Balanced Scorecard

Know Exactly How Your Strategy Is Performing

G2, Capterra and GartnerRated 4.7/5 by 500+ leaders

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

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Profit.co Balanced Scorecard dashboard

Trusted by 1,500+ Organizations worldwide

Trusted by 1,500+ organizations worldwide
G2 Fall 2026 awards: Leader Enterprise, Leader, Regional Leader Middle East & Africa, High Performer Enterprise, Easiest Admin Enterprise, Momentum Leader

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.

  • 01

    KPIs Live in Spreadsheets No One Trusts

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

  • 02

    Every Leader Is Working From Different Numbers

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

  • 03

    Board Reports Take Days to Pull Together

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

  • 04

    Your Scorecard and OKR Tools Never Connect

    Scorecard results never reflect OKR progress, so every review runs on numbers weeks out of date.

Built for your role

One Scorecard Platform, Built Around How Each Role Works

The same live scorecard, tailored to what each role needs to decide next.

CEO / Executive Sponsor

See Vision, Strategy, and Performance in One View

For the CEO / Executive Sponsor, performance needs one shared source of truth.

Balanced Scorecard

Strategy across four perspectives.

Cockpit Dashboard

Live view of all goal progress.

Present Mode

Present live BSC data in board meetings.

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 minutes. Every KPI is quality-checked before the quarter starts.

  • KPIs validated before the quarter starts
  • Objectives suggested by AI
  • Scorecard published instantly
AI drafting a balanced scorecard with objectives and KPIs across perspectives

SCORECARD OVERVIEW

See Every Goal, KPI, and Initiative in One View

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

  • Performance tracked across perspectives
  • Objectives connected to initiatives
  • Status tracked live
Scorecard overview connecting goals, KPIs, and initiatives in one view

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
  • Check-in reminders sent
KPI check-ins syncing live data from connected business tools

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
Weighted scoring across financial, customer, process, and learning perspectives

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.

  • KPI trends tracked quarterly
  • Dashboards built for executives
  • Risks flagged early
Executive KPI dashboard showing which metrics drive strategy progress
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.

Live Agent Activity

Your Org · Right Now
17 active
OKR Authoringjust now

Drafted 3 key results and flagged 1 owner gap

Progress2m ago

3 key results trending to miss this quarter

Project Authoring8m ago

Built 4 milestones and 26 tasks for the Q4 relaunch

Transcription15m ago

Pulled 6 action items and 2 OKR updates from a meeting

Ask Athena anything…

Chief Intelligence Officer agent

Ask anything about your strategy

Ask about your strategy, OKRs, or projects and get an answer grounded in your data.

Which departments are behind on their strategic priorities?Answered 2m ago

Departments behind2 of 6
Objectives at risk3
Shared blockerVendor onboarding
0Specialized AI agents
0/7Continuous monitoring
< 0sAverage insight delivery

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

  • 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

  • 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.

Customer stories

The results speak for themselves

Rated 4.7 out of 5 on G2, Capterra and Gartner

Rated 4.7/5 by 500+ Leaders

After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became much faster.

Suganya R.

One of the significant benefits we found was reduced time spent on reviews — 75% reduction of time spent in reviews for executives.

Gerardo Haro

Profit.co gave our teams a shared language for strategy — priorities stay visible, and execution finally matches the plan.

Hasna Beeran

We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year.

Dr. Thomas Troeger

With Profit.co, strategy reviews stopped being slide decks — we see live progress and act on risks in the same week.

Rakshit Choudhary

OKRs in Profit.co helped us connect product delivery to company outcomes — everyone knows what winning looks like.

Prakash Nair

After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became much faster.

Suganya R.

One of the significant benefits we found was reduced time spent on reviews — 75% reduction of time spent in reviews for executives.

Gerardo Haro

Profit.co gave our teams a shared language for strategy — priorities stay visible, and execution finally matches the plan.

Hasna Beeran

We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year.

Dr. Thomas Troeger

With Profit.co, strategy reviews stopped being slide decks — we see live progress and act on risks in the same week.

Rakshit Choudhary

OKRs in Profit.co helped us connect product delivery to company outcomes — everyone knows what winning looks like.

Prakash Nair

We finally have one place where goals, projects, and performance stay aligned — no more chasing updates across tools.

Henry Braithwaite

Profit.co made cross-team priorities transparent — we ship what matters and drop the noise with confidence.

Rahul Daswani

Just in the last year, tracking work in Profit.co made it easy to prove ROI and scale OKRs across the company.

Juan Felipe Arjona

Weekly check-ins in Profit.co keep every squad honest about progress — blockers surface early, not at quarter end.

Ankita Roy

Leaders now have clear, real-time visibility into progress — strategy stopped living in disconnected spreadsheets.

Jose Duvan V.

Profit.co helped us turn annual plans into weekly execution — teams know the score and move with clarity.

Kari Montes

We finally have one place where goals, projects, and performance stay aligned — no more chasing updates across tools.

Henry Braithwaite

Profit.co made cross-team priorities transparent — we ship what matters and drop the noise with confidence.

Rahul Daswani

Just in the last year, tracking work in Profit.co made it easy to prove ROI and scale OKRs across the company.

Juan Felipe Arjona

Weekly check-ins in Profit.co keep every squad honest about progress — blockers surface early, not at quarter end.

Ankita Roy

Leaders now have clear, real-time visibility into progress — strategy stopped living in disconnected spreadsheets.

Jose Duvan V.

Profit.co helped us turn annual plans into weekly execution — teams know the score and move with clarity.

Kari Montes

Integrations ecosystem

Connects to the tools
your teams already use

100+ native integrations that keep your data in sync – so teams check in, update progress, and stay aligned without switching apps.

Browse all 100+ integrations

Enterprise Grade Security

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

  • SOC 2 certified

    SOC 2 TYPE II

  • ISO 27001 certified

    ISO 27001

  • GDPR compliant

    GDPR

  • HIPAA compliant

    HIPAA

FAQ

Have questions? We have answers

The Balanced Scorecard module in Profit.co connects your vision to live KPIs across four perspectives: financial, customer, internal process, and learning. Profit.co replaces static spreadsheets with a live shared view that updates automatically from 100+ integrations, with weighted scoring and strategy maps in one tool.

Still have questions? Ask Questions

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