The Roofing Contractor KPI Dashboard in Power BI scores 14 roofing KPIs against target every month, across four report pages, from one Excel workbook you control. Contract revenue, gross profit margin, job cost variance, crew productivity, weather downtime, callback rate, warranty claim cost, recordable incident rate and days sales outstanding all land on a single scorecard with MTD and YTD traffic lights side by side. It ships as a fully editable .pbix built with native Power BI visuals only, with a complete sample year already loaded – 14 KPI definitions, 168 monthly target rows and 336 actual rows covering the reporting year and the year before it. One-time payment, instant download, lifetime access to the file, and nothing to install beyond the free Power BI Desktop. Roofing Contractor KPI Dashboard in Power BI
Key Features of the Roofing Contractor KPI Dashboard in Power BI
- 14 roofing KPIs in seven groups – Financial, Job Costing, Sales, Production, Quality, Safety and Collections – each with its own owner and priority.
- Five synced slicers across the report: Month, KPI Group, Owner, Priority and Direction.
- MTD and YTD on the same row – actual, target, achievement percentage and status light for both periods, so a strong December inside a weak year has nowhere to hide.
- Direction-aware scoring – lower-is-better KPIs such as Job Cost Variance %, Material Waste %, Weather Downtime, Callback Rate %, Warranty Claim Cost, Recordable Incident Rate and Days Sales Outstanding score Target divided by Actual, so beating them reads above 100 percent.
- Five summary cards – Total KPIs, MTD Target Met, MTD At Risk, MTD Target Missed and Achievement MTD, each with a month-on-month delta and a 12-month trend bar.
- A 12-month sparkline on every KPI row that keeps the full year even when the report is filtered to a single month.
- Prior-year comparison built in – YoY arrows on the scorecard plus CY vs PY vs Target line charts, MTD and YTD.
- Owner accountability – every KPI is assigned to a real seat: Finance Director, Estimating Manager, Production Manager, Sales Manager, Field Operations, Purchasing Lead, Service Manager, Safety Officer or Accounts Receivable.
- Fully editable .pbix – native visuals only, no custom visuals, nothing locked and no paid workspace required.
What’s Inside the Roofing Contractor KPI Dashboard in Power BI
Page 1 – KPI Dashboard. The month picker sits top left, followed by KPI Group, Owner, Priority and Direction. Under them the five summary cards, then the KPI Scorecard table: KPI Name, KPI Group, Unit, 12M Trend, Actual (MTD), Target (MTD), Achievement % (MTD), Status Light (MTD), YoY Arrow (MTD), Actual (YTD), Achievement % (YTD) and Status Light (YTD). In the sample December 2025 view, 8 KPIs are On Target, 3 At Risk and 3 Missed, for an Achievement MTD of 99.2 percent. Weather Downtime at 36.00 crew-days against a 32.00 target, Material Waste % at 7.28 against 6.65 and Job Cost Variance % at 4.88 against 4.51 are the three misses; Callback Rate % at 3.41 against a 3.69 target scores 108.2 percent.
Page 2 – KPI Trend. Pick one KPI from the list on the left and the whole page follows it. An attribute strip repeats the selected group, unit, direction, owner and priority, then five cards give KPI Actual (MTD), KPI Target (MTD), KPI Achievement % (MTD), KPI Status (MTD) and KPI YoY % (MTD). Below sit two charts: CY MTD vs PY MTD vs Target MTD by Month and CY YTD vs PY YTD vs Target YTD by Month, so you can see whether a number is genuinely improving or simply beating a soft prior year.
Page 3 – KPI Definition. The same synced KPI picker, plus the plain-English definition and the formula behind the number – for Average Contract Value that is Contract Revenue divided by Contracts Signed, described as the average signed value of a residential or light-commercial roofing job. A Monthly Detail table lists all twelve months with MTD actual, MTD target, achievement, status and the YTD pair, and two charts show MTD Actual vs Target by Month and Achievement % by Month.
Page 4 – Get More Templates. A catalogue page plus a short guide to changing the month, swapping in your own data and recolouring the whole report from the single custom theme. Roofing Contractor KPI Dashboard in Power BI
The 14 Roofing KPIs You Get
| Group | KPI | Unit | Direction |
|---|---|---|---|
| Financial | Contract Revenue | USD | Higher is better |
| Financial | Gross Profit Margin % | % | Higher is better |
| Job Costing | Job Cost Variance % | % | Lower is better |
| Job Costing | Revenue per Labor Hour | USD/Hour | Higher is better |
| Sales | Estimate-to-Close Rate % | % | Higher is better |
| Sales | Average Contract Value | USD/Job | Higher is better |
| Production | Crew Productivity | Squares/Day | Higher is better |
| Production | Material Waste % | % | Lower is better |
| Production | Weather Downtime | Crew-Days | Lower is better |
| Production | On-Time Job Completion % | % | Higher is better |
| Quality | Callback Rate % | % | Lower is better |
| Quality | Warranty Claim Cost | USD | Lower is better |
| Safety | Recordable Incident Rate | Rate | Lower is better |
| Collections | Days Sales Outstanding | Days | Lower is better |
Roofing Contractor KPI Dashboard in Power BI vs. Excel vs. Paid Roofing Software – Where This Fits
| This Power BI template | Excel KPI dashboard | AccuLynx / JobNimbus reporting | |
|---|---|---|---|
| Cost | One-time 19.99 USD | One-time 19.99 USD | Roughly 100-300 USD per user per month |
| Platform | Power BI Desktop, free from Microsoft | Microsoft Excel 2013 or later | Vendor cloud only |
| Setup time | About 20 minutes to swap the sample year | About 20 minutes | Weeks of onboarding and data migration |
| Real-time team collaboration | Only if you publish to a Power BI workspace | Through OneDrive or SharePoint | Yes, built in |
| Mobile access | Power BI mobile app after publishing | Excel mobile | Yes |
| Customisable KPIs | Add, rename or delete any KPI in the workbook | Same, via the definition sheet | Fixed vendor report set |
| Prior-year comparison | Built in, MTD and YTD | Built in | Depends on plan and data history |
| Year-1 cost at 5 users | 19.99 USD | 19.99 USD | 6,000 USD and up |
| Connects to your job board | No – you type or paste the monthly numbers | No | Yes, it is the job board |
| Owns your historical data | Yes, the file is yours forever | Yes | No, it stays in the vendor account |
Who This Template Is For – and Who It’s Not For
It fits residential and light-commercial roofing contractors running roughly 2 to 20 crews, production managers who already pull monthly numbers out of AccuLynx, JobNimbus, Roofr or a spreadsheet and want one board to review them on, and owners who want a management-level scorecard rather than another job-tracking screen. It is equally at home in a monthly management meeting and in a quarterly review with a banker or a private-equity partner.
It does not fit anyone expecting a live feed. This template does not connect to a CRM, a supplier portal or an accounting system – every figure is one you enter in the included Excel workbook. It is not an estimating tool, not a crew scheduler, and not a material take-off calculator. If you want the same scorecard without installing Power BI Desktop, the Roofing Contractor KPI Dashboard in Excel or the Google Sheets edition will suit you better. Roofing Contractor KPI Dashboard in Power BI
How to Use the Roofing Contractor KPI Dashboard in Power BI
- Unzip the download and keep the .pbix and Data.xlsx in the same folder. A short user manual PDF is included in the zip.
- Open the .pbix in Power BI Desktop and walk through the sample December 2025 year first, so you can see how a Missed and an On Target KPI behave.
- Open Data.xlsx. Edit KPI Definition to rename, add or delete KPIs – the KPI name is the join key, so change it in all three sheets.
- Fill Input_ Target with one row per KPI per month, and Input_ Actual with the same for the reporting year and the year before it. The prior year is what every PY and YoY figure reads from.
- Set Type to UTB for higher-is-better KPIs and LTB for lower-is-better ones. Owner and Priority are free text and drive two of the slicers.
- Remember that YTD sums for money and volume but averages for rates, percentages and day counts – a callback rate that adds up to 40 percent by December makes every YTD chart useless.
- Back in Power BI Desktop, click Home then Refresh. The cards, the scorecard, the KPI list and every chart follow the new rows.
Real-World Use Cases
Ray, owner of a 6-crew residential roofing company. He opens Page 1 on the first Monday of the month. Weather Downtime at 88.9 percent of target and Material Waste % at 91.3 percent tell him where the review meeting starts, and the YoY arrows tell him whether it is weather or a scheduling habit.
Dana, production manager. She filters the Owner slicer to Field Operations and reviews Crew Productivity and Weather Downtime on the KPI Trend page – twelve months of actual against target, with last year underneath, so seasonality is visible instead of being argued about.
Tom, controller. He filters to the Financial and Collections groups and watches Gross Profit Margin % against Days Sales Outstanding. The KPI Definition page carries the formula he agreed with the accountant, so nobody re-litigates the calculation each quarter.
Maria, service manager. Callback Rate % and Warranty Claim Cost are hers. She uses the 12-month sparkline to show that a spike in warranty cost followed one specific crew’s summer schedule, not the shingle supplier.
Frequently Asked Questions
Do I need a paid Power BI licence?
No. Power BI Desktop is free from Microsoft and opens the file. A Pro or Premium licence is only needed if you want to publish the report to a workspace and share it with colleagues.
Does it connect to AccuLynx, JobNimbus or Roofr?
No. Every number comes from the included Excel workbook, which you fill from whatever system you already run. That is deliberate – it means the template works no matter which roofing platform you use, and your history stays in a file you own.
Can I add or remove KPIs?
Yes. Nothing in the report hard-codes a KPI. Add a row to KPI Definition plus its monthly target and actual rows, hit Refresh, and the counts, scorecard and charts pick it up.
How does a lower-is-better KPI score above 100 percent?
Achievement is direction-aware. LTB KPIs score Target divided by Actual, so a callback rate below target scores above 100 percent and turns green like every other KPI.
What are the traffic light thresholds?
On Target is 100 percent and above, At Risk is 95 to 100 percent, and Missed is below 95 percent. They are set in the model and can be changed.
Can I change the colours?
Yes. The report uses one custom Power BI theme, so recolouring it in a single place restyles every visual on all four pages.
Is the sample data real?
No. The shipped numbers are realistic sample values for a residential and light-commercial roofing contractor, not real operational data. Replace them with your own and refresh.
What exactly is in the download?
A zip containing the .pbix report, the Data.xlsx workbook that feeds it, and a Power BI Dashboard user manual PDF.
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. Roofing Contractor KPI Dashboard in Power BI
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Download the Roofing Contractor KPI Dashboard in Power BI and have 14 roofing KPIs scored against target, MTD and YTD, before your next management meeting. Instant download, one-time payment, lifetime access to the file.
Last updated: 27 August 2026
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