The Electrical Contractor KPI Dashboard in Excel is a month-picker KPI scorecard for an electrical contracting business: 15 KPIs across six groups, ten worksheet pages, 12 months of sample data for 2025 and 2024, and zero macros. Pick a month from one dropdown and the entire scorecard – MTD actual, target, achievement, status, prior year and year-on-year movement, plus the same six columns again for YTD – recalculates for all 15 KPIs. Nothing to install, nothing to refresh, no Power Query and no data model. Instant download, lifetime access to the file, and a 100% formula-driven workbook you can read, trace and rewrite line by line.
Read this before you buy. This is a reporting workbook, not a compliance system. It does not check the NEC, the IEC, NFPA 70E or any other electrical code. It does not track licences, permits, inspection bookings, certification expiry dates or apprentice hours. It is not a safety management system, and it is not accounting or estimating software. Every number in it – including the two Safety & Compliance KPIs – is a figure you type in yourself from whatever system you already run. A green traffic light here evidences nothing on its own; it only means the number you typed beat the target you typed.
Key Features of the Electrical Contractor KPI Dashboard in Excel
- One month dropdown drives everything. Cell D6 on the KPI Dashboard sheet is a list of the twelve months of the reporting year. The scorecard and the KPI Analysis page both follow it. The sample file opens on September 2025.
- 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). In the sample month they read 15, 8, 4, 3, 8 of 15, 99.7% and 98.9%.
- Direction-aware scoring. Every KPI is flagged UTB (Upper The Better) or LTB (Lower The Better). Achievement is Actual divided by Target for UTB and Target divided by Actual for LTB, so beating a waste, callback or DSO target scores above 100% instead of looking like a miss.
- Editable traffic-light thresholds. On Target from 100%, At Risk 95% to 99%, Missed below 95%. The thresholds sit in the formulas in columns L and U on the KPI Dashboard sheet – change them to match your own governance.
- A KPI Trend page for one KPI at a time. Pick a KPI in cell B4 and the attribute strip (group, unit, type, owner, priority, frequency), the formula and definition text, the twelve-month MTD/YTD table and both combo charts all redraw.
- A KPI Analysis page that rolls the year up. Performance by KPI Group with counts of On Target, At Risk and Missed, an Average YTD Achievement by KPI Group bar chart, and Top 5 / Bottom 5 performing KPIs ranked on YTD achievement.
- Add or rename a KPI without touching a formula. Type it on KPI Definition and it flows through the three input sheets, the scorecard, the trend page and the analysis page. The sheets are wired for 22 KPIs; 15 are filled in.
- Re-base the whole year from one cell. Cell E3 on KPI Input – Actual is the first month of the reporting year. Change it and the Target sheet, the Prior Year sheet, the month dropdown and every sheet title follow.
- Plain worksheet formulas only. VLOOKUP, MATCH, INDEX and COUNTIF. No macros, no Power Query, no Power Pivot, no add-ins – it opens in Excel 2013 and later, and in Excel for the web.
- Instant download – a .xlsx workbook plus a PDF user manual, both inside one ZIP.
What’s Inside the Electrical Contractor KPI Dashboard in Excel
The 15 KPIs, by group. Labour Productivity – Field Labour Utilisation, Revenue per Electrician. Project Delivery – Schedule Performance Index (SPI), On-Time Project Completion, Material Waste Rate. Sales & Estimating – Estimate-to-Award Win Rate, Estimating Accuracy Variance, Gross Margin per Project. Service Operations – First-Time Fix Rate, Callback and Rework Rate, Service Calls Completed. Safety & Compliance – Recordable Incident Rate, Inspection First-Pass Rate. Financial Health – Days Sales Outstanding, Change Order Recovery Rate.
The ten pages. Home (a navigation menu), KPI Dashboard (the scorecard), KPI Trend, KPI Analysis, KPI Input – Actual, KPI Input – Target, KPI Input – PY, KPI Definition (the master list carrying formula, definition, type, owner, priority and frequency for every KPI), Read Me, and Get More Templates. A hidden-in-plain-sight Support sheet holds the helper calculations – the selected month, the arrow glyphs, the dropdown lists, the chart series and the ranking helpers. You never need to edit it.
Only three sheets take typing. KPI Input – Actual, KPI Input – Target and KPI Input – PY. Each holds an MTD and a YTD column for every month, so you keep full control of how your year to date is defined – the workbook does not derive YTD from MTD for you.
Electrical Contractor KPI Dashboard vs. Google Sheets vs. Paid Field-Service SaaS – Where This Fits
| This Excel KPI Dashboard | Google Sheets equivalent | ServiceTitan / Procore-class SaaS | |
|---|---|---|---|
| Cost | One payment, 12.99 on sale | One payment, similar | Per-user monthly subscription |
| Platform | Excel 2013+, Excel for the web | Browser, Google account | Vendor cloud |
| Setup time | Minutes – replace the sample numbers | Minutes | Weeks, plus onboarding |
| Real-time team collaboration | Only via OneDrive / SharePoint co-authoring | Yes, natively | Yes |
| Mobile access | Excel mobile app, read-mostly | Yes | Yes, purpose-built |
| Customisable KPIs | Yes – 22 KPI rows, rename on one sheet | Yes | Vendor’s KPI set |
| Share with a link | Via your own cloud storage | Yes | Yes |
| Year-1 cost at 5 users | 12.99 total | Similar | Typically four figures |
| Pulls data from your job-costing system | No – you type or paste the monthly figures | No | Yes |
| Dispatching, timesheets, invoicing | No | No | Yes |
Who This Template Is For – and Who It’s Not For
It fits an electrical contracting business of roughly 5 to 150 field electricians that already has the numbers – in a job-costing package, a service-management app, a timesheet system, or a pile of spreadsheets – and needs one page a month that a general manager, an owner or a board can read. It fits a service manager who wants First-Time Fix Rate and Callback and Rework Rate on the same page as Gross Margin per Project. It fits a controller who reports Days Sales Outstanding and Change Order Recovery Rate to a lender every month.
It does not fit anyone who wants the workbook to collect the data. There is no job table, no work-order list, no timesheet, no customer record and no invoice register in this file – the three input sheets hold one number per KPI per month and nothing else. It does not fit anyone looking for code compliance, licence or permit tracking, or an OSHA record-keeping system. And it does not fit anyone who needs live dispatching or scheduling.
How to Use the Electrical Contractor KPI Dashboard in Excel
- Unzip the download and open the .xlsx in Excel. Read the Read Me sheet first – it is the five-minute version of everything below.
- On KPI Definition, rename the 15 sample KPIs to yours, or type new ones into the empty rows. Set unit, UTB/LTB type, owner, priority and frequency there. Every other sheet follows this list.
- Set cell E3 on KPI Input – Actual to the first month of your reporting year.
- Replace the sample numbers on KPI Input – Actual, KPI Input – Target and KPI Input – PY, month by month, MTD and YTD.
- Go to KPI Dashboard, pick your month in D6, and read the scorecard. Adjust the RAG thresholds in columns L and U if 95% and 100% are not your cut-offs.
- Use KPI Trend for the KPI that is off track, and KPI Analysis for the group roll-up and the top and bottom five.
Real-World Use Cases
Dan, owner of a 40-electrician commercial contractor. Every first Tuesday he pastes last month’s figures off his job-costing export, picks the month, and prints one page for the partners’ meeting. Estimate-to-Award Win Rate at 89.5% YTD is the row that starts the conversation.
Priya, service manager at a residential and light-commercial firm. She watches three rows: First-Time Fix Rate, Callback and Rework Rate and Service Calls Completed. When callbacks drift above target she opens KPI Trend on that KPI and shows the twelve-month chart in the Monday toolbox talk.
Marcus, controller. He owns Days Sales Outstanding and Change Order Recovery Rate. The Financial Health group roll-up on KPI Analysis is what he sends the bank with the monthly covenant pack.
Frequently Asked Questions
Does this workbook check NEC or IEC compliance, or track licences and permits?
No – to all of it. There is no code library, no permit register, no inspection calendar and no certification-expiry tracker in this file. It reports numbers you type in. If you need code compliance or licence management, you need a different kind of system entirely.
The Recordable Incident Rate KPI looks like safety reporting. Is it?
No. It is a cell you type a number into, formatted per 200,000 field hours because that is the trade’s benchmark base. The workbook does not hold injury records, does not build an OSHA 300 log and cannot validate what you enter. Same for Inspection First-Pass Rate: it is a percentage you calculate elsewhere and type here. Treat both as management reporting, never as a compliance record.
Can it estimate a job or price a bid?
No. Estimate-to-Award Win Rate and Estimating Accuracy Variance are outcomes you report after the fact, not calculators. This is not estimating software and not accounting software.
Do I need macros, Power Query or a Microsoft 365 subscription?
None of them. Every number is a plain worksheet formula – VLOOKUP, MATCH, INDEX and COUNTIF. The file opens in Excel 2013 and later on Windows or Mac, and in Excel for the web.
How many KPIs can I add?
The sheets are wired for 22 KPIs and 15 are filled in, so seven rows are live and empty right now. To go beyond 22, select the last data row on each sheet and fill down, then widen the ranges in the summary cards on KPI Dashboard row 4 and in the helper columns on the Support sheet.
Does it calculate year to date for me?
No, and that is deliberate. Each input sheet holds both an MTD and a YTD column for every month, so a rate stays a running average and a volume accumulates – whichever is right for that KPI. You keep control of the definition.
Is there a Power BI or Google Sheets version?
A Power BI edition of this same scorecard is being prepared – see Electrical Contractor KPI Dashboard in Power BI. If you want a tile-and-sparkline layout instead of a table, the separate Electrical Contractor KPI Scorecard in Excel and Electrical Contractor KPI Scorecard in Google Sheets cover ten KPIs on a single tiled page.
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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Download the Electrical Contractor KPI Dashboard in Excel now – one payment, no subscription, lifetime access to the file you buy, and a PDF user manual in the same ZIP. Replace the sample numbers and your scorecard is live in an afternoon.
Last updated: 26 August 2026.
