Masonry Contractor KPI Scorecard in Excel

The Masonry Contractor KPI Scorecard in Excel puts ten masonry-business 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 six KPI groups – Sales & Bidding, Production, Crew & Delivery, Quality & Rework, Cost & Margin and Site Safety – 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. Masonry Contractor KPI Scorecard in Excel

Key Features of the Masonry Contractor KPI Scorecard in Excel

• Ten masonry KPIs on one tile wall – Contract Revenue, Bid Win Rate, Bricks & Blocks Laid, Wall Area Completed, Mason Crew Productivity, On-Time Completion Rate, Rework Rate, Material Waste Rate, Gross Margin and Lost-Time Injury Rate.
• 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 Material Waste Rate running 0.4 points over target shows a red arrow, not a green one, while Rework Rate coming in under target shows green. Masonry Contractor KPI Scorecard in Excel
• 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 Masonry Contractor KPI Scorecard in Excel

Nine visible sheets, two of which you ever type into, plus two hidden helper sheets the formulas use.

• 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, Site Safety leads at 104.0% and Sales & Bidding trails at 93.5%.
• 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; ten are filled with the masonry sample and ten are empty.
• 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 Masonry KPIs, and How Each One Is Scored

Every one of those names, groups, units and directions is typed on the KPI Definition sheet, so if your yard measures square metres instead of square feet, or tracks mortar batches instead of blocks, you rename the row and the whole workbook follows.

Masonry Contractor KPI Scorecard in Excel vs. Google Sheets vs. Paid Job-Management 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-cost table, and it is not an estimating or job-costing system. If you want takeoffs, scheduling and progress billing, buy software for that and use this to report the result to an owner, a GC or a lender. The same scorecard exists as a Masonry Contractor KPI Scorecard in Google Sheets for teams that live in a browser – it is the same idea on a different platform with its own KPI list, not a copy of this file. 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 brick, block or stone masonry contractor running two to twenty crews who already knows the monthly numbers and wants one page that says whether the month was good. It fits an owner reporting to a partner, a bonding agent or a lender, a production manager running a Monday review, and a multi-branch operation that wants every branch reporting the same ten metrics on the same RAG bands.

It does not fit if you need per-job profitability by address, if you want the workbook to calculate revenue from raw invoices or takeoff software, 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, blocks laid and wall area while an average is right for margin, win rate and injury rate, and it refuses to guess which you meant.

How to Use the Masonry Contractor 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 trade.
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

Tony, owner of a six-crew residential brickwork company. He closes the month, types twelve numbers into Input Data and sends the Scorecard page to his bookkeeper and his lender. The November sample shape is familiar to him: revenue green, bid win rate red. The two red tiles tell him where the next quarter’s conversation needs to go.

Dana, production manager for a commercial block-and-stone contractor. She runs a Monday review off KPI Analysis. Because the page ranks the Bottom 5 KPIs by achievement, the agenda writes itself – Bid Win Rate at 83.6% and Bricks & Blocks Laid at 86.0% get the first fifteen minutes; Material Waste Rate at 94.6% gets the next five.

Ray, safety and quality lead across three branches. He watches two tiles: Rework Rate and Lost-Time Injury Rate, both lower-the-better. Because the workbook scores direction correctly, a falling number shows a green arrow rather than a red one, and the KPI Trend page gives him twelve months of each to take into a toolbox talk.

Frequently Asked Questions

Is this the KPI Scorecard or the KPI Dashboard?

This is the scorecard: a month-picker tile wall with traffic lights, a KPI Trend page and a KPI Analysis page, driven by ten monthly figures you type. NextGenTemplates also sells analytical KPI Dashboards and slicer-driven Dashboards whose names look similar – those are built on a transaction table with filters. If you want to slice job records, buy one of those; if you want a monthly board page, this is the one.

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.

Does it calculate my numbers from invoices, takeoffs or timesheets?

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 no matter which accounting, estimating or timekeeping package your figures come out of. There is no import, no data connection and no sync.

Is the Lost-Time Injury Rate tile an OSHA report?

No. It is a number you type, scored against a target you set, exactly like the other nine. The workbook does not perform OSHA recordkeeping, does not calculate TRIR or DART from an incident log, and is not a substitute for your OSHA 300 forms or any regulatory submission.

Why do I have to enter YTD myself?

Because the correct roll-up differs by KPI. Contract revenue, blocks laid and wall area sum; margin, win rate, waste and injury rate 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 LTB KPIs such as Rework Rate, Material Waste Rate and Lost-Time Injury Rate, lower is better and the bands invert. The thresholds live in three cells on Color Settings.

Is there a Google Sheets version?

Yes – the Masonry Contractor KPI Scorecard in Google Sheets is published separately for teams that work in a browser. It is the same scorecard idea on a different platform, with its own KPI set; it is not a copy of this file.

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 Masonry Contractor KPI Scorecard in Excel

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Buy once, use forever. Instant download, no subscription, no seat fees. Need this scorecard rebuilt around your own KPI list? Email info@nextgentemplates.com and we will quote the customisation. Masonry Contractor KPI Scorecard in Excel

Last updated: 27 August 2026.

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