The Irrigation Installation KPI Scorecard in Excel is a formula-driven monthly scorecard for irrigation contractors, landscape irrigation installers and sprinkler system crews. It tracks 10 installation KPIs across five groups, shows each one as a traffic-light tile with its target, change and a 12-month sparkline, and lets you flip between MTD and YTD, and between Target, Prior Year and Prior Month, from the header. There are no macros and no add-ins: you type monthly numbers on one sheet and every page follows.
This listing is the KPI scorecard edition (the NextGenTemplates 26. KPI Scorecard family): one monthly tile wall plus KPI Analysis and KPI Trend pages. It is a different template from the Irrigation Installation KPI Dashboard in Excel and from the analytical dashboard line, which use other layouts. Browse the full Excel KPI dashboard and scorecard category, or read the full blog walkthrough of this scorecard.
Key Features of Irrigation Installation KPI Scorecard in Excel
- 10 irrigation installation KPIs in 5 groups: Financial (Monthly Revenue, Avg Job Value), Operations (Systems Installed, Crew Productivity/Wk, Install On-Time Rate), Sales (Quote-to-Win Rate, Backlog Days), Quality (Water Efficiency Comp., Callback/Warranty Rate) and Customer (Customer Satisfaction).
- Scorecard tile wall: every KPI shows its value, target, change, a direction arrow, a red/amber/green light and a 12-month bar sparkline.
- Four header controls: Select Month, an MTD / YTD switch, a Vs. picker (Target, PY or Prior Month) and a KPI 1-10 / KPI 11-20 set picker.
- Direction-aware status: 8 KPIs are upper-the-better and 2 are lower-the-better (Backlog Days and Callback/Warranty Rate), and both the light and the arrow respect that.
- KPI Analysis page: Green / Amber / Red counts, Achievement by KPI Group as a table and a column chart, plus Top 5 and Bottom 5 KPIs for the month.
- KPI Trend page: pick one KPI and see MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY across all 12 months.
- Room for 20 KPIs: add a KPI on the next free KPI Definition row and fill its numbered block on Input Data.
- Editable RAG bands: the Color Settings sheet holds the green, amber and red thresholds for upper-the-better and lower-the-better KPIs, plus the report title and reporting year.
What’s Inside the Workbook
The download is a ZIP holding the .xlsx workbook and the Excel KPI Scorecard user manual (PDF). The workbook has nine visible sheets, shown below with the sample data it ships with (July 2025 selected).
Home
A navigation page with a short description and link card for each sheet: Scorecard, KPI Analysis, KPI Trend, Input Data, KPI Definition, Color Settings, Read Me and Get More Templates.
Scorecard
The month tile wall. In the July 2025 sample, Monthly Revenue reads $579.0K against a $567.0K target, Systems Installed is 102 against 99, Install On-Time Rate is 73.0% against 84.2% (red), and Callback/Warranty Rate is 6.2% against 5.5% (red, because lower is better). Four KPIs are green, four amber and two red.
KPI Analysis
The reporting month and comparison basis, the Green / Amber / Red / KPIs counters (4 / 4 / 2 / 10 in the sample), Achievement by KPI Group (Financial 99.0%, Operations 94.4%, Sales 98.7%, Quality 94.6%, Customer 95.2%), and the Top 5 and Bottom 5 KPIs by achievement.
KPI Trend
Select a KPI and the page shows its group, unit, type, formula and definition, then four 12-month charts: MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY.
Input Data
One numbered block per KPI with twelve month rows and six columns: MTD Actual, Target and PY, and YTD Actual, Target and PY.
KPI Definition
Group, name, unit, formula, definition, type (UTB or LTB) and YTD basis (Sum or Average) for each KPI, with a Check column that flags duplicate names.
Color Settings, Read Me and Get More Templates
Color Settings holds the RAG bands (by default green at or above target, amber within 10%, red more than 10% off) plus the report title and year. Read Me explains how the workbook is wired, how to add a KPI and what each header control does.
Irrigation Installation KPI Scorecard in Excel vs. Google Sheets vs. Field Service Software
| Decision point | This Excel scorecard | Google Sheets scorecard | Field service / contractor software |
|---|---|---|---|
| Cost | One-time purchase, $9.99 sale price | Separate one-time template | Monthly subscription, usually per user |
| Platform | Microsoft Excel desktop (2016 or later) | Google Sheets in a browser | Cloud and mobile app |
| Setup | Replace sample numbers on Input Data | Make a copy, then edit | Account, users, jobs and integrations |
| Data control | Local file you own | Your Google Drive | Vendor-hosted |
| Macros | None – 100% formulas | None | Not applicable |
| Best fit | Monthly owner or manager KPI review | Teams sharing one file in the browser | Dispatch, scheduling, invoicing and field data capture |
Who This Template Is For – and Who It’s Not For
It suits irrigation installation contractors, landscape irrigation companies, sprinkler system installers, operations managers and consultants who already have monthly figures and want a clean scorecard to review them. It is useful for owner reviews, crew performance discussions and monthly management packs.
It is not a job scheduling, dispatch, estimating, invoicing or CRM system, and it does not connect to any software or controller. Every number is typed. It makes no water-efficiency certification, permit, backflow or regulatory compliance claim: Water Efficiency Comp. is simply a percentage you enter against your own spec. The sample figures are fictional.
How to Use This Excel Scorecard
- Download the ZIP, extract it and open the .xlsx in desktop Microsoft Excel.
- On Color Settings, set the report title, reporting year and RAG bands.
- On KPI Definition, keep or rename the 10 KPIs and set each unit, type (UTB / LTB) and YTD basis.
- On Input Data, type MTD Actual, Target and PY and your finished YTD figures for each month.
- Open the Scorecard, pick the month, MTD or YTD, and what to compare against.
- Use KPI Analysis for the group view and KPI Trend for one KPI across the year.
Things to Know Before You Buy
- YTD is typed, not calculated. The workbook deliberately does not roll YTD up for you, because a sum suits revenue and installs while an average suits rates. Record your rule in the YTD Basis column.
- One reporting year per file. Save a copy for each year.
- Form controls need desktop Excel. The header dropdowns and MTD / YTD buttons are Excel form controls, which Excel for the web and mobile do not fully support.
- A zero comparison value reads n/a rather than guessing a status.
- Cosmetic note: the Read Me mentions the month picker reading “Sep-25”, while the shipped picker shows the “Jul-2025” style. The picker itself works for every month.
Frequently Asked Questions
Does it need macros?
No. It is a standard .xlsx built on formulas, conditional formatting, camera pictures and sparklines, so there is nothing to enable.
Can I change or add KPIs?
Yes. Rename any KPI on KPI Definition, or add up to 20 in total and switch between KPI 1-10 and KPI 11-20 on the Scorecard.
Can I change the red, amber and green thresholds?
Yes. Edit the bands on Color Settings and every page follows.
Does it import data from my field service software?
No. Export or summarise your monthly numbers first, then type or paste them into Input Data.
Is there a Google Sheets edition?
A separate Irrigation Installation KPI Scorecard in Google Sheets is in preparation. This listing is the Excel edition.
Related Excel KPI Scorecards
- Security System Installation KPI Scorecard in Excel
- CCTV Installation KPI Scorecard in Excel
- Home Renovation Contractor KPI Scorecard in Excel
- Kitchen Remodeling KPI Scorecard in Excel
Want to restyle the traffic lights? See Microsoft’s guide to conditional formatting in Excel, or the general Excel help and learning hub.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets and Power BI experience, and founder of NextGenTemplates. Video tutorials are on PK: An Excel Expert on YouTube.
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