Marketing and Communications scorecard templates
Banking and Financial Services
Performance scorecards for the Marketing and Communications function in Banking and Financial Services, including Brand Manager, Head of Marketing and Communications and Marketing Manager. Each of the 4 templates is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
4 Marketing and Communications scorecards
Marketing and Communications scorecards — FAQs
Which Marketing and Communications roles have a scorecard template?
Brand Manager, Head of Marketing and Communications, Marketing Manager, Marketing Specialist. Each has its own scorecard with KPIs written for that specific role.
Can I use a Marketing and Communications scorecard for a different industry?
Yes. These are written for Banking and Financial Services, but the structure and most measures transfer to other industries — the KPI rows, targets and weightings are all editable.
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.