Roofing Contractor KPI Dashboard in Google Sheets

The Roofing Contractor KPI Dashboard in Google Sheets gives a roofing company one page that answers “are we on plan this month, and are we on plan this year?” It tracks 15 roofing KPIs across 5 groups – Sales & Estimating, Production, Quality & Warranty, Financial, and Safety & Service – and scores every one of them twice: month to date and year to date. Pick a month from a single dropdown and all 9 tabs re-read from it. There is no add-on to install, no Apps Script macro and no query to refresh – every number is a worksheet formula. Your purchase is a PDF holding the “Make a copy” link, so the sheet lands in your own Google Drive in under a minute, and it is a one-time payment with no subscription.

Key Features of the Roofing Contractor KPI Dashboard in Google Sheets

• 15 roofing KPIs, already written – Estimates Issued, Estimate-to-Close Rate, Average Job Value, Jobs Completed, Roof Squares Installed, Crew Productivity (Squares per Crew Day), Days from Sold to Install, Leak Callbacks per 100 Jobs, Punch-List Closure Rate, Material Waste, Gross Margin, Tear-Off Disposal Cost per Square, Days Sales Outstanding, Safety Incident Rate (TRIR) and Customer Satisfaction Score.
• MTD and YTD in the same row – each KPI shows Actual, Target, Achievement %, Status, Prior Yr and vs PY for the selected month, and again for the year through that month.
• Traffic lights that respect direction – KPIs are typed UTB (upper the better) or LTB (lower the better). Achievement is Actual / Target for UTB and Target / Actual for LTB, so beating a disposal-cost or cycle-time target scores above 100% exactly the way beating revenue does.
• Editable thresholds – On Target from 100%, At Risk 95% to 99%, Missed below 95%. The cut-offs live in the Status formulas, so you can move them to your own governance.
• Seven summary cards – total KPIs tracked, On Target / At Risk / Missed counts for the year, how many KPIs improved on last year, and average achievement for both MTD and YTD.
• KPI Trend page – choose any KPI and get its attributes, formula, definition, a twelve-month table and two charts.
• KPI Analysis page – achievement rolled up by KPI group, an Average YTD Achievement by KPI Group bar chart, and the top five and bottom five KPIs for the year.
• Room to grow – the sheets are wired for 22 KPIs and 9 groups. 15 rows are filled; the rest are live and empty, so adding a KPI needs no formula work.
• Owner, priority and frequency per KPI – Sales Manager, Production Manager, Field Superintendent, Scheduling Coordinator, Quality Manager, Purchasing Lead, Owner / Controller, Safety Officer and Customer Care Lead are already assigned.
• Works anywhere Google Sheets works – browser, iPad in the truck, or phone on the roof, with normal Google share links for your foremen.

What’s Inside the Roofing Contractor KPI Dashboard in Google Sheets

Nine tabs, and you only ever type into three of them.

1. KPI Dashboard – the scorecard

The month dropdown sits at the top left. Below it, 15 rows carry KPI number, group, name, unit and type, then the Month to Date block (Actual, Target, Ach %, Status, Prior Yr, vs PY) and the Year to Date block with the same six columns. In the sample year, September 2025 reads 7 On Target, 5 At Risk and 3 Missed on YTD, 9 of 15 KPIs improving on last year, 97.1% average MTD achievement and 97.9% average YTD achievement.

2. KPI Trend – one KPI, twelve months

Pick a KPI from the dropdown and the page rebuilds: its group, unit, type, owner, priority, frequency, formula and definition across the top; a twelve-month table of MTD and YTD actual, target, prior year, achievement and status; then a MTD Trend combo chart and a YTD Trend combo chart, each plotting actual columns against a target line and a prior-year series.

3. KPI Analysis – groups, winners and problems

Performance by KPI Group counts how many KPIs in each group are On Target, At Risk or Missed and averages their MTD and YTD achievement. Beside it, Top 5 and Bottom 5 Performing KPIs rank the year to date – in the sample, Estimates Issued leads at 104.1% while Safety Incident Rate (TRIR) sits at 87.5%. A How To Read This Page panel explains the ranking and the thresholds.

4. KPI Input – Actual, Target and PY

Three identical yellow grids: this year’s actual, this year’s target, and last year’s result. Every KPI has an MTD and a YTD column for each of the twelve months, so you keep full control of how your year to date is defined. Cell E3 on KPI Input – Actual is the first month of the reporting year – change it and the whole workbook re-bases.

5. KPI Definition – the master list

KPI number, group, name, unit, formula, definition, type, owner, priority and frequency. Every other sheet reads this list, so renaming a KPI here renames it everywhere. Clear a row and the dashboard row goes blank and the summary cards recount themselves.

The remaining tabs are Home (the launcher), Read Me (how the workbook is wired, in plain English), a Support sheet of helper calculations you never touch, and Get More Templates.

Roofing Contractor KPI Dashboard in Google Sheets vs. Excel vs. Paid Roofing SaaS – Where This Fits

Straight answer: if you already run the Excel edition or the Power BI edition, you do not need this one – pick the platform your team already opens. If your estimator, production manager and bookkeeper all live in a browser, Google Sheets wins. If you need scheduling, job costing and a CRM, buy the SaaS and use this only for the monthly board number.

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

Built for: residential and commercial roofing contractors running roughly 20 to 80 jobs a month; owner-operators who report to a board, a franchisor or a lender; production managers who want crew productivity and callbacks on the same page as gross margin; and roofing firms migrating off a whiteboard or a monthly PDF.

Not for you if: you want job-level costing, scheduling or a CRM – this reports on totals you supply, it does not manage jobs. It will not import from JobNimbus, AccuLynx or QuickBooks on its own; you type or paste 15 monthly numbers. It is a monthly cadence, not a live feed, so a daily crew-tracking board is the wrong fit. And if your accounting team lives in desktop Excel and refuses Google, buy the Excel edition instead.

How to Use the Roofing Contractor KPI Dashboard in Google Sheets

1. Make your copy. Open the PDF in your download, click the link, then choose File > Make a copy. You need to be signed in to the Google account you want the copy saved to.
2. Set the reporting year. Cell E3 on KPI Input – Actual is the first month of your year. Change it and the target sheet, the prior-year sheet, the month dropdown and every sheet title re-base.
3. Edit the KPI list. On KPI Definition, rename anything that does not match your language, set UTB or LTB, and assign the owner. Add up to 22 KPIs in total.
4. Enter twelve months of numbers on KPI Input – Actual, KPI Input – Target and KPI Input – PY. Fill the past months first; the year builds as you go.
5. Pick your month on KPI Dashboard. Every card, status flag and arrow updates – there is no refresh step.
6. Work the exceptions. Open KPI Analysis, read the Bottom 5, and take the two worst into your production meeting. Then use KPI Trend on each to see whether it is a bad month or a bad trend.

Real-World Use Cases

Dave, owner of a 3-crew residential roofing company. He was closing 38% of estimates and could not tell whether it was drifting. With Estimate-to-Close Rate and Estimates Issued side by side, he could see volume rising while conversion slipped, and moved his best estimator onto insurance work.

Maria, production manager at a commercial roofer. Crew Productivity, Roof Squares Installed and Days from Sold to Install are her three lines. When the backlog wait stretched past 21 days she used the KPI Trend page to show the owner it had been climbing for four months, not one.

Ken, a franchise owner reporting upward. His franchisor wants a monthly scorecard. He shares the sheet view-only, and because Leak Callbacks per 100 Jobs and Safety Incident Rate (TRIR) are typed LTB, a reduction correctly reads as a green result rather than a shortfall.

Frequently Asked Questions

Is this the KPI Scorecard template or the KPI Dashboard template?

This is the KPI Dashboard build – a month picker, a traffic-light scorecard grid with MTD and YTD side by side, a KPI Trend page and a KPI Analysis page. The separate Roofing Contractor KPI Scorecard in Google Sheets is a different layout. Buy one, not both.

How many KPIs does it ship with?

15, spread across 5 groups. The sheets are wired for 22 KPIs and 9 groups, so you can add 7 more without touching a formula.

Do I need Apps Script, add-ons or macros?

No. Every number is a worksheet formula. Nothing to authorise, nothing to install, and it opens on a locked-down company Google account.

Will it handle lower-is-better KPIs like callbacks and disposal cost?

Yes. Set the KPI to LTB on KPI Definition and achievement flips to Target / Actual, so cutting cost or cycle time scores above 100% and the vs-PY arrow colours correctly.

Can I change the On Target and At Risk cut-offs?

Yes. They are plain formulas on the KPI Dashboard sheet – edit the thresholds there and every page follows.

Can my crew leaders see it on a phone?

Yes. Share the Google Sheet as you would any other file and it opens in the Google Sheets mobile app. Give foremen view-only access and keep edit rights on the input sheets.

What exactly do I download?

A PDF containing the “Make a copy” link plus a short setup guide. Clicking it creates your own fully editable copy in your Google Drive; the master file stays view-only for everyone.

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

• Roofing Contractor KPI Dashboard in Excel – the same 15 KPIs for desktop Excel.
• Roofing Contractor KPI Dashboard in Power BI – the Power BI edition.
• Roofing Contractor KPI Scorecard in Google Sheets – the scorecard layout.
• HVAC Contractor KPI Dashboard in Google Sheets and Plumbing Business KPI Dashboard in Google Sheets – same build, other trades.
• Roof Inspection Checklist in Google Sheets – the field checklist that feeds your quality numbers.
• Browse the whole Google Sheets KPI Dashboard category or every Google Sheets template.

Stop guessing whether last month was a good month. Add the Roofing Contractor KPI Dashboard in Google Sheets to your cart, make your copy, and have 15 scored roofing KPIs in front of your production meeting this week. One payment, no subscription, yours to edit forever.

Watch the step-by-step video Demo:

Last updated: August 2026.