Carpentry Workshop KPI Dashboard in Google Sheets

The Carpentry Workshop KPI Dashboard in Google Sheets puts 15 joinery KPIs across 6 groups on a single month-by-month scorecard – Production, Materials, Quality, Delivery, Commercial and Safety – each with month-to-date and year-to-date actual, target, achievement percentage, traffic-light status, prior-year figure and a year-on-year arrow. Pick a month from one dropdown and every number on the scorecard, the trend page and the analysis page re-calculates. It is 100% worksheet formulas: no add-on, no Apps Script, no query to refresh. Built by NextGenTemplates, hand-tested before release, and delivered with a PDF that carries a one-click “Make a copy” link so the file lands in your own Google Drive.

Which template is this? NextGenTemplates publishes three families whose names look almost identical. This is the KPI Dashboard – a month-picker scorecard with traffic lights, a KPI Trend page and a KPI Analysis page. It is not one of the analytical Google Sheets dashboards (slicers and pivots over a transaction table), and it is not the Carpentry Workshop KPI Scorecard in Google Sheets, which is a separate, lighter template. They are different products, not different names for one file.

Key Features of the Carpentry Workshop KPI Dashboard in Google Sheets

• 15 carpentry KPIs in 6 groups – Production (4), Materials (3), Quality (2), Delivery (2), Commercial (3) and Safety (1).
• One month dropdown drives everything. Cell D6 on the KPI Dashboard sheet lists the twelve months of your reporting year; the scorecard and the KPI Analysis page both follow it.
• MTD and YTD side by side – each half carries Actual, Target, Achievement %, Status, Prior Yr and a vs PY arrow, so one row per KPI answers both the month question and the year question.
• Upper-the-better and lower-the-better handled properly. 8 KPIs are UTB and 7 are LTB. Achievement is Actual / Target for UTB and Target / Actual for LTB, so beating a cost or lead-time target scores above 100% exactly like beating a revenue target.
• Traffic lights you can re-band. On Target from 100%, At Risk 95-99%, Missed below 95%. The thresholds live in the Status formulas on the KPI Dashboard sheet – edit them to match your own governance.
• Seven summary cards across the top: Total KPIs Tracked, On Target (YTD), At Risk (YTD), Missed (YTD), Improving vs PY (MTD), Avg Achievement (MTD) and Avg Achievement (YTD).
• Room to grow to 22 KPIs. 15 rows are filled; the remaining rows are already wired and empty, so adding a KPI needs no formula work at all.
• Change the reporting year in one cell. Cell E3 on KPI Input – Actual sets the first month; the target sheet, the prior-year sheet, the month dropdown and every sheet title re-base themselves.

What Is Inside the Carpentry Workshop KPI Dashboard in Google Sheets

Eleven sheets, three of which you type in.

• Home – the navigation map, with links to every sheet and a three-step start guide.
• KPI Dashboard – the scorecard itself. The sample month is September 2025 and reads 6 On Target, 7 At Risk, 2 Missed, 11 of 15 improving on last year, 98.1% average MTD achievement and 98.2% YTD.
• KPI Trend – one KPI at a time. Pick it in cell B4 and you get its group, unit, type, owner, priority and frequency, its formula and plain-English definition, a twelve-month MTD/YTD table, and two charts (for example “MTD Trend for Jobs Completed” and “YTD Trend for Jobs Completed”) plotting actual columns against a target line and a prior-year line.
• KPI Analysis – Performance by KPI Group (KPI count, On Target, At Risk, Missed, Avg Ach % MTD and Avg Ach % YTD for each group), an Average YTD Achievement by KPI Group bar chart, and Top 5 / Bottom 5 Performing KPIs for the year to date.
• KPI Input – Actual, KPI Input – Target, KPI Input – PY – your three data sheets. Each holds an MTD and a YTD column for all twelve months, with the cells you edit shaded yellow.
• KPI Definition – the master list that drives every other sheet: number, group, name, unit, formula, definition, UTB/LTB type, owner, priority and frequency. Rename a KPI here and it renames everywhere.
• Support – the helper calculations behind the month dropdown, the trend series and the group ranking. Nothing here needs editing.
• Read Me and Get More Templates – how the workbook is wired, and the rest of the catalogue.

The 15 KPIs, exactly as shipped: Jobs Completed, Board Feet Processed, CNC & Saw Utilisation, Labour Hours vs Estimate, Timber Yield, Offcut Waste, Moisture Compliance, Rework Rate, Finish Defect Rate, On-Time Delivery, Average Lead Time, Gross Margin per Job, Quote-to-Win Rate, Material Cost per Job and Safety Incident Rate. Units run Count, Board Ft, %, Per 1K, Days, USD and Per 100, and each KPI carries a named owner such as Workshop Manager, CNC Supervisor, Estimator, Purchasing Manager, QC Inspector, Site Foreman, Finance Manager, Sales Estimator or Safety Officer.

Google Sheets vs. Excel vs. Paid Job-Management SaaS – Where This Fits

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

It fits a bespoke joinery shop, a site-carpentry contractor, a cabinet or shopfitting workshop, or a production manager who already has the numbers in a job book or an accounts package and wants one monthly page that says where the shop stands. It also fits a workshop that reports to an owner or a board every month and needs the same layout every time.

It is not for you if you want live job costing, quoting or invoicing – this reads monthly figures that you enter, and it does not connect to your accounts system. It will not import from a CNC controller or an ERP. It is not a safety or OSHA recordkeeping system: Safety Incident Rate is one KPI among fifteen, and recording it here does not satisfy any statutory logging duty. And if you need row-level analysis of every single job, an analytical dashboard built over a transaction table is the better tool.

How to Use the Carpentry Workshop KPI Dashboard in Google Sheets

1. Open the PDF in your download and click the “Make a copy” link. The dashboard lands in your own Google Drive.
2. Set cell E3 on KPI Input – Actual to the first month of your reporting year.
3. Replace the sample numbers on the three input sheets – Actual, Target and PY – in the yellow cells.
4. Review KPI Definition: adjust names, formulas, owners and the UTB/LTB flag so each KPI scores in the direction your shop treats as good.
5. Pick a month in cell D6 on KPI Dashboard and read the seven cards and the traffic lights.
6. Open KPI Trend, choose a KPI in cell B4, and look at twelve months against target and against last year.
7. Open KPI Analysis for the group roll-up and the top and bottom five of the year.

Real-World Use Cases

Daniel runs a nine-bench bespoke joinery shop. Board Feet Processed and Timber Yield sit next to Offcut Waste, so when yield slips he can see whether it is a cutting-list problem or a stock-quality problem before he re-orders.

Priya is an estimator at a shopfitting contractor. She watches Labour Hours vs Estimate and Quote-to-Win Rate together: over-running jobs and a falling win rate usually mean the estimate model needs re-basing, not that the bench is slow.

Marcus is the operations lead at a site-carpentry firm. He sends the KPI Analysis page to the owner every month – group roll-up, bottom five, nothing else – and keeps the detailed KPI Trend page for the weekly workshop meeting.

Frequently Asked Questions

Is this the same as the Carpentry Workshop KPI Scorecard in Google Sheets?

No. They are two separate templates. This KPI Dashboard is the larger one: a month dropdown, 15 KPIs with full MTD and YTD blocks, a dedicated KPI Trend page and a KPI Analysis page. The Carpentry Workshop KPI Scorecard in Google Sheets is a different layout and a different file, sold separately. Buying one does not include the other.

Do I need an add-on, a script or a paid Google plan?

No. Every number is a worksheet formula. There is no add-on, no Apps Script macro and no query to run, and a free Google account is enough.

Can I change the KPIs to my own?

Yes. Edit the row on KPI Definition – name, group, unit, formula, definition, UTB/LTB, owner, priority, frequency – and every other sheet follows it. The sheets are wired for 22 KPIs, so there are seven live empty rows waiting.

What do UTB and LTB mean?

UTB is upper-the-better, where a bigger number is a better result; LTB is lower-the-better. Achievement is Actual / Target for UTB and Target / Actual for LTB, which is why beating a waste or lead-time target scores above 100%.

Is the sample data real?

No. The September 2025 figures shipped in the file are invented sample data used to demonstrate the formulas. Replace them with your own.

Does it work in Excel?

This edition is built for Google Sheets. If you would rather work in Excel, the Carpentry Workshop KPI Dashboard in Excel is the same dashboard for that platform, sold separately.

Does it track safety incidents for compliance?

No. Safety Incident Rate is one KPI among fifteen and is calculated from figures you type in. This is a management reporting template, not a safety, OSHA or incident-recordkeeping system, and it makes no compliance claim.

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

• Carpentry Workshop KPI Dashboard in Excel – the same dashboard for Excel users.
• Carpentry Workshop KPI Scorecard in Google Sheets – the separate, lighter scorecard template.
• Painting Contractor KPI Dashboard in Google Sheets and Flooring Installation KPI Dashboard in Google Sheets – the same build for neighbouring trades.
• Roofing Contractor KPI Dashboard in Google Sheets and Plumbing Business KPI Dashboard in Google Sheets.
• Browse the full Google Sheets range and every Google Sheets KPI Dashboard.

Ready to see where your workshop stands this month? Add the Carpentry Workshop KPI Dashboard in Google Sheets to your cart, open the PDF, click “Make a copy”, and type in one month of numbers. The full read-through is in our companion article: Carpentry Workshop KPI Dashboard in Google Sheets.

Watch the step-by-step video Demo:

Last updated: 1 September 2026.