Roofing Contractor KPI Scorecard in Excel

The Roofing Contractor KPI Scorecard in Excel turns a month of roofing numbers into one page you can read in about ten seconds. Ten KPIs across five groups – Sales & Revenue, Production & Jobs, Safety, Workforce and Customer & Quality – each with its own target, a red / amber / green light and a twelve-month sparkline. The sample month shipped in the file, September 2025, reads 4 green, 4 amber and 2 red: revenue $666.1K against a $646.1K target, but a 6.2% rework rate against a 5.4% ceiling. Everything is worksheet formulas – no macros, no Power Query, no add-ins – so it opens on any Excel for Windows desktop from 2016 onward. Instant download, and if the file will not open for you, email us and we will make it right.

Key Features of the Roofing Contractor KPI Scorecard in Excel

• Ten roofing KPIs, five groups. Monthly Revenue, New Jobs Booked, Average Job Value and Quote-to-Close Rate under Sales & Revenue; Roofs Completed, On-Time Completion and Rework Rate under Production & Jobs; Safety Compliance; Crew Utilization; and Warranty Callbacks.
• One month picker drives the whole workbook. Choose Sep-2025 and the tile wall, the analysis page and the trend page all move together.
• MTD or YTD on a toggle, compared against Target, Prior Year or Prior Month from a second dropdown.
• Direction-aware traffic lights. Rework Rate and Warranty Callbacks are marked LTB (lower the better), so a falling number scores green instead of red.
• Editable RAG bands. Green at or above target, amber within 10%, red beyond – change the two three-row tables on Color Settings and every page follows.
• Twelve-month sparkline on every tile, so seasonality is visible without leaving the scorecard.
• KPI Analysis page with achievement by group and automatic Top 5 / Bottom 5 rankings.
• KPI Trend page with four charts for the KPI you pick – MTD and YTD, each against Target and against last year.
• Room for 20 KPIs, displayed ten at a time through the KPI set picker in the header.

What’s Inside the Roofing Contractor KPI Scorecard in Excel

Nine sheets you work with, plus two calculation sheets that feed the charts.

• Home – a navigation page with a linked card for every sheet and a one-line description of each.
• Scorecard – the tile wall. Ten cards, each showing the value, the target value, the absolute change, the percentage change with an up or down arrow, a traffic light and a sparkline.
• KPI Analysis – the green / amber / red counter (4 / 4 / 2 in the sample month), achievement by KPI group as both a table and a column chart, and the Top 5 and Bottom 5 KPI lists. Roofs Completed leads at 104.9%; Rework Rate trails at 87.1%.
• KPI Trend – pick one KPI and read its group, unit, direction, formula and definition, then four charts: MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY.
• Input Data – the only numbers you type. Twenty numbered blocks, twelve months each, holding MTD Actual / Target / PY and YTD Actual / Target / PY.
• KPI Definition – name, group, unit, formula, plain-English definition, UTB or LTB direction, YTD basis and a duplicate-name Check column for each KPI.
• Color Settings – the RAG bands, the report title and the reporting year that feeds the month picker.
• Read Me – nine short notes covering what you type, how YTD works, direction, traffic lights, adding a KPI and the header controls.
• Get More Templates – links back to the rest of the NextGenTemplates catalogue.

Roofing Contractor KPI Scorecard in Excel vs. Google Sheets vs. Paid Field-Service Software – Where This Fits

Who This Template Is For – and Who It’s Not For

It is for owner-operated and mid-size roofing companies running roughly 30-60 jobs a month who already keep the numbers somewhere – a job book, an accounting package, a crew log – and want one monthly page for the management meeting. It suits an office manager who reports to an owner, a general manager tracking several crews, and anyone who has been asked for “the numbers, on one page, every month”.

It is not for you if you want live job scheduling, estimating or invoicing – this is a reporting layer, not an operations system; if you need the file to pull automatically from QuickBooks or a CRM, because there is no query connection and you type the figures in; if your team works only on phones or in Excel for the web, since the camera pictures and sparklines need desktop Excel; or if you need daily numbers, because the workbook is built month by month.

How to Use the Roofing Contractor KPI Scorecard in Excel

1. Unzip the download and open the workbook in Excel for Windows desktop. Nothing to enable – there are no macros.
2. On Color Settings, set your report title and reporting year, and adjust the red / amber / green bands if 10% is not your tolerance.
3. On KPI Definition, rename the ten KPIs to your own and set each one’s group, unit, formula, direction (UTB or LTB) and YTD basis. The Check column flags duplicate names.
4. On Input Data, type twelve months of MTD Actual, Target and PY – then the YTD figures, which you control (sum for volumes, average for rates).
5. Open Scorecard, pick your month, choose MTD or YTD, pick your comparison and read the lights.
6. Use KPI Analysis for the group view and the Top 5 / Bottom 5, and KPI Trend to take one KPI apart chart by chart.

Real-World Use Cases

Dana, office manager at a 22-crew residential roofer. Every second Tuesday she types last month’s figures on Input Data and prints the Scorecard for the owners’ meeting. In September the two reds – a 6.2% rework rate against a 5.4% target and eight warranty callbacks against seven – carried the whole conversation, and Customer & Quality showing 87.5% group achievement told the owners where to look first.

Marcus, general manager of a commercial roofing division. He watches Quote-to-Close Rate and Average Job Value together. A month where close rate falls to 49.5% but average job value rises to $15,515 is a different story from one where both fall, and the KPI Trend page shows him whether either is a trend or a spike.

Priya, safety and compliance lead. Safety Compliance is her single KPI, scored against a target on the same page as everything else – 97.0% against 96.1% in the sample month. Being on the owner’s page rather than in a separate report is the whole point.

Frequently Asked Questions

Does this workbook contain macros?

No. It is 100% worksheet formulas, conditional formatting, camera pictures and sparklines. There is nothing to enable and nothing to trust.

Can I change the ten KPIs to my own?

Yes. Rename them on KPI Definition, set the group, unit, direction and YTD basis, then fill the matching numbered block on Input Data. There is room for 20 KPIs; the Scorecard shows ten at a time through the header set picker.

Does it calculate YTD for me?

No, and that is deliberate. You type MTD and YTD both, because the right roll-up differs by KPI – a sum for revenue and job counts, an average for rates like On-Time Completion. Record the rule you used in the YTD Basis column.

Will it import data from QuickBooks or my CRM?

No. There is no query connection and no API. You type the monthly figures onto Input Data, or paste them from your own export.

Does it work in Excel for the web, on a Mac or on a phone?

It is built for Excel for Windows desktop, 2016 or later. The camera pictures and sparklines that make the tile wall do not render reliably elsewhere. If your team lives in a browser, take the Google Sheets edition instead.

Is this the same as your KPI Dashboard templates?

No. This is the scorecard line – a month picker, a tile wall and target-versus-actual traffic lights, built on figures you type. The KPI Dashboard line is a separate, slicer-driven product built on a transaction table.

Can I put more than one year in it?

The workbook covers one reporting year at a time – twelve months, set on Color Settings – with prior-year figures alongside for comparison. For a second year, save a copy.

About the Author

Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.

Explore Related Templates

The same scorecard for other trades: HVAC Contractor KPI Scorecard in Excel, Electrical Contractor KPI Scorecard in Excel and Plumbing Business KPI Scorecard in Excel. To log the jobs behind the numbers, add the Job Work Order Data Entry System in Excel or the Roof Inspection Checklist in Google Sheets. Browse more in MS Excel and Excel KPI Dashboards.

Buy the Roofing Contractor KPI Scorecard in Excel once and use it every month. Instant download – the ZIP holds the workbook and a PDF user manual. Need it wired to your own KPI list? Email info@nextgentemplates.com and we will quote a customisation.

Last updated: 26 August 2026.

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