Executive KPI Library

Home Diagnostic Accuracy: Track Accuracy by Tech, System Type, and Month Learn how to measure diagnostic accuracy in your HVAC service business so you can reduce callbacks, repeat repairs, and customer dissatisfaction. In this lesson, you’ll build a clear view of accuracy by technician, by system type, and month-by-month, plus a visual dashboard with a […]

Home Understanding Training Trends as Technicians Gain Experience See what your training data is really saying as technicians gain experience. In this lesson, you’ll learn how to spot training patterns by tenure, visualize monthly training activity by technician, and create two clear visuals (a heat map and a scatter plot with a trend line) to

Home How to Analyze Overtime Rates Using Excel Learn how to track and analyze overtime usage in your HVAC business by month and by technician. In this lesson, you’ll see how to identify capacity issues, spot seasonal pressure points, and visualize when overtime is a healthy buffer versus a sign that your operation is stretched

Home Service NPS Score Analysis by Month and Technician Learn how to measure service quality trends using Net Promoter Score (NPS). In this lesson, you’ll see how to track NPS by month, compare performance by technician, and use visual tools like charts and heat maps to identify coaching opportunities and service risks before they impact

Home Service CSAT Score: Find Hidden Service Quality Issues Average customer satisfaction scores can hide the real story. In this lesson, you’ll learn how to break CSAT down by month, season, and technician so you can spot blind spots, understand when performance dips, and create visuals your team can use to take action fast. Download

Home Truck Stock Accuracy(By Tech and Item Category) Learn how to uncover the hidden operational cost of truck inventory misses. In this lesson, you’ll build a clear view of truck stock accuracy so you can spot which technicians and item categories are driving discrepancies, compare results against a target line, and focus your coaching and

Home Repeat Repair Rate: Find the Hidden Capacity Drain in Your Service Department Learn how to measure repeat repairs and see how they quietly steal technician time, overload your schedule, and limit growth, even when revenue looks fine. You’ll also build a simple month-by-month view, add a rolling trend line, and spot where repeat work

Home Callback Rate Tracking in Excel: Find Hidden Labor Waste Learn how to track your callback rate to uncover hidden labor waste that never shows up on your P&L. In this lesson, you’ll build a clear monthly trend view with a target band, then drill down to see which issues and technicians are driving callbacks

Home Calculate First-Time Fix Rate in Excel (By Month + Technician) Learn how to measure your team’s first-time fix rate so you can spot hidden inefficiencies like repeat visits, wasted truck time, and unhappy customers. In this lesson, you’ll build a clear month-by-month view, add a performance benchmark, and create a technician heat map that

Home Emergency Call Response Time: Median by Month + SLA Target + Heatmaps Every extra minute on an emergency call adds pressure on your team and your customers. In this lesson, you’ll learn how to measure your median emergency response time, compare it to an SLA target, and break performance down by day of week