and Growth (Resources) Perspective – employee development and innovation
Using this approach, companies can align daily operations with long-term strategic goals.
What the Excel Balanced Scorecard 2KM15 Template Includes
The FREE Excel Balanced Scorecard 2KM15 allows you to manage up to dozens of strategic objectives and KPIs organized by perspective, with automated dashboards and visual indicators for quick decision-making.
✅ Main Features
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Performance dashboard with KPIs and objectives
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Visual indicators (traffic light system) to evaluate results
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Comparative graphs between actual vs. target values
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Strategic alignment by perspectives (Financial, Customers, Processes, Resources)
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Automated calculations of percentages and performance scores
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Configurable objectives and indicators for each department
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Open and editable Excel format to adapt to any organization
This model allows you to monitor, analyze, and visualize the performance of your company in real time — without complex software or expensive tools.
Why Use Excel for a Balanced Scorecard
While there are many BI tools and ERP modules for strategy management, Excel remains one of the most flexible and accessible options to design a Balanced Scorecard.
Using Excel for your BSC allows you to:
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Create custom dashboards aligned with your strategy
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Update data manually or automatically from other files
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Share results quickly across departments
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Perform simulations and forecasts for decision-making
It’s the perfect starting point for SMEs, consultants, and controllers who want to implement a professional management system without investing in complex software.
Benefits of the Excel Balanced Scorecard 2KM15 Template
📊 Measure KPIs and strategic objectives easily
💼 Align business activities with company goals
🧭 Visualize financial, operational, and human resource performance
📈 Identify trends and areas for improvement
⚙️ Automate monitoring and reporting
💡 Support strategic planning and management decisions
How to Use the Template
1️⃣ Define your strategic objectives and KPIs
2️⃣ Enter targets and actual data for each period
3️⃣ Review your dashboard indicators and trends
4️⃣ Analyze deviations and plan corrective actions
In just a few steps, you’ll have a complete performance management system ready to guide your organization toward its strategic goals.
Download the FREE Excel Balanced Scorecard 2KM15 Template
Take control of your company’s performance with this professional Excel tool.
Download the FREE Excel Balanced Scorecard 2KM15 Template, start tracking your KPIs, and make smarter, data-driven strategic decisions.
👉 Get it now
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