Balanced Scorecard Software

Design Smarter Business Plans with Balanced Scorecards

Turn strategy into measurable results with the balanced scorecard maker that aligns goals, tracks KPIs, and drives action together.

Align goals, KPIs, and strategy in one balanced scorecard
Enable real-time collaboration across managers, teams, and stakeholders
Use customizable templates with built-in metrics for easy tracking

Image of Creately's Balanced Scorecard Creator

Over 10 Million people and 1000s of teams already use Creately

Diagramming

Visual Collaboration

Org Chart

AI Balanced Scorecard Generator

Align, Activate, and Execute Your Strategy

Enter your strategic goals and key metrics, then click ‘Generate’.
Watch Creately instantly create a clear, structured balanced scorecard—ready to align your team.
Collaborate, refine objectives, and assign KPI owners—all within one connected canvas.

Why teams love Creately’s Balanced Scorecard Generator

Save time – Automate balanced scorecard creation in seconds, so you can focus on strategic planning instead of manual formatting.
Uncover hidden trends – Identify misaligned goals, overlooked KPIs, and strategic blind spots to fine-tune your performance plan.
Privacy-first – All your strategic data stays secure within Creately—no third-party access or external retention.
Multi-lingual support – Creately supports multiple languages, helping you align global teams around a unified strategy.
Objective insights – Let AI organize objectives and KPIs across perspectives, ensuring your scorecard is focused, balanced, and actionable.

Used by Over 10 Million people and 1000s of teams

A Comprehensive Tool for Visual Collaboration and Diagramming

it is ease of collaborative diagramming and real-time editing. This allows teams to brainstorm, create, and refine diagrams together in a way that feels intuitive and seamless, regardless of location.

JUAN LEONARDO G

Small-Business

Efficient and User-Friendly Diagramming Tool

I love how easy it is to create and collaborate on diagrams with Creately. The real-time collaboration feature is incredibly helpful for team projects, and the extensive library of templates and shapes saves a lot of time

Aymen G

Small-Business

Creately provides best diagram structure.

Creately has proven to be an incredibly creative tool, enhancing the visual appeal of our company tasks significantly. Additionally, its pricing is highly competitive, offering great value for the features it provides.

Ruchika N

Assistant Manager

Creately: Simple Diagram Tool

I like that Creately is easy to use. It helps me create diagrams quickly and easily.

Ananya G

Executive Committee Member

Creately: A smart choice for expressing ideas over diagrams

Creately is a simple and user-friendly application for creating diagrams to visualize complex technical ideas and data flow on wireframes, flow charts, and other visual options. The best part of this tool is its real-time collaboration features, which help us to enhance the workflows in the team.

Gulam M

Software Engineer

User friendly and visually appealing!!

The interface is easy to use. The look is aesthetically pleasing as well. Love the functionality.

Chrisoula

Small-Business

Intuitive Design and Effortless Creativity

What I like best about Creately is its intuitive design and the ease with which it allows me to create attractive designs. From the moment I started using it, I was impressed by how easy it was to navigate the platform and how quickly I could bring my ideas to life in visually appealing diagrams and charts.

DARWIN M.

Mid-Market

Creatly Awesome App

In creatly easy to use and easy to design our all network diagrams for the clients and easy to export and Creately offers a user-friendly interface that makes it easy for users to create various types of diagrams without extensive training or experience. We used creately on daily basis for making diagram.

Surya Prakash M

Tech Lead Security

Easy to use

Creately has better options than Canva. It has great templates. it is a great product to use for visual org charts.

Jennifer D.

Initial Implementation

Great AI features

AI Modelling capability. It gives Prompt examples so user can learn how to create effective prompts

Karma A.

Business Manager

ACCELERATE

Better Strategies, Faster Alignment

Screenshot of Creately's balanced scorecard generator prompt box

Auto-generate a complete balanced scorecard online with just a quick prompt—within seconds.
Get AI-powered suggestions to sharpen objectives, align metrics, and close strategic gaps.
Turn scattered goals, KPIs, and strategy notes into a structured scorecard across all four perspectives.
Use standardized balanced scorecard templates to ensure consistency across teams and accelerate planning with minimal setup.

Image of Creately's visual tools used to customize a balanced scorecard

VISUALIZE

Bring Your Business Strategy to Life

Visualize goals, KPIs, and initiatives across financial, customer, process, and growth perspectives in one workspace.
Start instantly with a simple drag-and-drop interface—no steep learning curve for the balanced scorecard software.
Tailor the design with your own layouts, colors, and shapes, to fit branding, reporting needs, and business workflows.
Highlight progress and priorities with visual indicators like icons, tags, and status markers.

ORGANIZE

Keep Every Aspect of Strategy Connected

Screenshot of using version history in Creately to work on a balanced scorecard

Keep all scorecards in one workspace—ideal for ongoing planning, tracking, and reporting.
Capture goals, KPIs, and initiatives with notes, annotations, and linked data that evolve as your strategy grows.
Update scorecards with version history—adjust metrics, rearrange objectives, and revisit past iterations without starting over.
Link external data sources, reports, or dashboards directly to objectives or KPIs for deeper strategic context.

Screenshot of real-time collaborative editing and exporting of a balanced scorecard in Creately

COLLABORATE

Align Teams Around Shared Strategy

Work with executives, managers, and teams in real time on a shared scorecard to align decisions and priorities.
Assign owners to goals and KPIs so accountability is clear across departments.
Use comments, @mentions, and tasks to streamline discussions and keep initiatives moving forward.
Share balanced scorecards instantly in meetings or presentations so stakeholders stay engaged and informed.

Ideate, plan, and execute ideas better with Creately

Create a Balanced Scorecard Book a Demo

A Balanced Scorecard is a strategic performance management tool that helps organizations translate vision and strategy into measurable objectives across four perspectives: financial (shareholder value), customer (satisfaction and retention), internal processes (efficiency and quality), and learning & growth (employee development and innovation). By balancing short-term financial results with long-term capabilities, it aligns teams, improves accountability, and ensures organizations track both operational performance and strategic progress.

How to Create a Balanced Scorecard?

Open a Balanced Scorecard Template

Start by selecting a ready-made template from Creately’s library. Add it to your workspace to get a structured starting point for defining goals, KPIs, and initiatives across the four perspectives.

Add and Organize Strategic Objectives

Use the drag-and-drop interface to arrange objectives in the right quadrant. Break down high-level goals into focus areas, and connect them to related KPIs, metrics, and initiatives.

Customize Your Scorecard

Personalize the design with layouts, fonts, and colors that fit your brand. Add annotations for context, links to dashboards or reports, sticky notes for quick ideas, and attach documents such as strategy papers or performance reviews to enrich your scorecard with supporting details.

Collaborate and Refine in Real Time

Work together with teammates or stakeholders directly on the canvas. Share feedback through comments and @mentions, assign responsibilities such as tracking KPIs, updating metrics, or managing initiatives, and use permission settings and version history to keep everything organized.

Review, Update, and Share

Finalize your scorecard by reviewing inputs and making updates as needed. Export as PDF, PNG, or JPEG for presentations, or generate a secure shareable link for ongoing access and reviews.

Create a Balanced Scorecard

Create Your Balanced Scorecard with Free Templates

Balance Scorecard Template Generation 2

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Image of a Balanced Scorecard Template with Targets and Initiatives

Balanced Scorecard Example

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Balanced Scorecard Example

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Balanced Scorecard Example Manufacturing Company

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FAQs About the Balanced Scorecard Software

Why use a balanced scorecard online tool instead of traditional methods?

A balanced scorecard online tool gives you a dynamic, centralized workspace to align goals, track KPIs, and connect initiatives across your organization. Unlike paper-based scorecards or spreadsheets, a balanced scorecard software allows for real-time collaboration, easy updates as priorities change, and secure sharing with stakeholders. This ensures your strategy stays relevant, actionable, and visible to the right people at the right time.

What features should I look for in the best balanced scorecard tool?

A good balanced scorecard software should include guided templates, drag-and-drop design, collaboration tools, version history, and data integrations. These features make it easier to create, track, and refine your scorecards without manual effort.

Is a balanced scorecard tool suitable for small teams?

Yes. While a balanced scorecard software is often used by large organizations, small teams also benefit from structured goal alignment, easy tracking, and collaboration features—especially if they want to move beyond spreadsheets.

Is the Balanced Scorecard software free?

Yes. Creately’s balanced scorecard software is available on a free plan that allows you to build and share balanced scorecards with guided templates, drag-and-drop editing, and real-time collaboration. Advanced integrations, premium templates, and extended version history become available on paid plans, which are better suited for larger teams and complex scorecards.

Streamline Your Workflows by Integrating with the Tools You Love

Creately integrates with the tools your teams use every day and supports your team’s workflow seamlessly.