Welding Shop KPI Scorecard in Excel

The Welding Shop KPI Scorecard in Excel puts ten fabrication-shop metrics on one page and colours each one green, amber or red against your own target. The November 2025 sample month it ships with reads 4 green, 4 amber and 2 red across four KPI groups – Sales & Quoting, Shop Output, Weld Quality and Cost & Margin – so you can see exactly how the traffic lights behave before you type a single number of your own. It is 100% formulas: no macros, no Power Query, no add-ins, and it opens in any Excel from 2016 onward. Built and tested by a Microsoft Certified Professional with 15+ years of Excel work behind NextGenTemplates. One payment, no subscription, instant download.

Key Features of the Welding Shop KPI Scorecard in Excel

• Ten welding shop KPIs on one tile wall – Fabrication Revenue, Quote-to-Order Conversion, Steel Tonnage Fabricated, Arc-On Time Utilisation, Weld Inspection Pass Rate, Weld Repair Rate, Gross Margin, Consumables Cost per Tonne, On-Time Job Delivery and Welder Cert Compliance.
• Metrics a fabrication shop actually argues about – arc-on time against paid welder hours, first-presentation NDT and visual pass rate, gouged-and-rewelded length as a share of weld deposited, and wire, gas and electrode spend per tonne.
• A month picker, not a rebuild – the Select Month dropdown moves the whole scorecard from Jan-25 to Dec-25. Every tile, chart and table follows it.
• MTD or YTD with one click – a radio switch flips the page between the reporting month and the year to date.
• Three comparison bases – the “Vs.” dropdown compares actual against Target, against the same period last year (PY), or against the Prior Month.
• Direction-aware traffic lights – each KPI is tagged UTB (upper the better) or LTB (lower the better), so Weld Repair Rate running 4.6% against a 4.3% target shows a red arrow at +7.0%, not a green one.
• Editable RAG bands – green at or above target, amber within 10%, red beyond 10%. Change three cells on Color Settings and every page re-colours.
• 12-month sparkline on every tile – the shape of the year sits under each number instead of in a separate report.
• Room for 20 KPIs – the Scorecard shows ten at a time and a KPI-set picker switches between KPI 1-10 and KPI 11-20.
• No macros to enable – formulas, conditional formatting, camera pictures and sparklines only, so it passes corporate security settings and e-mail filters.

What’s Inside the Welding Shop KPI Scorecard in Excel

Nine visible sheets, two of which you ever type into.

• Home – a navigation wall with a linked tile and one-line description for each of the eight other sheets.
• Scorecard – the month tile wall. Value, target value, absolute change, variance %, traffic light and sparkline for each KPI, with the month, MTD/YTD, comparison basis and KPI-set controls in the header.
• KPI Analysis – achievement by KPI group as a table and a column chart, a green/amber/red/total counter, and Top 5 / Bottom 5 KPI tables. In the November sample, Cost & Margin leads at 99.6% and Sales & Quoting trails at 92.9%.
• KPI Trend – one KPI at a time across four charts: MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY, with that KPI’s group, unit, direction, formula and definition printed above them.
• Input Data – the only number sheet. Twelve months of MTD Actual, Target and PY plus YTD Actual, Target and PY for each of the 20 KPI slots.
• KPI Definition – name, group, unit, formula, plain-English definition, UTB/LTB direction, YTD basis and a duplicate-name Check column for every KPI.
• Color Settings – the RAG thresholds, the report title and the reporting year.
• Read Me – nine short sections covering what you type, why YTD is yours to enter, direction logic, traffic lights, adding a KPI, unique names, the header controls and the no-macros build.
• Get More Templates – links across to the wider NextGenTemplates catalogue.

The Ten KPIs, and What Each One Is Measuring

Every one of those names, groups, units, formulas and definitions is typed into the KPI Definition sheet, so if your shop calls it “deposition rate” or measures tonnage in short tons, you rename the row and the whole workbook follows.

Welding Shop KPI Scorecard in Excel vs. Google Sheets vs. Paid Shop-Floor SaaS – Where This Fits

This is the monthly scorecard line – a month picker, traffic lights, a KPI Trend page and a KPI Analysis page. It is deliberately not an analytical dashboard with slicers over a job or weld-log table, and it is not a job-costing or MES system. If you want per-job costing, weld procedure management, welder qualification tracking or machine monitoring, buy software for that and use this to report the result to an owner, a board or a customer’s quality auditor. A separate Welding Shop KPI Scorecard in Google Sheets exists for teams that live in a browser – it is the same scorecard idea on a different platform, with its own KPI set rather than a copy of this one. Browse the whole Excel KPI range or the Google Sheets KPI range.

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

It fits a structural steel, plate or general fabrication shop running five to sixty welders that already knows its monthly numbers and wants one page that says whether the month was good. It fits an owner reporting to a partner or lender, a works manager running a Monday production meeting, a quality manager who has to show a customer that first-pass inspection and welder qualification are under control, and a group reporting a standard KPI set upward from several shops.

It does not fit if you need per-job profitability by works order, if you want the workbook to calculate revenue and tonnage from your ERP or weld logs, or if you need more than 20 KPIs. It also will not fit if you cannot supply YTD figures – the workbook deliberately does not roll YTD up for you, because a sum is right for revenue and tonnage while an average is right for pass rate, margin and arc-on time, and it refuses to guess which you meant.

How to Use the Welding Shop KPI Scorecard in Excel

1. Unzip the download and open the .xlsx in Excel. Nothing to enable – there are no macros.
2. On Color Settings, type your report title and reporting year. The year feeds the month picker so it reads Nov-25 rather than Nov.
3. On KPI Definition, rename the ten KPIs to your own. Set the group, unit, formula text, definition, UTB or LTB direction and YTD basis. Keep names unique – the Check column flags duplicates.
4. On Input Data, replace the sample figures. Each KPI has its own numbered block: twelve rows of MTD Actual, Target, PY and YTD Actual, Target, PY.
5. Go back to Scorecard and pick your month. Switch MTD/YTD and change the “Vs.” basis to see the same month against Target, PY or the Prior Month.
6. Adjust the RAG bands on Color Settings if 10% is too generous or too tight for your shop – quality KPIs usually want a tighter band than revenue.
7. Use KPI Trend for the one KPI you need to explain, and KPI Analysis for the group-level story and the five best and five worst KPIs of the month.

Real-World Use Cases

Ray, owner of a twelve-welder structural steel shop. He closes the month, types his figures into Input Data and sends the Scorecard page to his accountant and his bank. The November sample shape is one he recognises immediately: revenue green at $976.0K against a $943.9K target, but tonnage red at 104.6 against 120.9. Revenue held up on price and rework recovery while the shop actually shipped less steel – and that is the conversation the two tiles force.

Sandra, works manager at a plate fabrication shop. She runs a Monday review straight off KPI Analysis. Because the page ranks the Bottom 5 KPIs by achievement, the agenda writes itself – Quote-to-Order Conversion at 82.4% and Steel Tonnage Fabricated at 86.5% take the first fifteen minutes; Weld Repair Rate at 93.5% takes the next five.

Tom, quality manager preparing for a customer audit. He prints the KPI Trend page for Weld Inspection Pass Rate and Welder Cert Compliance, showing twelve months of actual against target and against last year, with the formula and definition of each metric printed above the charts so the auditor can see exactly how it was calculated.

Nadia, group operations lead across three fabrication sites. She ships the same workbook to each site with the KPI names and targets already set, so every shop reports the same ten metrics on the same RAG bands and the three Scorecard pages stack side by side.

Frequently Asked Questions

Does this need macros?

No. The workbook is 100% formulas, conditional formatting, camera pictures and sparklines. There is nothing to enable and nothing to trust, and it opens on any Excel from 2016 onward.

Can I change the KPIs to my own?

Yes – that is the design. Rename any row on KPI Definition and every page follows, because each page looks a KPI up by name. There is room for 20 KPIs and the Scorecard header switches between KPI 1-10 and KPI 11-20, so you can add deposition rate, consumable wastage, downtime or safety metrics alongside the ten shipped.

Does it read my ERP, weld logs or welding machine data?

No. You type finished monthly figures on Input Data. That is deliberate: it keeps the workbook small, fast and auditable, and it means the scorecard works whether your arc-on hours come off the welding sets, off a job card or off a spreadsheet someone keeps by hand.

Why do I have to enter YTD myself?

Because the correct roll-up differs by KPI. Fabrication Revenue and Steel Tonnage sum; pass rate, repair rate, margin and cost per tonne average. Rather than guess, the workbook lets you type the right figure and record the rule you used in the YTD Basis column.

How do the traffic lights decide green, amber and red?

Green is at or above target, amber is within 10% of target, red is more than 10% off. Direction matters: for the two LTB KPIs – Weld Repair Rate and Consumables Cost per Tonne – lower is better and the bands invert, so a repair rate above target scores red even though the number went up. The thresholds live in three cells on Color Settings.

Is this the same as the Welding Shop KPI Dashboard?

No. This is the scorecard line: a monthly tile wall with a month picker, RAG traffic lights, a KPI Trend page and a KPI Analysis page, fed by figures you type. The analytical dashboard products are a different build – slicers over a transaction table – and are sold separately. Check the product title before you buy so you get the one you meant.

Is there a Google Sheets version?

Yes – the Welding Shop KPI Scorecard in Google Sheets is published separately for teams that work in a browser. It carries its own welding KPI set rather than a copy of this one, so read both KPI lists if a specific metric matters to you.

What exactly do I download?

One ZIP containing the .xlsx workbook and the Excel KPI Scorecard user manual as a PDF. Nothing else, no installer, no add-in.

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

• Welding Shop KPI Scorecard in Google Sheets – the browser edition of this scorecard, with its own welding KPI set.
• Steel & Metals Dashboard in Excel – an analytical dashboard with slicers, if you want to cut a transaction table rather than score a month.
• Manufacturing Dashboard in Excel – the wider production dashboard for a plant rather than a single shop.
• Job Work Order Data Entry System in Excel – capture the works orders whose totals feed this scorecard.
• Scrap Record Data Entry System in Excel – log offcuts and rejects behind the repair-rate and cost-per-tonne numbers.
• Machine Maintenance Data Entry System in Excel – keep welding sets and plant on a maintenance schedule so arc-on time holds up.
• Roofing Contractor KPI Scorecard in Excel – the same scorecard build for a different trade.

Buy once, use forever. Instant download, no subscription, no seat fees. Need this scorecard rebuilt around your own KPI list, tonnage units or weld-procedure metrics? Email info@nextgentemplates.com and we will quote the customisation.

Last updated: 27 August 2026.

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