Balanced Scorecard
Excel and Google Sheets Template
What's Inside the Balanced Scorecard Template?
Details | 2 SheetsÂ
Supported Versions | Excel 2010, 2013, 2016, 2019, Office 365 (Mac), Google Sheets
Category | Business Strategy and Management
Tags | Scorecard, KPIs, Organization Performance
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Inside Our Balanced Scorecard
Excel and Google Sheets Template
Introducing our balanced scorecard excel template, a performance management tool focused on measuring key objectives, both financial and non-financial. Used by over 62% of management teams, this is the ultimate template for balanced scorecard tracking and executive reporting.
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Who is this Template For?
| Role | Primary Use Case |
|---|---|
| Executives & Directors | High-level overview of company health and strategic goal fulfillment. |
| Operations & Supply Chain | Tracking KPIs across Transportation, Warehousing, and Inventory Management. |
| Department Managers | Aligning daily team metrics with broader organizational objectives. |
Expert Walkthrough: How it Works
All the logic is completely built into the template. Once you make your changes and input your data, the system instantly generates a "Check %" that you can use to score the overall health of your business.
- Step 1: Define Categories. Start by determining your strategic goals. Use the default placeholders (Transportation, Warehousing, Inventory Management) or customize them to fit the classic four perspectives (Financial, Customer, Internal Process, Learning & Growth).
- Step 2: Assign Weights. Edit the âweightsâ for each category based on its overall importance to your current quarter or year.
- Step 3: Track Fulfillment. Input your measurement metrics and actual scores to automatically calculate performance.
Why Use Our Balanced Scorecard Excel Template?
Unlike a static balanced scorecard template word document that requires manual math and formatting, our dynamic spreadsheet does the heavy lifting for you. It serves as a perfect balanced scorecard example template that can be immediately adapted to your specific industry.
If that wasn't enough reason to get this template, it is fully compatible with Google Sheets! Collaborate with your co-workers in real time and enjoy the cloud auto-save feature of Sheets when you use this template.
If you like this tool, you'll also love using our Business Valuation and KPI Management Templates.
If you like the template, you'll also love using our Business Valuation and KPI Management Templates.Â
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Frequently Asked Questions
Is this a one-time purchase or a subscription?
This is a one-time purchase. Download your balanced scorecard template once and use it forever with no recurring fees.
Is the template customizable for my industry?
Yes. While it comes pre-populated with supply chain metrics as a working example, you can easily overwrite the categories, weights, and goals to match any business model.
Does this work on Google Sheets?
Absolutely. You can upload the file to Google Sheets for real-time collaboration with your management team.
Do I need advanced Excel skills to use this?
No. The complex weighting and percentage formulas are already built-in and locked. You just need to input your goal names and raw data scores.
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