Excel KPI tutorials and reporting templates for HVAC companies. This category includes finance, operations, marketing, and service performance analytics, with step-by-step Excel walkthroughs for revenue, margins, labor efficiency, collections, dispatch performance, and monthly reporting.
Home How to Use the MIN Function in Excel The MIN function in Excel returns the smallest value in a dataset, making it useful for identifying the lowest numbers in your data. In this lesson, you’ll learn how the MIN function works and see how it can be applied to analyze service ticket revenue in
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Home How to Use the MAX Function in Excel The MAX function helps you quickly identify the largest value in a dataset. In this lesson, you’ll learn how the function works and see how it can be used to find metrics like the highest service ticket or biggest revenue day in an HVAC dataset. You’ll
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Home How to Use the ROUND, ROUNDUP, and ROUNDDOWN Functions in Excel The ROUND, ROUNDUP, and ROUNDDOWN functions help control how numbers are rounded in Excel, which is essential for clean financial reporting and accurate KPI calculations. In this lesson, you’ll learn how each rounding function works and see how they can be applied to
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Home How to Use the AVERAGE Function in Excel The AVERAGE function helps you understand the typical value in a dataset by calculating the mean of a group of numbers. In this lesson, you’ll learn how the AVERAGE function works and see how it can be used to calculate the average revenue per service job,
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Home How to Use the SUM Function in Excel The SUM function is one of the most fundamental tools in Excel. It allows you to quickly add a group of numbers to calculate totals such as revenue, expenses, or costs. In this lesson, you’ll learn how the SUM function works and see how it’s used
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Home How to Track Your 5-Star Review Rate and Measure Customer Satisfaction in Excel Learn how to track your 5-Star Review Rate % month by month in Excel so you can better understand customer satisfaction and online reputation trends. In this lesson, you’ll see how to organize review data, compare positive vs. non-5-star feedback, and
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Home How to Track Referral-Sourced Revenue % and Measure Customer Trust Learn how to measure the percentage of revenue that comes from customer referrals and why it matters for long-term growth. In this lesson, you’ll see how to track referral-driven performance month by month, compare it against a target, and build a clear visual that
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Home How to Track Customer Referral Rate and Measure Word-of-Mouth Growth Learn how to measure how often your existing customers are driving new business through referrals. In this lesson, you’ll see how to organize referral data, track referral performance over time, and build a clear visual that highlights both referral volume and referral rate trends.
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Home How to Track Complaint Rate and Improve Customer Experience Learn how to measure Complaint Rate % month by month so you can spot when rising job volume starts affecting the customer experience. In this lesson, you’ll build a clear visual that helps you monitor service quality, compare results against a target, and identify when
Home How to Track Customer Effort Score to Improve Customer Experience Learn how to track Average Customer Effort Score (CES) over time so you can see how easy or difficult it is for customers to get their problems resolved. In this lesson, you’ll learn how to organize survey results, monitor monthly trends, compare performance against
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