Get Started Using Free Balanced Scorecard Templates

Use free Balanced Scorecard templates available in BSC Designer as a starting point for a new scorecard with KPIs and strategy maps.

How to Use a Balanced Scorecard Template

Here are the steps to use a Balanced Scorecard template.

  1. Log into your account. If you don't have one, create a free test account
  2. Click the New Scorecard button
  3. Select a template from the More templates... list
  4. Create a scorecard from template

  5. Click the Create button

Review and Customize a Template

The template is now in your account. Now it's time to review what you have and customize it according to your needs.

  1. Go to My Scorecards section and click on the scorecard to open it, wait until BSC Designer Online loads all the data
  2. You will see the interface of BSC Designer Online and its main toolbar:
  3. Save BSC template to my account

  4. Click on the KPIs tab to review the KPIs that exist in the scorecard; with this tab you can:
    • Modify existing KPIs or create new ones
    • Enter performance data into the KPIs
    • Align initiatives with KPIs
    • Create a link to the KPIs in other scorecards
    • Learn more about working with KPIs.
  5. Finally, switch to the Strategy map tab, here:
    • You can see a "big picture" of your business strategy
    • Business goals, KPIs, initiatives, and the cause-and-effect logic is represented visually
    • Learn more about working with Strategy Maps.

The scorecard is ready, feel free to add more KPIs, business goals, build your own dashboard, or set up alerts. Check out "Get Started" in the user manual for more information.