Balanced Scorecard Template for Financial Advisory Dashboard

Balanced Scorecard templates allows professionals from the Financial area represent strategy and balanced scorecard in a visually appealing ways.

• Free Balanced Scorecard Template: Download now!
• Web-based KPI Dashboard for online Balanced Scorecard

Balanced Scorecard templates for Financial business niche

The KPI template for Financial Advisory Dashboard may include such indicators like:

• financial perspective
• improvement in risk-adjusted returns
• % rise in income per advisor
• % increase in new business
• % increase in reoccurring business
• customer perspective
• accuracy level of forecasts
• % drop in client attrition rate
• customer satisfaction index
• transparency level
• internal processes and efficiency perspective
• compliance level
• number of areas served
• improvement in advisory standards
• business ethics score
• growth and development perspective
• number of service training programs
• % increase in productivity per advisor
• turnover rate of financial advisors
• number of brain-storming sessions conducted

Why professional from the Financial should use Balanced Scorecard templates

Our free Balanced Scorecard template will help to represent these indicators as well as important strategic goals.

By using of graphical templates specialists from Financial Evaluation will be able to:

• make presentation for strategic indicators;
• use ready-to-use professional design for presentation;
• save time to design indicators;