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Balanced Scorecard

Know Exactly How Your Strategy Is Performing

One live view of goals, KPIs, and initiatives across all four scorecard perspectives, updated automatically.

Rated 4.7/5 by 500+ Leaders

Profit.co OKR Management

Trusted by 1,500+ Organizations worldwide

Trusted by 2,000+ companies worldwide
  • G2 Leader badge for OKR software, Enterprise segment, Summer 2026

Problems we solve

Strategy reviews that leave more questions than answers

Most leadership teams leave their own strategy reviews unsure what is actually on track.

KPIs Live in Spreadsheets No One Trusts

Numbers get copied by hand each quarter, so people debate the data instead of the strategy.

Every Leader Is Working From Different Numbers

Finance, sales, and operations each keep their own version, and the totals never match.

Board Reports Take Days to Pull Together

Someone rebuilds the same deck every quarter, pulling figures from email threads and old files.

Your Scorecard and OKR Tools Never Connect

Most tools keep the scorecard in one place and OKRs in another, so neither stays current.

Core capabilities

A Balanced Scorecard That Moves With Your Business

Built for executive teams and strategy directors who need every strategic dimension tracked in one place, updated automatically.

AI-ASSISTED AUTHORING

Build Better Scorecards Faster With AI

Strategy prompts turn into complete, scored scorecards in seconds. Every KPI is quality-checked before the quarter starts.

  • KPIs validated before the quarter starts
  • Objectives suggested by AI
  • Scorecard published instantly

SCORECARD OVERVIEW

See Every Goal, KPI, and Initiative in One View

Your scorecard, goals, and KPIs all live in one place, connected to your OKR management cycle. Your team spends time on strategy, not on switching between tools.

  • Performance tracked across perspectives
  • Objectives connected to initiatives
  • Status tracked live

KPI INTEGRATIONS

Track KPIs That Pull Fresh Data Automatically

Your KPIs connect directly to Jira, Salesforce, Tableau, and 97 more tools. Every check-in pulls the latest numbers into your scorecard without manual entry.

  • KPI data syncs automatically
  • 100+ business integrations
  • Progress updated automatically

WEIGHTED SCORECARD

Weight Each Perspective to Match Your Priorities

Assign percentage weights across the four perspectives so your overall score reflects actual business priorities. Progress recalculates automatically whenever weights change.

  • Weights you control
  • Scores recalculate automatically
  • Priorities shape your score

KPI DASHBOARD

Know Which KPIs Are Moving Your Strategy Forward

Track every KPI in the KPI dashboard. Executives always see what is driving progress and what is falling behind, without digging through reports.

  • KPIs ranked by impact
  • Dashboards built for executives
  • Risks flagged early
AI Agents

Your Scorecard Stays Current Without Manual Work

Profit.co AI Agents collect progress, check quality, and prepare reviews so your team focuses on decisions.

BSC Authoring Agent
BSC Authoring Agent

Draft Your Entire Scorecard Structure in Minutes

The BSC Authoring Agent turns your strategy inputs into a complete scorecard draft – objectives, KPIs, targets, and perspective weights – ready to review and publish.

BSC Progress Agent
BSC Progress Agent

Pull Fresh KPI Numbers Without Asking Anyone

The BSC Progress Agent collects the latest data from your connected tools and updates your scorecard automatically at every check-in cycle.

Complete feature set

Everything Included in Profit.co Balanced Scorecard

Build, track, and manage your Balanced Scorecard from one place – scorecard authoring, KPI tracking, and strategy reporting across all four perspectives, connected.

Start with Why Before What

Define vision and mission with every objective linked to purpose

Balance All Success Dimensions

Organize objectives across financial, customer, process, and learning perspectives

Update KPIs and Initiatives

Check in using AI suggestions drawn from your latest progress data

See Performance at Once

Get instant KPI summaries to spot trends, gaps, and key drivers

Visualize Strategy Your Way

Switch between map, tree, and list views for your role

Build Your Strategy Center

Customize cockpit dashboards with widgets matched to your role

Downloadable Board Reports

Export board-ready PDF and PowerPoint reports from live data

100+ Live Integrations

Pull KPI data from Jira, Salesforce, Tableau, and 97 more

Strategy Map Builder

Draw cause-and-effect links between objectives across perspectives

Role-Based Access

Control who sees each perspective, KPI, and initiative by role

Check-in Reminders

Send automated nudges so KPI owners update progress on schedule

Initiative Tracking

Attach initiatives to objectives and track completion in your scorecard

Quarterly Review Cycles

Run structured reviews each quarter with a reflect-and-reset workflow

OKR and BSC Together

Run OKRs and Balanced Scorecard in one platform, goals connected

KPI Trend Analysis

View historical KPI trends across quarters to spot patterns early

Balanced Scorecard Execution Suite

Connect Your Scorecard to the Work That Moves It

Use Profit.co Balanced Scorecard alongside projects, tasks, and performance reviews so every scorecard goal stays connected to the work that moves it.

Track scorecard progress through projects and milestones

OKRs

Track Scorecard Objectives Directly Through Your OKRs

Strategic objectives built in your scorecard become available in OKRs and progress there. Drive scorecard movement through goals teams already own.

Link every task to a scorecard goal

PPM

Link Every Project to a Strategic Objective

Connect portfolio projects to the scorecard objectives they advance. See exactly which investments move each perspective forward.

Connect scorecard goals to every performance review

AI

Less Time on Setup, More Time on Strategy

AI Agents draft objectives, measures, and targets across all four perspectives so you launch a working scorecard faster.

See Profit.co Balanced Scorecard in action

Book a 30-minute demo with a Balanced Scorecard expert and walk away with a clear plan to connect your scorecard to live data, OKRs, and performance reviews across all four perspectives.

Start free trial

Customer stories

The results speak for themselves

View all customer stories →

“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”

Mark Hudoba, Executive VP at REHAU Building Solutions

Mark Hudoba

Executive VP · REHAU Building Solutions

“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”

Deena Giordano Ullom, VP of People Operations at United Technical Support Services

Deena Giordano Ullom

VP of People Operations · United Technical Support Services

“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system – a single source of truth for all projects.”

David Serra, Head of Transformation and CMO at CELO Industry

David Serra

Head of Transformation & CMO · CELO Industry

“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”

Suganya R., Senior HR at Toyota Connected India

Suganya R.

Senior HR · Toyota Connected India

“One of the significant benefits we found was reduced time spent on reviews – 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”

Gerardo Haro, CI Manager at Intuitive Surgical

Gerardo Haro

CI Manager · Intuitive Surgical

“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”

Catherine Pelton, Communications Manager at RUNX1 Research Program

Catherine Pelton

Communications Manager · RUNX1 Research Program

Integrations ecosystem

Connects to the tools your teams already use

100+ native integrations with bi-directional sync. Progress in Jira automatically moves OKRs. Slack bots enable check-ins without leaving your workflow.

Browse all 100+ integrations →

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

SOC 2 TYPE II

ISO 27001

GDPR

HIPAA

FAQ

Have questions? We have answers

What is the Balanced Scorecard module in Profit.co?

The Balanced Scorecard module in Profit.co connects your vision to live KPIs across four perspectives: financial, customer, internal process, and learning. It replaces static spreadsheets with a live shared view that updates automatically from 100+ integrations, with OKRs and performance reviews in the same platform.

Profit.co is the only balanced scorecard software that also includes native OKR management, performance reviews, and project portfolio management in one platform. Most BSC tools are standalone products that do not connect to your strategy execution stack. Profit.co connects all four so your scorecard reflects live progress without manual input.

Most teams are live within 30 days. Profit.co’s onboarding team guides you through scorecard setup, KPI connection, and team training with no IT project required. Teams in government, financial services, and healthcare have gone live in as few as 3 to 7 working days with dedicated support.

Profit.co connects to 100+ tools including Jira, Salesforce, Tableau, Power BI, Microsoft Teams, Slack, SAP, and Oracle. When data changes in those tools, your scorecard updates automatically. Your team does not enter numbers in two places.

Profit.co is SOC 2 Type II certified and ISO certified, with 99.9% uptime and 24/7 live support. Your data is encrypted in transit and at rest. These certifications meet the compliance requirements that government, financial services, and healthcare procurement teams ask for.

Profit.co offers a 30-day free trial with no credit card required. Build your first scorecard, connect your tools, and invite your team during the trial. After 30 days, choose a plan or view pricing.

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