Banking and Financial Services scorecard templates
Browse 61 role-specific balanced scorecards for Banking and Financial Services, organised across 15 departments. Every template arrives with 32 pre-written KPIs, base and stretch targets, and weightings you can adjust to your own review cycle. Free Excel downloads, no signup.
Departments
15 departments with published scorecards.
CEO
1 scorecard
Compliance and AML
4 scorecards
Corporate and Investment Banking
4 scorecards
Credit
3 scorecards
Digital, Technology and Cybersecurity
6 scorecards
Finance
5 scorecards
Human Resources
5 scorecards
Internal Audit
4 scorecards
Legal and Company Secretarial
3 scorecards
Marketing and Communications
4 scorecards
Operations
4 scorecards
Retail Banking
5 scorecards
Risk Management
6 scorecards
Strategy and Innovation
3 scorecards
Treasury
4 scorecards
Scorecards in Banking and Financial Services
AML and CFT Manager and other roles — browse a department above for the full list.
Banking and Financial Services scorecard templates — FAQs
What scorecard templates are available for Banking and Financial Services?
There are 61 role-specific scorecard templates across 15 departments, including CEO, Compliance and AML, Corporate and Investment Banking, Credit, Digital, Technology and Cybersecurity, Finance. Each template covers one role rather than a whole team, so the KPIs are written for that job.
Are the Banking and Financial Services scorecards free?
Yes. Every scorecard on this page is a free Excel (.xlsx) download with no signup, account or payment required.
What does a Banking and Financial Services scorecard template contain?
A single Scorecard sheet with 32 pre-written KPIs spread evenly across the four balanced-scorecard perspectives (Financial, Customer & Stakeholder, Internal Processes, Learning & Growth), each with a strategic goal, unit, reporting frequency, target period, direction, base and stretch targets, and a weighting.
How does the scoring work?
Rating % = (Actual − Base) ÷ (Stretch − Base) × 100, where Base = 0% and Stretch = 100%. Ratings are weighted by each KPI's Weight % and summed into an overall score. Only the yellow Actual cells need filling in — everything else calculates.
Can the templates be edited?
Yes. The KPIs, goals, targets and weightings are all editable, with dropdowns on direction, reporting frequency and target period, and cell comments explaining each column.