The Electrical Contractor KPI Dashboard in Power BI is a ready-to-open .pbix scorecard that tracks 14 electrical-contracting KPIs across 8 KPI groups – financial, sales, operations, workforce, service, quality, supply chain and safety – against a target you set, month by month. It ships with 24 months of sample actuals (2024 and 2025) and 12 months of targets in a plain Excel workbook you can overwrite in minutes. Four report pages, five synced slicers, MTD and YTD traffic lights, and a 12-month sparkline on every row. No custom visuals to install, nothing locked, no subscription. Open it in the free Power BI Desktop, swap the sample data for yours, hit Refresh.
This is the KPI scorecard line, not an analytical dashboard. It answers “did we hit the number this month, and who owns it” – one row per KPI, actual against target, a light, an arrow. If you want to slice jobs, crews and cost codes to explore why, that is a different kind of report and there are analytical Power BI dashboards in the catalogue for it.
Key Features of the Electrical Contractor KPI Dashboard in Power BI
- 14 electrical-contracting KPIs, defined not guessed – Job Gross Margin %, Contract Revenue Booked, Days Sales Outstanding, Change Order Recovery %, Bid-to-Win Rate %, Average Job Value, Labour Hours vs Estimate %, On-Time Project Completion %, Technician Billable Utilisation %, Service Call Response Time, Inspection First-Pass Rate %, Rework Cost % of Revenue, Material Waste % of Purchases and Recordable Incident Rate. Each carries its own unit, formula, plain-English definition, owner and priority.
- Direction-aware scoring – every KPI is flagged higher-is-better or lower-is-better. Beating a DSO, rework or waste target scores above 100%, so cost and cycle-time KPIs are not silently punished for being small.
- MTD and YTD side by side – the scorecard table gives Actual, Target, Achievement % and a status light for the month and the year to date, plus a year-on-year arrow, in one row per KPI.
- Five synced slicers – Month, KPI Group, Owner, Priority and Direction. Filter to the Chief Estimator’s KPIs, or to everything marked Critical, and the five cards above the table recount themselves.
- A 12-month sparkline on every KPI row, which stays on the full year even when you change the reporting month.
- Twelve ownership lines built in – Chief Estimator, VP Business Development, Controller, Project Controls Manager, Sales Operations Lead, Field Operations Manager, Director of Construction, Service Manager, Service Dispatch Supervisor, Quality Manager, Purchasing Manager and Safety Director. Every number has a name against it.
- Fully editable .pbix – native Power BI visuals only, nothing locked, nothing to install, no AppSource dependency.
- Excel data pack included – three input sheets plus a Read Me. Type over the sample numbers and click Home > Refresh.
- Add, rename or delete KPIs freely – nothing in the report hard-codes a KPI name. The cards, the table, the slicers and both charts are driven by whatever rows exist in the workbook.
What’s Inside the Electrical Contractor KPI Dashboard in Power BI
Six pages in total: four you navigate, and two hidden 280 x 360 tooltip pages that appear when you hover a chart point.
Page 1 – KPI Scorecard
The month view. Five slicers across the top (Month, KPI Group, Owner, Priority, Direction), then five summary cards – Total KPIs, MTD Target Met, MTD At Risk, MTD Target Missed and Achievement MTD – each with its own 12-month mini-trend and a month-on-month delta. Below them the full scorecard table: KPI Name, KPI Group, Unit, a 12-month sparkline, Actual (MTD), Target (MTD), Achievement % (MTD), Status Light (MTD), a YoY arrow, Actual (YTD), Achievement % (YTD) and Status Light (YTD), sorted worst-first so the misses sit at the top. In the shipped sample month (December 2025) that reads 14 KPIs, 8 met, 3 at risk, 3 missed, 98.0% achievement.
Page 2 – KPI Trend
Pick one KPI from the list on the left and the whole page becomes that KPI. Six context cards name the selected KPI, its group, unit, direction, owner and priority; five value cards give Actual (MTD), Target (MTD), Achievement % (MTD), status and YoY %. Two line charts follow: CY MTD vs PY MTD vs Target MTD by Month and CY YTD vs PY YTD vs Target YTD by Month, each plotting three series across the twelve months.
Page 3 – KPI Definition
The same KPI selection, carried across by a synced slicer, with the documentation attached to it: the formula, the written definition, the group, unit, direction, owner, priority and a 12-month trend. Underneath, a month-by-month table (Actual MTD, Target MTD, Achievement % MTD, status, Actual YTD, Achievement % YTD, with a total row) beside MTD Actual vs Target by Month and Achievement % by Month.
Page 4 – Get More Templates
An in-file reference page. It lists other NextGenTemplates Power BI dashboards, summarises the services offered, and – the part that earns its place – carries a short “Using and Customising This Template” panel: how to change the month, how the KPI slicer syncs across pages, how UTB and LTB scoring works, and how to swap in your own data. It is a catalogue page as well as a help page, and it is included in the gallery below so you can see exactly what you are getting.
Two hidden tooltip pages
KPI Detail and Trend Detail are 280 x 360 report-page tooltips. They are hidden in view mode by design and surface on hover over the charts – not pages you click to.
The data pack
A single Data.xlsx with four sheets: Read Me, Input_ Target (168 rows – 14 KPIs x 12 months of MTD and YTD targets), Input_ Actual (336 rows – the same for the reporting year and the year before it, which is what every prior-year and YoY figure reads from) and KPI Definition (14 rows x 9 columns: group, name, unit, formula, definition, type, owner, priority). Keep it in the same folder as the .pbix.
Electrical Contractor KPI Dashboard in Power BI vs. a Spreadsheet vs. Your Job-Costing Software – Where This Fits
| This Power BI scorecard | A hand-built spreadsheet | Job-costing / field-service software reporting | |
|---|---|---|---|
| Sets a target per KPI per month | Yes – MTD and YTD, typed by you | Only if you build it | Sometimes, often not |
| Direction-aware scoring (lower-is-better) | Yes, per KPI | Rarely – most sheets punish low cost figures | Varies |
| One page covering money, field, service, quality and safety | Yes – 8 KPI groups | Usually one tab per topic | Usually one module per topic |
| Owner and priority against every KPI | Yes | Manual | Rarely |
| Connects to your accounting or FSM system | No – you type or paste the monthly figures | No | Yes, it is your system of record |
| Checks electrical code compliance (NEC / IEC / NFPA 70E) | No | No | No |
| Tracks licences, permits, inspections or certification expiry | No | No | Sometimes |
| Cost | One-time, lifetime access to the file | Your time | Per user, per month |
| Fully editable | Yes – native visuals, nothing locked | Yes | No |
The honest summary: your accounting package and your field-service system stay the source of truth. This file is the monthly management page you put in front of the owners, the branch managers and the service desk – one screen, fourteen numbers, a target against each and a name beside it.
Who This Template Is For – and Who It’s Not For
It is for electrical contracting businesses that already have the numbers somewhere and want them on one reviewed page: commercial and residential electrical contractors, design-build and hard-bid shops, service and maintenance divisions, and the estimator, controller, operations manager or owner who runs the monthly review. It suits a firm with a handful of crews as easily as a multi-branch operation, because the KPI list is yours to edit.
It is not for anyone who needs:
- Code compliance. It does not check, interpret or evidence NEC, IEC, NFPA 70E or any other electrical code, standard or local amendment. It has no notion of what a compliant installation is.
- Licensing, permits, inspections or certification validity. There is no licence register, no permit log, no inspection scheduler and no expiry tracking for electrician or contractor certifications.
- A safety management system. “Recordable Incident Rate” here is a number you type. It is a monthly management metric, not an incident log, not an OSHA 300/300A recordkeeping tool, and it evidences nothing on its own. The same applies to Inspection First-Pass Rate – it is a count you supply, not proof that anything passed.
- Accounting or estimating software. It does not do job costing, progress billing, retainage, payroll, WIP schedules, take-offs or bid pricing. It reports the outcome of those systems, monthly, after the fact.
- Live data. There is no connector to Sage, QuickBooks, Vista, Procore, ServiceTitan or any FSM/ERP product. You type or paste the monthly figures into the Excel pack and Refresh.
- A benchmark. The targets in the sample file are illustrative placeholders. Nothing here tells you what a good gross margin, DSO or incident rate is for your market – you set every target yourself.
How to Use the Electrical Contractor KPI Dashboard in Power BI
- Unzip and keep the two files together. The .pbix reads
Data.xlsxfrom the same folder. - Open the .pbix in Power BI Desktop – the free download from Microsoft. No subscription is needed to open, edit or use the file.
- Edit the KPI Definition sheet first. One row per KPI: group, name, unit, formula, definition, Type (UTB = higher is better, LTB = lower is better), owner, priority. Rename, add or delete rows to match how your firm actually measures itself.
- Fill Input_ Target – one row per KPI per month, MTD and YTD. For rates and ratios make the YTD figure an average, not a sum; a percentage that adds to 1,900% by December makes every YTD chart useless.
- Fill Input_ Actual – the same shape, for the reporting year and the year before it. The prior year is what every PY and YoY figure reads from.
- Home > Refresh. Counts, the scorecard, the KPI list and every chart follow the workbook. Moved the files? Home > Transform data > Data source settings > Change Source.
- Run the monthly review from page 1, pick a KPI on page 2 for the trend, and use page 3 when someone asks what a number actually means or who owns it.
Real-World Use Cases
- The monthly owners’ meeting. One page, fourteen KPIs, three lights. The misses sort to the top so the conversation starts where it should.
- Estimating review. Bid-to-Win Rate % and Average Job Value together, month on month, against last year – is the hit rate falling because pricing moved or because the mix did?
- Field productivity. Labour Hours vs Estimate % beside Technician Billable Utilisation % – the crew running over the bid hours and the paid hours that never reached a job are two different problems.
- Cash review. Days Sales Outstanding and Change Order Recovery % on the same page: slow collections and unbilled extra work are usually the same story.
- Service desk. Service Call Response Time trended over twelve months, with the target line beside it.
- Quality and rework. Inspection First-Pass Rate % against Rework Cost % of Revenue – what the corrections are costing, not just how often they happen.
- Branch or division comparison. Duplicate the workbook per branch, or add a branch prefix to the KPI names and use the KPI Group slicer.
Frequently Asked Questions
Does it check NEC, NFPA 70E or any electrical code?
No. It is a management reporting file and it has no code content whatsoever. It does not check compliance, interpret a standard, or evidence that any work was compliant. Nothing on any page should be read as a code or safety determination.
Does it track licences, permits, inspections or certification expiry?
No. There is no licence register, permit log, inspection scheduler or expiry alerting. “Inspection First-Pass Rate %” is a monthly percentage you type in – it is not an inspection record.
Is the Recordable Incident Rate a safety system?
No. It is a buyer-typed monthly figure sitting on a management scorecard. It is not an incident log, not OSHA 300/300A recordkeeping, and it proves nothing on its own. Keep your real safety records in your real safety system.
Does it connect to Sage, QuickBooks, Procore or ServiceTitan?
No. There is no live connector to any accounting, ERP or field-service platform. You type or paste fourteen monthly numbers into an Excel workbook and click Refresh. That is deliberate – it keeps the file portable and keeps you out of an integration project.
Do I need a Power BI subscription?
No. Power BI Desktop is free from Microsoft and opens, edits and uses this file completely. A Pro or Premium licence is only needed if you later choose to publish to a Power BI workspace and share it that way.
Can I change the KPIs to my own?
Yes, and that is the intended use. Nothing in the report hard-codes a KPI name. Rename a KPI in all three sheets, add a row to KPI Definition plus its monthly target and actual rows, or delete one entirely – then Refresh. The counts, the table, the slicers and the charts all follow.
How does it decide On Target, At Risk or Missed?
By Achievement %, direction-aware. Higher-is-better KPIs score Actual / Target; lower-is-better KPIs score Target / Actual, so beating a cost or cycle-time target scores above 100%. On Target is 100% or more, At Risk is 95% to 100%, Missed is below 95%. Those bands are the template’s own convention, not an industry standard.
Are the numbers in it real?
No. Every figure shipped is realistic sample data generated for the template – 24 months of actuals and 12 months of targets. It is not real company data and it is not a benchmark. Replace it with yours.
Is a printed user manual included?
No. This line ships the .pbix and Data.xlsx only. The guidance lives inside the files – the Read Me sheet in the workbook and the “Using and Customising This Template” panel on page 4 of the report.
How is this different from the Excel and Google Sheets versions?
Same idea, three different tools, and they are separate products rather than one product in three formats. The Electrical Contractor KPI Dashboard in Excel is the workbook build of this scorecard. The Electrical Contractor KPI Scorecard in Excel and the Google Sheets scorecard are a lighter, single-page format from a different line – fewer pages, no report tooltips. This Power BI build suits anyone who wants interactive filtering across pages and, later, publishing to a workspace.
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
- Electrical Contractor KPI Dashboard in Excel – the same scorecard idea built as a workbook, for a firm that lives in Excel rather than Power BI.
- Electrical Contractor KPI Scorecard in Excel and the Google Sheets scorecard – lighter one-page scorecards from a different line. Companions, not duplicates.
- Preventive Maintenance Dashboard in Power BI – analytical rather than scorecard: it slices work orders and assets to explore why, where this file scores the month.
- HVAC Service Dashboard in Excel – the neighbouring trade, for firms running both.
- Electricity Project KPI Dashboard in Excel – project-side electrical KPIs rather than contractor-business KPIs.
- Browse the full Power BI KPI Dashboard category and the wider Power BI template catalogue.
Download it, open it in the free Power BI Desktop, and have your own month on screen before the next owners’ meeting. Instant download, lifetime access to the file you buy, and every visual fully editable – no locked pages, no per-user fee, no subscription.
Last updated: 26 August 2026.
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