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 account
  2. Click the New Scorecard button

  3. Select a template from the More templates... list

    4. Create a scorecard from template
  4. Uncheck the Add sample data option if you don't need sample data added to the template
  5. Click the Create button to create the template

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. Once the template is loaded, you will see the main toolbar:

Save BSC template to my account

  1. 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.
  2. 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.
  3. Switch to the Dashboard tab, here:
    • You can view performance charts for the indicators from the scorecard.
    • Customize the existing dashboard or create a new one.

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

Remove Demo Data

A typical template includes some sample data for the KPIs. To bulk delete this data, follow these steps:
  1. Select any indicator
  2. Click the “Values Editor” button
  3. Click the “Advanced” button below
  4. Select "Delete dates for a period" above
  5. Select the period for data to be deleted
  6. Click the "Check all" button to select all indicators
  7. Click OK to delete data

Create Custom Templates for Your Account

Users can add their own templates to the software and also replace a template for a new scorecard.