Marketing and Customer Experience scorecard templates
Healthcare
Performance scorecards for the Marketing and Customer Experience function in Healthcare, including Head of Marketing and Communications. The template is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
1 Marketing and Customer Experience scorecard
Marketing and Customer Experience scorecards — FAQs
Which Marketing and Customer Experience roles have a scorecard template?
Head of Marketing and Communications. Each has its own scorecard with KPIs written for that specific role.
Can I use a Marketing and Customer Experience 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.