Executive KPI Library

Home Title example How to Create a KPI Dashboard in Excel Learn step-by-step how to visualize key metrics and track performance in your department. Download the Excel file used in this tutorial: Download     Step By Step Instructions How to Calculate Loss Ratio % by Insurance Product Line in Excel This walkthrough explains how to […]

Home Cash Flow per Project in Excel: How to Track and Control Working Capital Learn how to analyze cash flow per project in Excel so you can see which jobs are putting the most pressure on working capital. In this lesson, you’ll learn how to compare cash in vs. cash out, track average cash flow

Home How to Track Warranty Callback Rate to Protect Project Margins Learn how to measure warranty callback rate by project manager and spot where install-related rework may be hurting margin. In this lesson, you’ll see how to organize callback data, compare performance across team members, and build a clear chart that highlights who is above

Home How to Track Rework Rate and Reduce Costly Project Mistakes Learn how to measure Rework Rate % in Excel so you can spot where jobs are being redone, identify patterns by project manager and system type, and uncover the hidden issues that hurt efficiency and profit. Download the Excel file used in this tutorial:

Home Title example How to Create a KPI Dashboard in Excel Learn step-by-step how to visualize key metrics and track performance in your department. Download the Excel file used in this tutorial: Download     Step By Step Instructions How to Calculate Loss Ratio % by Insurance Product Line in Excel This walkthrough explains how to

Home How to Track Crew Utilization in Excel and Spot Scheduling Gaps Early Learn how to track Crew Utilization % month by month in Excel so you can identify underused crews, spot scheduling gaps early, and monitor performance trends across your operation. In this lesson, you’ll see how to build a clear visual that makes

Home Labor Efficiency Ratio in Excel: Identify Labor Waste and Improve Project Margins Learn how to measure Labor Efficiency Ratio (LER) in Excel so you can see where labor performance is helping or hurting project margins. In this lesson, you’ll learn how to compare efficiency by project manager and system type, spot weak areas faster,

Home How to Track Permit and Inspection Delay Rate in Excel for Light Commercial Projects Learn how to measure permit and inspection delays in light commercial projects using Excel. In this lesson, you’ll see how to compare delay frequency across milestones, identify where city processes are slowing projects down, and break the analysis down by

Home How to Track Milestone Achievement Rate in Excel to Catch Project Delays Early Learn how to track Milestone Achievement Rate % in Excel so you can spot where projects start slipping before they turn into missed deadlines, customer frustration, or costly rework. In this lesson, you’ll see how to compare planned vs. actual milestone

Home How to Track Average Project Duration in Excel for Better Install Planning Learn how to measure average project duration in days using Excel so you can better understand install timelines, compare performance by project manager and system type, and plan future capacity with more confidence. In this lesson, you’ll see how to turn raw