How to Build a Balanced Scorecard in ClickUp

A balanced scorecard in ClickUp helps you turn strategy into clear, trackable work. This guide walks you through creating objectives, KPIs, dashboards, and reports so every team member can see how their tasks support your goals.

This how-to is based on the balanced scorecard concepts and examples shared in the official ClickUp balanced scorecard article, translated into a practical setup you can follow step by step.

What is a Balanced Scorecard in ClickUp?

A balanced scorecard connects your vision and strategy to measurable results. In ClickUp, you can model this using Spaces, Folders, Lists, tasks, and views so that every objective, KPI, and initiative is easy to track.

Typical balanced scorecard perspectives you can organize in ClickUp include:

• Financial
• Customer
• Internal processes
• Learning and growth (people and innovation)

By designing a simple structure and using custom fields, dashboards, and automations, ClickUp becomes a central hub for your performance management system.

Step 1: Design Your ClickUp Workspace Structure

Start by deciding where your balanced scorecard will live inside ClickUp. A clear structure keeps objectives and KPIs easy to find and maintain.

Create a Strategy Space in ClickUp

1. Create a new Space called, for example, Company Strategy & Scorecards.
2. Add a short description explaining that this Space hosts your balanced scorecards and strategic initiatives.
3. Set permissions so leadership and key contributors can edit, while others may have view-only access.

Set Up Scorecard Folders and Lists in ClickUp

Within your strategy Space, structure your scorecard content:

1. Create a Folder for the current year, such as 2026 Balanced Scorecard.
2. Inside that Folder, add one List per perspective:
   • Financial
   • Customer
   • Internal Processes
   • Learning & Growth
3. Optionally, create a separate List named Strategic Initiatives to store cross-functional projects that support multiple perspectives.

This layout mirrors the balanced scorecard framework described in the ClickUp blog while staying simple enough for teams to adopt quickly.

Step 2: Define Strategic Objectives in ClickUp

Each List in ClickUp can store the strategic objectives for that perspective. Objectives should be specific and action-oriented.

Create Objective Tasks in ClickUp

1. Open one perspective List, such as Customer.
2. Create a new task for each objective, for example:
   • Increase net promoter score (NPS) in key segments
   • Improve onboarding experience for new customers
3. Use the task description to document:
   • Objective summary
   • Why it matters (strategic rationale)
   • Owner and key contributors
   • Timeframe (quarter or year)

In ClickUp, you can also convert major objectives into tasks with subtasks or epics to group related work items.

Use Custom Fields for Objective Details

To keep important strategy data visible on every objective in ClickUp, add custom fields at the List level:

• Objective Owner (User field)
• Perspective (Dropdown: Financial, Customer, Internal, Learning & Growth)
• Priority (Dropdown: High, Medium, Low)
• Time Horizon (Dropdown: Annual, Quarterly, Monthly)

These custom fields make it easy to filter, group, and report on objectives across your workspace.

Step 3: Set Up KPIs and Targets in ClickUp

Balanced scorecards rely on clear metrics. In ClickUp, you can store KPIs as separate tasks linked to objectives or as custom fields on the objective itself.

Option A: KPIs as Tasks in ClickUp

1. Create a new List under your strategy Folder called KPIs & Metrics.
2. Add one task per KPI, such as:
   • Customer churn rate
   • Average resolution time
   • Monthly recurring revenue (MRR)
3. Use custom fields like:
   • Metric Type (Leading, Lagging)
   • Unit (%, $, hours, score)
   • Baseline
   • Target
4. Link each KPI task to its parent objective task using task relationships in ClickUp, such as relates to or is blocked by.

Option B: KPIs as Custom Fields in ClickUp

If you prefer a lighter setup, add a KPI section directly on each objective using custom fields:

• Primary KPI (Text)
• Baseline Value (Number)
• Target Value (Number)
• Current Value (Number)
• RAG Status (Dropdown: Red, Amber, Green)

This approach keeps everything about an objective in one ClickUp task while still allowing measurable tracking.

Step 4: Plan Initiatives and Projects in ClickUp

Once objectives and KPIs are defined, map them to initiatives and day-to-day work. ClickUp is built for this execution layer.

Break Down Objectives into Initiatives

1. Convert each strategic objective task into a parent with subtasks for key initiatives, or use task dependencies.
2. Examples of initiative subtasks in ClickUp:
   • Launch new customer onboarding tutorial series
   • Implement NPS survey at key milestones
   • Optimize billing page to reduce churn
3. Assign each initiative to an owner, due date, and relevant team.

Connect Scorecards to Operational Work in ClickUp

To keep daily tasks aligned with strategy:

• Use task relationships to connect operational tasks in other Spaces to your strategic objectives.
• Add a custom field called Strategic Objective (Link or Dropdown) to your operational Lists, referencing key objectives.
• Create saved filters to quickly find all tasks related to a specific objective or KPI.

Step 5: Build ClickUp Views for Scorecard Monitoring

Views in ClickUp help stakeholders understand performance at a glance. Set up multiple views to support different audiences, from executives to team leads.

Create List and Table Views in ClickUp

1. In each perspective List, create a List view or Table view.
2. Show key custom fields such as KPI values, RAG status, and owners.
3. Group tasks by owner or priority to highlight accountability.

These views become your working scorecard tables inside ClickUp.

Use ClickUp Dashboards for High-Level Scorecards

1. Create a new Dashboard named Executive Balanced Scorecard.
2. Add widgets such as:
   • Number widgets for top-level KPIs (e.g., total MRR, NPS, churn).
   • Chart widgets for trends over time.
   • Task list widgets filtered by Red status or overdue initiatives.
3. Filter each widget to pull from your scorecard Space, perspective Lists, or KPI List.

This Dashboard gives leadership a single ClickUp view of strategy progress across all perspectives.

Step 6: Track Progress and Update KPIs in ClickUp

Balanced scorecards only work when KPIs and status updates are kept current. ClickUp makes these updates collaborative and transparent.

Schedule Regular Review Cycles in ClickUp

• Create a recurring task called Monthly Scorecard Review in your strategy Space.
• Attach your ClickUp Dashboard and relevant Lists in the task description.
• Mention stakeholders in comments and share agenda items in advance.

During each review, update fields like current KPI values and RAG status directly in the relevant tasks or List view.

Use Automations in ClickUp to Reduce Manual Work

Automations can help keep your balanced scorecard accurate:

• Change task status to At Risk when due dates are close and work is incomplete.
• Notify owners when KPI values drop below a threshold.
• Automatically apply a Red RAG status when a KPI task is overdue.

These automations surface issues before they impact strategic results, aligning with the best practices highlighted in the ClickUp blog.

Step 7: Communicate Strategy with ClickUp Docs

Beyond tasks and Dashboards, you can use Docs in ClickUp to document your strategy and how the balanced scorecard works.

• Create a Strategy Playbook Doc in your scorecard Space.
• Outline your mission, vision, strategic themes, and perspectives.
• Embed views from your ClickUp Lists or Dashboards directly into the Doc.

This gives new and existing team members a single source of truth for your balanced scorecard process.

Improve and Scale Your ClickUp Scorecard Setup

As your organization matures, you can refine how you manage scorecards in ClickUp. Consider:

• Standardizing templates for objectives, KPIs, and initiatives.
• Creating department-specific balanced scorecards that roll up into a company-wide scorecard.
• Integrating data sources so KPI values update automatically.

If you need expert help designing a scalable ClickUp scorecard system, you can work with specialists such as Consultevo, who support teams in building high-performing workspaces.

By following these steps and adapting them to your context, you can turn ClickUp into a powerful balanced scorecard platform that aligns strategy, execution, and measurement in one place.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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