Excel Scorecard Template
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Excel Scorecard Template

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The Excel Scorecard Template, known as BSC, was developed in the 90s by the Americans Robert Kaplan and David Norton. Its purpose is to develop a strategic plan and measure a company’s performance in addition to accounting and financial indicators. Its creators observed that the economic value and financial result happen when combined with the work of determining factors, such as process efficiency, customer satisfaction, people development, among others, in a way that aligns themselves with an organization’s strategic vision.


Excel Scorecard 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)

Measure and monitor progress towards strategic targets

Align the day-to-day work that everyone is doing with strategy

Prioritize projects, products, and services



Excel Scorecard Template available visualizations



Often renamed Stewardship or another more appropriate name in the public sector, this perspective views organizational financial performance and the use of financial resources.


This perspective views organizational performance from the point of view the customer or other key stakeholders that the organization is designed to serve.


Views organizational performance through the lenses of the quality and efficiency related to our product or services or other key business processes.


Views organizational performance through the lenses of human capital, infrastructure, technology, culture and other capacities that are key to breakthrough performance.


The Excel Scorecard Template suggests that we view the organization from four perspectives, and to develop objectives, measures (KPIs), targets, and initiatives (actions) relative to each of these points of view: Financial, Customers, Internal Process and Learning and Growth

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