Finance scorecard templates
Healthcare
Performance scorecards for the Finance function in Healthcare, including Chief Financial Officer, Financial Analyst and Financial Controller. Each of the 5 templates is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
Finance scorecards — FAQs
Which Finance roles have a scorecard template?
Chief Financial Officer, Financial Analyst, Financial Controller, FP&A Manager, Senior Accountant. Each has its own scorecard with KPIs written for that specific role.
Can I use a Finance scorecard for a different industry?
Yes. These are written for Healthcare, 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.