Moving Company KPI Dashboard in Google Sheets

The Moving Company KPI Dashboard in Google Sheets tracks 12 moving company KPIs across 6 KPI groups, with MTD and YTD actual, target, achievement %, traffic-light status and prior-year comparison for every KPI. One month dropdown drives the whole scorecard, a KPI Trend page charts any single KPI across twelve months, and a KPI Analysis page ranks the top five and bottom five KPIs for the year to date. Setup takes about 10 minutes: copy the sheet, type your monthly numbers, pick a month.

This is the KPI dashboard edition from the NextGenTemplates KPI dashboard family (month picker, traffic lights, KPI Trend and KPI Analysis pages). It is not the Moving Company KPI Scorecard in Google Sheets, which is a separate template family with its own layout.

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🔑 Key Features of the Moving Company KPI Dashboard in Google Sheets

🚚 12 moving company KPIs, ready to use. On-Time Arrival Rate, On-Time Delivery Rate, Completed Moves, Damage & Loss Claim Rate, Claim Resolution Time, Customer Satisfaction (CSAT), Repeat & Referral Rate, Estimate-to-Booking Conversion, Average Revenue per Move, Truck Utilization Rate, Vehicle Accident Rate and Labor Cost per Move.

🗂️ Six KPI groups. Service Delivery (3 KPIs), Claims & Quality (2), Customer (2), Sales & Revenue (2), Fleet & Safety (2) and Workforce & Cost (1). Every KPI also carries a unit, formula, definition, owner, priority and frequency on the KPI Definition sheet.

↕️ Direction-aware scoring. 8 KPIs are Upper The Better (UTB) and 4 are Lower The Better (LTB): Damage & Loss Claim Rate, Claim Resolution Time, Vehicle Accident Rate and Labor Cost per Move. Achievement is Target ÷ Actual for LTB KPIs, so beating a claims or cost target scores above 100%.

🚦 Traffic lights with editable thresholds. On Target from 100%, At Risk from 95% to 99%, Missed below 95%. The thresholds sit in plain Status formulas on the KPI Dashboard.

📊 Seven summary cards. Total KPIs Tracked, On Target (YTD), At Risk (YTD), Missed (YTD), Improving vs PY (MTD), Avg Achievement (MTD) and Avg Achievement (YTD).

➕ Room for 22 KPIs. Add or rename a KPI on KPI Definition and it flows through the three input sheets, the scorecard, the trend page and the analysis page with no formula edits.

💻 Pure worksheet formulas. No Apps Script, no add-on and no query. It runs in any browser once you open it in Google Sheets.

📦 What’s Inside the Moving Company KPI Dashboard

The download is a PDF guide holding the link that creates your own editable copy in Google Drive. The spreadsheet has 11 tabs: Home, KPI Dashboard, KPI Trend, KPI Analysis, KPI Input – Actual, KPI Input – Target, KPI Input – PY, KPI Definition, Support, Read Me and Get More Templates.

Home

A navigation page with links to the three dashboard pages, the three input sheets and the reference sheets, plus a three-step getting-started strip.

KPI Dashboard

The main scorecard. With September 2025 selected, the cards read 12 KPIs tracked, 6 On Target, 3 At Risk and 3 Missed for the year to date, 6 of 12 improving vs prior year, and average achievement of 97.3% MTD and 97.5% YTD. Completed Moves reached 330 against a target of 316 (104.4%, On Target), while Estimate-to-Booking Conversion came in at 31.09% against 36.81% (84.5%, Missed).

KPI Trend

Pick one KPI from a dropdown to see its group, unit, type, owner, priority, frequency, formula and definition, a twelve-month MTD and YTD table, and two charts: MTD Actual, Target and PY by Month, and YTD Actual, Target and PY by Month.

KPI Analysis

Performance by KPI Group (KPIs, On Target, At Risk, Missed, Avg Ach % MTD and YTD), an Average YTD Achievement by KPI Group chart, and the Top 5 and Bottom 5 performing KPIs for the year to date.

KPI Input – Actual, Target and PY

Three input sheets with an MTD and a YTD column for each month. Cell E3 sets the first month of the reporting year and re-bases the whole file. You type both the MTD and the YTD value, so you decide whether a KPI’s YTD is cumulative or a running average.

KPI Definition

The master list: KPI number, group, name, unit, formula, definition, UTB/LTB type, owner, priority and frequency. Every other sheet reads from it.

📊 Moving Company KPI Dashboard in Google Sheets vs. Excel vs. Paid Moving Software

For movers who want monthly KPI reporting without paying for a full moving CRM, this template sits in the sweet spot.

👥 Who This Template Is For, and Who It’s Not For

✅ This template is built for:

• Owners and operations managers of local and long-distance moving companies
• Moving franchise and branch managers preparing monthly reviews
• Consultants who report moving company KPIs to clients

❌ This template is NOT for:

• Teams that need booking, crew dispatch, GPS tracking or invoicing: it does not connect to a TMS, CRM or GPS feed
• Anyone looking for DOT, FMCSA, licensing or insurance compliance reporting: it offers none
• Claims handling: damage and claim KPIs are numbers you type, not a claims system

⚙️ How to Use the Moving Company KPI Dashboard

1. Open the PDF in your download and click the link to make your own copy in Google Drive.
2. Review the 12 KPIs on KPI Definition; rename, add or clear rows as needed.
3. Set the first month of your reporting year in cell E3 of KPI Input – Actual.
4. Type monthly MTD and YTD values on the Actual, Target and PY input sheets.
5. Pick a month from the in-cell dropdown on the KPI Dashboard.
6. Open KPI Trend and KPI Analysis to review single KPIs and groups.

💼 Real-World Use Cases

Maria runs a 6-truck local moving company. She types last month’s numbers on the first working day, then walks her crew leads through On-Time Arrival Rate, Damage & Loss Claim Rate and Labor Cost per Move on the KPI Dashboard.

Dev manages sales for a long-distance mover. He uses KPI Trend to watch Estimate-to-Booking Conversion and Average Revenue per Move month by month, and the Bottom 5 table to decide where to coach estimators.

A franchise group gives each branch its own copy so every owner reports the same moving company KPIs in the same format.

❓ Frequently Asked Questions

What KPIs does the Moving Company KPI Dashboard in Google Sheets track?

It tracks 12 moving company KPIs in six groups, including On-Time Arrival Rate, On-Time Delivery Rate, Damage & Loss Claim Rate, Customer Satisfaction (CSAT), Estimate-to-Booking Conversion, Truck Utilization Rate, Vehicle Accident Rate and Labor Cost per Move. You can extend the list to 22 KPIs.

How is this different from the Moving Company KPI Scorecard?

They are different template families. This KPI dashboard uses a month picker, seven summary cards, a KPI Trend page and a KPI Analysis page with group roll-ups and top/bottom five. The Moving Company KPI Scorecard in Google Sheets has its own layout. Many buyers use both.

Is it the same as the Excel edition?

No. The Moving Company KPI Dashboard in Excel ships 14 KPIs in different groups. This Google Sheets build ships 12 KPIs, adding On-Time Arrival Rate, Damage & Loss Claim Rate, Claim Resolution Time, Vehicle Accident Rate and Labor Cost per Move.

How long does setup take?

About 10 minutes. Make a copy from the PDF link, set the start month in cell E3, and type your monthly numbers. The Moving Company KPI Dashboard recalculates immediately; there is no refresh step.

Is YTD calculated for me?

No. Each input sheet stores an MTD and a YTD value per month, and you type both. That keeps you in control of whether a KPI’s YTD is a cumulative total or a running average.

How does it compare with paid moving software?

Paid moving software runs bookings, dispatch and invoicing on a subscription. This Google Sheets KPI dashboard only reports KPIs from numbers you enter, for a one-time payment with no per-user fees.

👤 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 (@PKAnExcelExpert, @NextGenTemplates, @NeoTechNavigators). Every template is hand-built and tested before release.

🔗 Explore Related Templates

📋 Moving Company KPI Scorecard in Google Sheets: the scorecard family for the same trade.

🏗️ Equipment Rental Business KPI Dashboard in Google Sheets: the same KPI dashboard layout for rental fleets.

🔁 Also available as: Moving Company KPI Dashboard in Excel and Moving Company KPI Scorecard in Excel.

📂 Browse all Google Sheets KPI Dashboards or every Google Sheets template.

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📅 Last updated: September 2026