15 window and door installation KPIs, 5 business groups, 12 monthly periods, and MTD plus YTD views come together in one formula-driven Google Sheets workbook. The Window and Door Installation KPI Dashboard in Google Sheets compares every actual against its target and against last year, ranks the top and bottom five metrics, and shows red, amber and green status at a glance. You pay once, receive an editable copy in your own Google Drive, and can read every formula before you rely on it. No add-on, no connector, no subscription.
Key Features of the Window and Door Installation KPI Dashboard in Google Sheets
- 15 installation KPIs: sales and quoting, installation delivery, workmanship and warranty, customer sentiment, and job economics on one screen.
- Month picker: pick a month on the KPI Dashboard sheet and the entire scorecard, the trend page and the analysis page follow it. The sample workbook opens on September 2025.
- MTD and YTD side by side: each KPI shows Actual, Target, Achievement %, Status, Prior Year and vs PY for both the month and the year so far.
- Direction-aware scoring: 11 upper-the-better and 4 lower-the-better metrics are flagged UTB or LTB, so beating a lead-time, rework, warranty or waste target scores above 100% rather than below it.
- Traffic lights you control: On Target from 100%, At Risk 95% to 99%, Missed below 95% – the thresholds sit in the Status formulas and can be changed.
- KPI Trend page: choose one KPI and read twelve months of MTD and YTD Actual, Target and Prior Year, with two charts underneath.
- KPI Analysis page: five group roll-ups plus the top five and bottom five KPIs by YTD achievement, ranked automatically.
- Editable KPI register: names, groups, units, formulas, definitions, owners, priority and frequency are plain cells – rename a KPI and every sheet follows.
- Twelve months of sample data included: a worked 2025 view so you can see the whole workbook running before you type anything.
- Nothing to install: it runs in any browser with no add-on, no Apps Script and no macro.
What’s Inside the Window and Door Installation KPI Dashboard in Google Sheets
KPI Dashboard: the main scorecard lists all 15 KPIs in their five groups. The sample September 2025 view shows 6 On Target, 7 At Risk and 2 Missed on YTD, 10 of 15 KPIs improving against prior year, and average achievement of 100.7% MTD and 98.4% YTD. Those figures are invented sample data, not industry benchmarks.
KPI Trend: pick a metric such as Installations Completed and read January to December – Actual, Target, Prior Year, achievement and status for both MTD and YTD, with an MTD column chart and a YTD column chart beneath the table.
KPI Analysis: group roll-ups for Sales & Growth, Operations & Delivery, Quality & Warranty, Customer Experience and Financial & Cost, each with its KPI count, On Target / At Risk / Missed split and average achievement, plus a bar chart and the ranked top five and bottom five KPIs. In the sample year Customer Experience leads on 100.5% YTD and Financial & Cost trails on 96.5%.
Three input sheets: KPI Input – Actual, KPI Input – Target and KPI Input – PY hold the monthly numbers in yellow cells. Everything else in the workbook is calculated from them, and the cumulative YTD column is built for you.
KPI Definition: the master list carries all 15 metrics – Installations Completed, New Quotes Issued, Lead-to-Sale Conversion Rate, On-Time Installation Rate, Average Installation Lead Time, Jobs Completed per Installer per Day, Installer Utilization Rate, Right First Time Rate, Callback / Rework Rate, Warranty Claim Rate, Customer Satisfaction (CSAT), Net Promoter Score, Average Revenue per Installation, Gross Profit Margin and Material Waste Rate – each with its written formula, definition, UTB/LTB direction, owner, priority and frequency. Add or delete a row here and the rest of the workbook follows.
A Home page links every sheet, and a Read Me page explains how the workbook is wired.
The 15 KPIs, by Group
| Group | KPIs | Direction |
|---|---|---|
| Sales & Growth | Installations Completed, New Quotes Issued, Lead-to-Sale Conversion Rate | All upper-the-better |
| Operations & Delivery | On-Time Installation Rate, Average Installation Lead Time, Jobs Completed per Installer per Day, Installer Utilization Rate | Lead Time is lower-the-better |
| Quality & Warranty | Right First Time Rate, Callback / Rework Rate, Warranty Claim Rate | Callback and Warranty are lower-the-better |
| Customer Experience | Customer Satisfaction (CSAT), Net Promoter Score | All upper-the-better |
| Financial & Cost | Average Revenue per Installation, Gross Profit Margin, Material Waste Rate | Material Waste Rate is lower-the-better |
Window and Door Installation KPI Dashboard in Google Sheets vs. an Excel Workbook vs. Paid Installer Software – Where This Fits
| Area | This Google Sheets template | An Excel KPI workbook | Paid installer / field service software |
|---|---|---|---|
| Cost | $8.99 sale price, one time | Template plus Microsoft 365 if needed | Recurring per-user subscription |
| Setup | Make a copy, replace the monthly numbers | Download and edit locally | Configuration and onboarding |
| Collaboration | Native browser sharing | Best through OneDrive | Native, normally seat-based |
| Custom KPIs | Editable definition register | Editable workbook | Depends on vendor plan |
| Five-user year-one cost | $8.99 total | Template plus licences | Usually hundreds or more |
| Quoting, scheduling, invoicing, survey records | No | No | Usually yes |
| Where the numbers come from | You type monthly totals | You type monthly totals | Captured from live jobs |
Who This Template Is For – and Who It’s Not For
It is built for window and door installation company owners, installation and operations managers, fitting-team supervisors, and the office manager or bookkeeper who already has monthly totals and wants one consistent review board instead of a fresh spreadsheet every month. It suits a two-fitter operation through to a multi-crew glazing and door contractor that would rather share a Google Sheet than pay another per-seat subscription.
It is not quoting, surveying, scheduling, CRM, invoicing or job-management software, and it holds no customer, address, survey or job records. It is a management reporting layer: you enter monthly totals and it turns them into a scorecard. It makes no statement about building regulations, fire-door certification, FENSA or similar competent-person schemes, glazing standards, installer certification, product warranties or site safety obligations, and it is not evidence of any of them – those stay with you and your certifying or regulatory body.
How to Use the Window and Door Installation KPI Dashboard in Google Sheets
- Open the downloaded PDF and click its Google Sheets link to make your own editable copy in your Drive.
- Read the KPI Definition page and adapt names, formulas, owners, priority and the UTB/LTB direction flag to how your business measures installation work.
- Replace the sample figures on KPI Input – Actual, KPI Input – Target and KPI Input – PY, month by month.
- Pick your month on KPI Dashboard and read MTD and YTD achievement and status.
- Open KPI Trend for a single metric, and KPI Analysis for the five group roll-ups and the top and bottom five.
- Adjust the On Target / At Risk / Missed thresholds in the Status formulas if your bands are different.
Real-World Use Cases
An installation company owner reads Average Revenue per Installation, Gross Profit Margin and Material Waste Rate together before repricing a window range or changing supplier.
An installation manager watches On-Time Installation Rate alongside Average Installation Lead Time, and can see immediately that shortening the gap between contract and fit scores above 100% because lead time is flagged lower-the-better.
A fitting-team supervisor pairs Right First Time Rate with Callback / Rework Rate and Warranty Claim Rate to see whether jobs are being finished properly on the first visit, then checks Installer Utilization Rate before adding a crew.
A sales lead reviews New Quotes Issued against Lead-to-Sale Conversion Rate to tell a quoting-volume problem apart from a closing problem.
An office manager reports Customer Satisfaction (CSAT) and Net Promoter Score at the monthly meeting from one page instead of three spreadsheets.
Frequently Asked Questions
Is this the KPI Dashboard or the KPI Scorecard?
This is the KPI Dashboard: 15 KPIs, a month picker, an MTD and YTD grid with traffic lights, a per-KPI Trend page, a group Analysis page and three monthly input sheets. The Window and Door Installation KPI Scorecard in Google Sheets is a separate template for the same trade, built around KPI cards with comparison dropdowns rather than this month-picker grid. They are different templates, not two copies of one, and buying one does not give you the other.
Do I need a paid Google Workspace account?
No. A free Google account can copy, edit and share the workbook. It runs in the browser with no add-on, script or macro.
Can I change the 15 KPIs to my own?
Yes. The KPI Definition sheet is the master list – rename, add or delete rows there and the dashboard, trend, analysis and input sheets follow. Keep names identical across the definition and input tables so the lookups keep matching.
How are lower-is-better metrics scored?
Achievement is Actual divided by Target for UTB metrics and Target divided by Actual for LTB metrics. Average Installation Lead Time, Callback / Rework Rate, Warranty Claim Rate and Material Waste Rate are the four LTB metrics here, so coming in under target scores above 100% and shows green.
Does it connect to my quoting, survey or accounting system?
No. Monthly values are typed in. There is no API, import or automatic sync, which is also why nothing breaks when a vendor changes their software.
Does this cover FENSA, building regulations, fire-door certification or product warranties?
No. It measures commercial and operational performance only. It holds no certification, notification, survey or warranty records and is not evidence of compliance with any scheme or standard. The Warranty Claim Rate KPI counts claims; it does not administer them.
Are the numbers in the screenshots real?
No. Twelve months of sample data are supplied so the workbook is readable on first open. Every figure is invented for demonstration and should be replaced with yours.
Can several people use it at once?
Yes. Use normal Google Sheets sharing and give edit access only to whoever maintains the monthly inputs.
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.
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- Browse the Google Sheets KPI Dashboard category.
Turn last month’s job sheet into a review you can run in ten minutes. Get the Window and Door Installation KPI Dashboard in Google Sheets for a one-time $8.99 sale price.
Watch the step-by-step video Demo:
Last updated: September 8, 2026.
